傅里叶的猫·2025-08-03 10:44Core Viewpoint - The article discusses the current state and future potential of the domestic graphics GPU market in China, highlighting the recent success of Lisan Technology's 7G100 series GPU and the challenges faced by domestic manufacturers in competing with established players like NVIDIA and AMD [2][28]. Market Size and Growth - The global graphics GPU market is projected to reach approximately USD 80 billion by 2025, with a significant growth rate of 33.65% CAGR expected from 2025 to 2030, leading to a market size of USD 352.55 billion by 2030 [4][6]. - The Chinese graphics GPU market is estimated to be USD 13.18 billion in 2025, up from USD 10.08 billion in 2024 [8]. Market Composition - In 2024, integrated GPUs will dominate the GPU market with a share of approximately 69.7%, while discrete GPUs will account for 30.3% [11]. - For the Chinese discrete GPU market, the estimated size in 2024 is around USD 30.54 million [11]. Competitive Landscape - NVIDIA and AMD hold a combined market share of about 98% in the discrete GPU market, leaving only a small portion for other manufacturers [12][16]. - The remaining market for other GPU manufacturers in China is estimated to be less than USD 500 million [16]. Challenges for Domestic Manufacturers - Domestic GPU manufacturers face several challenges, including: 1. Technical Gap: Domestic GPUs typically achieve only 60%-70% of the performance of comparable NVIDIA products due to insufficient technological accumulation and R&D capabilities [20]. 2. Production Capacity: Many domestic GPUs rely on TSMC for manufacturing, leading to issues with scheduling and cost control [20]. 3. Software Support: Most models and algorithms are optimized for NVIDIA chips, creating a significant hurdle for domestic GPUs [20]. Comparison with Other Domestic Players - The article compares Lisan Technology with other domestic companies like Moore Threads and Jingjia Micro, noting that Moore Threads has shifted focus away from gaming GPUs due to performance issues and is now concentrating on AI computing [22][25]. - Jingjia Micro's products target the mid-to-low-end market, with performance metrics significantly lower than NVIDIA's offerings [25][26]. Conclusion - The discrete GPU market presents opportunities, but for Lisan Technology to gain traction against NVIDIA and AMD, it will face significant challenges in the short term [28].