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NVIDIA H20 和 RTX PRO 推动中国 AI 晶片市场：2025 年展望
市场调查报告书
商品编码
1774041

NVIDIA H20 和 RTX PRO 推动中国 AI 晶片市场：2025 年展望

NVIDIA H20 & RTX PRO Drive China's AI Chip Market: 2025 Outlook
出版日期: | 出版商: TrendForce | 英文 6 Pages | 商品交期: 最快1-2个工作天内

价格
简介目录

摘要

NVIDIA H20 恢復对华销售，提振 AI GPU 的供应，并刺激 HBM 和 GDDR 的需求。美国政策转变有利于中国高阶 AI 晶片的采用，而 RTX PRO 6000 等新产品的推出，进一步支持了 AI 的多元化发展。

重点：

  • NVIDIA H20 预计将在中国恢復销售，这将增强 AI GPU 的供应动态，并刺激 HBM 及相关解决方案的需求。
  • H20 復原供应使 NVIDIA 重新成为中国领先的高阶 AI GPU 解决方案供应商，尤其适用于大型通讯服务供应商 (CSP) 的资料中心扩容。
  • H20 采用 HBM3e 显存，市场消费占比从 3% 提升至 6%。
  • 除 H20 外，NVIDIA 也宣布推出仅在中国市场销售的搭载 GDDR7 的 RTX PRO 6000，瞄准更多样化的中阶 AI 伺服器应用，预计年底前将大量出货。
  • 三星在 GDDR7 供应方面处于领先地位，并将受益于 RTX PRO 6000 销售及相关收入的成长。
  • 儘管近期政策有所放鬆，但地缘政治风险依然存在，促使中国加快发展国内 AI 晶片和供应链，预计 2026 年后将出现显着改善。

目录

第一章：NVIDIA 的 H20 出口限製或将解除；这可能预示着AI GPU贸易政策的变化，从而刺激中国市场的巨大需求。

第二章：H20恢復销售将刺激HBM3e需求，H20在2025年HBM总消费中的占比将提升至6%

  • NVIDIA H20与中国公司自主设计晶片的规格对比

第三章：如果出口禁令解除，H20可望重回中国高阶AI GPU龙头地位

  • 如果H20禁令解除，预计外国AI晶片在中国市场的市占率将恢復至49%左右。

第四章：NVIDIA计画推出中国版RTX PRO 6000，以支援中低阶市场，GDDR7出货量预计将成长。 AI 伺服器应用程式。

简介目录
Product Code: TRi-0078

Overview

NVIDIA H20 may resume sales to China, boosting AI GPU supply and demand for HBM and GDDR. US policy shift favors Chinese adoption of high-end AI chips. New products like RTX PRO 6000 will further support diverse AI developments.

Key Highlights:

  • NVIDIA H20 is likely to resume sales in China, enhancing AI GPU supply dynamics and driving up demand for HBM and related solutions.
  • H20 supply resumption repositions NVIDIA as the leading provider for high-end Chinese AI GPU solutions, especially for large CSP's data center expansion.
  • H20 uses HBM3e memory, driving its market consumption ratio from 3% up to 6%.
  • Besides H20, NVIDIA will introduce a China-specific RTX PRO 6000 with GDDR7, targeting more diverse and mid-tier AI server applications, with mass shipment planned later in the year.
  • Samsung leads in GDDR7 supply and will benefit from growth in RTX PRO 6000 sales and related revenue.
  • Despite recent policy easing, geopolitical risks remain, prompting China to accelerate domestic AI chip and supply chain development, with significant improvements expected post-2026.

Table of Contents

1. Restrictions on the Export of NVIDIA's H20 Are Likely to Be Lifted; This Would Signal a Change in Trade Policies Related to AI GPUs, Potentially Unlocking Substantial Demand in the Chinese Market

2. Resumption of H20 Sales Will Drive Demand for HBM3e, Increasing H20's Share of Overall HBM Consumption to 6% in 2025

  • Comparison of Specifications: NVIDIA's H20 vs. In-House Designed Chips from Chinese Companies

3. H20 Expected to Reclaim Its Position as the Leading High-End AI GPU in China if Export Ban Is Lifted

  • If the Ban on H20 Is Lifted, the Share of Foreign-Sourced AI Chips in the Chinese Market Is Projected to Rebound to as Much as 49%

4. GDDR7 Shipments Are Expected to Gain Momentum as NVIDIA Plans to Launch China-Specific Version of RTX PRO 6000 to Support Applications for Midrange and Low-End AI Servers