Industry development momentum
First of all, the policy, "'Internet +" artificial intelligence three years of implementation of the program, "proposed by 2018 the basic establishment of artificial intelligence industry, service and standardization system to achieve the core technological breakthroughs, the formation of hundreds of millions of artificial intelligence market application scale . The State Council issued the "13th Five-Year" National Science and Technology Innovation Program ", artificial intelligence has become the top priority.
Second, in order to sustain growth and industrial upgrading, it is using artificial intelligence to promote economic growth to become the world's most important competitors, whether government or business, will be artificial intelligence and machine learning as an important area of innovation.As a result of artificial Intelligent algorithms and performance and chip processor computing power is very relevant.However, China is very dependent on the processor in foreign suppliers, and even many US manufacturers are deep root artificial intelligence chip, but with the Chinese semiconductor industry technology Continue to enter, this part of the estimates in the next few years will gradually overcome.
Finally, the domestic market share of artificial intelligence has been growing at an annual rate of 50%, far exceeding the 19.7% of the global average. Some domestic enterprises have already laid their positions along the artificial intelligence industry chain, and have made great achievements in core chips, big data, biometrics, Internet of Things, Security and other fields, domestic companies have been a breakthrough, the terminal AI chip usher in the accelerated development period.
Industry market status quo
With the rapid development of science and technology, artificial intelligence has also evolved.In 2016, the market size of artificial intelligence in China reached 9.661 billion yuan, a growth rate of 37.9%. China's artificial intelligence market continues to grow in size and will exceed 13 billion yuan in 2017 40.7%, is expected to reach 20 billion yuan market size by 2018. Therefore, the demand for artificial intelligence chips will also increase the rate of growth.
According to statistics, 2016 global artificial intelligence chip market reached 600 million US dollars, is expected to reach 22 billion in 2021, the annual compound growth rate of 53%, rapid growth, great development space combined with China's artificial intelligence market size, 2016 China's artificial intelligence chip market size of about 1.5 billion.
2016 - 2021 Artificial Intelligence Chip Market Size and Forecast (Unit: $ 100 million)
Summary of State Description of Chinese Artificial Intelligence Chip Industry in 2016
From the data we can see, whether it is China, or global, artificial intelligence chip market is not high, mainly concentrated in Intel, NVIDIA and AMD and other giants.For example, from all the GPU market, Intel currently accounts for 71% 16%, AMD accounted for 13% .It can be seen, our enterprises still have a great opportunity to catch up.
Artificial Intelligence Chip GPU Competitive Pattern (Unit:%)
Artificial intelligence market space will not only confined to the traditional computing platform such as computers, mobile phones, etc., from unmanned vehicles, unmanned aerial vehicles to smart home appliances, at least several times the amount of smart phone equipment need to introduce awareness Interactive capabilities, and out of real-time requirements and training data privacy considerations, these capabilities can not be completely dependent on the cloud, must have a local hardware and software infrastructure platform support only from this point of view, artificial intelligence custom chip demand It will be several times the smart phone.
The current layout of the major technology giants in the field of artificial intelligence chips are mostly concentrated in the field of cloud AI chips, dealing with AI-related tasks in the cloud, although this method can get excellent processor performance, but in terms of security and privacy At the expense of the vast consumer electronics market, the terminal AI chip field is expected to heavy volume in the future.