北京，10月13日 — — 据路透社看到的IDC报告，受美国出口管制限制其产品供应影响，国内竞争对手以华为为首逐步夺取市场份额，英伟达在中国数据中心AI芯片市场的份额在2026年上半年降至34%。
BEIJING, Oct 13 - Nvidia's share of China's market for data-centre AI chips fell to 34% in the first half of 2026, as US export controls restricted supplies of its products and domestic rivals led by Huawei gained ground, according to an IDC report seen by Reuters.
IDC数据显示，英伟达在2026年1月至6月期间向中国出货AI加速器67.8万颗，较去年同期下降44%。AI加速器是用于训练和运行AI模型的专用芯片。
Nvidia shipped 678,000 AI accelerators in China from January through June, down 44% from a year earlier, IDC data showed. AI accelerators are specialised chips used to train and run AI models.
华盛顿已限制中国获取英伟达最强大的AI芯片，限制了这家美国芯片制造商在全球第二大经济体中的产品销售范围。与此同时，北京一直在推动国内替代方案，并要求中国企业申请批准以进口符合规定的英伟达芯片。
Washington has restricted China's access to Nvidia's most powerful AI chips, limiting the range of products the US chipmaker can sell in the world's second-largest economy. Beijing, meanwhile, has promoted domestic alternatives and required Chinese companies to seek approval to import compliant Nvidia chips.
英伟达首席执行官黄仁勋多次批评华盛顿的出口限制，称该政策迫使一家美国公司将中国价值500亿美元的AI芯片市场让给华为。
Nvidia CEO Jensen Huang has repeatedly criticised Washington's export curbs, saying the policy forced a US company to cede China's $50 billion AI chip market to Huawei.
IDC未具体说明英伟达哪些产品构成了其34%的市场份额，也不清楚该数据是否包含被禁止出口至中国但已被走私入境的尖端芯片，如B200和B300。英伟达未就置评请求作出回应。
IDC did not specify which Nvidia products made up its 34% market share, or whether the figure included cutting-edge chips such as the B200 and B300, which are barred from export to China but have been smuggled into the country. Nvidia did not respond to a request for comment.
IDC表示，华为出货AI加速器57.2万颗，较去年同期的30万颗以上增长，占整体市场份额的28%。
Huawei shipped 572,000 AI accelerators, up from more than 300,000 a year earlier, giving it a 28% share of the overall market, IDC said.
阿里巴巴旗下芯片设计部门T-Head占7%，其次是寒武纪占5%，百度的昆仑芯占4%，海光占3%。在IDC追踪的11家中国芯片制造商中，有9家的出货量较去年同期有所增加。
Alibaba's chip-design unit T-Head held 7%, followed by Cambricon with 5%, Baidu's Kunlunxin with 4% and Hygon with 3%. Nine of the 11 Chinese chipmakers tracked by IDC increased shipments from a year earlier.
IDC称，2026年上半年AI加速器总出货量达到200.8万颗。图形处理单元（GPU） — — 即最广泛用于训练AI模型的芯片 — — 出货量下降26%至99.1万颗，因可在中国大陆销售的供应仍然有限。
Total AI-accelerator shipments reached 2.008 million units in the first half. Shipments of graphics processing units, or GPUs — the chips most widely used to train AI models — fell 26% to 991,000 units, as supplies eligible for sale in mainland China remained limited, IDC said.
其他AI加速器的出货量增长近80%，达到101.6万件，超过了GPU的出货量。该类别包括专为特定AI任务设计的芯片，例如运行已训练的模型。
Shipments of other AI accelerators rose nearly 80% to 1.016 million units, overtaking GPUs by volume. This category includes chips designed for specific AI tasks, such as running trained models.
华为、T-Head、昆仑芯和寒武纪共同占据了非GPU细分市场的95%，IDC表示该细分市场正被政府机构、互联网公司和电信运营商采用。
Huawei, T-Head, Kunlunxin and Cambricon together accounted for 95% of the non-GPU segment, which IDC said was being adopted by government agencies, internet companies and telecoms providers.
IDC表示，竞争正从单个芯片的性能转向系统级能力，包括芯片在更大规模计算集群中的协同工作效果。
IDC said competition was shifting from the performance of a single chip to system-level capabilities, including how well chips work in a larger computing cluster.
IDC预计，尽管GPU出货量将下降9%，但中国今年的加速器总出货量仍将增长19%。
IDC expects total accelerator shipments in China to grow 19% this year, even as GPU shipments fall 9%.