On August 30, at the World Artificial Intelligence Conference, CCID consultant Sun Huifeng released the "White Paper on China's AI Chip Industry Development."
The report comprehensively analyzes the new development trend, technological evolution and industry pattern of AI chips from multiple perspectives such as the development process of AI chips , market scale, investment prospects, competitive landscape and future trends .
01
AI chip overview
Broadly speaking, all chips for artificial intelligence applications can be called AI chips.
In the summer of 1956, scientists such as McCarthy and Minsky first proposed the concept of "artificial intelligence". In the following 60 years, AI chips have undergone four major changes.
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Comparison of AI chip types with different technical architectures.
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02
The development status of AI chip industry
China's AI chip market continued to grow in 2018, with the overall market size reaching 8.08 billion yuan, a year-on-year increase of 50.2%.
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CCID analysis: Affected by many favorable factors such as the macro policy environment, technological progress and upgrading, and the popularization of artificial intelligence applications, China's AI chip market has further developed and matured.
In 2018, China's AI chip market is still dominated by cloud training chips , with sales of 4.15 billion yuan and a market share of 51.3%.
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CCID analysis: Driven by local governments to accelerate the construction of public clouds, private clouds, and data centers, localized computing will be one of the trends in the development of artificial intelligence in the future.
In terms of regional structure, North China, East China and South Central China are the most advanced regions in the development of China’s AI chip market, with market shares reaching 20.8%, 30.6% and 29.3% respectively
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CCID analysis: In terms of market growth, with the accelerated construction of big data centers in the western region, the cloud AI chip market in the southwest and northwest regions has shown rapid growth and market share has further increased.
The financing situation of mainstream AI chip companies in the market
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The above is part of the report. For details, please pay attention to the subscription number "ccid-2014", or scan the QR code below, and leave "917" + your email address, we will send it to you as soon as possible!
03
Application opportunity analysis
CCID Consulting expects that the development of data centers will drive market demand for cloud AI chips.
In 2019, the scale of China's data center market reached 376.8 billion yuan, and it will maintain a steady growth rate in the next three years, with a compound growth rate of 13.6%.
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In 2019 it is expected to scale cloud country AI chip market reached 9.41 billion yuan, the next three years compound growth rate of 54.14 percent.
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CCID Consulting predicts that the security AI chip market has a promising future. By 2021, the market size will reach 5.11 billion yuan, with a growth rate of 16.7%.
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Autonomous driving is a blue ocean, edge AI chips are rising, and China's autopilot market will reach 101 billion yuan in 2021.
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CCID Consulting predicts that autonomous driving computing is migrating from the center to the edge. As the autonomous driving algorithm matures and stabilizes, ASIC dedicated chips may become mainstream.
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The above is part of the report. For details, please pay attention to the subscription number "ccid-2014", or scan the QR code below, and leave "917" + your email address, we will send it to you as soon as possible!
04
AI chip competition landscape
China's AI Chip High-growth Enterprises List
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2018 China AI Chip Market Manufacturer Competitiveness Quadrant Analysis Chart
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The above is part of the report. For details, please pay attention to the subscription number "ccid-2014", or scan the QR code below, and leave "917" + your email address, we will send it to you as soon as possible!
05
AI chip market development trend
CCID Research
The downstream application scenarios of AI chips will usher in an explosion
At present, China and the global AI chip industry is still in the early stage of industrialization. With the advent of 5G and the Internet of Things era, downstream application scenarios have exploded.
It is expected that the scale of China's AI chip market will maintain a growth rate of more than 50% in the next three years and will reach 30.57 billion yuan by 2021 .
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CCID Research
In the future, China's AI chip industry will form an organic form of cooperation
In the future, China's AI chip industry will take cooperation as the main line, give play to the technological and resource advantages of various enterprises and institutions, and start from the core needs of specific application scenarios and scenarios to form an organic form of cooperation.
The future development of the AI chip industry
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CCID Research
Cooperation from serial division of labor to integration symbiosis
The development mode of the AI chip industry is mainly based on enterprises. The upstream and downstream enterprises of the product are relatively independently operated and managed, and the enterprises in the same link are highly competitive.
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The above is part of the report. For details, please pay attention to the subscription number "ccid-2014", or scan the QR code below, and leave "917" + your email address , we will send it to you as soon as possible !