Currently, due to the accelerated iteration of the upper application, the previous GPU solutions have been difficult to meet the diverse application requirements. At the same time, the underlying AI chips GPU, FPGA, and ASIC are being promoted. Especially for specific scenarios, special-purpose ASIC chips are rapidly developing. , Become the focus of future research and development. The prosperity and development of the underlying AI chip is the basis for supporting the rapid popularization of AI. Under the background that the AI algorithm is not yet mature and the application of the upper layer is rapidly evolving, the AI chip industry will continue to change, with many scenarios to be mined. Brings opportunities and challenges to AI chips.
The development basis of artificial intelligence involves computing capabilities, algorithms, and data. Among the first two key tasks that are the basis, one of the most obvious shortcomings in China is the localization of computing power, that is, the localization of AI chips. To achieve artificial intelligence With the goal of the three-year action plan for industrial development, the AI chip field needs rapid progress.
From the perspective of the integrated circuit industry, driven by the support of national policies and large funds, the manufacturing industry has developed rapidly. Large funds will likely increase their investment in the design industry in the coming year, especially the chip design of emerging industries in the country's strategic strategy. Based on the above analysis, the AI chip field, especially chip design, will make rapid progress in the medium and long term.
In the traditional CPU era, due to the fact that the technology of Chinese chip companies has not yet been formed and the ecological share of downstream applications is relatively small, the market has been occupied by foreign companies. In the era of AI, the technical conditions of Chinese chip companies have made considerable progress and have the largest amount in the world. In the AI application market, as the algorithm gradually becomes open source and the application is more open today, the 'China Core' represented by the Cambrian AI chip is expected to occupy a large share of the global AI chip industry chain.
With the support of policies, AI chips will accelerate development, application areas will also accelerate expansion, and leading long-term players in related listed companies will benefit from the long-term benefits of A-share market, Zhongke Shuguang (603019.SH) and Dahua Group (002236.SZ). Ziguang Guowei (002049.SZ) and Neusoft Group (600718.SH) deserve attention.