AMD Ships 160,000 AI Accelerator Cards in China, Holds 4% Share
AMD shipped approximately 160,000 AI accelerator cards in China last year, accounting for a 4% market share. Chinese vendors captured 41% of the 4 million-unit market with Huawei shipping 812,000 cards and Alibaba’s T-Head adding 265,000.
1. China’s AI Accelerator Market
In 2025, total AI accelerator card shipments in China reached approximately 4 million units, led by Nvidia’s 55% share and reflecting rapid growth in domestic demand for AI infrastructure.
2. AMD’s Performance
AMD shipped roughly 160,000 AI accelerator cards, securing a 4% share of the Chinese market and trailing both Nvidia and leading domestic competitors.
3. Surge of Chinese Vendors
Domestic firms captured a combined 41% share, with Huawei shipping around 812,000 cards, Alibaba’s T-Head 265,000 cards, and Baidu’s Kunlunxin and Cambricon each contributing about 116,000 cards.
4. Policy-Driven Adoption
Central and local government directives in 2025 strongly encouraged procurement of Chinese-made AI chips, bolstering domestic manufacturers at the expense of foreign suppliers.