According to the Zhitong Finance APP, the International Data Corporation (IDC) has released the latest report on the &#34;China Semi-Annual Accelerated Computing Market (First Half of 2025) Tracking.&#34; IDC data shows that the market size of accelerated servers in China will reach USD 16 billion in the first half of 2025, more than doubling compared to the first half of 2024. IDC predicts that by 2029, the market size of accelerated servers in China will exceed USD 140 billion.
<img src="https://imageproxy.pbkrs.com/http://img.zhitongcaijing.com/images/contentformat/980c9915cca0b79b0db6ed270db953de.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="Image" original-src="https://imageproxy.pbkrs.com/http://img.zhitongcaijing.com/images/contentformat/980c9915cca0b79b0db6ed270db953de.jpg"/>
In the first half of 2025, based on vendor sales, Inspur, H3C, and Lenovo (00992) ranked in the top three, accounting for nearly 50% of the market share; from the perspective of server shipment volume, Inspur, H3C, and Ningchang ranked in the top three, holding about 43% of the market share; from an industry perspective, the internet remains the largest purchasing industry, accounting for nearly 69% of the overall accelerated server market, in addition, most industries such as finance, education, telecommunications, and healthcare have seen more than double growth.
From a macroeconomic perspective, the computing power voucher policy, through hundreds of millions in funding and a multi-level support system, has significantly lowered the usage threshold for domestic AI computing power. This initiative has driven domestic manufacturers to transition from single product replacement to a strategic leap in autonomous innovation across the entire ecosystem. Compared to the phased demand for large-scale commercial landing in 2024, domestic AI computing power in the first half of 2025 has not only achieved growth in deployment scale but is also shifting from a dual-driven model of policy and market to a focus on product competitiveness.
From an industry transformation perspective, in the industrial sector, AI servers are deeply integrated into real-time process optimization, predictive maintenance, and digital twin simulation, enhancing manufacturing precision; in finance, they are applied in high-frequency trading risk control and intelligent investment research, processing high-dimensional real-time data; in smart healthcare, technologies such as genomic analysis and surgical robot control are emerging, pursuing ultra-low latency and high reliability. Traditional industries such as retail, energy, and agriculture are also achieving real-time analysis of offline behaviors and localized decision-making through edge computing.
From a scenario application perspective, AI acceleration technology is strongly driving breakthroughs in autonomous driving: on-board and roadside systems achieve real-time multi-sensor fusion and complex environmental perception with high-performance computing, supporting vehicle safety decisions; smart cockpits rely on edge computing to realize multi-modal interaction and personalized services.
Additionally, in the first half of 2025, the market size of accelerated chips in China reached over 1.9 million units.
From the perspective of acceleration technology, the demand for non-GPU cards continues to grow, with increasing policy support, and its growth rate far exceeds that of GPUs, occupying 30% of the market share;
From the brand perspective, domestic chip brands are further gaining popularity, accounting for about 35% of the entire market share.
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IDC China AI Infrastructure Analyst Du Yunlong believes that the Chinese AI accelerated server market is undergoing a phase of scale expansion and local substitution. There is still a need for breakthroughs in high-end computing performance and ecological maturity. In the future, the focus of competition will shift from single-chip performance to system energy efficiency, open ecological collaboration, and green computing cost control. The industry needs to avoid low-level repetitive construction and enhance international competitiveness through technological collaboration and standard optimization

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According to a report released by IDC, the accelerated server market in China is expected to reach USD 16 billion in the first half of 2025, more than doubling year-on-year. The market size is projected to exceed USD 140 billion by 2029. Inspur, H3C, and Lenovo account for nearly 50% of the market share. The internet industry is the largest purchasing sector, accounting for 69%. Policy support has lowered the threshold for AI computing power usage, driving innovation among domestic manufacturers. AI servers are widely used in industries such as manufacturing, finance, and healthcare, promoting real-time analysis and decision-making in traditional sectors

IDC: In the first half of 2025, China's accelerated server market size will reach USD 16 billion, more than doubling year-on-year