Wen/Yang Jianyong
The rapid development of AI technology centered on deep learning and machine learning is mainly due to the breakthroughs in arithmetic and algorithms, which have led to the widespread application of AI technology. In the financial industry, because of the introduction of artificial intelligence into the financial services, so that ants gold service has become the king of the global unicorns, valuation of up to 200 billion U.S. dollars, and is expected to A + H mode landing in the science and technology innovation board. As well as traditional banks are also actively embracing new technologies to promote the digital transformation of retail finance by using AI technology as a means and big data as a driver.
There are also manufacturing, supply chain management, medical, smart home and other segments, artificial intelligence technology has been widely landing, overall, artificial intelligence technology has become the whole society intelligent transformation of one of the key technologies. Countries to grasp the new round of industrial intelligent change brought about by artificial intelligence, have introduced relevant policies.
In order to seize the major strategic opportunity for the development of artificial intelligence, China introduced a new generation of artificial intelligence development plan in 2017. It is expected that by 2030, the scale of the core AI industry will exceed 1 trillion yuan, driving the scale of related industries to exceed 10 trillion yuan. After AI was upgraded to a national strategy, the technology giants represented by BAT, Huawei, etc. have adjusted their strategies, as well as the AI innovation unicorns have also been developed rapidly. Mainly because of China's obvious advantages in users, data and application scenarios, and so on, to promote the domestic artificial intelligence has shown a booming development trend.
Now, in order to further implement the decision-making deployment of the development of AI, and to promote the continuous self-optimization of AI technology in the open-source and open industrial ecology, including the leading role of the standards in basic ****ity, ethics, security and privacy, China has issued a guide for the construction of a new generation of national AI standard system. Based on the domestic and international at the same time, to promote the deep integration of innovation and industry, focusing on the coordination and matching with intelligent manufacturing, industrial Internet, robotics, automotive networking and other related standard systems, to escort high-quality development.
For the national artificial intelligence standard system guide out, as well as the current new infrastructure background, deep plowing artificial intelligence application manufacturers, will release a new round of development opportunities. Then, in addition to BAT, Huawei and other technology giants, this article combs in machine vision, intelligent voice, smart home, AI cloud, AI chip and other segments of the track core players, for them, is expected to benefit from the wave of dividends of artificial intelligence, ushering in the best period of development.
Machine vision: Kuang Vision Technology
Strong growth in the market for computer vision and intelligent voice, IDC reports that in the wake of the epidemic, including parks and office buildings will bring a new set of face recognition needs. In traditional industries, industrial quality control and inspection applications are emerging. Just, in the machine vision market is mainly dominated by the four major AI unicorns led by Kuangyi, Shangtang, cloud from and etu.
Absenteeism, business soup technology and other machine vision unicorns as artificial intelligence technology after the wave, obviously in the machine vision market over Hikvision, Dahua shares and other former waves. Because of the artificial intelligence application landing, also makes the back wave of AI unicorns such as Kuangyi Technology jumped to become the leader of the machine vision segmentation scene. According to the data disclosed earlier by Kuangyi Technology: revenue in 2016 was 67.8 million yuan to 313 million yuan in 2017, growing to 1.427 billion yuan in 2018, with a compound annual growth rate of 358.8%. High performance growth this is mainly due to the video Internet of Things applied to the city and public **** places released by the huge opportunities.
In addition, in the face of the national strategy of new infrastructure, Kuangyi Technology is also actively promoting, and help the new infrastructure landing, announced the AI new infrastructure line map. Focusing on the "algorithm", combined with the application, in the personal Internet of Things, urban Internet of Things, supply chain Internet of Things three major segments of the track landing, and through a new generation of AI productivity platform to share the AI capabilities of the world, developers can be based on the Kuangyi Brain + + platform, covering more scenes of the application, and to promote the process of the new AI infrastructure.
Intelligent voice: KU Xunfei
Compared to machine vision, which is dominated by the backwaters, intelligent voice technology is dominated by technology giants such as KU Xunfei, Baidu, and Ali. Of course, excellent AI innovators such as Spectrum and Xiao-i Robot are among the mainstream players of AI voice applications in China. the IDC report shows that China's voice semantic application market reached $1.225 billion in 2019. In addition to consumer-level products such as smart home, in intelligent customer service, court hearing speech to text, contributing to a larger market size.
In terms of the market landscape, Tech Data Xunfei occupies a leading position. As a leading manufacturer of intelligent voice, its revenue in 2019 is more than 10 billion mark. For KU Xunfei, which has been y cultivating this track of artificial intelligence for more than twenty years, it means that the results of its artificial intelligence technology layout are visible, and it also signals that it will step into a new milestone.
At present, KU Xunfei voice technology education, financial, political and legal, urban, automotive, translation and other scenes. In addition, its AI open platform has more than 1.12 million developers. Under the guidance of the platform + track strategy, the open platform, education and intelligent hardware direction growth is particularly rapid, to promote the overall performance of solid growth.
Smart Home: Haier Smart Home
Driven by artificial intelligence, Internet of Things and other technologies, the rapid development of home intelligence, as well as consumers to maintain a strong competitive situation for a variety of smart devices in the home scenario, so that all kinds of players have flocked to the smart home this track, which can be roughly divided into the traditional home appliance manufacturers, cell phone manufacturers, and Internet companies led by the three major formations. The three camps can be roughly divided into traditional home appliance manufacturers, mobile phone manufacturers, and Internet companies. The traditional manufacturers, Haier Smart Home is particularly prominent, and has become the Internet of Things ecological brand.
