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Bank of America Merrill Lynch Report: China's AI accelerator market share is expected to rise to 50% by 2025, with Huawei leading the domestic market at 35.5%.
Bank of America Merrill Lynch estimates that the revenue share of domestic manufacturers in China's AI accelerator market has significantly increased from less than 30% in 2024 to approximately 50% in 2025, and is projected to approach 80% by 2028. Among them, Huawei has become the domestic leader with a 35.5% market share, while NVIDIA still holds the top spot with 47%, but the gap is narrowing.
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Source：华尔街见闻 · Source Link
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