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II. ○ 2019 Capital accelerated AI Industry reshuffle

Pseudo-artificial intelligence enterprises will be eliminated

AI is undoubtedly a hot industry in recent years, no matter the number of start-up projects, the amount of financing, or the speed of financing are very outstanding. But recently, a number of media have issued articles that the 2019 AI may usher in a cold winter. Statistics on the number and investment of AI start-up companies in China in the White Paper on the Development of Beijing artificial Intelligence Industry (2018) issued by the Beijing Municipal Economic and Information Commission in July last year show that there are 4040 artificial intelligence companies in China, but a total of 1237 companies (including 31 listed companies) have received venture capital, accounting for 30% of the total, that is, 70% of the companies are still unable to get investment. The performance of the investment market in 2019 also suggests that artificial intelligence may face a reshuffle.

A large number of enterprises have not yet found a way to realize commercial cash.

Scanning the palm of your hand can easily pass through the hand pulse access control system, unmanned vending cabinets and peddling robots make it easier for consumers to shop, and intelligent buses can drive on their own and talk to people and cars.... From the daily life between cities to the intelligent management of hotels, restaurants, transportation and business areas, with the increasing maturity of AI technology, such application scenarios are becoming a reality.

Following the "overwhelming" concept of artificial intelligence in 2018, experts predict that various artificial intelligence technologies will accelerate their landing in 2019, and the scope of application of artificial intelligence will continue to expand. Industry insiders said that at this stage, the development of artificial intelligence has gone beyond the concept of the technology industry, investment in the field of AI in 2019 is expected to continue to maintain a rapid growth trend, at the same time, a number of pseudo-artificial intelligence enterprises will be eliminated.

"the pressure on the commercialization of AI technology is increasing, and 90% of artificial intelligence startups will face defeat if they cannot find a suitable landing scenario in the future." Everbright New Economic Investment Director Ai Yu said.

"like the overall equity market, artificial intelligence investment does not rule out a reshuffle in 2019." Wang Xiao, a researcher at the Research Center of good Buy Fund, said.

"in the current situation of shortage of funds in the capital market, a large number of enterprises with weak technological strength at the bottom will be gradually eliminated, while in some segments, enterprises with solid technical support and commercial landing capacity are expected to usher in the development." Dejing investment partner Liu Wanqing believes.

Industry experts say that in 2019, AI will be more common in our lives and work, becoming a "people-friendly" technology. Correspondingly, the pillars in the field of artificial intelligence, such as AI chips, will gradually drift away on the road of professional exploration, the competition and training of professionals will continue to increase, and the threshold for entry will be higher and higher.

"at present, the biggest deficiency restricting the healthy development of the industry is the weakness of basic research. The development of artificial intelligence must increase basic research, master key core technologies, enhance original ability and application landing ability." Chen Haibo, chairman and founder of Shenlan Technology, said.

Liu Jiong, chairman of Lanting Capital, believes that a large number of start-ups have emerged in the AI field in China in the past two years, and a number of enterprises have reached the world's leading level in the fields of face recognition, autopilot and natural language interaction. But at the same time, there are still a large number of enterprises that have not found a clear way to realize commercial cash, which has become a difficulty that must be faced in the sustainable development of Chinese AI enterprises.

The latest "White Paper on the Development of artificial Intelligence-Industrial applications" issued by the China Academy of Information and Communications points out that at present, deep learning can only establish a shallow level of conditioned reflex on machines, which is "weak artificial intelligence". There is no dawn for the realization of real artificial intelligence, that is, "strong artificial intelligence". Relying on deep learning and other new generation of artificial intelligence technology, the emerging industrial ecology and industry development are in the ascendant.

Policy and investment accelerate the landing of artificial intelligence projects

What impact will the accelerated reshuffle of capital bring to the artificial intelligence industry?

Liu Wanqing said that through the analysis of domestic artificial intelligence investment in 2018, we can find that several domestic giants such as BAT have focused on the investment layout in the field of To B (enterprise services).

