Shipments of TrendForce:AI chips will grow by 46% in 2023. The average unit price of H100/H800 is about 2 to 2.5 times that of A100/A800.

[shipments of TrendForce:AI chips will increase by 46% in 2023. The average unit price of H100/H800 is about 2 to 2.5 times that of A100/A800] according to Science and Technology Innovation Board Daily on the 29th, TrendForce pointed out that shipments of AI chips will increase by 46% in 2023. Among them, Nvidia GPU is the mainstream of the AI server market, with a market share of about 6070%, followed by AISC chips independently developed by cloud manufacturers, with a market share of more than 20%. The agency pointed out that there are three main reasons for Nvidia's high market share: ① cloud service manufacturers in addition to purchasing the original Nvidia A100 and A800, the second half of the year will also introduce H100 and H800 H100 and H800 average sales unit price is about 2.5 times that of A100 and A800. The high-profit model of ② high-end GPU A100 and H100 is also key, and the price difference of H100 itself will be nearly $5000, depending on the size of the buyer's purchase. The ChatBOT and AI trend of ③ in the second half of the year will continue to infiltrate the development market in various areas, leading to an increasing demand for cloud AI servers and edge AI server applications. It is estimated that shipments of AI servers equipped with A100 and H100 will grow by more than 50% this year compared with the same period last year.