Demand exceeds supply! Demand for Huawei's computing power GPU exceeds one million units, prices have risen sharply

In the current wave of science and technology, computing power, as the core driving force for the development of cutting-edge technologies such as artificial intelligence and big data, has become increasingly important. As a domestic technology giant, Huawei’s self-developed computing power GPU has attracted much attention in the market. However, with the surge in demand, the supply of Huawei computing GPUs has become stretched, and prices have also risen.

According to news, Huawei’s computing GPU shipments are expected to be approximately 100,000 pieces in 2023, and production capacity is expected to increase to hundreds of thousands of pieces in 2024. However, the number of orders received so far has reached millions of pieces, especially in January this year, the order volume reached hundreds of thousands. This shortage of supply has led to extended delivery times for Huawei's computing GPUs, and has also driven prices to continue to rise.

Judging from market feedback, the computing power GPU launched by Huawei in August 2023 was priced at about 70,000 yuan when it was launched. However, it has experienced at least two price increases, and the current market price has climbed to 120,000 yuan. about.

Currently, Huawei’s computing power has three customer tiers. The first type is mainly the three major operators and government customers, the second type is mainly Internet customers, and the third type is other companies. Due to the shortage of computing power, customers are trying their best to get into the first echelon in order to get the product as soon as possible.

Analysts pointed out that there are two main reasons for the tight supply of Huawei's computing power GPU: First, with the rapid development of artificial intelligence, big data and other fields, the demand for computing power has shown explosive growth; second, The global supply of core components such as GPUs is limited. Nvidia's castrated version of GPU is not popular with major customers in China.

The above is the detailed content of Demand exceeds supply! Demand for Huawei's computing power GPU exceeds one million units, prices have risen sharply. For more information, please follow other related articles on the PHP Chinese website!