Guidance
From 2016 to 2017, from BAT to unicorn, China AI industry fire full, venture investment industry to spend heavily, the top design have been introduced around the field of topics and industrial chain is explosive growth ... ...
October 19, DeepMind in the "Nature" magazine published a paper, the official launch of artificial intelligence Goode AlphaGo the latest version of AlphaGo Zero, entitled "no human knowledge to master Go", so that the industry was shocked.
At the same time, a magazine cover picture is also circulating in the domestic and international social media, a bearded young beggar sitting on the street begging, side of the robot (21.500, -0.60, -2.71%) to his hands Cup throwing screws and nuts, his side of the puppy is also surprised and worried to see next to the robot through the dog.
This picture corresponds to the article called "dark factory": ten years ago, industrial robots to help workers complete the task, and now workers are helping the robot to work .This prediction poke a lot of people's heart.
The Internet era is entering the second half, artificial intelligence (AI) unstoppable in this change, China has emerged a large number of 'net red' enterprises, Kuangshi technology, Shang Tang technology, Hai Kangwei as (36.000, -0.18, -0.50 (49.700, -0.84, -1.66%) ... ... BAT and other Internet giants are closely involved in this area.
From 2016 to 2017, from BAT to unicorn, China AI industry fire full, venture investment industry to spend heavily, the top design have been introduced around the field of topics and industrial chain is the explosive growth.
To be red, do artificial intelligence
'Do not understand the artificial intelligence to be eliminated by the times, with this side detached, the investment is better to take some.' This is a lot of acceptance of the 21st century economic reporter interviewed the traditional business leaders consensus.
From the industry to education, health care, and then to daily life services, regardless of the size of the company, what to do, are talking about artificial intelligence.According to Wind information data, Shanghai and Shenzhen Artificial Intelligence concept stocks about 34, including HKUST fly, Masterpieces of science and technology, Hikvision, Shang Tang technology and other star enterprises, these companies in the first half performance year on year rise, Hikvision as three quarterly increase year on year increase will reach 15% to 35%.
On the last day of the October 24 'Programmer' Day, HKUST set its first Global Developers Day on the same day, and released a 1024 AI eco-plan, and made a 1.04 billion eco-support fund.
At the meeting, the Chief Executive of the Board of Directors, Hu Yu, announced a string of figures. At present, the total number of terminals has reached 1.2 billion, with a daily average of 4 billion, and the number of developers' teams has reached 460,000, Of the 12.2 million increase of 127%, accounting for 64% of AI industry developers.
It is noteworthy that, as an enterprise started in Anhui, HKUST fly from the Yangtze River Delta area gradually to the south China region expansion.Ku Zhaofu South China's vice president Wu Junhua to the 21st century economic reporter told reporters that the company will set up in Nansha artificial intelligence research Last year, at the end of 2016, HKUST has been flying in Pazhou Internet innovation gathering area to start artificial intelligence building construction, will be put into use in 2020.
In the birth of the HKUST fly in the Yangtze River Delta region, another AI concept of business in recent years, frequent exposure in June this year, the authority of the market research institutions IHS report, security field unicorn enterprises - Hai Kang Wei as the global video surveillance Market share of 21.4%, for six consecutive years ranked first in the world.
As the world's largest security company, Hikvision is the video as the core of the Internet of things solutions and data operations service providers in the first half of 2017 operating income of 16.448 billion yuan, attributable to shareholders of listed companies net profit of 3.292 billion yuan The
Today, its video surveillance products have been involved in the field of artificial intelligence, especially in the transportation industry, based on intelligent analysis and large data technology, in reducing decision-making time, reduce labor costs, improve work efficiency has obvious effect.
Haikangwei as the relevant person in charge told the 21st century economic report reporter, at present, in the security industry, artificial intelligence algorithm used in the most or in the field of video images in the future need to mass heterogeneous information on the basis of full play machine learning, data Analysis and mining and other advantages of artificial intelligence algorithms.
In Beijing, a network of red enterprises also attracted global attention - the establishment of just over 6 anniversary of the Beijing Science and Technology Co., Ltd., has become a field of face recognition technology leader.
'When we started business six years ago, we saw the next wave of artificial intelligence, then set the depth of learning based on the direction of computer vision.' Kuangshi technology vice president Wu Wenmin in accepting the 21st century economic reporter interview Said that China in the field of computer vision and human eye recognition is a unique advantage and rich application scenarios.
