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.
Affected by the epidemic, Internet plus cultural consumption has been on the rise, boosting the social awareness of cloud games. According to the data of iiMedia research, 70.7% of the Internet users interviewed who have some knowledge of cloud games have experience, and more than 70% of them will choose to play again after the first experience. However, the frequency and duration of cloud game users are still in the initial stage currently, and the payment conversion rate, payment amount and willingness level are low, and 43.7% of the Internet users interviewed hope to extend the free experience time of the game. iiMedia consulting analysts believe that although the new crown epidemic accelerated the public's understanding of cloud concept, cloud games are still in the initial stage of development. How to improve the content and experience, improve user stickiness and pay conversion rate will become the focus of attention.
China's artificial intelligence industry is growing rapidly. It is expected that the scale of China's artificial intelligence core industry will exceed 100 billion yuan in 2030. The deposition of data, the optimization of algorithms, and the enhancement of computing power have laid a solid foundation for the commercial application of artificial intelligence technology. More and more traditional industries rely on artificial intelligence technology for transformation and upgrading, and they have attracted widespread attention. According to iiMedia Research data, the integrated development of artificial intelligence and finance, security, medical care, education and other fields has become the focus of attention of the public. 37.8% of the respondents said they knew the application of artificial intelligence in the financial field best; 39.3 % Of the respondents are most looking forward to the application of artificial intelligence in the medical field; 66.8% of the respondents are optimistic about the future development of artificial intelligence. iiMedia Consulting analysts believe that with the continuous improvement of the segmentation and specialization of the artificial intelligence field, the commercialization of artificial intelligence will accelerate, but the information security risks and ethical issues brought about by rapid development cannot be ignored.
With the gradual development of renewable resources industry, China's market demand for renewable resources is strong, with a perfect recycling network and channels of renewable resources recycling enterprises have bargaining power. Therefore, such as TUS-EST, GEM, Yuguang Gold&Lead and other renewable resources listed companies revenue growth, with good economic benefits. In particular, in the context of the development of the Internet, the capital market is optimistic about the “Internet and renewable resources“ industry, Aihuishou, Xiandou Recycling, Xiaohuanggou, Huishoubao and other enterprises have obtained more than 100 million yuan of financing scale. iiMedia Research analyze that, under the strong support of policy, renewable resources industry development prospects continue to be optimistic, renewable resources market will continue to warm up.
According to the data of iiMedia research, as of August 2019, the number of blockchain projects promoted by governments around the world has reached 154, and the cumulative investment and financing scale of the global blockchain industry has reached US $10.369 billion. After ten years of development, blockchain technology has been applied in many fields, such as finance, government affairs, medical treatment, industrial manufacturing and so on, and the society's understanding of the value and applicable scenarios of blockchain has been constantly improved. The specific performance is that industrial capital returns to rationality, governments of all countries pay more attention to it, and the industry gradually moves from the barbaric growth stage to the standardized and orderly development stage. Although the blockchain industry has a broad prospect, but limited by the industry technology standard system that has not yet formed, the application and promotion of blockchain technology are subject to many restrictions. iiMedia consulting analysts believe that as the key technology of the next generation of Internet, governments and giant enterprises will increase efforts to layout the research and application of blockchain, and the competition for the right to formulate industry standards tends to be fierce. China has a good development foundation in the field of blockchain, and the number of related patent applications ranks first in the world. With the further liberalization of policies, China's blockchain industry will usher in a stage of rapid development, and it is expected to step into the first echelon of global blockchain industry in an all-round way.
With the continuous popularization of smart phones, the saturation trend of 4G market has emerged. The landing of 5G commercial will drive the development of 5G mobile phones and bring new vitality to the mobile phone industry. IiMedia Research (AI Media Consulting) data show that it is expected that there will be a change of 5G mobile phones in 2020-2023, and the global shipment of 5G smart phones will increase to 401.3 million units in 2023. At present, Huawei, VO, Xiaomi and other Chinese mobile phone brands have all taken part in the 5G market battle. In addition, 5G mobile phones will further drive the development of the upstream and downstream of the industrial chain. The upstream component manufacturers, the middle-stream communication equipment manufacturers and the downstream terminal manufacturers will all benefit. It is estimated that the market size of 5G related products and services will reach 1.15 trillion yuan in 2025. Ai Mei's consulting analysts believe that under the background of favorable policies, economic prosperity, technological development and expanding social demand, the 5G mobile phone industry will accelerate its development. Players with strong technological and economic strength are expected to become track leaders and the head effect of the industry will gradually become prominent.
