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关于“人工智能”的报告

本报告研究涉及企业/品牌/案例:东方财富、华泰证券、老虎证券、富途证券。

随着中国资本市场发展,证券业也保持稳定增长,在2020年各行业受到新冠疫情冲击的情况下,行业仍有较好表现,且加快线上化发展。iiMedia Research(艾媒咨询)数据显示,2019年中国证券类APP用户规模达到1.11亿人,2020年更有望增至1.29亿人。目前中国互联网券商企业主要包括发展互联网证券业务的传统券商、以线上业务为主的纯互联网券商和从其他领域切入证券业务的互联网企业。传统券商依靠更长的发展时间和品牌口碑仍然是市场主流,但近年居民投资理财更加多元化,更多触及港美股市场股票交易,同时在境外市场上市企业增多,需要市场化程度较高的企业提供投行、ESOP等机构服务。因此以港美股为主要服务市场的纯互联网券商企业具有广阔的发展空间,未来地位将得到提升。

With the development of China capital market, the securities industry has also maintained a stable growth. Under the impact of Covid-19 in 2020, the securities industry still has a good performance and accelerates the online development despite other industries going down. As the data of iiMedia Research showed, user scale of China securities APP reached 111 million in 2019, and is expected to increase to 129 million in 2020. At present, China online brokerage companies mainly include traditional brokerage companies that develop online securities business, pure online brokerage companies that mainly focus on online business, and Internet enterprises that cut into securities business from other fields. Traditional brokerage companies are still mainstream of the market relying on longer development time and brand reputation. However, in recent years, residents’ investment and financial management have become more diversified, and they have invested more in Hong Kong and US stock market. At the same time, the amount of enterprises listed in overseas market has increased, which requires brokerage companies with higher degree of marketization to provide investment banking, ESOP and other institutional services. Therefore, the pure online brokerage companies with Hong Kong and US stock as the main service market have broad development space and their future status will be improved.

本报告研究涉及企业/品牌/案例:寒武纪、知存科技。

iiMedia Research(艾媒咨询)数据显示,2019年中国AI芯片市场规模约为115.5亿元,在5G商用的普及和政策、技术等各因素的推动下,AI芯片有望在云计算、安防、消费电子、机器人等领域实现大规模商用,预计2021年AI芯片市场规模将达到436.8亿元。但值得注意的是,随着人工智能技术的加速普及,下游应用领域对AI算力和能耗的要求越来越高,传统冯诺依曼架构式芯片的瓶颈逐渐显露,AI芯片将朝着存算一体化方向发展。艾媒咨询分析师认为,存算一体AI芯片的发展前景虽受到广泛认可,但整体仍处在发展的起步阶段。从实现计算与存储的融合设计,到技术的落地、量产、规模化商用,还有较长阶段。能够率先实现技术、产品突破的企业将更容易获得资本、人才、市场的支持。

According to data from iiMedia Research, the scale of China’s AI chip market in 2019 is about 11.55 billion yuan. Driven by the popularization of 5G commercial use, policies, and technology, AI chips are expected to be used in cloud computing, security, and consumer electronics. Robotics and other fields achieve large-scale commercial use, and the AI chip market is expected to reach 43.68 billion yuan in 2021. However, with the accelerated popularization of artificial intelligence technology, downstream application fields have higher and higher requirements for AI computing power and energy consumption. The bottleneck of traditional Von Neumann architecture chips has gradually emerged, and AI chip will develop towards the integration of storage and computing. iiMedia Consulting analysts believe that although the development prospects of the storage-computing integrated AI chip are widely recognized, the overall development is still in the initial stage. From the realization of the integrated design of computing and storage, to the implementation of technology, mass production, and large-scale commercial use, there is still a long stage. Companies that can take the lead in achieving technological and product breakthroughs will be more easily supported by capital, talent, and the market.

本报告研究涉及企业/品牌/案例:商汤科技、深兰科技。

中国人工智能行业市场规模自2015年起持续扩大,随着国家政策的倾斜和相关基础技术如5G通信、新基建的发展,人工智能进入爆发增长的阶段。2020年人工智能行业核心产业市场规模预计超过1500亿元,增长率达到26.2%,未来15年也将持续稳步增长,至2030年核心产业市场规模预计突破10000亿元。随着新基建的不断投入,高新技术产业的发展前景向好,至2019年底高企数量增长迅速,突破21.5万家。目前,中国城镇化水平和信息化建设不断提高加速,给人工智能发展提供了良好的社会环境。人工智能产业逐渐迈入成熟化发展的新阶段,同时,资本逐步回归理性,对人工智能产业的关注将由热点概念向应用落地转变。伴随着政府新基建一系列政策信号的释放和落地,人工智能发展迎来新红利,引发新一轮产业升级革命。未来,具备底层技术创新和落地能力的企业将更受资本的重视和青睐。

