Recently, there is news that AMD and Nvidia have received a notice from their headquarters to cut off the supply of high-end GPU chips to their customers in China.

Specifically to AMD, it is understood that AMD informed its headquarters received an urgent notice: one is to suspend the shipment of all data center GPU cards MI100 and MI200 in China; the second is to count the amount of Ml 100 shipped in China; the third is to count the list of customers shipped in China MI 200 and shipment details. In this regard, AMD analysis may be the U.S. government to restrict the sale of high-performance GPU cards to China, especially for the Chinese HPC double precision high-performance cards.

NVIDIA has also informed that it has received the following notices: First, NVIDIA China has received a request from headquarters to suspend the shipment of A100 and H100 data center GPU cards to all agents of all customers in China, while other GPU cards are not affected; second, the existing inventory of A100 GPU cards of server OEMs can continue to be delivered to their respective industry customers at this time. It is reported that NVIDIA headquarters is still analyzing the U.S. government's policy requirements, and it is expected that it will take 2~3 days to have the communication caliber to the customers and partners in China.

In this regard, Jiwei.com contacted AMD China, but the other party did not comment; in addition, NVIDIA also did not comment.

It is understood that with GPU's own advantages in parallel processing and general-purpose computing, it has gradually expanded its derivative demand in servers, automobiles, mining machines, artificial intelligence, edge computing and other fields.

Figure: Overall growth of GPU market, data source: www.T4.ai

Thanks to the increasing industry demand and the gradual penetration of new fields, the GPU market has been growing steadily. According to the data, the GPU industry will be $20 billion in 2020. From 2015 to 2025, the GPU industry is expected to grow at an average of 13% per year, expanding from $8 billion to $35 billion in size.

Currently, the GPU industry market is mainly occupied by two Nvidia and AMD. GPU industry market share in terms of AMD's solo display share is 17%, while Nvidia has grown to 83%.

source：aijiwei