Since 2020, top-level meetings such as the executive meeting of the State Council, the meeting of the Central Reform Commission, and the meeting of the Political Bureau of the Central Government have successively mentioned the construction of “new infrastructure construction”.

“New infrastructure construction”, referred to as “new infrastructure”, as early as the end of 2018, the Central Economic Work Conference in the form of incomplete enumeration, 5G, manual Intelligence, industrial Internet, and Internet of Things are listed as new types of infrastructure, and it is proposed to accelerate the pace of 5G commercialization and strengthen the construction of artificial intelligence, industrial Internet, and Internet of Things.

The online press conference held by the National Development and Reform Commission on April 20 this year for the first time clarified the scope of “new infrastructure”, that is, the integration of 5G and other information infrastructure, big data, etc. Innovative infrastructure such as infrastructure and major technological infrastructure.

No matter what kind of expression, artificial intelligence is an important representative technology and industry of new infrastructure, and it is also an important starting point to realize the digital transformation of China’s economy and society.

In the development of the artificial intelligence industry in 2020, CCID Consulting believes that the national policy is encouraging the artificial intelligence industry to open and innovate, first try first, and more areas will become artificial in the future Pilot pilot demonstration area for intelligent innovation development.

In the field of artificial intelligence, integrated applications of AI and education, city operations, medical health, finance and other industries have good profitable space and are expected to take the lead Form typical scene applications and mature business models .

CCID Consulting Co., Ltd. (referred to as CCID Consulting) is directly under the China Electronics and Information Industry Development Research Institute and is the first listed consulting company in China. Its research scope covers Electronic information, software and information services, artificial intelligence, big data, digital transformation, digital economy, etc.

Industry definition or category

Conceptual definition, artificial intelligence is a branch of computer science dedicated toIt is to let the machine simulate human thinking to perform learning, reasoning and other work. Artificial intelligence is divided into strong artificial intelligence and weak artificial intelligence. Strong artificial intelligence focuses on thinking ability, which means that the machine is not only a tool, but the ontology possesses perception and self-awareness, and can truly reason and solve problems. Weak artificial intelligence refers to the intelligent characteristics of man-made machines with appearance, including thinking like human beings, perceiving the environment like human beings, and acting like human beings. In the report, the concept of artificial intelligence includes strong artificial intelligence and weak artificial intelligence.

Artificial intelligence industry refers to the research and development of groups, teams, and individuals for the basic theories, technologies, systems, platforms, and related products and services of artificial intelligence technology A collection of economic activities such as production and sales. In the report, the artificial intelligence market size is defined as the statistical sum of the transaction amounts of all industrial chain terminal products and services containing artificial intelligence technology in the specified area in the market.


First, CCID’s major research judgment

1. The importance of artificial intelligence safety has increased, and industrial development tends to be orderly and standardized.

2. National policies encourage the artificial intelligence industry to open up and innovate first and try first. In the future, more areas will become pilot demonstration areas for the development of artificial intelligence innovation.

3. In the field of artificial intelligence segmentation, the integration of AI and education, urban operations, medicine and health, finance and other industries has good profitable space and is expected to take the lead in forming a model Scene application and mature business model.

4. China ’s artificial intelligence industry capabilities are mainly concentrated in Beijing, Shanghai, Guangdong, and Zhejiang, and four provinces (cities) have concentrated more than 70% of the national artificial intelligence enterprises And more than 80% of AI-related investment institutions.

5. On the technical level, the field of intelligent voice and language ushers in the development period of rapid deployment of technology. The breakthrough of the enterprise’s relevant core technological capabilities will reshape the existing market structure. Edge computing and the integration of 5G and artificial intelligence can contribute to the development of the industry. Innovative applications based on the integration of new technologies will become the next opportunity for the artificial intelligence industry.

6. From the perspective of investment layout, the number and amount of annual A-round and angel-round investments in the field of artificial intelligence have been reduced, and the capital investment rounds have begun to move backward. Many artificial intelligence unicorn companies are preparing for the IPO process, and the industry development gradually shows scale