Shulou(Shulou.com)06/02 Report--

Https://www.toutiao.com/a6690323843426288142/

2019-05-13 09:53:26

Source: the content is reproduced by Semiconductor Industry Watch (ID:icbank) from Kuiheng.com. Thank you.

Under the framework of 5G, AI has become an important driving force for the next generation of scientific and technological revolution and industrial change. AI will give birth to new technologies, products, industries, and business models, which in turn will lead to major changes in the economic structure and even enhance the overall economic productivity.

However, at present, the AI industry is still in its infancy and accounts for a low proportion of the overall IC industry. Even if it develops to 2025, the output value of AI can only account for about 10% of the overall IC industry. However, in terms of growth, the AI industry is definitely the star of the semiconductor industry in the future.

Source: Statista, Tractica,Frost & Sullivan, Kuiheng net tabulation

The development of AI industry has three basic elements, namely, algorithm, data and computing power, among which the key of computing power lies in the chip.

In these three aspects, Tsinghua University pointed out that compared with the United States, China lags behind in algorithm. So far, no Chinese has been seen in all the important algorithms. At the same time, in chip development, China as a whole lags behind the United States, but in some special application areas of chips, China can still follow the United States.

Figure: Tractica

However, China has an advantage in data, mainly because China has a large population and sufficient data database, and it is more convenient for Chinese AI enterprises to use data for training. Therefore, China is as good as the United States in this field.

At present, the three most popular AI semiconductor manufacturers in China are Hayes, Cambrian and Horizon, each with their own expertise.

Huawei Hayes

Because Huawei Hayes has the downstream Huawei brand to make Haikou, and its own financial resources are thicker than other companies, it can support the funds it needs to develop advanced technology below 10 nanometers.

In addition, its Kirin 980 chip (7nm) has made Huawei's Mate 20 handsets popular, increasing Huawei's overall smartphone market share in China from 20 per cent in 2017 to 27 per cent in 2018.

Not only the mobile phone chip, but also the server cloud AI chip Huawei Hayes is not left behind. As Huawei server equipment continues to infiltrate into the world, Huawei Hayes will pose a threat to international companies such as Intel, Google, Selenz and so on.

Cambrian period

The Cambrian specializes in the field of deep learning processor IP core, and its products cover a variety of cloud reasoning technologies such as machine vision, voice, natural language processing and data collection.

In addition, the Kirin 980 chip launched by Huawei Hayes also dates back to the Cambrian, providing a NPU that allows the lens to see wider and faster, while the microphone can hear more clearly and has the function of speculating user behavior intentions.

The advanced technology of the Cambrian has also received financial assistance from the Chinese government, so under the backing of rich dad, the future development of the Cambrian has attracted special attention from the industry.

Horizon

The horizon is mainly focused on self-driving solutions. The product production process is to design the algorithm model according to the requirements of the application scene, fully verify it in the case of big data, and then develop a chip architecture to launch the product after the model is determined to be mature. Therefore, the BPU chip introduced by Horizon is different from general-purpose processors.

In addition, there is also strong support from rich dad behind the horizon. One of the two founders of the company is from Baidu and the other is from Huawei. Meanwhile, Horizon raised nearly $1 billion in Series B financing last year, continuing to boost its market capitalization.

Money talks

On the whole, the most important thing for the smooth development of the AI industry is the financial aid. judging from the strength of the Chinese government to support the AI industry, it is not difficult for these Chinese enterprises with the development potential of AI to obtain funds. Moreover, in Science and Technology Innovation Board's listing standards, it is convenient for enterprises interested in developing AI, which can stimulate the growth of AI field in China.

At the same time, Huawei said that through the development of AI, China will have the opportunity to catch up with Europe and the United States in the field of science and technology, and even overtake.

In addition, although AI is still in the early stages of development, these rising stars, together with big data enterprises such as Tencent, Baidu, and Alibaba, will help to improve technical accuracy and "human nature" by making use of the huge database.

Welcome to subscribe "Shulou Technology Information " to get latest news, interesting things and hot topics in the IT industry, and controls the hottest and latest Internet news, technology news and IT industry trends.