Report: The annual compound growth rate of China's intelligent computing power scale will reach 52.3% in the next five years
Recently, the 2022-2023 Evaluation Report on the Development of China's Artificial Intelligence Computing Power (hereinafter referred to as the Report) was released. The Report points out that China's AI computing power continues to grow rapidly. In 2022, the scale of intelligent computing power will reach 268 trillion cycles per second (EFLOPS), exceeding the scale of general computing power. It is estimated that the compound annual growth rate of China's intelligent computing power scale will reach 52.3% in the next five years.
The scale of intelligent computing power continues to expand
The important role of intelligent computing power in improving the core competitiveness of national and regional economies has become the consensus of the industry. At present, the country has launched the construction of national computing hub nodes in eight places, and has planned 10 national data center clusters, coordinated regional balanced development, and promoted the construction of intensive, green, energy-saving, safe and stable computing infrastructure. According to the forecast, the scale of China's intelligent computing power will continue to grow at a high speed. It is expected that the scale of China's intelligent computing power will reach 1271.4EFLOPS by 2026, with a compound annual growth rate of 52.3% in the next five years, and a compound annual growth rate of 18.5% for the scale of general computing power in the same period.
The Report comprehensively evaluates the development of urban AI in China in terms of AI investment scale, relevant policy support, policy implementation and implementation progress, AI technology maturity, labor supply and other dimensions in different cities. In the list of Chinese AI cities in 2022, Beijing, Hangzhou and Shenzhen continue to maintain the top three, of which Beijing has been the first for four consecutive years, and Shanghai and Guangzhou have ranked fourth and fifth respectively; Tianjin entered the top ten for the first time, while Chengdu, Suzhou, Nanjing and Jinan remained in the top ten. Based on the development of Top 10 cities, the common characteristics of the top cities are early policy guidance and supporting policy support, adequate intelligent computing infrastructure planning and investment, reaching the scale of hundreds of AI enterprises, 100000 level talent security, and 100 billion level AI industrial clusters.
The input of urban intelligent computing power has become an important support to promote the development of regional digital economy and accelerate the innovation of artificial intelligence industry. In addition to the top 10 cities, Hefei, Wuhan, Changsha and other cities have also made great progress in the application of artificial intelligence driven by their own industrial advantages and various factors. In addition, some cities have deepened specific AI applications and achieved remarkable results, becoming a new label for urban intelligence.
AI accelerates integration into major industries
From the perspective of industry, the top five industries in China's AI industry in 2022 will be Internet, finance, government, telecommunications and manufacturing. Compared with 2021, the AI penetration of the industry has significantly improved. Among them, the Internet industry is still the industry with the highest penetration and investment of AI applications; The penetration of AI in the financial industry has increased from 55 in 2021 to 62. Intelligent customer service, physical robots, smart outlets, cloud Internet access points, etc. have become typical applications of AI in the financial industry; The penetration of artificial intelligence in the telecommunications industry has increased from 45 in 2021 to 51. Artificial intelligence technology is integrated into the construction and optimization of telecommunications networks and provides support for the construction of next-generation smart networks; The penetration of AI in the manufacturing industry will increase from 40 in 2021 to 45. It is expected that by the end of 2023, 50% of China's manufacturing supply chain links will use AI.
From the perspective of scenario application, the landing of intelligent scenarios in the industry is showing a deeper and broader trend over time. AI continues to make contributions to improving user experience, and smart customer service, smart recommendation, precision marketing and other scenarios are deeply implemented in various industries; AI also plays an important role in precise scientific epidemic prevention and accelerating the construction of public health security system, and has been widely used in virus evolution prediction, vaccine drug research and development, auxiliary diagnosis and other dimensions. In the long run, enterprises will create differentiated marketing experience and upgrade brand image through layout in digital marketing content creation fields such as digital people. In addition, scientists are increasingly using AI technologies and methods to build models from data, focusing on new drug discovery, gene research, new material research and development and other fields to accelerate the exploration of cutting-edge science.
The Report comprehensively analyzes the development of AI chips, servers, computing architecture, algorithms and applications from the computational level. According to the Report, AI server is the main force of AI market growth.
The data shows that the year-on-year growth rate of the global AI server market in 2021 will be 39.1%, exceeding the growth rate of the global overall AI market (20.9%), which is the driving force for the growth of the overall AI market. China's AI server market leads the world. In 2021, the market size of AI server will reach 5.92 billion US dollars, an increase of 68.2% compared with 2020. It is estimated that by 2026, the market size of AI server in China will reach 12.34 billion US dollars.
Intelligent computing power becomes the driving force of digital innovation
The growth of AI computing power provides support for the continuous innovation and development of AI. At the macro level, AI computing power has brought substantial progress to the development of national innovation, not only playing an important role in the breakthrough of applied science, but also beginning to penetrate into the field of basic science, greatly improving the efficiency of scientific research and promoting the process of scientific development.
The Report points out that AI applications are developing from single point technology to multi technology capability integration, from post analysis to pre judgment and active execution, from computational intelligence and perceptual intelligence to cognitive intelligence and decision-making intelligence, and innovative application scenarios are gradually increasing. In the next five years, with the maturity of human-computer interaction, machine learning, computer vision and speech recognition technologies, artificial intelligence will accelerate its application and landing in the enterprise market, and intelligent computing will become the core driving force for future innovation.
