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<div><p style="margin-bottom: 12px; padding: 0px; word-wrap: break-word; letter-spacing: 0.5px; font-size: 16px; background-color: rgb(255, 255, 255); color: rgb(51, 51, 51) !important; line-height: 30px !important; font-family: "Microsoft yahei", 微软雅黑 !important;">本文来自前瞻经济学人,本文作为转载分享。<br /><br />近年来,中国私募市场中人工智能企业投资频数持续攀升。数据显示,2017年人工智能企业投资数量有352件,投资金额为754亿元;2018上半年投资金额一路飙升,金额突破1500亿元,投资数量仅有156件。</p><p style="margin-bottom: 12px; padding: 0px; word-wrap: break-word; letter-spacing: 0.5px; font-size: 16px; background-color: rgb(255, 255, 255); text-align: center; color: rgb(51, 51, 51) !important; line-height: 30px !important; font-family: "Microsoft yahei", 微软雅黑 !important;"><a href="http://file.elecfans.com/web1/M00/75/E3/o4YBAFv7yrGAU8OwAABLybX29lo473.jpg" rel="lightbox-img" style="cursor: pointer; text-decoration-line: none; color: rgb(158, 121, 46); word-break: break-all; outline: 0px;"><img alt="" src="http://file.elecfans.com/web1/M00/75/E3/o4YBAFv7yrGAU8OwAABLybX29lo473.jpg" style="vertical-align: middle; cursor: pointer; margin: 0px auto; display: block; max-width: 100%; border-radius: 2px; width: 570px; height: 341px;" /></a><br />来源:前瞻研究院整理</p><p style="margin-bottom: 12px; padding: 0px; word-wrap: break-word; letter-spacing: 0.5px; font-size: 16px; background-color: rgb(255, 255, 255); color: rgb(51, 51, 51) !important; line-height: 30px !important; font-family: "Microsoft yahei", 微软雅黑 !important;">人工智能技术的快速发展,推动我国人工智能与电子终端和垂直行业加速融合,智能家居、智能汽车、可穿戴设备、智能机器人等一批人工智能产品涌现,家电、机器人、医疗、教育、金融、农业等行业正在全面重塑。数据显示,目标行业市场中<a href="http://www.elecfans.com/tags/ai/" target="_blank" style="cursor: pointer; text-decoration-line: none; color: rgb(66, 152, 186); word-break: break-all;"><u>AI</u></a>+占比40%,其次是智能机器人、智能驾驶、<a href="http://www.elecfans.com/tags/%E6%97%A0%E4%BA%BA%E6%9C%BA/" target="_blank" style="cursor: pointer; text-decoration-line: none; color: rgb(66, 152, 186); word-break: break-all;"><u>无人机</u></a>。随着人工智能技术的逐渐成熟,科技、制造业等业界巨头布局的深入,应用场景不断扩展,对智能芯片的需求也将增加。</p><p style="margin-bottom: 12px; padding: 0px; word-wrap: break-word; letter-spacing: 0.5px; font-size: 16px; background-color: rgb(255, 255, 255); color: rgb(51, 51, 51) !important; line-height: 30px !important; font-family: "Microsoft yahei", 微软雅黑 !important;"><strong>人工智能技术催动芯片市场爆发,<a href="http://www.elecfans.com/tags/%E8%8B%B1%E4%BC%9F%E8%BE%BE/" target="_blank" style="cursor: pointer; text-decoration-line: none; color: rgb(66, 152, 186); word-break: break-all;"><u>英伟达</u></a>占分立式<a href="http://www.elecfans.com/tags/gpu/" target="_blank" style="cursor: pointer; text-decoration-line: none; color: rgb(66, 152, 186); word-break: break-all;"><u>GPU</u></a>龙头</strong></p><p style="margin-bottom: 12px; padding: 0px; word-wrap: break-word; letter-spacing: 0.5px; font-size: 16px; background-color: rgb(255, 255, 255); color: rgb(51, 51, 51) !important; line-height: 30px !important; font-family: "Microsoft yahei", 微软雅黑 !important;">伴随着大数据的发展,计算能力的提升,人工智能近两年迎来了新一轮的爆发。在PC行业逐年衰退、智能手机行业随着市场的逐渐饱和进入瓶颈期的情况下,人工智能、物联网、云计算、大数据等领域被认为是下一个风口。国外大厂纷纷推出了自己的人工智能芯片,2017年,全球人工智能芯片市场规模达到44.7亿美元,随着包括谷歌、脸书、微软、<a href="http://www.elecfans.com/tags/%E4%BA%9A%E9%A9%AC%E9%80%8A/" target="_blank" style="cursor: pointer; text-decoration-line: none; color: rgb(66, 152, 186); word-break: break-all;"><u>亚马逊</u></a>以及百度在内的巨头相继入局,预计到2018年将达到57亿美元,2020年有望突破百亿大关,发展空间巨大。</p><p style="margin-bottom: 12px; padding: 0px; word-wrap: break-word; letter-spacing: 0.5px; font-size: 16px; background-color: rgb(255, 255, 255); color: rgb(51, 51, 51) !important; line-height: 30px !important; font-family: "Microsoft yahei", 微软雅黑 !important;">目前,我国的人工智能芯片行业发展尚处于起步阶段。数据显示,2017年中国人工智能芯片市场规模达到33.3亿元,同比增长75%;预计2018年市场规模将进一步增长,达到45.6亿元。