2025年中国AI推理芯片行业政策、产业链、发展现状及发展趋势研判：产业链加速重构，竞争格局将形成"一超三强"的竞争态势[图]

Core Insights - The AI inference chip market is experiencing explosive growth due to a structural shift in computing power demand from training to inference, driven by the maturation of open-source large models and the increasing need for real-time applications [1][5] - The Chinese market, being the largest AI application market globally, shows a significant demand for advanced AI chips, supported by favorable government policies [1][5] - The market size for AI inference chip products and services in China is projected to reach 162.6 billion yuan in 2024 and 310.6 billion yuan in 2025, with GPUs dominating the market share [5] Industry Overview - AI inference chips are specialized high-performance computing chips designed to accelerate the inference of AI models, focusing on energy efficiency, low latency, and high throughput [1][4] - The AI chip category includes various types such as GPUs, FPGAs, and ASICs, with core functions for executing data training and inference tasks [2][4] Market Size and Growth - The market for AI inference chips in China is expected to grow from 162.6 billion yuan in 2024, an increase of 105.2 billion yuan from 2023, to 310.6 billion yuan in 2025 [5] - In terms of product structure, GPUs are projected to hold 81.6% of the market share in 2024, decreasing to 78.4% in 2025, while NPUs are expected to increase from 16% to 19.3% [5] Industry Chain - The AI inference chip industry chain consists of upstream components like AI algorithms, semiconductor materials, and EDA tools, midstream activities including design, manufacturing, and testing, and downstream applications in data centers and smart devices [6] Policy Environment - The Chinese government regards AI chips as a core infrastructure for AI and has implemented various policies to promote the development of the AI chip industry, including the "14th Five-Year Plan" and local initiatives [8] Competitive Landscape - The competitive landscape of the AI inference chip industry in China is characterized by international giants dominating the general market while domestic players rapidly penetrate niche segments [9] - Major domestic companies include Huawei, Baidu, and several others, with a trend towards differentiated competition [9] Development Trends - The AI inference chip industry is seen as a strategic high ground, with ongoing technological innovations focusing on energy efficiency, architectural advancements, and ecosystem integration [10] - By 2026, the competition is expected to intensify, with key players like NVIDIA, Google, Qualcomm, and Huawei shaping the market dynamics [9][10]