Artificial intelligence enters the era of national-driven giants competing for food in the trillion market

(Original title: Artificial intelligence enters the era of national driving giants competing for food in the trillion market) By 2018, the global artificial intelligence market will exceed 200 billion U.S. dollars Giants fight for artificial intelligence trillion market Artificial intelligence has entered the era of national drive. On July 20, 2017, the State Council issued the "New Generation Artificial Intelligence Development Plan", which clearly stated that China's artificial intelligence will be "three steps": the first step will be to establish the technical standards, service system, and industrial ecological chain by 2020. Some of the world's leading backbone enterprises have a core industry scale of more than 150 billion yuan and drive the industry scale to more than 1 trillion yuan; the second step is to be widely used in smart manufacturing, smart healthcare, smart cities, smart agriculture, national defense construction, etc. in 2025 The core industry scale exceeds 400 billion yuan and drives 5 trillion yuan; the third step is to greatly expand breadth and depth in production, life, social governance, and national defense construction in the third step to form core technologies, key systems, and support platforms. Smart application of a complete industrial chain, the core industry scale of more than 1 trillion yuan, driving 10 trillion yuan. This is equivalent to the State Council's initiation of an "initiative gun" for artificial intelligence competitions. According to a report from the China Business News, Lenovo, the traditional PC giant, announced on July 20th a strategy for a full transition to artificial intelligence. On July 26th, initiated by the China Electronic Chamber of Commerce and Jingdong Appliances, Changhong, TCL, Hisense, Xiaomi, and LeTV announced that the “Artificial and Smart TV Industry Alliance” was formally established by nearly 20 enterprises and organizations. Before the "starting gun" sounded, Baidu, Alibaba, Tencent, Huawei, etc. had already laid out in advance. Among them, whether Baidu, which has announced the "All in AI" strategy, can take advantage of the artificial intelligence curve overtaking and whether Huawei, which is an artificial intelligence processor, can rise in the underlying technology field, is particularly noticeable. A person in charge of an artificial intelligence startup told the reporter that the role of obtaining policy support in China is still very large. Domestic companies are rushing to refresh their artificial intelligence strategy. To a certain extent, they want to enter “a number of leading global leading companies”. The list leads the new era of artificial intelligence in China. "Three steps" strategy China is not the first country in the world to release artificial intelligence strategic planning. Academician Pan Yunhe of the Chinese Academy of Engineering told the reporter that the United States issued the “National Artificial Intelligence R&D Strategic Plan” in October 2016 and the United Kingdom also issued “Artificial Intelligence: Opportunities and Impacts for Future Decision Making” in December 2016. France, April 2017 Formulated a national artificial intelligence strategy. Germany promulgated the world's first autopilot law in May 2017. Japan directly announced that it will invest 100 billion yen (about 900 million U.S. dollars) for productivity, transportation and logistics in the next ten years. Artificial intelligence research and development in the field. However, with respect to the field of artificial intelligence, China should be one of the earliest and fastest countries in the world. Pan Yunhe told reporters that the State Council issued "Guidelines on Actively Promoting "Internet Plus" Action" in July 2015, and has listed "Internet + Artificial Intelligence" as one of 11 key actions. Many ministries and commissions such as the National Development and Reform Commission issued the "Internet + Artificial Intelligence Three-year Action Implementation Plan" in May 2016, and it has proposed to "form a scale of 100 billion-scale artificial intelligence market application scale" by 2018. At the two national conferences in 2017, Premier Li Keqiang of the State Council put forward in his government work report “fully implementing strategic development plans for emerging industries and accelerating the development and transformation of new materials, artificial intelligence, and other technologies”. This is the first time that artificial intelligence has appeared in the government work report. . Liu Chuanzhi, chairman of Lenovo Holdings, said at the World Smart Conference earlier: “Now is a critical moment for China. Future technology competition will determine the fate of countries and companies.” Baidu founder Li Yanhong believes: “The world can no longer find China, a country with such a huge market and data size, has the conditions to lead global development in the era of artificial intelligence.” Yang Xu, Intel’s vice president of global and president of China, said in an interview with this reporter: “China’s scientific and technological ecology The ring is also one of the most dynamic centers of innovation in the world. Now, the government has issued artificial intelligence scales, which has provided great benefits for artificial intelligence development in China." Academician Tan Tiemau, vice president of the Chinese Academy of Sciences and deputy director of the Chinese Society of Artificial Intelligence, predicted in 2016 that the global artificial intelligence market in 2016 is expected to be US$165 billion and will exceed US$200 billion by 2018. China began to synchronize with the world In 1969, the military computer network ARPANET (Apanet) led the world into the PC Internet era. The PC Internet era is the time when portal websites such as Intel/AMD+Microsoft+HP/Dell/Lenovo and other PC giants+Yahoo lead the way. In 1994, China