With the development of big data and the improvement of computing power, the global AI chip market in 2019 is worth 11 billion U.S. dollars. With the increasing maturity of artificial intelligence technology and the continuous improvement of digital infrastructure, the commercial application of artificial intelligence will accelerate the landing, which will promote the rapid growth of the AI chip market. It is estimated that the global artificial intelligence chip market will reach 72.6 billion US dollars in 2025.

The commercial launch of 5G has accelerated the development of the artificial intelligence industry. As the basic hardware of artificial intelligence, AI chips have accelerated the release of demand. At the same time, national policies have continued to increase the development of the integrated circuit industry, and the process of chip localization has been accelerated. Under the combined effects of policies, markets, and technology, China's AI chip industry will develop rapidly.

The AI chip industry is still in the development stage

The underlying hardware AI chip at the core of artificial intelligence has experienced many ups and downs and has been continuously upgraded and improved since its birth. In 2006, Hinton published the "Multilayer Neural Network" paper, which proved the possibility of large-scale deep learning neural network learning. Since then, AI chips have developed rapidly;

In 2014, Dr. Tianshi Chen's research team released the DianNao series of papers, opening up the field of ASIC chip research. With the rapid development of deep learning algorithms, various application fields have put forward higher and higher requirements for computing power. Traditional chip architectures cannot meet the demand for computing power for deep learning. Artificial intelligence chips that can accelerate computing and processing have entered a stage of rapid development. .

AI chips are mainly divided into traditional chips and smart chips

AI chips mainly include traditional chips and smart chips, and there are also brain-like bionic chips inspired by biological brains. Traditional chips can cover the basic computing operations required by the bottom layer of artificial intelligence programs, but they cannot adapt to the rapid development of artificial intelligence technology and applications in terms of chip architecture and performance;

Smart chips are chips specifically designed for the field of artificial intelligence, including general-purpose and special-purpose types. Among them, general-purpose smart chips have universal applicability and are flexible and versatile in the field of artificial intelligence; dedicated smart chips are designed for specific application scenarios.

The global integrated circuit market fluctuates and rises, and AI chips are a new direction

According to statistics from the Global Semiconductor Trade Statistics Organization, the global integrated circuit market reached 330.4 billion U.S. dollars in 2019, a decline from 2018. With the deepening of industrial informatization and intelligence, the scale of the integrated circuit market will usher in a new round of upward trend, in which AI chips will become the mainstream technology direction leading the growth of the industry.

In 2019, the global AI chip market is worth 11 billion U.S. dollars. With the increasing maturity of artificial intelligence technology and the continuous improvement of digital infrastructure, the commercial application of artificial intelligence will accelerate the landing, which will promote the rapid growth of the AI chip market. It is estimated that the global artificial intelligence chip market will reach 72.6 billion US dollars in 2025.

The semiconductor industry is shifting to China, and domestic AI chips usher in new opportunities

Since the development of the global semiconductor industry, there have been three transfers in total. The first stage: transfer from the United States to Japan. Japan began to fully study American semiconductor technology from assembly, and the electrical era changed to the PC era;

The second stage: transfer from the United States and Japan to Taiwan and South Korea. The Japanese chip industry declined under pressure from the United States and the weak domestic economy. The PC era continues to prosper;

The third stage: transfer from the United States, Taiwan, South Korea to China. China's chip industry has a huge downstream market, abundant labor, and backed by the support of national industrial policies and active social capital. The PC era is shifting to the era of Internet of Everything and Artificial Intelligence, stimulating the demand for AI chips.

For more data, please refer to the "China Artificial Intelligence Chip Industry Market Demand Analysis and Investment Prospect Forecast" issued by the Qianzhan Industry Research Institute. At the same time, the Qianzhan Industry Research Institute provides industrial big data, industrial planning, industrial declaration, industrial park planning, industrial investment promotion, IPO fundraising feasibility research and other solutions.


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