This report systematically reviews the current development status, technological evolution, application trends, and industrial structure of the global and Chinese GPU markets, with a focus on analyzing the strategic position and growth path of China's GPU industry in the AI era.
The report first reviews the core role of GPUs in artificial intelligence, graphics computing, and multi-scenario applications from a global perspective, emphasizing their irreplaceability in AI computing infrastructure. It then focuses on the Chinese market, providing a comprehensive exposition on aspects such as industrial chain structure, progress in domestic substitution, policy support, technical routes, market driving factors, and future trends. It also details the competitive landscape of major domestic and international companies. By comparing product forms, business models, and ecosystem construction, the report points out that China's GPU industry is in a critical breakthrough period. Driven by both national policy support and the explosive industrial demand, the market has broad space and great development potential. Overall, as the core hardware foundation of the AI industry, GPUs will play an important supporting role in the construction of new quality productivity in China.
