In 20 19, the market size of AI chips in China is about1155 billion yuan. With the popularization of 5G commercialization and the promotion of policies and technologies, AI chips are expected to achieve large-scale commercialization in the fields of cloud computing, security, consumer electronics and robotics. It is estimated that the AI chip market scale will reach 43.68 billion yuan in 20021year. However, it is worth noting that with the accelerated popularization of artificial intelligence technology, the downstream application fields have higher and higher requirements for AI computing power and energy consumption, and the bottleneck of traditional von Neumann architecture chips is gradually exposed, and AI chips will be integrated with storage and computing. Some analysts believe that although the development prospect of storage and computing integrated AI chip is widely recognized, it is still in the initial stage of development. There is still a long period from the integrated design of computing and storage to the landing, mass production and large-scale commercialization of technology. Enterprises that can take the lead in achieving technological and product breakthroughs will be more easily supported by capital, talents and the market.
Century ronin: wisdom builds the foundation, source gathers strength, and deeply analyzes the development of artificial intelligence in China.
Proportion of global papers on artificial intelligence development in China (source: Ai Media Data Center)
According to the data of relevant investigation institutions, as of 20 17 12 3 1, the number of patent applications for artificial intelligence in China reached 46,284. With the vigorous promotion of the country and the increasing investment in R&D, artificial intelligence has been applied to more and more industries, and the number of related patents should continue to increase in the future, and the industrialization prospect of artificial intelligence technology is good.
Century ronin: wisdom builds the foundation, source gathers strength, and deeply analyzes the development of artificial intelligence in China.
As of 20 17, the number of patent applications for artificial intelligence in China (data source: Ai Media Data Center).
In 20 18, China raised131billion yuan in the field of artificial intelligence, with the growth rate exceeding 100%. Investors are optimistic about the development prospects of the artificial intelligence industry, and capital will help the industry develop better. With the further development and landing of artificial intelligence technology, deep learning, data mining, automatic programming and other fields will also be realized in more application scenarios, and the industrial development prospect of artificial intelligence technology is improving.
1. China has entered the high-quality development stage of technology-driven growth, and the policy will continue to increase to promote the full localization of chips.
China's digital economy industry has become a new kinetic energy to stimulate economic growth. In 20 19, the scale of digital economy accounted for 36.2% of GDP. As the underlying foundation of digital economy industry, integrated circuits rely heavily on imports. In the first eight months of 2020, the import volume of integrated circuits in China exceeded one trillion yuan; The future policy will continue to increase the development of integrated circuit industry and realize the complete localization of chips.
2. China AI chips are expected to lead domestic chips to overtake in corners. It is estimated that the AI chip market in China will exceed 1000 billion yuan in 2023.
The improvement of new infrastructure such as 5G base stations, big data centers and artificial intelligence has made AI chips an important direction to lead the development of the chip industry in the future; Multiple factors such as policy, capital, technology and market will drive the rapid development of AI chips, and China chips are expected to overtake in corners; It is estimated that the AI chip market in China will exceed 1000 billion yuan in 2023.
3. AI chip with integrated storage and computing is the mainstream direction in the future, and it is developing rapidly thanks to the strong driving of downstream demand.
The mature development of artificial intelligence industry drives the development of AI chips from general to special, and the rapid growth of data puts forward higher requirements for the performance and energy consumption of AI chips. The integrated AI chip with cost performance conforms to the future development trend and is expected to develop rapidly under the impetus of downstream demand.
Century ronin: wisdom builds the foundation, source gathers strength, and deeply analyzes the development of artificial intelligence in China.
Schematic diagram of AI chip concept description (Source: Ai Media Consulting)
As the most advanced development direction of computer science, artificial intelligence is also the core driving force of the new round of industrial transformation, with huge market prospects. AI algorithm for artificial intelligence applications not only has the general performance characteristics of traditional algorithms, but also has new characteristics such as processing a large number of unstructured data, large amount of calculation and large amount of parameters in the processing process. And it needs powerful computing power and efficient memory access support.
Century ronin: wisdom builds the foundation, source gathers strength, and deeply analyzes the development of artificial intelligence in China.
Artificial intelligence related disciplines and their relationships (source: Ai Media Consulting)
4. The future of artificial intelligence in China will continue.
At present, the scale of the whole artificial intelligence industry in China is still growing. At the same time, the state is constantly introducing various policies to support the artificial intelligence industry. The investment enthusiasm of the capital market for the artificial intelligence industry has not diminished, and the continuous breakthrough of technology is the core driving force for industrial growth.
The future trend of artificial intelligence industry depends on the progress of algorithms. Because the technological breakthrough of algorithm determines the upper limit of artificial intelligence, the gap of artificial intelligence enterprises in the future lies in the technological breakthrough of algorithm. Whoever can succeed in the algorithm first will win the favor of the capital market, and the industry will be further accelerated. In terms of algorithms, there are excellent models such as deep learning and neural network. However, as far as the overall development of artificial intelligence algorithms in China is concerned, although engineering algorithms have made breakthroughs in stages, the level of algorithms based on cognitive level needs to be improved urgently, which is also the core field of future competition.
Although the algorithm determines the upper limit of artificial intelligence, the current algorithm may be difficult to make a breakthrough in a short time, so computing power is also a key direction for artificial intelligence enterprises to compete at present. At the current level of computing power, the main commercialized artificial intelligence technologies include computer vision and intelligent voice. If the computing power is further broken through in the future, including the improvement of computing power and the reduction of production cost, the industrialization of artificial intelligence technology will be further deepened.