Up to now, the popular Face ++ Artificial Intelligence Open Platform API has served nearly 70,000 developers, has been called more than 60 million times; identity authentication platform in 2016 for more than 210 million people to provide a brush face service, covering 85 % Of the financial market intelligence applications.
According to the Prospects Industry Research Institute released the "2017-2022 China Artificial Intelligence Industry Market Outlook and Investment Strategic Planning Analysis Report", from 2014 to the end of 2016, artificial intelligence industry compound annual growth rate of up to 40.25% .2018, China's artificial intelligence industry market size will reach 20.33 billion yuan.
In addition, BAT and other Internet giants are competing to acquire start-up artificial intelligence technology development company, to quickly get the core technology to seize the market. The whole industry are involved in artificial intelligence, 'artificial intelligence' has opened a new era of industry.
BAT and unicorn match
Artificial intelligence industry development has been a few decades of history, and the last two years of the sudden outbreak, is the accumulation of large data resources, operational capacity and the rise of the market trend of the combination of the results of the three.
Huatai Securities analyst Zhang Cheng told the 21st century economic report reporter, artificial intelligence industry can be divided into three areas, the first is the basic theory, including the algorithm, the chip company, the main Is the BAT, Jingdong, etc. in the layout; the second is the accumulation of data, some cloud platform or large data companies, including HKUST fly, Hikvision as in the layout; the third level is the industry application, industrial applications, mainly Some manufacturing companies.
This wave of artificial intelligence belongs to the third wave, its appearing in technology mainly depends on the progress of the algorithm, the improvement of computing power and the development of mobile Internet.
Wu Wenmin pointed out that many of the past only in the laboratory technology has now been applied to the product, into the large-scale use of the product, the use of these products, Scale commercial stage, such as iPhone X with 3D face recognition.
'In the application of nurturing industry, found that the lack of technology to promote technological progress.' Zhejiang Institute of Industrial Economics, Lan Jianping pointed out that the market in which the crucial.
In 2017, from the top design to the local policy, artificial intelligence is to become 'meat and potatoes' .For example, for the transformation of enterprise development, the introduction of specialized financial support policies for industrial enterprises to invest in technological transformation, the implementation of intelligent manufacturing projects, etc. Subsidy policy, and increase the inclination of new industries, including artificial intelligence.
But the experts interviewed also said that China's current artificial intelligence industry is still in the early stages of growth, need to invest a lot of scientific funds, scientific and technological personnel and material resources, even the capital technology strong giant companies are also difficult to blossom in all areas, many companies often Will choose a few key areas to focus on the layout.
CITIC Securities (17.860, -0.06, -0.33%) research report shows that based on the industrial capital investment direction, industry attributes and development path of several dimensions of comparative analysis, that the focus on the layout of the machine learning, image recognition, intelligent robot three Big-area companies are most likely to stand out.
Zhang Wenjiang said that many entrepreneurs are now technically leading place, but the fatal flaw is that there is no mastery of data, 'a lot of data in the hands of large companies, large companies once some of the technology for open source, which hit the start of the company Will be very big.
Therefore, the start-up companies, the data is the key to survival, with the data to seize the initiative, no data is difficult for the rice without cooking.As a voice recognition, for example, the HKUST before the big price to do the mark, the construction of the database is Its competitive advantage.
But the artificial intelligence business is not easy.According to the 36 krypton research institute data, from 2011 to 2015 is the artificial intelligence start-up company's growth peak, and by 2016, the number of artificial intelligence company set up significantly reduced this indicates that the A wave of artificial intelligence layout has been completed card position, 2017 new players, in the strategic layout has been slow step.
AI industry map: Beijing, Guangdong and Zhejiang occupy half of the country
Capital outside the hot, the local government in the cultivation of artificial intelligence enterprises, but also spare no effort.
At present, China's artificial intelligence industry is mainly in the layout of Beijing, Guangdong, Zhejiang, Shanghai and other coastal developed provinces and cities.According to Wind information data, Shanghai and Shenzhen Artificial Intelligence concept stocks about 34, of which nine in Beijing, Guangdong 5, Zhejiang 5, the sum of the three has been over half of the country.
In particular, Beijing, is already AI entrepreneurial gathering center, which is more representative of the depth of learning, visual recognition-based masterpieces of science and technology, business soup technology.