At present, China's waste disposal is mainly landfill and waste incineration two methods, but with the rapid development of China's urbanization, the continuous improvement of waste production capacity, the increasing output of large and medium-sized cities for urban construction has brought environmental pollution, waste incineration and clean-up of large amounts of electricity and other issues. With the further development of the economy, promoting garbage classification has become an important task in the 13th Five-Year Plan. According to iiMedia Research, the assets of 15 companies in China's solid waste industry will be further expanded in 2018, ranging from 4 billion yuan to nearly 40 billion yuan, with eight assets under 10 billion yuan. iiMedia Research analysts believe that garbage classification will further promote the further expansion of waste classification, clean environmental protection, resource recovery and other industries.
本报告研究涉及企业/品牌/案例：百度，小马智行，深兰科技，深兰科技,商汤科技,地平线机器人,大立科技,数多多，Cambricon, 数据堂，IBM, Magic Data,海深科技，阿里巴巴，华为，京东，滴滴出行，小i机器人，图灵机器人，科大讯飞，普强信息，云知声，出门问问，依图，海鑫科金，腾讯云
With the promotion of policy and the attention of capital, the AI industry will continue to develop rapidly, and the scale of China's AI core industry will exceed 150 billion yuan by 2020. At present, the commercialization of AI is mainly based on computer vision, intelligent voice, natural language processing and other technologies. It has a wide range of applications, including intelligent medical, intelligent driving, intelligent home and other scenarios. In 2018, China's AI sector raised 131.1 billion yuan, with a growth rate of more than 100%. Investors are optimistic about the prospects of AI industry, and capital will help the industry develop better. In the field of combination of artificial intelligence and travel, the research and development of technologies such as path planning, network car appointment, traffic management and automatic driving have solved the pain points of traditional travel inconvenience. Among them, Shenlan Science and Technology has realized the landing of artificial intelligence products in the sub-fields of intelligent transportation, intelligent environment, intelligent city and so on. Its Shenlan Panda Intelligent Bus has been put into trial operation in Guangzhou, Tianjin and other domestic cities. The combination of AI and security, medical, retail and other industries has solved some industry pain points, using machine learning algorithm, in-depth learning and NLP to promote the development of the industry. With the gradual advent of 5G commercial era, the efficiency of artificial intelligence technology connection will be further improved. In-depth learning, data mining, automatic programming and other fields will also be realized in more application areas.
At present, there are three main operating modes for short video e-commerce in China, and there are two types of integrated platforms and vertical platforms. Ai Media Data Center data shows that short video e-commerce mainly relies on KOL fans to transform, which can promote the transformation of clothing, casual snacks, beauty and other products. Ai Media Consulting analysts believe that the current short video e-commerce still faces the development dilemma of supply chain and content ecology. In the future, it will diversify its audience, diversify its content, diversify its anchors and diversify its forms.
The application scenarios of AIoT are constantly enriched. In 2019, it was mainly distributed in four application scenarios: smart home, smart city, smart retail and smart manufacturing. At present, smart home is regarded as a new Internet application portal, and the application scenarios are relatively wide, including audio and video entertainment, home security, smart bathroom, smart kitchen, smart sleep and so on. Amazon, Ali, Himalayan, Xiaomi, Midea, Haier and other companies have begun to deploy related applications. Smart transportation has become an important application of smart city service. iiMedia public opinion monitoring system shows that netizens in Guangdong, Chongqing and Beijing are most concerned about smart transportation. iiMedia Consulting analysts believe that with the acceleration of the 5G temporary license issuance and the pace of commercialization, the medium and short-term will take the lead in driving the technological progress and rich scenes of the AioT industry, which will play an important role in driving China's economic output and providing employment opportunities.