</p><p style="margin-bottom: 12px; padding: 0px; word-wrap: break-word; letter-spacing: 0.5px; font-size: 16px; background-color: rgb(255, 255, 255); text-align: center; color: rgb(51, 51, 51) !important; line-height: 30px !important; font-family: "Microsoft yahei", 微软雅黑 !important;"><a href="http://file.elecfans.com/web1/M00/76/4C/pIYBAFv7yzOAOysJAAA0ZAAOveY826.jpg" rel="lightbox-img" style="cursor: pointer; text-decoration-line: none; color: rgb(66, 152, 186); word-break: break-all;"><img alt="" src="http://file.elecfans.com/web1/M00/76/4C/pIYBAFv7yzOAOysJAAA0ZAAOveY826.jpg" style="vertical-align: middle; cursor: pointer; margin: 0px auto; display: block; max-width: 100%; border-radius: 2px; width: 525px; height: 323px;" /></a><br />来源:前瞻研究院整理</p><p style="margin-bottom: 12px; padding: 0px; word-wrap: break-word; letter-spacing: 0.5px; font-size: 16px; background-color: rgb(255, 255, 255); color: rgb(51, 51, 51) !important; line-height: 30px !important; font-family: "Microsoft yahei", 微软雅黑 !important;">从目前主要的几个<a href="http://www.elecfans.com/tags/%E6%9C%BA%E5%99%A8%E5%AD%A6%E4%B9%A0/" target="_blank" style="cursor: pointer; text-decoration-line: none; color: rgb(66, 152, 186); word-break: break-all;"><u>机器学习</u></a>芯片平台来看,GPU的计算能力要比<a href="http://www.elecfans.com/tags/cpu/" target="_blank" style="cursor: pointer; text-decoration-line: none; color: rgb(66, 152, 186); word-break: break-all;"><u>CPU</u></a>高很多倍。从全部GPU市场来看,<a href="http://www.elecfans.com/tags/%E8%8B%B1%E7%89%B9%E5%B0%94/" target="_blank" style="cursor: pointer; text-decoration-line: none; color: rgb(66, 152, 186); word-break: break-all;"><u>英特尔</u></a>目前占了71%,英伟达占了16%,<a href="http://www.elecfans.com/tags/amd/" target="_blank" style="cursor: pointer; text-decoration-line: none; color: rgb(66, 152, 186); word-break: break-all;"><u>AMD</u></a>占了13%。但从分立式GPU市场来看,英伟达占了71%,AMD占了29%。因此英伟达在分立式GPU市场产品中占有绝对的优势,其产品广泛应用于数据中心的人工智能训练。</p><p style="margin-bottom: 12px; padding: 0px; word-wrap: break-word; letter-spacing: 0.5px; font-size: 16px; background-color: rgb(255, 255, 255); text-align: center; color: rgb(51, 51, 51) !important; line-height: 30px !important; font-family: "Microsoft yahei", 微软雅黑 !important;"><a href="http://file.elecfans.com/web1/M00/75/E4/o4YBAFv7yv2AI8SLAAA1mAqO16s885.jpg" rel="lightbox-img" style="cursor: pointer; text-decoration-line: none; color: rgb(66, 152, 186); word-break: break-all;"><img alt="" src="http://file.elecfans.com/web1/M00/75/E4/o4YBAFv7yv2AI8SLAAA1mAqO16s885.jpg" style="vertical-align: middle; cursor: pointer; margin: 0px auto; display: block; max-width: 100%; border-radius: 2px; width: 400px; height: 301px;" /></a><br />来源:前瞻研究院整理</p><p style="margin-bottom: 12px; padding: 0px; word-wrap: break-word; letter-spacing: 0.5px; font-size: 16px; background-color: rgb(255, 255, 255); color: rgb(51, 51, 51) !important; line-height: 30px !important; font-family: "Microsoft yahei", 微软雅黑 !important;">就目前人工智能主要发展方向来看,可投资的垂直细分领域主要包括,机器人芯片研发、智能视觉、自然语言理解和开放知识图谱、人工智能教育、围棋AI、<a href="http://www.elecfans.com/tags/%E6%9C%BA%E5%99%A8%E8%A7%86%E8%A7%89/" target="_blank" style="cursor: pointer; text-decoration-line: none; color: rgb(66, 152, 186); word-break: break-all;"><u>机器视觉</u></a>、机器人系统方案、体感人机交互、智能投顾、智能视觉等。而所有细分领域中,核心专用芯片是人工智能时代的战略制高点。</p><p style="margin-bottom: 12px; padding: 0px; word-wrap: break-word; letter-spacing: 0.5px; font-size: 16px; background-color: rgb(255, 255, 255); text-align: center; color: rgb(51, 51, 51) !important; line-height: 30px !important; font-family: "Microsoft yahei", 微软雅黑 !important;"><a href="http://file.elecfans.com/web1/M00/76/4C/pIYBAFv7y2aAELEIAAAi9s5J978505.jpg" rel="lightbox-img" style="cursor: pointer; text-decoration-line: none; color: rgb(66, 152, 186); word-break: break-all;"><img alt="" src="http://file.elecfans.com/web1/M00/76/4C/pIYBAFv7y2aAELEIAAAi9s5J978505.jpg" style="vertical-align: middle; cursor: pointer; margin: 0px auto; display: block; max-width: 100%; border-radius: 2px; width: 409px; height: 238px;" /></a><br />来源:前瞻研究院整理</p><p style="margin-bottom: 12px; padding: 0px; word-wrap: break-word; letter-spacing: 0.5px; font-size: 16px; background-color: rgb(255, 255, 255); color: rgb(51, 51, 51) !important; line-height: 30px !important; font-family: "Microsoft yahei", 微软雅黑 !important;">人们越来越看好人工智能的前景及其潜在的爆发力,而能否发展出具有超高运算能力且符合市场的芯片成为人工智能平台的关键一役。目前市场上英伟达保持着绝对的领先地位。但随着包括谷歌、脸书、微软、亚马逊以及百度在内的巨头相继加入决战,人工智能领域未来的格局如何,仍然待解。</p></div> |
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