中国GPU行业独立市场研究报告

Investment Rating - The report indicates a positive investment outlook for the Chinese GPU industry, highlighting its strategic importance and growth potential in the AI era [5]. Core Insights - The GPU industry is positioned as a core hardware foundation for AI, emphasizing its irreplaceable role in AI computing infrastructure [5]. - The report outlines the significant market space and development potential for the Chinese GPU industry, driven by national policy support and surging industry demand [5]. Summary by Sections 1. Global and Chinese AI Chip Industry Overview - The report provides a comprehensive overview of the global and Chinese integrated circuit market size, along with the classification and comparison of mainstream AI chips [6]. - It analyzes the AI chip industry chain and the scale of computing power in China, detailing the market share of GPUs within the AI chip segment [6][7]. 2. Analysis of the Chinese GPU Market - The definition and classification of GPUs are discussed, along with the advantages of full-function GPUs [6]. - The historical development of the global and Chinese GPU markets is reviewed, highlighting technological levels and cyclical characteristics of the industry [6][7]. - Key parameters and the ecosystem of GPUs are introduced, emphasizing their importance [6]. - The report details the global and Chinese GPU market size, including a breakdown by product type [6][7]. 3. Domestic Replacement Rate and Logic - The necessity and feasibility of domestic GPU replacement in China are analyzed, indicating a strong drive towards self-sufficiency [7]. 4. Key Success Factors and Market Drivers - The report identifies critical success factors for companies in the GPU market and analyzes the driving forces behind the Chinese GPU market [7]. 5. Development Trends and Regulatory Support - Future trends in the Chinese GPU market are discussed, along with an overview of regulatory and support policies [7]. 6. Application Scenarios and Demand Outlook - The report explores various application scenarios for GPU products, particularly in AI computing and AI agent fields, projecting future demand [7]. 7. Competitive Landscape - An overview of the competitive landscape in the Chinese GPU market is provided, including rankings of the top five GPU companies by revenue and a comparison of their product development and commercialization speeds [7].