AI chips have become a hot topic in the industry. Chip giants have not yet formed a monopoly, and Chinese companies still have opportunities

AI chips have become a hot topic in the industry. Chip giants have not yet formed a monopoly, and Chinese companies still have opportunities

Currently, AI has become a hot topic in the industry. Not only are a large number of start-ups emerging, but Internet technology giants are also strengthening their layout in the field of AI. Recently, Huawei’s high-profile announcement of entering the AI ​​chip market has attracted widespread attention.

Recently, Xu Wenwei, President of Huawei's Strategic Marketing, said in a speech that in the next decade, AI will be dominated by the industry. By 2025, the global AI market space will reach 380 billion US dollars, of which 90% will come from the enterprise market.

AI has begun to sweep across all walks of life, and automobiles, medical care, and finance have all become targets of AI transformation and upgrading. For example, international chip giants such as Nvidia, Intel, and Qualcomm are already doing their best to deploy autonomous driving, hoping to seize the initiative in future market competition.

However, no company currently has a monopoly in the field of AI, and competition in the field of AI has just begun.

On October 11, Huawei and Audi officially announced their cooperation plan in the field of intelligent connected vehicles. Huawei's MDC mobile data center has been integrated into the Audi Q7 prototype to serve autonomous driving in urban environments.

Unlike other AI scenarios, the scenario-based demands of the automotive market are very specific, and there are fewer situations that require adjustments in the short term, which facilitates the research and development of related chips and algorithms.

Among the three major scenarios for the implementation of AI, the medical industry belongs to the expert experience-based scenario. In addition, there are massive repetitive scenarios (such as image processing) and multi-domain collaborative scenarios (such as urban smart transportation systems, modern manufacturing, etc.).

The underlying chip is the most basic part of the AI ​​UI component industry chain. AI chips can be divided into the neural network training layer, cloud inference layer, and device-side inference layer. According to Gartner estimates, the market size of AI chips in 2017 was US$4.8 billion, and is expected to reach US$14.6 billion in 2020, of which cloud applications are expected to reach US$10.5 billion.

As a winner of Toutiao's Qingyun Plan and Baijiahao's Bai+ Plan, the 2019 Baidu Digital Author of the Year, the Baijiahao's Most Popular Author in the Technology Field, the 2019 Sogou Technology and Culture Author, and the 2021 Baijiahao Quarterly Influential Creator, he has won many awards, including the 2013 Sohu Best Industry Media Person, the 2015 China New Media Entrepreneurship Competition Beijing Third Place, the 2015 Guangmang Experience Award, the 2015 China New Media Entrepreneurship Competition Finals Third Place, and the 2018 Baidu Dynamic Annual Powerful Celebrity.

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