The market scale of China's Artificial Intelligence industry has been expanding continuously since 2015. With the tilt of national policies and the development of related basic technologies such as 5G communication and new infrastructure, artificial intelligence has entered the stage of explosive growth. In 2020, the market size of the core industry of the Artificial Intelligence industry is expected to exceed 150 billion yuan, with a growth rate of 26.2%. In the next 15 years, the market size of the core industry is also expected to grow steadily, and by 2030, the market size of the core industry is expected to exceed 1 trillion yuan. With the continuous investment in new infrastructure, the development prospect of the high-tech industry is getting better. By the end of 2019, the number of high-tech industries has increased rapidly, exceeding 215,000. At present, China's urbanization level and information construction are constantly improving and accelerating, providing a good social environment for the development of Artificial Intelligence. The Artificial Intelligence industry has gradually entered a new stage of mature development. At the same time, the capital has gradually returned to rationality, and the attention to the artificial intelligence industry will change from hot concept to application and implementation. With the release and landing of a series of policy signals on new government infrastructure, the development of Artificial Intelligence has ushered in a new dividend, triggering a new round of industrial upgrading revolution. In the future, enterprises with the capability of low-level technological innovation and implementation will be more valued and favored by capital.

本报告研究涉及企业/品牌/案例:云测数据,龙猫数据。

在政策利好、场景需求剧增和5G落地等因素的推动下,中国AI行业的市场规模不断扩大,核心产业市场规模2020年将达到1500亿元,发展从规范化阶段向专业化阶段迈进,市场前景广阔。艾媒咨询分析师认为,随着技术的成熟、平台的布局,未来市场发展潜力将不断拓展,AI数据服务将被运用在多种实际场景,如医疗、金融、新零售和安防等。随着AI与传统行业的不断融合以及5G的发展,数据类型将会更加多样化,越来越多的企业将会随着场景定制化升级对精准度提出更高的要求,促使AI数据服务方式由粗放式向着精细化方向过渡。AI数据服务产业链的日趋完善促使竞争日趋激烈,因此数据服务的技术升级将成为竞争的焦点,在很大程度上直接影响数据服务商在市场的竞争地位。

Driven by factors such as favorable policies, a sharp increase in demand, and the launch of 5G, the market size of China's AI industry continues to expand. The core industry market size will reach 150 billion yuan in 2020, and development will move from the standardized stage to the professional stage with broad market prospects.iiMedia Consulting analysts believe that with the maturity of the technology and the layout of the platform, the future market development potential will continue to expand. Besides, AI data services will be used in a variety of practical areas, such as medical, financial, new retail and security.With the continuous integration of AI and traditional industries and the development of 5G, data types will become more diversified. In addition, more and more enterprises will put forward higher requirements for accuracy as scenarios are customized and upgraded, prompting AI data service transfer from extensive methods to refined methods.The increasing improvement of the AI data service industry chain has led to increasingly fierce competition. Therefore, the technological upgrading of data services will become the focus of competition, which to a large extent will directly affect the competitive position of data service providers in the market.

本报告研究涉及企业/品牌/案例:丁香园、叮当快药、字节跳动、小象大鹅、小红书、豌豆公主、阿里云、蜜蜂科技-BEEPLUS、盒马网络、回收宝、商汤科技、珞石科技、猿辅导、编程猫。

在产业数字化及居民消费升级的推动下,新经济产业蓬勃发展,培育出多家独角兽及准独角兽企业。在2020年中国新经济独角兽及准独角兽两百强榜单中,分别有39.5%和42.0%的独角兽及准独角兽企业分布在华东地区,并有71.0%及75.0%的独角兽及准独角兽企业分布在北上广,体现出北上广作为超一线城市在培育独角兽企业上具有明显优势。iiMedia Research(艾媒咨询)数据显示,在两百强名单中,企业服务领域分布了20家独角兽企业及49家准独角兽企业,体现出在新经济发展环境下,各类崭新的商业模式和领域被挖掘,同时也存在更多市场主体对企业服务存在需求,也推动更多企业服务企业跻身独角兽/准独角兽行列。