At present, the Beijing area has more than 60 listed companies layout artificial intelligence and intelligent hardware industry, including Baidu, 360, Lenovo, Jingdong, millet, BOE, purple, etc., Baidu has been approved to build the depth of learning technology and application of national engineering laboratory.
According to CCID research statistics, 2016 Beijing area of artificial intelligence and intelligent hardware financing case 83, the financing amount of more than 4 billion yuan.
The strength of the second in Guangdong Province, AI concept stocks occupy five seats, of which two in Shenzhen, star enterprises are mainly Tu Pu technology, Ruibida, etc. In addition to these stocks, Guangdong Province (mainly Shenzhen) with Huawei , Tencent, Xinjiang UAV and other artificial intelligence giant, concentrated in the sensor, robot and other hardware areas.
As a manufacturing province, 'the development of Guangdong artificial intelligence and Dongguan and other places of the transformation and upgrading of manufacturing.' Zhongshan University, Department of Data Science and Computer Professor Wang Guoli pointed out.
Information economy leading the country's Zhejiang, artificial intelligence concept stocks also accounted for 5 seats, mainly in Hangzhou, there are four, Ningbo, 1. Zhejiang University Network (14.400, -0.28, -1.91%), Hai Kang Wei as, Hang Seng Electronics (13.960, -0.49, -0.89%), are nearly two years of the star business.
Hangzhou Alibaba in the electrical business, logistics and other retail service business system within the extensive layout of artificial intelligence, the tentacles gradually extended to the wind control, urban management, health care and many other areas, and the establishment of artificial intelligence laboratory, Ali Institute, iDST, etc. In October this year, Ali also set up the Dharma House, and incorporated into the world-class master of artificial intelligence Michael I. Jordan and the US Academy of Engineering Li Kai, plans to invest 100 billion layout AI.
Hangzhou Science and Technology Commission data show that statistics to the end of 2016, Hangzhou, a total of 36 artificial intelligence enterprises, more than 32 of Guangzhou, breaking the 'North Guangshen' traditional pattern, ranked fourth in the country.
A total of 82.8% of the artificial intelligence start-up companies are located in the north of Guangshen, in the north outside the Guangzhou-Shenzhen, Zhejiang and Jiangsu, respectively, with 5.4% and 3.6% of the artificial intelligence start-up companies.
In the view of experts, Guangdong and Zhejiang development of artificial intelligence in common is that because of the huge manufacturing base, are facing the industrial transformation and upgrading of the plight of the artificial intelligence industry has urgent real needs.
And Beijing's capital, technology and talent on the advantages of far ahead, the three gathered the birth of a variety of emerging formats of rapid development, especially artificial intelligence such a highly knowledge-intensive industries.However, the former Google intelligence search scientist Wu Jun pointed out that Beijing Need to combine this advantage with industry.
Artificial intelligence must be combined with the traditional industry to reflect the value and significance, which is the industry consensus.People's intelligence was born at the beginning, mainly in order to liberate the traditional industry engaged in dirty work, tired, the risk of living low-end workers, more Is in the form of 'machine substitutions' in the various industries.
As many industry insiders say, why can China lead in the field of artificial intelligence and industrial transformation inseparable.
For example, KWG and the traditional industry in close cooperation.Wu Chunhua pointed out that the reason why the layout of the fly in southern China artificial intelligence, a very important reason is that the Pearl River Delta manufacturing base is better.
Lan Jianping pointed out that Zhejiang artificial intelligence industry is an important advantage is that the number of scenes of the application of the number of the first three in the country thanks to 'second five' to 'thirteen' during the vigorously promote the machine substitutions, artificial Intelligence can be applied to all kinds of traditional enterprise transformation.
But can not be ignored is that despite the rapid development of artificial intelligence technology, but commercial landing difficult. Recently, McKinsey released a report shows that 2016 year, the global business in the field of artificial intelligence investment of about 30 billion US dollars, compared with 2013 However, 90% of the investment is for R & D, 10% for the acquisition, and the commercial value of artificial intelligence is not fully reflected.
'Is not all areas with artificial intelligence, can meet the needs of users in the use of artificial intelligence to transform the traditional industries, companies should be cautious to demonstrate user needs.' Industry experts said.
It is undeniable that the industrial robots that are engaged in various basic tasks already exist, the subversive effects of intelligence have been avoided, and humans need to really begin to think about how to get along with the machine.