The Chinese government has elevated artificial intelligence to a national strategic level. In July 2017, the State Council issued the "New Generation Artificial Intelligence Development Plan", which clearly pointed out the three-step strategic goal of the development of new generation artificial intelligence. By 2030, China's artificial intelligence theory, technology and application will reach the world's leading level and become a The world's major artificial intelligence innovation center.
China’s artificial intelligence talent reserve is weak
In September 1981, more than 300 scientific and technological workers from all over the country attended the establishment of the China Association for Artificial Intelligence (CAAI) in Changsha After the conference, China’s artificial intelligence began to officially enter the development stage. Comparing the development of artificial intelligence in China and the world in 2019, China ranks first in the world in terms of the number of AI-related papers published, the number of companies, total financing, industrial scale, and the number of patent applications, and has sufficient market and airport competitiveness.
China’s talent pool is relatively weak, but it is already making every effort to make up for its shortcomings. At present, 35 colleges and universities across the country have opened Al majors, and international exchanges and the introduction of international talents are also deepening. A large number of practitioners will flood into the market in the next five years.
Focusing on applications rather than basic R&D is also an inherent problem in China’s artificial intelligence industry. The hidden danger that R&D-oriented enterprises are far less than application-oriented enterprises has emerged with the patent competition between China and the United States. The government has begun to pay attention to the Al basic layer. In the cultivation of start-up companies, capital parties are also paying more attention to the development of upstream enterprises in the industrial chain such as Al chips, machine learning algorithms, and data processing. Technology giants have even carried out Al ecological layout in advance and established industrial alliances. Through the efforts of all parties, China's Al market is in a rising period from partial to overall development, and the industry prospects are good.
Artificial intelligence empowers the real economy
In recent years, finding application scenarios for artificial intelligence technology in the real economy has become a core issue. According to iResearch database data, in 2018 China The market size of artificial intelligence empowering the real economy has reached 25.1 billion yuan, and the value of the empowerment is expected to exceed 100 billion in 2021. Artificial intelligence technology has substantively integrated with traditional industry operating models and business processes, and a new industrial landscape in the era of smart economy has initially emerged.
At this stage, artificial intelligence mainly empowers the public security field
According to iResearch’s database data, AI security accounted for 50% of the real economy empowered by artificial intelligence in 2019. Above, followed by AI Finance and AI Marketing, accounting for 15.8 and 11.6 respectively. Forward-looking analysis: On the one hand, the large number of state-owned enterprises in the security field facilitates early policy promotion; on the other hand, it is the demand for public security in smart cities. According to preliminary estimates, the vitality of private enterprises will gradually emerge, and the empowering value of AI marketing and AI finance will continue to increase in the future.
Internet companies are the largest AI investors, mainly investing in computer vision.
According to iResearch data analysis, Chinese technology companies invested approximately 400.5 billion yuan in technology research and development in 2019, of which artificial intelligence The investment in intelligent algorithm research and development accounted for 9.3%, exceeding 37 billion yuan, and most of the investment came from Internet technology companies. The main Al algorithm application areas - computer vision, speech recognition/speech synthesis, and natural language processing account for 22.5, 2.3 and 7.1 respectively. Among the three, computer vision-related algorithm research and development investment accounts for the largest proportion, which is related to the number of vision-related startups. , industrial demand and policy guidance are positively correlated, and computer vision is still the most representative Al application technology in China.
——For more data and analysis, please refer to the "China Artificial Intelligence Industry Market Forecast and Investment Strategic Planning Analysis Report" by the Qianzhan Industry Research Institute.