Main listed companies in the artificial intelligence chip industry: Chuangda (300496), Cambrian (688256), Huatian Technology (002185), Beixinyuan (300352), etc.

Core data of this article: artificial intelligence industry chain structure, artificial intelligence enterprise level distribution, artificial intelligence enterprise core technology distribution, China's artificial intelligence chip market size, etc.

Chips lay the foundation for the artificial intelligence industry

The artificial intelligence industry chain includes three layers: basic layer, technology layer and application layer. Among them, the basic layer where the artificial intelligence chip (AI chip) is located is the foundation of the artificial intelligence industry. It mainly includes hardware facilities such as AI chips and infrastructure and data resources of service platforms such as cloud computing, which provides data services and computing power support for artificial intelligence.

The industry layout is still small

The "China New Generation Artificial Intelligence Technology Industry Development Report (2021)" shows that as of the end of 2020, the layout of China's artificial intelligence companies focuses on the application layer and technology layer. The number of basic-level enterprises accounts for only 2.3%.

Looking at the distribution of core technologies in artificial intelligence companies, big data and cloud computing account for the highest proportion, reaching 41.13%, followed by hardware, machine learning and recommendation, and service robots. Smart chips account for only 2.38%.

Only observing the distribution of core technologies of artificial intelligence enterprises at the basic and technical layers, big data and cloud computing are still the most distributed areas, accounting for 28.27%; the proportion of smart chips has slightly increased, reaching 8.90 %. But overall, AI chips, as the "heart" of artificial intelligence, are currently in a weak position in my country's entire artificial intelligence industry chain, both in terms of the number of companies and the level of technological development. The industry is still in its infancy and urgently needs to seek breakthroughs.

5G technology promotes industry development

With the development of big data and the improvement of computing power, artificial intelligence has ushered in a new round of explosion in the past two years. In 2020, the size of my country's artificial intelligence chip market will be approximately 18.4 billion yuan. In the future, the commercial popularity of 5G will continue to generate application demand for artificial intelligence chips. China's artificial intelligence chip industry will develop rapidly, and the market size is expected to exceed 100 billion yuan in 2023.

To sum up, my country’s artificial intelligence chip industry is still in its infancy. In terms of the number of companies and core technologies, the layout is still shallow. However, as the foundation of the artificial intelligence industry, in the future with the development of my country’s 5G With the further development of technology and the popularization of applications, the artificial intelligence chip industry is expected to take advantage of the trend.