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中国市场（2025）：NVIDIA AI 晶片预测及供应链分析
市场调查报告书
商品编码
1794795

中国市场（2025）：NVIDIA AI 晶片预测及供应链分析

2025 China Market: NVIDIA AI Chip Forecast and Supply Chain Analysis
出版日期: | 出版商: TrendForce | 英文 5 Pages | 商品交期: 最快1-2个工作天内

价格
简介目录

NVIDIA 已恢復其 "H20" AI 晶片在中国的销售，并优先考虑今年的销售目标。台积电的产能可能成为瓶颈。 NVIDIA 也将推出 Blackwell 平台 RTX PRO 6000，以满足多样化的应用需求。

主要亮点

  • NVIDIA 已恢復其面向中国市场的 H20 AI 晶片的销售，并争取完成今年的销售目标。
  • 目前尚无重大追加订单，而台积电产能满载等上游供应链瓶颈可能成为阻碍因素。
  • 中国终端客户对下一代 Blackwell 平台 RTX PRO 6000 充满期待。
  • 必须密切注意上游产能扩张和实际需求变化。
  • 台积电或将使用其他产线处理紧急订单，但成本效益需评估。
  • H20 重启后，NVIDIA 现有的产品库存和台积电的半成品库存将成为供应的支柱。

目录

第一章：自 H20 禁令解除以来，订单成长乏力，NVIDIA 优先完成初始销售目标。

第二章：台积电的满载营运产能可能成为未来追加订单的瓶颈。现有 H20 库存将用于解决此问题。

第三章：NVIDIA 维持对其中端 GPU RTX PRO 的先前预期。由于客户启动量低，未来价格可能会下降。

  • NVIDIA 2025 年的主要 GPU 解决方案和伺服器系统应用。

第四章：NVIDIA 和中国 CSP 继续评估其额外的 HBM 和 RDIMM 采购需求，这可能会促使 HBM3e 8hi 出货量復苏。

  • NVIDIA 从三大 DRAM 供应商的采购状况
简介目录
Product Code: TRi-0080

NVIDIA has resumed sales of its AI chip H20 in China, prioritizing this year's targets. TSMC's production capacity could be a bottleneck. NVIDIA will also launch the Blackwell platform RTX PRO 6000 to address diverse application needs.

Key Highlights:

  • NVIDIA resumes H20 AI chip sales to the Chinese market, aiming to meet this year's sales goals.
  • Currently, no significant additional orders; upstream supply chain like TSMC's full capacity could be a bottleneck.
  • Chinese end customers anticipate the next-gen Blackwell platform RTX PRO 6000.
  • Upstream capacity expansion and actual demand changes need monitoring.
  • TSMC might use other production lines to handle urgent orders but must assess cost-effectiveness.
  • NVIDIA's existing product stock and TSMC's semi-finished inventory will be the supply mainstay upon H20's restart.

Table of Contents

1. NVIDIA Prioritizes on Achieving Initially Set Sales Target after Lifted Ban on H20 with no Apparent Order Increment

2. TSMC's Full-Load Capacity May Become Bottleneck for Extra Orders in Future; Current Response by Existing H20 Inventory

3. NVIDIA Maintains Previous Expectation on Mid-End GPU RTX PRO; Future Drop May be Possible due to Low Kickoffs among Clients

  • NVIDIA's Major GPU Solutions and Server System Applications for 2025

4. NVIDIA and Chinese CSPs Continue to Assess Additional Procurement Needs for HBM and RDIMM, Likely Leading to Rebound in HBM3e 8hi Shipments

  • NVIDIA's Procurements from Three Major DRAM Suppliers