On December 13, 2023, Nature announced the top 10 scientific figures of 2023. For the first time, a non-human appeared - ChatGPT. There is no doubt that the next era will be the era of artificial intelligence.
Artificial intelligence has become an important part of the national strategy and is one of the strategic emerging industries in mainland China. In 2024, the "Government Work Report" not only mentions "artificial intelligence" three times, but also proposes to carry out "artificial intelligence +" actions for the first time.
In 2017, the mainland clearly stated in the "New Generation Artificial Intelligence Development Plan" that by 2030, the mainland's artificial intelligence theory, technology and application will reach the world's leading level and become the world's main artificial intelligence innovation center.
The artificial intelligence industry is a key engine to promote high-quality economic development. According to data released by the China Academy of Information and Communications Technology, the scale of the mainland's artificial intelligence core industry will reach 578.4 billion yuan in 2023, with a growth rate of 13.9%, showing a rapid development trend and broad market space.
Local governments have launched investment policies for the artificial intelligence industry, through the establishment of funds, the release of a list of application scenarios and the increase of investment, to attract artificial intelligence enterprises to attract investment, and promote the high-quality development and high-level application of the artificial intelligence industry.
Among them, Shenzhen is also accelerating the action plan for promoting the high-quality development and high-level application of artificial intelligence, and released the first batch of "city + AI" application scenario list, co-ordinating the establishment of an artificial intelligence fund group with a scale of 100 billion yuan, and proposing to carry out targeted investment promotion of artificial intelligence enterprises.
So, what are the trends of major companies in the domestic artificial intelligence industry?
According to the list of "2023 Top 100 Artificial Intelligence Enterprises" released by Internet Weekly, eNet Research Institute and Deben Consulting, the artificial intelligence market covers many fields such as home, security, transportation, medical care, and industry, among which Baidu, Alibaba, Huawei, iFLYTEK, Xiaomi, Cambrian, SenseTime and other well-known enterprises have been selected for the list.
Analysis of leading companies in the artificial intelligence industry - Baidu
Baidu is a leading global artificial intelligence company with many years of experience in technologies such as internet search, artificial intelligence, cloud computing, and big data.
According to Qichamao, Beijing Baidu Netcom Technology Co., Ltd. was established in 2001 with a registered capital of 1,342,128 (10,000 yuan), of which Robin Li holds 99.5% of the shares.
In the past year, Baidu has comprehensively promoted the AI native restructuring of its products and services, and launched AI native applications such as Baidu New Search, Baidu New Library, and Wenxin Yiyan App. According to the data, Baidu's online marketing revenue will reach 75.1 billion yuan in 2023, a year-on-year increase of 8%. Judging from the data, Baidu AI has brought growth momentum to the advertising business and intelligent cloud business.
On March 22, the Dongguan Municipal People's Government signed a strategic cooperation agreement with Baidu. According to the agreement, the two parties will work closely together to develop the AI industry. Baidu will give full play to its advantages in AI algorithms, cloud computing, big data, autonomous driving technology, etc., and promote the application of artificial intelligence in all scenarios.
Analysis of leading enterprises in the artificial intelligence industry - SenseTime
Founded in 2014, SenseTime is an artificial intelligence technology company headquartered in Beijing. The company has made significant breakthroughs in computer vision and deep learning technology, opening the era of computer vision technology.
According to IDC data, the market size of the computer vision market in mainland China will reach 12.30 billion yuan in 2022. SenseTime's market share has topped the list for five consecutive years, leading the computer vision market, accounting for 23.1% in 2022.
Artificial intelligence industry prospect analysis
According to the 2023 "China New Generation Artificial Intelligence Technology Industry Development Report", artificial intelligence enterprises are mainly distributed in the tertiary industry, accounting for 75.79%, followed by the secondary industry, accounting for 23.82%, and the primary industry accounting for only 0.39%. In the tertiary industry, information transmission, software and information technology services ranked first, accounting for 28.46%.
According to the 2022 Report on the Development of China's New Generation Artificial Intelligence Technology Industry, a total of 197 listed AI companies in China have announced R&D investment data. Among them, the number of enterprises with R&D intensity between 5% and 10% is the largest, accounting for 36.35%, while the number of enterprises with R&D intensity greater than 10% accounts for 33.5%, and the average R&D intensity reaches 9.98%, far exceeding the average level of domestic enterprises.
The continuous innovation of artificial intelligence technology has promoted the in-depth development of application scenarios, leading the technological trends such as AIGC, digital human, multimodality, AI large model, and intelligent decision-making. These cutting-edge technologies have injected a wide range of possibilities and great potential into the market. At the same time, enterprises' active promotion of digitalization and digital transformation has also spawned the demand for the diversity of AI technologies, laying a solid foundation for the long-term growth of Chinese's artificial intelligence market. According to forward-looking forecasts, from 2024 to 2029, the market size of the mainland artificial intelligence industry will be further expanded, and the market size will exceed the trillion mark by 2029, achieving the goal of reaching 1,000 billion yuan in 2030 in the "New Generation Artificial Intelligence Development Plan" ahead of schedule.
Wu Tongning, deputy director of the Artificial Intelligence Research Center of the Chinese Academy of Information and Communications Technology, talked about the opportunities and challenges of the development of the Chinese industrial intelligence industry, pointing out that with the emergence of many innovative applications, higher demands have been put forward for the framework, chips and data of the software and hardware support system. There are still deficiencies in the algorithm model and overall R&D in the mainland, but the growth in demand brought about by new technologies and the enhancement of the demand for independent substitution can promote the R&D and migration of independent solutions in key industries of the national economy, and bring more opportunities for the development of manufacturers of algorithm elements, computing power elements and data elements in the mainland.
Wu Zhaohui, academician of the Chinese Academy of Sciences and chairman of the China Association of Inventions, pointed out that artificial intelligence technology is accelerating the integration with major scientific discoveries, cutting-edge technological innovation and product application and promotion, forming new methods, new tools and new scenarios, bringing new opportunities for invention and innovation in the new era and boosting the development of new quality productivity.
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