According to a study released by Morgan Stanley, the self-sufficiency rate of domestic AI chips (mainly GPU types) was only 10% in 2021, but the development speed is very fast, reaching 41% this year, and the market share has tripled in four years.

In the next five years, the self-sufficiency rate of AI chips will rapidly increase, reaching 86% by 2030, which means that there is only 14% space left for all imported AI chips. Most companies will naturally purchase AI chips domestically, leaving little opportunity for American companies.

In this report, it is not seen whether the statistics of Da Mo are based on sales or sales volume. If it is sales volume, the quantity of imported chips will only be lower, after all, the large amount of cheap domestic AI chips is the basic operation.

At present, the domestic companies engaged in GPU AI chips are mainly Moore Threads, Biren Technology, Muxi Technology, Suiyuan Technology, Tiantian Smartchip, etc. If we expand a little, there are also Leadson Technology, Yuntian Lifei, etc., and many less famous start-ups also involve GPU chips, which is not included in the chips developed by domestic Internet giants.

But currently, the main players in the domestic AI chip market are companies such as Huawei and Cambrian that use NPU as their main architecture. However, they will eventually enter the GPU market, as their general computing power will be stronger.

The above mentioned are mainly GPU chips in the AI direction, but as long as two or three of these companies become bigger and stronger, gaming GPUs will also come naturally, and gamers can also benefit from the explosion of domestic AI chips.

Of course, in the future, it will not only be AI chips that will be fully localized, CPU、 Memory and flash memory are also on the road, and they will have the ability to be replaced in 5 years.