At present, from the central government to major ministries and commissions to local governments, the support policies for artificial intelligence are constantly increasing. The prosperity of China's artificial intelligence industry is expected to rise further, with the emergence of "Qian Jing" in sub-industries such as autonomous driving, intelligent service robots, financial technology and smart wearable devices.
Artificial intelligence has accelerated its development.
Baidu and FAW Hongqi jointly launched China's first L4-class self-driving passenger car. Li Yanhong and Xu Liuping, Chairman and Party Secretary of FAW Group, also released a mass production plan: 20 19 small batch off-line demonstration operation, and large-scale operation in more cities in 2020.
In addition to Baidu's continuous attack on the city, Waymo, an autonomous driving company owned by Alphabet, the parent company of another artificial intelligence giant Google, recently issued a statement saying that it has been approved by the California Motor Vehicle Authority (DMV) and has become the first company in the world to obtain a driver's license for a front-row driverless car. At the same time, artificial intelligence has also received policy support from many governments around the world, especially China. It is estimated that by 2020, 2025 and 2030, the scale of China's AI core industries will exceed 654.38+05 billion yuan, 400 billion yuan and 654.38+00 billion yuan, respectively, and will drive related industries of trillion scale.
China plans to promote a new generation of artificial intelligence, version 2.0. It is estimated that from 2020 to 2035, the scale of the core industry of artificial intelligence in China will be greatly expanded. It is estimated that by 2035, artificial intelligence has the potential to boost China's annual economic growth rate by 1.6 percentage points.
According to the statistical data of China Artificial Intelligence Industry Market Foresight and Investment Strategic Planning Analysis Report released by Foresight Industry Research Institute, by 20 17, the global artificial intelligence core industry scale has exceeded 37 billion US dollars, and the China artificial intelligence core industry scale has reached about 5.6 billion US dollars. It is estimated that by 2020, the global artificial intelligence core industry scale will exceed 654.38+030 billion US dollars, with an average annual growth rate of 60%, of which the basic layer, technology layer and application layer industries will exceed 27 billion US dollars, 34.2 billion US dollars and 67.2 billion US dollars respectively. The scale of core industries in China will exceed $22 billion, with an average annual growth rate of nearly 65%. The scale of the three major industries will exceed $4.4 billion, $6.6 billion and $65,438+0,654.38+0 billion respectively. With the development of artificial intelligence in cmnet, smart home and other fields, the artificial intelligence industry in China will continue to grow at a high speed. It is estimated that by 2022, the domestic market scale of artificial intelligence industry in China will reach 68 billion yuan.
2014-Statistics and Prediction of the Market Size of Artificial Intelligence Industry in China in 2022
Data source: compiled by Prospective Industry Research Institute.
Policy continues to increase artificial intelligence
Intelligent speech is the earliest artificial intelligence technology. The intelligent voice industry in China has made remarkable achievements in industrial scale, innovation ability, enterprise strength, application degree and public service system construction, showing a vigorous development trend. In the next step, the Ministry of Industry and Information Technology will further promote the development of artificial intelligence core technologies represented by intelligent voice, strengthen technical research, promote industry integration and application, optimize the development environment, and pragmatically promote the large-scale development of intelligent voice industry.
By the end of 20 17, the intelligent voice market in China had reached105.7 billion yuan, an increase of 70% compared with 20 16. With the expansion of intelligent voice application industry, the market demand is increasing. It is estimated that the intelligent voice market in China will further grow in 20 18, reaching159.7 billion yuan.
Statistics and Forecast of China Intelligent Voice Market in 20 14-20 18
Data source: compiled by Prospective Industry Research Institute.
A few days ago, the Ministry of Industry and Information Technology issued the "Work Plan for Revealing the Key Tasks of Innovation in the New Generation Artificial Intelligence Industry" (hereinafter referred to as the "Work Plan"), pointing out that the Ministry of Industry and Information Technology will collect and select a group of innovative subjects with key core technologies and strong innovation ability through the list of artificial intelligence, and select leading figures and pioneers in the main sub-sectors of artificial intelligence according to the working mechanism of "revealing the list and taking the lead". Break through the bottleneck of the development of artificial intelligence industry, establish benchmarking enterprises in the field, cultivate the main force of innovation and development, accelerate the deep integration of artificial intelligence industry and real economy in China, and promote innovation and development. At the same time, specific key tasks such as intelligent networked cars, intelligent service robots, intelligent drones, intelligent sensors, neural network chips, intelligent industrial robots, and intelligent control equipment have been determined.
