October 13th 2026, 12:24 PM
Nvidia Loses Ground to Huawei in China's AI Chip Market
Key Summary
Nvidia's share of China's AI chip market has dropped to 34% as Huawei closes in, according to an IDC report. The company's unit shipments in the first half of 2026 fell 44% due to US export controls, while Huawei's shipments rose 80% to 28%. The market is becoming increasingly competitive, with non-GPU accelerators outselling GPUs for the first time.
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Market Shift
Nvidia's share of China's AI chip market has dropped to 34% as Huawei closes in, according to an IDC report. The company's unit shipments in the first half of 2026 fell 44% due to US export controls, while Huawei's shipments rose 80% to 28%. The market is becoming increasingly competitive, with non-GPU accelerators outselling GPUs for the first time.Key Findings
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