Driven by the industrial digitalization and increasing consuming power, the new economy industry is growing rapidly, and cultivated lots of unicorn and quasi unicorn enterprises. In the 2020 China New Economy Unicorn and Quasi Unicorn Enterprise Top200 List, 39.5% and 42.0% of the unicorn and quasi unicorn enterprises are located in the eastern China respectively, while 71.0% and 75.0% are located in Beijing, Shanghai and Guangzhou, which showed that as super tier one cities, Beijing, Shanghai and Guangzhou have the clear advantage in terms of cultivating unicorn enterprises. As the data of iiMedia Research showed, within the Top200 list, there are 20 unicorn enterprises and 49 quasi unicorn enterprises in the field of enterprise service, which showed that under the growth of new economy, new types of business models and fields are discovered, and there are more market entities that have demand on enterprise services, which pushed more enterprise service enterprises into the ranks of unicorn/quasi unicorn.

本报告研究涉及企业/品牌/案例:创新奇智,商汤科技,云天励飞。

在新基建的浪潮下,人工智能加速与大数据、云计算、5G、物联网等新兴技术双向赋能、深度协同,技术商业化进程逐渐加速。数据显示,2019年中国人工智能核心产业规模超过510亿元,预计2030年将超过10000亿元。艾媒咨询分析师认为,2020年国家新基建战略的出台将从政策资源、技术生态、应用场景等多个方面助力人工智能全面产业化,核心产业规模将继续强劲增长。人工智能在横向与纵向皆迅速迭代拓展,人工智能企业将迎来百花齐放的局面。但机遇的来临往往裹挟着挑战,诸如数据安全、隐私保护、过程监管等问题不容忽视。艾媒咨询分析师认为,技术是把双刃剑,需要配套的治理规范体系,才能确保相关产业的持续健康发展。市场对风险关切度的提升将加速驱动相关治理体系出台。

With the development of new infrastructure, artificial intelligence is accelerating two-way empowerment and in-depth collaboration with emerging technologies such as big data, cloud computing, 5G and the Internet of Things. The process of technology commercialization is gradually accelerating. As the data showed, the scale of China's core artificial intelligence industry exceeded 51 billion yuan in 2019 and is expected to exceed 1 trillion yuan in 2030. iiMedia consulting analysts believe that the launch of the new infrastructure strategy in 2020 will facilitate the full industrialization of artificial intelligence from policy resources, technology ecology, application scenarios and other aspects. The scale of core industries will continue to grow strongly. Artificial intelligence rapidly expands in both horizontal and vertica. Artificial intelligence enterprises booms in related fields. But opportunities often come with challenges, such as data security, privacy protection, process supervision and other issues can not be ignored. iiMedia consulting analysts believe that technology is a double-edged sword, which requires a supporting regulatory system to ensure the sustainable and healthy development of related industries. The improvement of the market's risk sensitivity will accelerate the introduction of relevant governance systems.

本报告研究涉及企业/品牌/案例:百度小度、天猫精灵。
其他企业/品牌:苹果、亚马逊、阿里巴巴、百度、小米、谷歌、BeSound、音磅、华美兴泰、旷世音箱、乐韵瑞、crazybaby、猫王收音机、国声国学、佳禾智能、小米小爱、索尼、华为、叮咚音箱、腾讯叮当等。
2020年6月3日,全球知名的新经济产业第三方数据挖掘和分析机构iiMedia Research(艾媒咨询) 发布《2020中国智能音箱产业及产品竞争力评价分析报告》。报告根据艾媒数据中心、艾媒咨询商业情报数据库、艾媒商情舆情数据监测系统基础数据,对在智能音箱的行业发展进行分析,结合全球智能音箱的发展情况以及中国智能音箱的发展情况进行深度分析,并且针对百度小度、天猫精灵等产品进行深度分析,判断2020-2021年智能音箱行业的发展趋势。iiMedia Research(艾媒咨询)数据显示,预计2022年全球智能音箱供应市场收入将达到278亿美元,比2018年增长135.6%。智能音箱厂商开始布局多样化的产品矩阵,以满足不同用户群体需求,但是各矩阵产品定位还不是很清晰,功能同质化较高。
According to iiMedia Research, global smart speaker shipments in the first quarter of 2019 were 20.7 million units, with U.S. shipments still leading the way, accounting for 51.2% of the global total, and China shipped 5.0 million units, up 177.8 percent year-on-year. Ai media consulting analysts believe that smart speakers in 2020 to become a popular industry, China's smart speaker industry is in the rapid development stage, smart speakers out to sea has become the current typical model.

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