Most of the current definitions of artificial intelligence can be divided into four categories, namely, machines "think like humans", "act like humans", "think rationally" and "act (or make decisions) rationally"
Four basic applications of artificial intelligence:
①Perception is the ability of human beings to see, listen, speak, read, and write. Learning human perception is one of Al's current main focuses.
②Cognition: The process and ability of human beings to understand information and acquire knowledge through psychological activities such as learning, judgment, analysis, etc., the imitation and imitation of human cognition
Learning is also Al’s second current focus area.
③ Creativity (Creativity) is the human ability to generate new ideas, new discoveries, new methods, new theories, new designs, and create new things. It combines knowledge, intelligence, and ability
It is optimized by various factors such as strength, personality and subconsciousness. Humans are still far ahead of Al in this field, but Al is also trying to catch up. The main fields include: Al composition,
Al poetry, Al novels, Al paintings, Al designs, etc.
④Intelligence (Wisdom) is the ability of human beings to deeply understand the truth about people, things, and things, to explore the real truth, to distinguish right from wrong, and to guide human beings to live a meaningful life.
Power, this field involves human self-awareness, self-understanding and values. It is a part that Al has not yet touched, and it is also the most difficult field for humans to imitate.
The artificial intelligence industry chain includes three layers: basic layer, technology layer and application layer. The basic layer is the foundation of the artificial intelligence industry, providing data and computing power support for artificial intelligence; the technical layer is the core of the artificial intelligence industry; the application layer is the extension of the artificial intelligence industry, forming software and hardware products or solutions for the needs of specific application scenarios. .
Judging from the speed of technology research and development, we are currently in the sixth stage of the vigorous development of artificial intelligence. As the world's largest artificial intelligence application field, China's artificial intelligence technology is expected to provide opportunities for China's high-end manufacturing to change lanes and overtake, and promote the transformation and upgrading of the multi-trillion digital economy industry.
China's artificial intelligence industry is developing rapidly, and speech recognition and computer vision have become the two most mature fields in the domestic artificial intelligence market.
Baidu, Alibaba, and Tencent, as industry giants, have relatively comprehensive layouts in the artificial intelligence industry chain.
Application layer
The application layer mainly forms software and hardware products or solutions to meet the needs of specific application scenarios. The current main application scenarios include smart healthcare, smart finance, smart education, smart transportation, smart home, smart retail and smart manufacturing.
In terms of companies, the recently popular XGIMI Technology specializes in projectors; Xiaomi’s smart home products are among the leaders in this field.
Smart Finance
Intelligent customer service
Smart manufacturing
Intelligent operation and maintenance
Technical layer
The technical layer mainly includes algorithm theory, development platform and application technology.
algorithm theory
machine learning algorithm
Development Platform
Give the Kaiyuan framework
Application Technology
natural language understanding
Baidu, Alibaba, and Tencent, as industry giants, have a relatively comprehensive layout in the artificial intelligence industry chain, and they also occupy a large market share in the artificial intelligence technology layer.
Baidu, Alibaba, Tencent and iFlytek are among the first batch of national new-generation artificial intelligence open innovation platforms. More developers can rely on these platforms to quickly build their own products.
base layer
The basic layer mainly develops hardware and software, such as Al chips and data acquisition.
Computing Systems Technology
China’s future investment proportion in various fields
China's artificial intelligence industry is developing rapidly, and speech recognition and computer vision have become the most mature domestic artificial intelligence markets.
of two areas. Since 2015, the scale of China's artificial intelligence industry has increased year by year and has become the second largest in the world.
The single market for large artificial intelligence accounts for approximately 12% of the global market size.
Digital operations (e.g. digital marketing) 37%
Information Security/Data Security 26%
Investment targets
iFlytek (002230)
The company is a pioneer in my country's artificial intelligence industry and has internationally leading artificial intelligence source core technologies with independent intellectual property rights. The company has built multiple national artificial intelligence platforms and is my country's national artificial intelligence team.
Hikvision (002415)
Hikvision was founded in 2001, starting from the security monitoring board and DVR business. As video surveillance upgraded from "seeing" to "clearly seeing" to "understanding", the company gradually transformed into a video-centric smart phone. IoT solutions and big data service provider.
In 2015-19, the company completed the intelligent upgrade of hardware, the establishment of the Al Cloud architecture, and the advancement from "two pools, one database and four platforms" to the "things and information integration data platform", and is expected to show the platform effect in the 5G Internet of Things era. , becoming an ecological builder for diversified downstream applications.
Goertek (002241)
The company currently implements a collaborative development strategy of "parts + finished products". Parts include acoustic components, optical devices, microelectronics, etc., and finished products include TWS headsets, VR/AR, smart watches and other products. Among them, TWS earphones have been the main line of the company's growth in recent years, and wearable products will also help the company achieve medium- and long-term sustainable growth.
FiberHome Communications (600498)
The company's optical communication equipment ranks among the top five globally and among the top three domestically. Judging from historical procurement conditions, the domestic comprehensive share is approximately 20%-25%. The 5G scale construction cycle will begin in 2020. Based on excellent R&D and product capabilities, the communication system business will enter a new growth cycle. Recently, the share of centralized procurement by operators has exceeded expectations: China Mobile's share of winning bids for the new GPON equipment in 2020 reached 50%; China Mobile's share of centralized procurement for the new SPN equipment from 2020 to 2021 was 31%; these higher-than-expected orders are expected to further enhance the company's performance .
UFIDA Technology (600588)
The company has been focusing on enterprise services for 33 years and has firmly become the leader in enterprise-level service SaaS. It has significant advantages in products, ecology, market and innovation. In 2020, the company released YonBIP, which adopts a cloud-native architecture and is based on a unified iuap platform to achieve interconnection between industrial chains and enterprises, help enterprises carry out business innovation, and promote the transformation of company services from software to platform services. Driven by multiple factors such as localization, cloudization, and digital intelligence, my country's enterprise-level SaaS market continues to improve. At the same time, the company's product richness, infrastructure, charging models, etc. have steadily improved, and the market share is expected to further increase.
Hanwang Technology (002362)
Hanvon Technology is a leader in core technologies in the field of intelligent human-computer interaction. Its main businesses are handwriting input, handwriting recognition, optical character recognition (OCR), face recognition and electronic paper books.
With leading core technology in the field of pattern recognition, the industry is about to usher in a stage of rapid development. On the other hand, Hanwang Technology relies on core technology to develop the e-reading market. The global e-reading market is developing rapidly, with an average growth rate of around 100%.
Hanvon has strong competitiveness in the field of e-readers, has the richest product line, has established the most well-known brand, and has a digital product sales network accumulated over many years. As the leader in the e-reader industry, Hanwang will fully enjoy the opportunities brought by the rapid expansion of the industry.
Goodix Technology (603160)
Goodix Technology is currently the only company in the industry that can provide a full range of fingerprint identification solutions including under-screen optical fingerprint identification solutions, live fingerprint identification solutions, IFS, cover plates (glass, ceramics, sapphire) and coatings, and has become an Android Camp is the world's number one fingerprint identification solution provider.
Currently, it mainly provides leading semiconductor software and hardware solutions for the fields of intelligent terminals, Internet of Things and automotive electronics. Products and solutions have been widely used in well-known international and domestic brands such as Huawei, OPPO, vivo, Xiaomi, OnePlus, Google, Amazon, amsung, Nokia, Dell, HP, LG, ASUS, etc., serving hundreds of millions of people around the world. It is an application in the Android camp The broadest provider of biometric solutions.
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