The size of China's AI chip market in 2019 is about 11.55 billion yuan, and with the popularization of 5G commercialization and the promotion of various factors such as policy and technology, AI chips are expected to realize large-scale commercialization in the fields of cloud computing, security, consumer electronics, robotics and other fields, and it is expected that the size of the AI chip market in 2021 will reach 43.68 billion yuan. However, it is worth noting that, with the accelerated popularization of artificial intelligence technology, the downstream application areas of AI arithmetic and energy consumption requirements are becoming higher and higher, and the bottleneck of the traditional Von Neumann architectural chip is gradually revealed, and the AI chip will move towards the direction of the integration of storage and calculation. Some analysts believe that the development prospects of storage-calculation integrated AI chips are widely recognized, but the overall development is still in the initial stage. From the realization of the convergence of computing and storage design, to the landing of the technology, mass production, scale commercialization, there is still a long stage. Companies that are able to take the lead in realizing technological and product breakthroughs will be more likely to receive support from capital, talent, and the market.
Century Wanderer: wisdom to build a foundation, the source of the gathering of a strong country, in-depth analysis of China's artificial intelligence development profile
China's artificial intelligence development global paper share (Source: Ai Media Data Center)
Related survey agency data show that as of December 31, 2017, the number of China's artificial intelligence patent applications amounted to 46,284 pieces. With the country's strong advocacy, investment in research and development gradually increased, artificial intelligence is used in more and more industry fields, the number of relevant patents should continue to increase in the future, and the prospects for the industrialization of artificial intelligence technology are good.
Century Wave: wisdom to build a foundation, source gathering strong country, in-depth analysis of the development of artificial intelligence in China
As of 2017, the number of China's artificial intelligence patent applications (data source: Ai media data center)
In 2018, China's artificial intelligence field *** financing 131.1 billion yuan, a growth rate of more than 100%, investors are optimistic about the development prospects of the artificial intelligence industry, and capital will help the development of artificial intelligence. development prospects, and capital will help the industry develop better. With the further development and landing of AI technology, areas such as deep learning, data mining, and automatic programming will also be realized in more application scenarios, and the prospects for the industrialization of AI technology are promising.
1.China stepped into the high-quality development stage of technology-driven growth, the policy will continue to increase to promote the comprehensive localization of chips
China's digital economy industry has become a new driving force for economic growth, the scale of the digital economy accounted for the proportion of the GDP reached 36.2% in 2019; as the underlying foundation of the digital economy industry, integrated circuit, but is heavily dependent on imports, 2020 In the first eight months, China's integrated circuit imports amounted to more than one trillion yuan; the future policy will continue to encode the development of the integrated circuit industry, to achieve the full localization of chips.
2. China's AI chip is expected to lead the domestic chip to achieve curved road overtaking, is expected in 2023 China's AI chip market size will exceed one hundred billion yuan
5G base stations, big data centers, artificial intelligence, and other new infrastructure improvements, prompting the AI chip to become an important direction to lead the future development of the chip industry; policy, capital, technology, the market and other multiple factors will drive the AI chip this new track of rapid development, China chip is expected to realize the curve overtaking; is expected in 2023 China AI chip market size will exceed 100 billion yuan.
3. Storage-computing integrated AI chip is the mainstream direction of the future, benefiting from the strong driving force of downstream demand and rapid development
The maturation of the artificial intelligence industry drives the development of AI chips from general-purpose to special-purpose development, and the sharp increase in the amount of data on the AI chip's performance as well as energy consumption puts forward higher requirements; the ability to both performance and cost of the storage-computing integration of the AI chip is in line with the future development trend, driven by the downstream demand of the AI chip. The future development trend, driven by downstream demand is expected to develop rapidly.
Century Wave: wisdom to build a foundation, the source of the strong country, in-depth analysis of the development of artificial intelligence in China
AI chip concept description of the intuitive map (Source: Ai Media Consulting)
Artificial intelligence, as the most cutting-edge development direction of computer science, but also a new round of industrial change in the core of the driving force, with a huge market outlook. AI algorithms for AI applications, in addition to the general performance characteristics of traditional algorithms, but also has to deal with a large amount of unstructured data, the processing of large amounts of computation, the number of parameters, and other new qualities, urgently need to be supported by strong computing power and efficient access to memory capacity.
Century Wanderer: Wisdom to build a foundation, source gathering strong country, in-depth analysis of the development of artificial intelligence in China
Artificial intelligence related disciplines and related relationships (Source: Ai Media Consulting)
4. China's artificial intelligence future heat continues
Currently China's entire AI industry scale is still growing, while the state has also continued to introduce various types of AI The capital market's enthusiasm for investment in the AI industry is unabated, and the continuous breakthroughs in technology are the core driving force for industrial growth.
The future direction of the artificial intelligence industry depends on the progress of the algorithm, because the technological breakthrough of the algorithm is to determine the upper limit of artificial intelligence, so the future of artificial intelligence enterprises to open the gap in the algorithm of the technological breakthroughs, who can first succeed in the algorithm, who will be able to obtain the favor of the capital market, and at the same time, industrial landing will be further accelerated. In terms of algorithms, there are already such excellent models as deep learning and neural networks, but in terms of the overall development of domestic artificial intelligence algorithms, engineering algorithms have made breakthroughs, but the level of algorithms based on the cognitive level is still in need of urgent improvement, which is the core area of future competition.
While algorithms determine the upper limit of artificial intelligence, but the current algorithms may be difficult to make a breakthrough in a short time, so the arithmetic is also a key direction of the competition of the current artificial intelligence enterprises, with the current level of arithmetic, the main commercialization of the artificial intelligence technology for the computer vision, intelligent voice, etc., in the future, if arithmetic further breakthroughs, including arithmetic enhancement, the reduction of the cost of production will enable the industrialization of artificial intelligence technology further deepen. The industrialization of artificial intelligence technology is further deepened.