Huawei’s GPU computing power is in short supply and prices are rising
According to Jiemian News, as the gap between supply and demand for domestic computing power expands, Huawei's computing power is becoming a new product snapped up by the market after NVIDIA.
On March 21, reporters learned from Huawei’s internal and purchaser channels that Huawei’s computing power GPU shipments in 2023 will be approximately 100,000 pieces, and production capacity will increase to hundreds of thousands of pieces in 2024. However, the current order demand has reached above Millions of tablets. In January this year alone, hundreds of thousands of orders have been placed.
Another Huawei insider told reporters that there are currently many new customers placing orders. Although production capacity has been increased, demand still exceeds supply, and it will take a long time to wait for goods.
The price of Huawei’s computing power is also rising. According to information from multiple agents, the computing power GPU launched by Huawei in August 2023 has a listing price of about 70,000 yuan. It has experienced at least two price increases since then, and the current market price is around 120,000 yuan.
The reporter learned that Huawei currently has three customer echelons for its computing power. The first category is mainly the three major operators and government customers, the second category is mainly Internet customers, and the third category is other companies.