昇腾910系列全年出货量下调

Core Viewpoint - The article discusses the growing interest and procurement plans for domestic GPUs, particularly Huawei's Ascend series, in light of increasing restrictions on GPU imports from the U.S. [1] Domestic GPU Procurement Situation - ByteDance is the most proactive in adopting domestic GPUs, primarily using Cambrian and Ascend, with plans to increase procurement in 2025 [2] - Alibaba is more cautious, planning to purchase Haiguang and Cambrian cards in 2025 while continuing to stockpile NVIDIA products [3] - Tencent is the most conservative, preferring NVIDIA products, followed by H company's offerings, and only considering Cambrian and Haiguang as alternatives [3][4] Ascend 910 Series Latest Situation - As of early June, the Ascend 910B has shipped approximately 160,000 units, while the 910C has only shipped about 27,000 units due to production delays [5] - The 910C has received positive feedback for its cluster capabilities but still lags behind NVIDIA in performance [5][6] - The annual shipment target for the Ascend series has been adjusted from 850,000 to around 700,000 units due to demand fluctuations and market conditions [6] Application Scenarios and Challenges - Approximately 15% to 20% of Ascend cards are used for model training, with the majority for inference tasks [6] - High costs and technical challenges limit the widespread use of Ascend cards in high-end training applications [6][8] - The development of multi-modal models is driving higher hardware standards, with domestic manufacturers striving to catch up with international brands [7] Custom Development and Market Outlook - Collaborating with Ascend for customized development offers cost advantages but requires significant human resources for adaptation [8] - The domestic chip industry is expected to expand its market share as technology advances and market demands evolve [8]