In recent years, artificial intelligence technology and products have penetrated into many links of enterprise design, production, management, marketing and sales, and the maturity has been continuously improved. With the emergence of new technology models and the improvement of product effects under the value polishing and Beijing Vastdata Technology Co.Ltd(603138) accumulation of application scenarios in various industries, AI applications have radiated from pan-c-end fields such as consumption and Internet to traditional industries such as manufacturing, energy and power. The rapid development of digital economy has created a good economic and technological environment for the development of artificial intelligence; At the same time, as a key new information infrastructure, artificial intelligence is also regarded as a new driving force for the development of China’s digital economy.
In 2021, the scale of artificial intelligence core industry is expected to reach 1998 billion yuan, and by 2026, the corresponding scale will exceed 600 billion yuan. From 2021 to 2026, CAGR = 24.8%. Computer vision is still the market with the largest contribution in AI technology track, And the first mock exam market will be consolidated with the importance of data production factors and will increase to a certain extent. In addition to the AI technology track, the training and reasoning needs of the AI chip, which is the support of the underlying computing power, have brought a strong thrust to the scale growth of the artificial intelligence industry.
On the demand side, all walks of life take high-frequency and high-value scenarios as the landing point for continuous AI generalization. The generalization and upgrading of more business scenarios will bring additive effects such as data connectivity and business collaboration of enterprise AI applications, which will feed back and accelerate the intelligent transformation process of enterprises; On the supply side, AI enterprises have accelerated their listing in the past year, and many enterprises have successfully listed in 2021. This report analyzes the value path of the commercialization of AI enterprises in detail, and discusses the future development direction of AI enterprises from the perspective of lightweight standardized products, customized solutions, AI platform and other strategies, so as to provide value reference and useful opinions for industry participants.
With the joint promotion of regulatory compliance and business internal drive, trusted AI has become the development trend and research focus of artificial intelligence industry. In addition, although great progress has been made in the research and development of large models, and various manufacturers have stepped in one after another, the actual application of large models is faced with many sticking points, and the cloud edge end collaborative development model of large and small models may be presented in the future. At the same time, following the democratization of AI, AI engineering has entered the public’s vision, aiming to improve the universality, compatibility, agility, economy and efficiency from computing power, data and model to upper level applications, open up the full link management ability of AI, and help AI enterprises achieve a win-win situation of landing empowerment and commercial realization. Airy believes that a number of breakthroughs in AI technology and the progress of infrastructure construction in the future can further promote the large-scale landing and healthy development of artificial intelligence industry.
