China's artificial intelligence computing power development evaluation report released:
The development of my country's artificial intelligence market enters the fast lane
Our reporter Huang Xin
According to the "2020-2021 China Artificial Intelligence Computing Power Development Evaluation Report" jointly released by the global market analysis agency IDC and Inspur Electronic Information Industry Co., Ltd., China’s artificial intelligence infrastructure market will reach 3.93 billion US dollars in 2020, a year-on-year increase of 26.8 %.
“We predict that the overall scale of China’s artificial intelligence market this year will be approximately US$6.3 billion, and it will reach US$17.2 billion in 2024.” Zhou Zhengang, Assistant Vice President of Enterprise Research of IDC, said in an interview with the Economic Daily reporter. Over 87% of the artificial intelligence infrastructure market.
It is expected that China's artificial intelligence servers will maintain rapid growth and will reach 7.8 billion US dollars in 2024.
Data resources, computing power, and core algorithms constitute the three basic elements of artificial intelligence, all of which are inseparable from the support of computing power.
Liu Jun, vice president of Inspur Information, believes that with the rapid development of artificial intelligence algorithms, more and more model training requires a huge amount of computing power to be implemented quickly and effectively. Computing power is a decisive factor for future breakthroughs in AI applications.
Algorithms, data, and computing power are processes of mutual promotion and mutual development.
At present, artificial intelligence industrialization and industrial artificial intelligence are promoting the transformation and upgrading of traditional industries and reshaping industries.
"At present, China’s entire IT industry expenditure is about 40% of that of the United States, but server computing power is about 60% of that of the United States, and artificial intelligence computing power expenditure is about 80% of that of the United States. From the perspective of global artificial intelligence computing power development, 2020 China’s artificial intelligence servers accounted for about one-third of the global artificial intelligence server market in 2015, and are the backbone of the global artificial intelligence industry. This reflects a country’s cutting-edge innovation capabilities from the side.” Zhou Zhengang said.
According to reports, the top five artificial intelligence cities in China in 2020 will be Beijing, Shenzhen, Hangzhou, Shanghai, and Chongqing.
In addition, many cities have made great progress in artificial intelligence applications driven by their own industrial advantages and various factors.
For example, smart manufacturing in Dongguan, smart medical care in Wuhan, smart agriculture in Hefei, etc. The development of artificial intelligence cities in China is blossoming everywhere. In the future, there will be more and more artificial intelligence demonstration areas that combine the characteristics of the city, setting a benchmark for industrial development.
From the perspective of artificial intelligence industry application penetration rankings, compared with 2019, the Internet still maintains the number one position. The application scenarios of the telecommunications and manufacturing industries are more abundant, and the market potential is expected to be greatly improved.
In the first half of 2020, the medical industry accelerated the implementation of artificial intelligence applications under the influence of the new crown pneumonia epidemic, and achieved remarkable results in many aspects. It also promoted the penetration of artificial intelligence applications in the medical industry to surpass the education industry and rank seventh.
In addition to industries where AI investment is relatively concentrated, driven by business needs, many fragmented applications have also begun to be widely used, and radiated to modern agriculture, smart homes, smart power and other fields.
On the whole, general application scenarios including biometrics, intelligent customer service, and precision marketing have reached a considerable degree of maturity. The industrialization of artificial intelligence has penetrated from general application scenarios to more industry-specific scenarios. Industrial artificial intelligence has already From the early pilot projects, it has gradually become a rigid need for the development and survival of enterprises.
What are the important trends in the development of artificial intelligence computing power in the future?
Zhou Zhengang believes that artificial intelligence chips will continue to show diversified development, and graphics processors are still the first choice for data center acceleration, occupying more than 95% of the market share; China's artificial intelligence servers will maintain rapid growth in the next 5 years, which is the overall server market growth The core driving force of artificial intelligence; artificial intelligence computing power will gradually penetrate to the edge. By 2023, nearly 20% of the servers used to process artificial intelligence workloads will be deployed on the edge; artificial intelligence cloud services have become an important driving force for the development of the artificial intelligence market , The compound annual growth rate from 2018 to 2024 is expected to reach 93.6%; artificial intelligence benchmarks are gradually improved, which can not only provide a reference for the cost-effectiveness of enterprises, but also an important factor for the future sustainable development of artificial intelligence applications.
IDC's survey results show that more than 90% of enterprises are using or planning to use artificial intelligence in the next three years, while 74.5% of enterprises expect to adopt artificial intelligence public computing infrastructure with public utility significance.
In the future, as more large-scale and inclusive artificial intelligence infrastructure platforms are built, the entire Chinese artificial intelligence industry will enter the fast lane of development-the rigid needs of enterprises determine the speed of artificial intelligence development, and the new public computing infrastructure Construction broadens the way for the development of artificial intelligence.
“Lack of data required for model training, insufficient computing power infrastructure, and high cost of artificial intelligence application solutions are the main challenges facing most companies. Therefore, social service entities are promoting artificial intelligence public computing infrastructure When constructing, it is necessary to fully consider the needs and pain points currently faced by the enterprise, and work together with artificial intelligence ecological partners and key artificial intelligence infrastructure service providers to jointly build a platform to accelerate industrial development." Zhou Zhengang said.