伯恩斯坦预测2025年英伟达在华芯片市场份额将下滑至54%

Core Viewpoint - According to Bernstein, Nvidia's market share in China's AI chip market is expected to decline from 66% in 2023 to 54% by 2025 due to the rise of domestic chip manufacturers [1] Group 1: Market Dynamics - Chinese chip manufacturers are gaining market share, driven by government policies promoting chip self-sufficiency [1] - Key players in the domestic market include Huawei, Cambricon, and Haiguang, which are becoming the main forces in domestic substitution [1]