For Haier Smart Home, because of the early layout of the smart home, the scene brand and eco-brand upgraded to the group's strategy, so in the ecological cultivation of a first-mover advantage. In the industry's view, Haier Smart Home, which has been y involved in home appliances for many years and has always followed the user experience, knows that today's users are no longer satisfied with a single home appliance, and that the whole family scene must be used to satisfy the user's changing life needs. The Haier Smart Home is based on the different life scenarios of clothing, food, housing, and entertainment to meet people's personalized smart life with a complete set.
AI Cloud: Baidu Intelligent Cloud
With the global trend of intelligent transformation, all sectors are actively deploying the Internet of Things (IoT), Industrial Internet, and migrating more to the cloud, which further activates the global cloud services market. At the same time, in the cloud on this track players competition to compete in the artificial intelligence application capabilities stage. According to the IDC China Artificial Intelligence Cloud Services Market Research Report (2019): the AI capability has become an important consideration for users when making cloud service selections.
As of April 2020, the number of AI capabilities opened by various vendors on the public cloud, from the statistical data, Baidu Intelligent Cloud, Ali Cloud open the most abundant capabilities. It should be noted that with rich AI capabilities, Baidu Intelligent Cloud ranks first in several segments.
From the point of view of the market share of AI public cloud services in 2019, Baidu Intelligent Cloud has the first market share and has been ranked first in China in the field of AI Cloud for two consecutive years. In the field of natural language processing, only Baidu Intelligent Cloud has achieved a certain scale of commercialization revenue. Whether it is the market for consumer-grade products such as smart speakers and homes or other enterprise-grade markets, Baidu Intelligent Cloud has established a broad customer base.
AI chip: horizon
In recent years, information technology has been developing at an astonishing rate, especially the increasing scale of wireless communication technology programs such as NB-IoT and 5G, which has led to a high rate of growth in the number of IoT connections. As of 2019, the number of global IoT connections is as high as 12 billion, and will grow to 24.6 billion by 2025, with a compound annual growth rate of 13%, a figure derived from the Mobile Economy 2020 report published by the GSMA earlier this year.
As tens of billions of devices are connected to the network, the demand for IoT chips and AI chips has increased dramatically, combined with the report released earlier by the ABI Research research organization, the global cloud AI chip market size is expected to reach $10 billion in 2024, and the edge AI chips are likewise showing high growth, with a compound annual growth rate of 31% over the next few years.
For Horizon, its AI chip commercial landing focused on intelligent driving and intelligent Internet of Things on two tracks, Horizon founder Yu Kai said to Zeng I said, AI chip on the technical requirements are extremely high, Horizon in the commercial landing on the progress of the relatively smooth. Of course, it is definitely not a flying start, and it needs to be steady and stable.
At present, Horizon has empowered a large number of industry top Tier 1, OEMs, communications operators in the fields of ADAS, autonomous driving, high-precision maps and intelligent cockpits, including Chang'an, Freightliner, Audi, Faurecia, SK Telecom, Ideal, and a number of other top companies, including partners are working with Horizon to accelerate the arrival of the intelligent driving era. For example, Changan Automobile released its main model UNI-T, which has built-in China's first automotive-grade AI chip, Horizon Journey II, with an arithmetic power of 4 trillion times per second, heralding the first front-loaded mass production of Horizon's automotive-grade AI Chinese chip.
In addition, Horizon signed a cooperation agreement with CACC. The company, also known as T3 Technology, is invested by the State-owned Assets Supervision and Administration Commission (SASAC), and is a *** technology platform established by China FAW, Dongfeng, and Chang'an Automobile, the three largest centralized automobile manufacturers. According to the agreement, the two sides will be based on Horizon's industry-leading automotive-grade AI chips and artificial intelligence algorithms, focusing on advanced assisted driving (ADAS), high-level autonomous driving and intelligent cockpit, comprehensive and in-depth cooperation to accelerate the development of platform technology in the mass production program of smart cars.
"Horizon, as an edge AI chip leader, has long been committed to AI chip hardware and software development and commercial landing work." In Horizon co-founder and vice president of technology Dr. Huang Chang 2020 Global Artificial Intelligence and Robotics Summit said this.
Finally
The world's economy in general weak situation, the global actively use technology to promote the development of the new economy. China has also proposed to increase the construction of new types of infrastructure to release growth vitality for the economy. Among them, artificial intelligence technology is rapidly integrating with all walks of life, promoting the transformation and upgrading of traditional industries, improving quality and efficiency at the same time, but also continue to give birth to new technologies, new modes, new forms of business, represented by artificial intelligence information technology will become the core driving force of the intelligent economy.
Under the AI standard guide and new infrastructure strategy, policy dividends have been released for the development of new technologies, and enterprises with AI, autonomous driving, cloud services, big data and Internet of Things as their core technologies as the direction of innovation are also ushering in a new round of opportunities.
Yang Jianyong is a Forbes columnist and NetEase contracted author, and has been the best contracted author of the year for three consecutive years (2017-2019). He is committed to in-depth interpretation of 5G, IoT economy and artificial intelligence and other cutting-edge technologies, and his views and research strategies have been cited by many authoritative media and well-known enterprises.