2026 China GPU Chip Industry: Market Share, Technology Trends, and Future Outlook

Domestic GPU vendors

Huawei Ascend – full‑stack capability, holds roughly 44 % of the Chinese market.

HaiGuang – pursues a dual‑CPU + DCU architecture, maintains steady profitability.

Moore Threads – offers both data‑center cards and gaming GPUs, capable of delivering ten‑thousand‑card‑scale AI clusters on demand.

Biren (Wall‑Run) – focuses on high‑end performance; its BR100 chip uses 7 nm chiplet technology and 2.5 D packaging to achieve petaflops‑level FP32 compute that exceeds Nvidia A100, backed by orders exceeding $1 billion.

Mu Xi – provides an integrated training‑inference solution with a 100 % domestic supply‑chain.

JingJiawei – transitions from military applications to the trusted‑computing market, emphasizing high reliability.

Technical achievements

7 nm advanced process nodes have become the baseline for Chinese GPUs, matching international leaders.

Chiplet integration is mature; Biren’s BR100 leverages 2.5 D packaging to deliver petaflops‑scale performance.

Collective FP8 compute capacity has broken the 1,000 TFLOPS barrier.

HBM3e high‑bandwidth memory enables training of trillion‑parameter models and high‑performance‑computing workloads.

Global market outlook (2026)

AI GPU market size exceeds $1.12 trillion, a 58.2 % year‑over‑year growth.

Data‑center GPUs account for over 65 % of total AI GPU shipments.

Nvidia remains the industry leader, but its market share continues to shrink.

AMD retains the second position and seeks to capture mid‑to‑high‑end segments.

Chinese vendors are rapidly expanding domestic footholds and steadily increasing global share, penetrating inference, government and enterprise scenarios.

Future technology drivers

Chiplet architectures, CXL interconnect, optical links, and low‑precision (e.g., FP8) computing are expected to become the next engines of GPU evolution.

Nvidia is likely to reinforce its dominance in high‑end training workloads.

AMD will continue differentiated competition for mid‑range market share.

Chinese vendors will deepen domestic adoption and push globally, targeting breakthroughs in inference, edge computing, and government‑enterprise deployments.

Source: 2026中国GPU芯片行业深度剖析 https://mp.weixin.qq.com/s?__biz=MzUzMzY1NTkwOQ==∣=2247549208&idx=1&sn=52cea0c106b6d80a8be6b98a81c19177&scene=21#wechat_redirect