The National Development and Reform Commission165438+1October 19 also stated that in the next step, the National Development and Reform Commission will work with relevant departments to seize the strategic opportunity of artificial intelligence development, enhance the technological innovation capability of the new generation of artificial intelligence, and strengthen industrial chain coordination and industrial ecological cultivation.
Local government support policies continued to land.
While the country is vigorously developing artificial intelligence, local governments are constantly introducing support policies. A few days ago, the Shanghai Municipal Government, the National Development and Reform Commission, the Ministry of Science and Technology and other * * * jointly hosted the 20 18 World Artificial Intelligence Conference, during which 22 specific measures were put forward to accelerate the high-quality development of artificial intelligence; Shandong artificial intelligence industry alliance was formally established; Nanjing released the development plan of artificial intelligence demonstration area of eco-technology island.
Recently, listed companies related to artificial intelligence have also frequently received news of cooperation with local governments to promote the landing of the scene. For example, Iflytek has successively signed strategic cooperation with Tongling, Fuyang, Nanning, Shanghai and Guizhou provinces and cities to promote its artificial intelligence product system; Hikvision also signed police-enterprise cooperation agreements with public security bureaus in Ganzhou, Guangzhou, Longkou and Zhongshan to promote the construction of smart public security; In addition, Gaole shares and China Telecom jointly won the bid for the smart education project; Qian Fang Technology has joined Baidu's intelligent driving Apollo program.
At present, the development of artificial intelligence is still in the "primary stage" and has huge room for growth. Artificial intelligence has strong technical advantages in industrial upgrading, product development and service innovation. It is necessary to strengthen the integration of artificial intelligence and industrial development, foster new growth points, form new kinetic energy, promote changes in various industries with artificial intelligence technology, and promote the deep integration of artificial intelligence with the first, second and third industries.
China has also attracted more and more investment in artificial intelligence. By the end of 20 17, the number of artificial intelligence investment events in China reached 353, which was 6.86% lower than 379 in 20 16. In terms of investment amount, the investment amount in 20 17 was 58.2 billion yuan, an increase of 65.34% compared with 20 16. In terms of investment amount, the investment amount in 20 17 was 58.2 billion yuan, an increase of 65.34% compared with 20 16.
20 13-20 17 China artificial intelligence investment statistics and growth.
Data source: compiled by Prospective Industry Research Institute.
The segmentation field "Qian Jing" is bright.
Artificial intelligence is an important driving force for the new round of scientific and technological revolution and industrial transformation. According to the "Work Plan for Revealing the Innovation Key Tasks of the New Generation Artificial Intelligence Industry" of the Ministry of Industry and Information Technology, artificial intelligence will continue to penetrate into various industries and fields like the Internet in the future, and help enterprises and users to continuously improve their operational efficiency and experience through efficient processing of data and information.
For investment opportunities in the industry, the prosperity of China's artificial intelligence industry is expected to go further. It is suggested to pay attention to the combination of autonomous driving, intelligent service robots, financial technology and smart wearable devices with practical applications, and to realize the artificial intelligence subdivision direction of commercial applications to a certain extent.
China has certain technical strength in the fields of artificial intelligence, big data, cloud computing and information security. The superposition of many policies has promoted the rapid development of China's artificial intelligence industry, and the AI+ scene is gradually landing. In the fields of finance, transportation, security and so on, the penetration rate of artificial intelligence related technologies is rapidly increasing, which will bring development opportunities to enterprises in related fields. It is suggested to pay attention to related leading stocks in the fields of speech recognition, computer vision and driverless driving in the field of artificial intelligence.
Firmly optimistic about the development of domestic artificial intelligence industry, after the country regards artificial intelligence as an important starting point for economic transformation, there will be more room for development in the future. At the basic level, it is suggested to pay attention to the market opportunities of domestic servers, high-performance computing company Inspur Information and Zhongke Shuguang in providing computing power. In the application layer, it is suggested to pay attention to the application of voice, computer vision, autonomous driving, predictive analysis and other technologies in AI+ (customer service, security, medical care, automobile, finance, etc.). ) market, covering enterprises, it is suggested to pay attention to Iflytek, Hikvision, Suzhou University of Science and Technology, Weining Health and other targets.