Nvidia’s China AI Chip Share Falls to 34% as Huawei Gains
What Happened
According to IDC data reported on October 13, 2026, Nvidia’s share of China’s AI chip market fell to 34% in H1 2026, down 44% year-on-year, as US export restrictions limited supplies. Huawei shipped 572,000 AI accelerators, securing 28% market share, while other domestic firms like Alibaba’s T-Head, Cambricon, Baidu’s Kunlunxin, and Hygon also grew. For the first time, non-GPU AI accelerators (1.016 million units) surpassed GPU shipments (991,000 units) in China.
Key Takeaways
The decline underscores how US export controls are reshaping China’s $50 billion AI chip market, accelerating adoption of domestic alternatives. Huawei’s rapid gains and the rise of non-GPU accelerators highlight Beijing’s push for self-reliance in AI computing.