小摩2025年AI芯片市场预测:英伟达550万张,AMD 55万,ASIC 417万,国产芯片呢?

AI产业链研究
Nov 15

英伟达将于 2025 年 11 月 19 日发布 2025 财年第三季度(FQ3)财报。到时候,英伟达的出货量将成为大家关注的焦点之一。今天来分享小摩(JP Morgan)11 月 13 日发布的报告,尤其可以看看下面这张表。这里面AI 芯片的出货量蛮有意思,看完其中的预测后,结合国产芯片的情况,感觉国产芯片的发展确实需要再加把劲啊...英伟达 2025 年出货量预计为 550 万张(同比增长 ...

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