According to recent research by TrendForce, NVIDIA (NVDA, Financial) has rebranded its Blackwell Ultra products to the B300 series. The company plans to strategically promote B300 and GB300 GPUs, employing CoWoS-L technology, which will increase the demand for advanced packaging technology. The B200 Ultra is now the B300, the GB200 Ultra is now the GB300, and the B200A Ultra and GB200A Ultra have been renamed B300A and GB300A, respectively. The B300 series is set to ship between the second and third quarters of 2025.
Shipments for the B200 and GB200 are anticipated to begin between the fourth quarter of 2024 and the first quarter of 2025. TrendForce notes that NVIDIA has refined its Blackwell chips to meet the performance requirements of large cloud service providers (CSPs) and provide cost-effective solutions for server OEMs, adjusting dynamically according to supply chain capacities. The B300A targets OEM customers, with volume production set to increase from the second quarter of 2025, following the peak in H200 shipments.
Originally, NVIDIA planned to offer the B200A series to server OEMs but switched to the B300A in the design phase, indicating less demand for downgraded GPUs than expected. The shift from the GB200A to the GB300A cabinet solution suggests potential cost challenges for enterprise clients, potentially limiting growth momentum.
NVIDIA's strategy for 2025 focuses on higher-revenue AI models, devoting resources to NVL Rack solutions, and aiding server system developers in optimizing NVL72 systems. This effort promotes the transition of companies like AWS and Meta from NVL36 to NVL72. NVIDIA's high-end GPU product shipments are expected to see significant growth, with estimates indicating a rise in overall shipment share to around 50% in 2024, an increase of over 20 percentage points year-over-year. By 2025, led by the Blackwell platform, the high-end GPU shipment share is projected to exceed 65%.
TrendForce highlights NVIDIA as a key driver for CoWoS demand, anticipating a more than 10 percentage point annual increase in demand share by 2025 due to the Blackwell series. NVIDIA plans to focus on providing B300 and GB300 GPUs to North American CSPs, all utilizing CoWoS-L technology.
The B300 series will feature HBM3e 12hi. Alongside increased CoWoS demand, NVIDIA's HBM procurement is expected to grow, potentially accounting for over 70% of the total HBM market consumption by 2025, a rise of over 10 percentage points annually. TrendForce predicts the B300 series will incorporate HBM3e 12hi, with mass production of this HBM product occurring between the fourth quarter of 2024 and the first quarter of 2025. However, achieving stable production yields for the HBM3e 12hi, featuring 12-layer stacks mass-produced for NVIDIA, will likely require over two quarters of the learning curve.