passed a 64K international green line and fully connected to the Internet. It started the "starting gun" in the era of China's PC Internet. In the PC Internet era, China is a follower, but Chinese companies still have many heroes of the times, such as associations that came from behind, such as Sina, Sohu, and Netease. The evolution of the PC Internet to the mobile Internet is based on 3G commercial use. In May 2000, ITU confirmed that WCDMA, CDMA2000, TD-SCDMA, and WiMAX are the world's three major 3G standards, which is equivalent to starting the “starting gun” for mobile Internet. The era of mobile Internet is a world led by applications such as Qualcomm + iOS/Google + Samsung/Huawei and other mobile phone manufacturers + Facebook/Wechat. The release of 3G licenses by China's Ministry of Industry and Information Technology to China Mobile, China Unicom, and China Telecom in the afternoon of January 7, 2009 marked China’s formal entry into the mobile Internet era. In the era of mobile Internet, China has emerged in the low-tech fields such as MediaTek and Spreadtrum. Although it is unable to compete with Qualcomm in terms of leadership, it has also gained a lot of market share. At the hardware level, Huawei, OPPO, vivo, Xiaomi and other Chinese smart phone manufacturers are facing a fierce battle with Samsung and Apple. At the application level, WeChat and Facebook go hand in hand. Every new era will create new heroes, and so is the artificial intelligence that is in its infancy. In the era of AI Internet, there will still be heroes of the era in the fields of underlying technologies, operating systems, hardware, and software. Currently, in the bottom technology field, NVIDIA, known as the visual processor GPU, is rapidly rising in the recent two years. Of course, Intel, the king of the PC Internet era, acquired Altera through the $16.7 billion acquisition of FPGA technology and is also widely used. The reporter learned that Qualcomm has just launched a neural processing engine in the near future. The next step is to hardwareize the engine and introduce a dedicated AI chip. At the operating system level, systems like Google's brain and Baidu's brain are leading the entire era. At the same time, there are also a large number of startup companies that are also rushing in this area. For example, the fourth paradigm created by Dai Wenyuan, a technical elite from Baidu and Huawei, is also working hard to develop an operating system similar to Win95 in the PC Internet era, thus reducing the popularity of artificial intelligence in all walks of life as Win95 reduces PC usage barriers. threshold. At the application level, smart speakers are becoming hot, everyone is gambling layout, and hope that smart speakers will become the entrance of artificial intelligence era. Happiness and worry The future of the AI ​​Internet era differs from the PC Internet and mobile Internet era in that it is likely that China will become a global leader from its past followers. In the underlying technology sector, Nvidia, Intel, Qualcomm, and Google, Apple, and Microsoft, which have announced the development of artificial intelligence chips, are the global focus. However, in China, the Cambrian of the Institute of Computing Technology of the Chinese Academy of Sciences, neuron-like brain chips of Shanghai Xijing Technology, and embedded micro-neural network processors of Zhongxing Micro are also helpful. Of course, Huawei is the most attracting one. At the recent 2017 Internet Conference in China, Yu Chengdong, CEO of Huawei's consumer business, announced that Huawei is working on its own artificial intelligence processor and expects to introduce artificial intelligence chips this fall. A researcher from CCID Consulting told the reporter that unlike the era of the PC Internet and the mobile Internet, artificial intelligence has become more technologically intensive, and there are even more companies currently rushing into the bottom technology research and development field. Although there are many applications of GPU and FPGA, However, the future market status is not yet known. With the rise of Huawei mobile phones, Hass Semiconductor has rapidly grown into a force that cannot be ignored in the industry. Huawei is well-positioned to take its place in the field of artificial intelligence. The researcher also stated that as to whether Google and Baidu will become winners in the artificial intelligence operating system, they can only say that there is such a sign; artificial intelligence will create a new era, and each era will produce a new leader, even if it is Startup companies also have great opportunities. The problem with Baidu is that on the one hand, it is the Chinese AI representative company that has the most comprehensive layout and attracts the most top talents. On the other hand, it also has the largest brain drain. In recent years, Baidu’s loss of artificial intelligence technology “big cattle” includes: Bai End Chief Scientist Wu Enda, who recently left the venture; James Peng, former chief architect of Baidu, who resigned in 2016; and Baidu Deep Learning Institute (IDL) who left in 2015. Founder and former Deputy Director Yu Kai, Baidu IDL outstanding outstanding scientist Wu Ren, Baidu IDL former senior scientist Deng Yafeng and the aforementioned mentioned Dai Wenyuan and others. Relevant statistics show that Baidu has left more than 10 employees who have left the company and have had a higher level of artificial intelligence technology. The key point is that some may leave Baidu as their future venture projects. In addition, it is worth noting that although Baidu released a financial report in the second fiscal quarter of fiscal year 2017 that exceeds market expectations on July 27th, pushing Baidu’s share price up 7.3%, but due to the recent record high price of Jingdong shares, the market value of the company is from Baidu. There is only a gap of 5 billion US dollars.

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