On January 28, under the pressure of stringent chip export restrictions, the drive towards self-sufficiency in AI chips for domestic data centers has gained momentum. Presently, a multitude of domestic AI chip brands exist, including more than a dozen prominent names such as Huawei Ascend, Baidu Kunlunxin, Alibaba Pingtouge, and Cambricon. According to multiple research sources, at least nine Chinese AI chip companies have either shipped or secured orders for over 10,000 chips. These companies encompass a diverse range, including enterprises supported by major tech giants, listed and soon-to-be-listed entities, as well as non-listed startups in their nascent stages, exemplified by Xiwang and Qingwei Intelligence. Among these, companies with substantial shipment volumes have reached cumulative shipments at the 100,000-chip mark, while smaller firms like Xiwang and Qingwei Intelligence are projected to surpass 10,000 chips in shipments or order volume by 2025. Currently, the unit price of domestic inference AI chips spans from 30,000 to 200,000 yuan. Attaining shipments or orders at the 10,000-chip scale signifies that domestic AI chips have earned a degree of market acceptance in terms of performance, reliability, and overall cost of ownership. This not only sparks competition on a larger scale but also fuels deeper and more all-encompassing rivalry centered on reliability, software ecosystems, and commercialization services.