"external uncertainties in 2018 exposed China's shortcomings in chips and other aspects, which also led to the outbreak of domestic investment in chips, 5G and other artificial intelligence infrastructure technology. investment in finance, security, entertainment, health care, automobile and other industries enabled by artificial intelligence broke out in 2018." Liu Wanqing said.

A few days ago, a number of AI enterprises, including artificial intelligence security company Pensi Technology and computer Vision Enterprise Picture Spectrum Technology, have announced financing of tens of millions to hundreds of millions of yuan one after another.

In this regard, Wang Qiao pointed out that the amount of equity investment in AI is expected to remain at a high level in the future, among which enterprise services will be a hot industry for AI investment, and AI can be well integrated with To B, such as finance, security, and so on.

"from a policy point of view, from 2017, the focus of domestic artificial intelligence policies has not only focused on the development of intelligent technology, but also shifted to the integration of technology and industry. Following the policy guidance, AI equity investment will also pay more attention to the integration of artificial intelligence and industry, and accelerate the landing of artificial intelligence projects." Liu Wanqing said.

"artificial intelligence has now entered the second stage, with emphasis on application. Artificial intelligence must be landed on the ground to specific application scenarios, really serve the current industry, so that people get rid of repeated and ineffective labor. At present, I think some of the directions that can be landed, such as medical care, finance, unmanned industrial robots, and so on, are the fastest growing and fastest landing scenarios at present. Many large companies have invested a lot of manpower and material resources in doing these studies. So as a start-up, I suggest they grasp more of these apps, especially the To B app, which are out of reach of the giants, but just opportunities for entrepreneurs. " Said Li Zhu, co-founder of the Yingnuo Angel Fund.

Liu Wanqing said that the 5G era is coming, which will bring new business formats to many industries, such as cloud storage, video interaction, Internet of things, self-driving and so on. From the point of view of investment, we are optimistic about the enterprises in the field of computer vision technology.

Tycoons huddled together and small and medium-sized technology companies ran.

Industry insiders said that with the influx of capital, more and more companies began to label artificial intelligence, and more and more AI start-ups were also out of business. Blind entrepreneurship and frenzied investment will make it difficult for the industry to develop healthily, and there are both risks and opportunities. Now the AI industry can only squeeze out the "bubble" before it can burst.

When the capital boom fades, how will artificial intelligence enterprises develop in 2019?

The data of "China artificial Intelligence Market Operation situation and Strategy Consulting Research report 2018-2024" released by Zhiyan Consulting shows that the global AI market is about 1.2 trillion US dollars in 2018 and maintains sustained rapid growth, and is expected to reach 3.9 trillion US dollars by 2022.

According to expert analysis, the AI in 2019 is still a cluster of giants, while major manufacturers are laying out cloud AI, end-to-side intelligence will attract a lot of attention, and small and medium-sized technology companies will also begin to accelerate their entry.

For example, Baidu, which focuses on the layout on AI, has made phased progress in addition to self-driving technology. After completing the construction of basic capabilities and the initial opening of core technologies at Baidu World Conference 2016, Baidu brain has now opened more than 150 AI capabilities to the public.

With the maturity of AI technology, small and medium-sized technology companies have also begun to run: AI teaching assistant launched by NetDragon; AI emotional dialogue robot developed by Bamboo Intelligence; and several other high-growth companies, such as Shantang, Yuncong, Kuangshi, Yitu and other high-growth companies, are competing in the areas of finance and security.

But at the same time, it should be noted that in 2019, when AI is about to take a solid step, the ability to compete for and train talents has become a weather vane for the development prospects of an AI enterprise.

At the end of 2018, the UIPath website officially released the analysis report of "AI Jobs". Through the analysis of the data collected by the job search website: China and the United States are the countries with the largest talent gap in AI, and China has about 12000 job gap, which is still far higher than that of the United States.

"therefore, in the future, we still need to continuously improve the data resource system, crack the development constraints, attach importance to the security risks of artificial intelligence, reduce potential hidden dangers, build an artificial intelligence innovation platform, promote industrial application, and actively carry out multi-route exploration. break through technological bottlenecks; lay out the transformation of labor resources in advance to cope with employment changes." Wang Aihua, deputy chief engineer of the China Academy of Information and Communications, said.

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