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舍得BCD Male ID: 102699305
舍得BCD From Birth to Death,Choices in between.
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    ColumnsGPU notes
    Let's unpack the downstream applications of the GPU one by one:
    1. First of all, among GPUs used in computers, the traditional CPU giant Intel has taken control of more than 70% of the integrated GPU market. Because this type of GPU is integrated with the CPU, Intel has a natural advantage; in terms of independent GPUs, Nvidia has more than 70% of the market share, and the remaining 30% is AMD;
    2. Second, in the field of GPUs used in mobile phones, chip manufacturers generally highly integrate chips such as CPUs, GPUs, and storage into SOC chips due to space compression considerations. Among them, the main suppliers of GPUs are Qualcomm and Apple, and the two companies account for more than 60% of the global market share;
    3. Third, in the field of server GPUs, Nvidia is the only company that occupies more than 96% of the global market share and has an almost complete monopoly. The remaining 4% of the market share is occupied by AMD.
    4. Fourth, in the field of autonomous driving, since it is still in the early stages of technological development, there are many market participants, but three representative companies have already emerged, namely Nvidia, Tesla, and MobilEye, a subsidiary of Intel. I have to mention Tesla here, a vertically integrated Tesla. The layout of the entire industry chain from underlying technology to core components to complete products is the perfect integration of true technology and manufacturing. This kind of thinking and pattern is worth learning from the new domestic production forces.
    Translated
    A lot of teaching, the first part is purely for scoring points. Sorry 🙏🏻
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