Panoramic carding of artificial intelligence industry chain: weak development of basic layer
The basic layer mainly provides computing power and data support, mainly involving the source and collection of data, including AI chips, sensors, big data, cloud computing, open source frameworks and data processing services. The technical layer deals with data mining, learning and intelligent processing, and is a bridge between the basic layer and the concrete application layer, mainly including machine learning, deep learning, computer vision, natural language processing, speech recognition and so on. The application layer applies artificial intelligence technology to different scenarios and realizes commercialization. The main application fields are driving, security, medical care, finance and education.
In recent years, artificial intelligence has made great progress in technology and application, and has certain competitiveness in the world. However, the weakness of the basic layer is still the key factor limiting the development of artificial intelligence in China. China's grass-roots development time is short, lagging behind the international advanced level. For a long time, most of China's chips have been imported, and the computing power base is weak. The open source framework is restricted by foreign AI giants.
The artificial intelligence computing ability of the basic layer is playing an increasingly important role. As the core of the development of artificial intelligence industry, AI chip will usher in a huge development opportunity. At present, the outstanding domestic enterprises of artificial intelligence chips are Cambrian, Huawei Hisilicon, Zhongxingwei, Xijing Technology, Horizon, Fuhanwei, Siweituxin, Ruixinwei and Shen Jian Technology.
Regional heat map of artificial intelligence industry chain: Beijing AI development enters the fast lane
According to public information, the regional distribution heat map of excellent artificial intelligence enterprises is as follows. It can be seen that the key enterprises in China's artificial intelligence industry chain are concentrated in Beijing, Guangdong, Shanghai, Zhejiang and other regions.
As the region with the largest number of artificial intelligence enterprises in China, Beijing's artificial intelligence industry chain has been relatively perfect, covering the whole industry chain, and leading enterprises have appeared in key links of the industry chain. Among them, BOE Technology, Zhongxing Microelectronics, CAMBRIAN, Horizon, Siweitu and so on are the leading sensors in the basic layer industry. , Baidu Cloud, Jinshan Cloud, Century Internet, etc. Cloud computing, Baidu crowdsourcing of data services, JD.COM Zhongzhi, Data Hall, etc. ; The leading figures of machine learning in the technical layer are Baidu IDL and JD.COM DNN. Shang Tang technology and contempt technology in computer vision, Baidu and Hezifang in natural language processing, Mobvoi and wisdom tooth technology in speech recognition, etc. Key enterprises of application-level artificial intelligence also involve various fields. Beijing is gradually forming an artificial intelligence industry ecosystem with global influence.
-For more data, please refer to Foresight Industry Research Institute's Market Foresight and Investment Strategic Planning Analysis Report of China Artificial Intelligence Industry.