IDC and Inspur Joint Research released the “2019-2020 China Artificial Intelligence Computational Development Evaluation Report”.
Editor’s note: This article is from WeChat public account “CV Intelligence” (ID: CVAI2019).
On August 28th, at the 2019 Artificial Intelligence Computing Conference, IDC and Inspur Joint Research released the “2019-2020 China Artificial Intelligence Computational Development Evaluation Report”.
The report summarizes the development status and level of China’s AI computing power industry, including AI chips, AI learning framework, AI server, AIAas, and intelligent edge computing.
1. It is expected that the proportion of reasoning market will exceed training in 2022
According to the workload, artificial intelligence chips can be divided into training chips and inference chips. Training refers to the process of learning in existing data and obtaining certain capabilities. The accuracy of calculation is high, which directly affects the accuracy of inference. degree. This requires training chips to have powerful single-chip computing power, and currently GPU chips are more suitable for training loads. The reasoning process refers to the use of these capabilities for new data (such as classification, identification, etc.).
IDC believes that in the future artificial intelligence market, the reasoning link will exceed the training link. According to the forecast, the market share of reasoning will exceed training by 2022. The reasoning chip will be the largest potential market in the future, and also the artificial intelligence chip market. One of the winning points.
2. The Internet is still the industry with the largest investment in artificial intelligence, accounting for 62.4% of China’s artificial intelligence computing market share
Based on IDC’s ongoing research and the latest for end-user research, China’s artificial intelligence industry application penetration and computing power distribution are shown below:
Telecom operators accelerate the deployment of intelligent customer service, precision marketing and intelligent network applications to realize the strategic transformation of artificial intelligence, driven by the user’s application experience and the dual factors of artificial intelligence in the process of network reconfiguration. The manufacturing industry continues to provide automatic driving, and the enterprises represented by electronic manufacturing promote the application of artificial intelligence in production processes such as quality inspection.
3. The artificial intelligence market in China will continue to maintain high growth rates in the next five years, and the proportion of hardware market will continue to exceed 50%
IDC divides the artificial intelligence market into hardware, software and services according to technology categories. In the next five years, the overall scale of China’s artificial intelligence market will continue to maintain a high growth rate, and the annual compound growth rate will reach 44.9% and exceed 17 billion US dollars.
4, 36% of Chinese users are using edge computing devices to analyze IoT data
At present, 36% of Chinese users are using edge computing devices to analyze IoT data, and leading server vendors have begun to deploy edge computing platforms.
IoT terminal equipment takes the camera as an example. There are hundreds of millions of cameras around the world, and EB-level data is generated every day. Among them, China has the largest share in the world. Although the penetration rate of artificial intelligence cameras is currently low, only about 2% of the cameras are equipped with artificial intelligence acceleration chips, but the compound annual growth rate is as high as 42.0%, which is much faster than the average growth rate of 13.9% in the camera market. At the same time, smart cameras are The performance requirements of the acceleration chip will also increase year by year.
5, User acceptance increased to 45%
According to IDC research results, the market acceptance of artificial intelligence in China increased from 10% in 2017 to 45% in 2019. At the same time, 82% of enterprises that did not use artificial intelligence plan to deploy in the next 1-2 years, most of them. Companies that are using artificial intelligence plan to increase their deployment investment by at least double the next two years.
6. In the next five years, the compound growth rate of China’s artificial intelligence server market will exceed 30%, and the growth rate will reach three times that of China’s overall server market.
IDC expects servers for artificial intelligence workloads to be a rapidly growing part of the global and Chinese server market. The global artificial intelligence infrastructure market reached $6.7 billion in 2018, up 46.0% year-on-year, while at 2023 It will reach US$22.9 billion in the year and the compound growth rate in the next five years will be 27.9%.
The Chinese artificial intelligence infrastructure market will be approximately US$1.9 billion in 2018 and US$8.3 billion in 2023. The compound growth rate will be 33.8% in the next five years. Among them, the server market accounts for more than 85% of the entire hardware market. GPU server continued to maintain rapid growth in 2018, sales increased by 131.2% year-on-year, still the mainstream of artificial intelligence servers