China's new round of favorable policies for artificial intelligence, which aims to make up the shortcomings, are being intensively implemented. The reporter of the Economic Information Daily was informed that since the beginning of the year, many provinces and cities including Chengdu and Zhejiang have successively issued plans for the development of artificial intelligence industry, focusing on increasing technical research and financial support for basic layers such as smart chips and smart sensors, and accelerating the cultivation of artificial intelligence industrial clusters and leading enterprises. The industry expects that the AI chip with the basic layer as the core has a broad investment space.
"The basic layer mainly refers to the core capabilities of processors and chips to support artificial intelligence technology. It is technically difficult, but the technology-driven effect is strong." An Hui, deputy chief engineer of CCID Research Institute and director of the Institute of Electronic Information, told the Economic Information Daily that at present, China lacks major original scientific and technological achievements in core algorithms, chips and basic components.
In 20 19, the market scale of artificial intelligence in China will reach 50 billion yuan.
According to the statistical data of "China Artificial Intelligence Industry Market Foresight and Investment Strategic Planning Analysis Report" issued by Foresight Industry Research Institute, the scale of China artificial intelligence market has exceeded 654.38 billion yuan in 2065.438+06 and reached 654.38+042 billion yuan in 2065.438+07. It is estimated that the market scale of artificial intelligence will reach 33.9 billion yuan in 20 18, and it is predicted that the market scale of artificial intelligence will reach 50 billion yuan in 20 19 and 7 10 billion yuan in 2020 respectively. The compound annual growth rate from 20 15 to 2020 is 44.5%.
20 15-2020 China artificial intelligence market scale statistics and forecast.
Data source: compiled by Prospective Industry Research Institute.
Judging from the amount of investment and financing, the amount of financing accepted by the processor chip field only accounts for 2% of the total investment and financing of artificial intelligence in China, ranking last, far below the relatively mature application fields such as computer vision and image, and autonomous driving.
"In recent years, domestic capital has continued to increase the number of artificial intelligence fields, but most of them are concentrated in the application layer, and there is a lack of layout in the artificial intelligence basic layer with a long return period." An Hui said.
Increase financial and policy support.
In view of the shortcomings and weaknesses of the basic layer of artificial intelligence, many places focus on increasing policy and financial support in planning.
Industry brokers predict that under the dual promotion of policy and capital, there is a broad domestic substitution space for domestic high-end chips; There are investment opportunities for AI chips with the base layer as the core.
At the same time, in the new round of artificial intelligence development planning, cultivating artificial intelligence industrial clusters and leading enterprises has also become a policy focus. Zhejiang province plans to cultivate 10 or more internationally competitive artificial intelligence leading enterprises and more than 500 small and medium-sized enterprises specializing in artificial intelligence segmentation by 2022; Chengdu proposes that by 2022, more than five first-class leading enterprises with incomes exceeding 5 billion yuan will be cultivated, and three to five mature artificial intelligence industrial clusters will be built. The scale of artificial intelligence industry will exceed 50 billion yuan, driving the scale of related industries to exceed 500 billion yuan.