Babbitt News, IDC today released the "China Semi-Annual Accelerated Computing Market (First Half of 2023) Tracking" report. The report shows that the accelerated server market will reach US$3.1 billion in the first half of 2023, an increase of 54% year-on-year in the first half of 2022. IDC also stated that in this year's accelerated server market, GPU servers still dominate, with a market share of 88%, or US$3 billion. At the same time, non-GPU accelerated servers such as NPU, ASIC and FPGA accounted for 8% of the market share with a year-on-year growth rate of 17%, reaching US$200 million. IDC said that artificial intelligence is moving from completing specific tasks such as image recognition and speech recognition to the level of human-like intelligence, realizing autonomous learning, judgment and creation. Based on the training of massive data and continuous optimization of the model, large artificial intelligence models have more accurate execution capabilities and stronger scene transferability, which provide a good foundation for artificial intelligence in such fields as the metaverse, urban governance, medical health, scientific research, etc. Provides better solutions for a wide range of applications in complex complex scenarios. In addition, IDC predicts that China's accelerated server market will reach US$16.4 billion by 2027. Among them, the non-GPU server market size will exceed 12%. Generative artificial intelligence has a significant driving effect on the development of China's artificial intelligence market. The development of China's local AI chip manufacturers is in a stage of rapid growth. These companies have certain strengths and competitive advantages in AI chip design, algorithm optimization, production and manufacturing. In the first half of 2023, the market size of China's acceleration chips exceeded 500,000. From a technical perspective, GPU cards account for 90% of the market share; from a brand perspective, China's local AI chip brands have shipped more than 50,000 units, accounting for about 10% of the entire market.

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