domeet webmaster

The new U.S. regulations restricting the export of artificial intelligence software have come into effect on Monday (January 6) , and specifically target China, The areas of autonomous driving and drones bear the brunt.

In order to restrict the export of AI software and prevent sensitive technologies from falling into China and other competitors, the Trump administration issued new rules. Companies that export geospatial imaging software from the United States must apply for a license to export overseas. remarks “label =” Remarks “> (except Canada) .

As soon as this new regulation is promulgated, it has aroused the attention of the Chinese science and technology circle. We combined the knowledge graph constructed by the Machine Heart Pro database and the Machine Heart team to carry out data mining on the institutions involved in technology and solutions in this restriction, presenting the intelligent fields and companies that may be affected behind.

This U.S. restriction has affected 156 companies, including 59 Chinese companies and 52 U.S. companies; mainly affecting the five major industries of transportation and logistics, communications and information technology, automobile manufacturing, corporate services, and agriculture; It affects five intelligent fields such as smart travel, smart transportation, smart business services, smart cars, and smart agriculture.

On this basis, the heart of the machine further sorted out the 50 Chinese and American companies with the highest relevance to the incident, and presented 20 US companies that may be at risk, and 10 Chinese companies that may benefit.

The 50 most relevant Chinese and American companies

According to public documents issued by the US government, geospatial image software in the new regulations refers to software that is “designed” specifically for training deep neural networks to automatically analyze geospatial images and point clouds.

According to the specific content of the restriction order, we extract and expand the key technologies involved in the restriction order through the AI ​​knowledge map to form a technology list. For example, the key technologies involved include satellite image analysis, autonomous driving, drones, 3D Space technology, etc.

Combining the technology list, we match nearly 10,000 global companies, solutions and application cases included in the database, and perform correlation analysis by calculating the matching matrix to obtain the industries, intelligent fields and companies that the restriction order may affect. .

Analysis of the data shows that the US restrictions mainly affect the five major industries of transportation and logistics, communications and information technology, automobile manufacturing, corporate services, and agriculture, and will also affect industrial manufacturing, transportation equipment manufacturing, and life services field.

Among the 56 intelligent fields monitored by the heart of the machine, the most affected are the fields of smart travel, followed by the fields of smart transportation, smart business services, smart cars, and smart agriculture. In addition, intelligent transportation, intelligent robots, and intelligent manufacturing have also been affected.

Based on the correlation between technology, solutions and companies, we further sorted out the 50 most relevant entities on the basis of 156 affected companies, which constituted the largest potential impact under this restriction order.Company directory.

It should be noted that, due to factors such as the company’s position in the industry chain, the size of its own company, and whether it has business dealings with Chinese companies, the company’s correlation statistics did not take these factors into account, and there may be strong related companies The actual situation is not affected, and will be further explained below.

The 20 U.S. companies may be at risk

Combining with the background of the US restraining order, we have further judged the impact of different types of companies on three dimensions: “Chinese companies, US companies, technology providers, technology integrators / appliers, and whether there is a Sino-US business”. Happening.

For example, if a U.S. technology provider has a business relationship with a Chinese company, its business is likely to be affected under the US restrictions, which is a potential risk. A Chinese technology provider has potential opportunities in this context and belongs to the beneficiary.

We also screened 20 U.S. companies that have business relationships with Chinese companies from 156 related companies. Due to the importance of geospatial imaging software for their own business, the volume of Chinese business, and other factors, these Companies may be affected to varying degrees. Chinese companies that do business with these entities should also pay attention to avoiding risks.

For example, the four companies Microsoft, Google, Amazon, ClarifaiParticipate in US military projects and use artificial intelligence to assist military behavior. The United States restricts the export of AI software, especially software related to geospatial imagery. One possible purpose is to limit the output of these technologies, so as to maintain its military leadership.

For Tesla, although it has a factory in China, with the limitation of AI software, can the original autonomous driving system be used in China, or need to redevelop the autonomous driving system in China? This is all worth watching.

For Velodyne, Zoox, Navmii, DeepMap, Delphi and other technology providers, the restriction on whether the technology / products can be continuously provided not only affects their own revenue, but also affects the development of Chinese companies.

As the No. 1 Velodyne in the field of lidar, it has also recently abolished its Chinese office members, transferred direct sales to agents, and retreated from the Chinese market. This restriction may bring to its Chinese business. Further impact.

Chinese technology providers may benefit

Chinese technology companies involved in geospatial imagery have potential opportunities under this US restraining order and can provide conversion solutions for Chinese companies using US technology. We sorted out 10 out of 156 related companies that will benefit.

As a 3D vision AI company, Shangtang TechnologyAs a technology provider, Orbi Zhongguang may also benefit. In addition, as a data labeling service and software supplier, 3D point cloud labeling tools provided by Beisai may have potential opportunities.

Autonomous driving, drone companies are awkward.

Automated driving and drones are the two areas where this restriction order has a greater impact. The CNN algorithm and 3D reconstruction involved in geospatial imaging software are relatively low-level technologies, or are related to China ’s autonomous driving companies and the U.S. The ergonomics brings some influence.

Taking an autonomous driving solution company as an example, it is often both an integrator or application provider of technology and a provider of technology. For companies capable of self-developed geospatial imaging software, there will be potential opportunities and vice versa.

On the other hand, many of these companies are located upstream of the industrial chain. Whether it is CNN algorithm or geospatial image technology, the barriers to entry are not high, and potential risks can be reversed through self-research.

Take DJI as an example. As the first in the field of drones, we have always maintained innovation in the underlying technology and extended the technology to the fields of robotics and autonomous driving. At the recently held 2020 CES, independent subsidiaries hatched within DJI launched two cost-effective lidar products to continuously expand their boundaries.

Conclusion

Since November 2018, the United States has announced that it will export control in frontier areas such as AI, chips, robotics, quantum computing, brain-computer interfaces, and biotechnology to respond to China’s rapid development in these areas.

In 2019, the United States directly suppressed Chinese companies. First, Huawei and its 70 branch structures were listed in the “Entity List” on the grounds of “technical network security”, and then 5 Chinese supercomputers including China Scientific Shuguang The company exercises export controls.

In October of the same year, the US Department of Commerce further included eight Chinese companies, including Hikvision, Dahua, HKUST Xunfei, Shangtang Technology, and Kuangshi Technology, in the entity list.

It can be seen that the limitations of the US series in 2019 are mainly in hardware, especially chips and other fields. The new rules for the beginning of 2020 focus on software. Compared to hardware, software is more dependent on globalization and open source sharing, and the United States’ attempt to restrict Chinese technology has taken another step.

* Data source: Machine Heart Pro is based on “Million-scale artificial intelligence knowledge map and structured database constructed by Machine Heart Team” The professional information platform in the field of artificial intelligence has previously launched 5 modules: dashboard, news database, industry database, artificial intelligence knowledge base and in-depth selection. The main data used in this analysis are:

1) AI knowledge base

2) AI industry database

3) AI news database

* Declaration of Use: This directory is extracted from the machine heart Pro database. The information provided is for reference only. The machine heart is as reliable, accurate and complete as possible, but The accuracy and completeness of the information contained in the directory is not guaranteed.