1.1 The era of artificial intelligence: AI+ will be everywhere
With the development of big data and the improvement of computing power, artificial intelligence has ushered in a new round of explosion in the past two years. After Google’s AlphaGo won the Go game in 2016, artificial intelligence has attracted a lot of attention in the industry and capital circles, and has become a new outlet.
The three core elements of artificial intelligence are data, algorithms, and computing power. Artificial intelligence has experienced several ups and downs before, and the obstacles that have not been able to achieve breakthroughs are mainly the limitations of data and computing power. Compared with the previous craze, artificial intelligence has a solid foundation in terms of data, algorithms and computing power. Therefore, we believe that artificial intelligence is not only a slogan, but is about to usher in an era that truly belongs to us.
Artificial intelligence is not a separate existence, but must be combined with other industries to create efficiency and create value. There will be no so-called artificial intelligence in the future, but the integration of artificial intelligence and other industries, namely AI+. Looking ahead, AI+ will be everywhere.
According to the basic functions of current artificial intelligence, there are four main parts: image cognition ability, speech semantic understanding ability, data analysis ability, and robots integrating multiple functions (300024). Below we will introduce the application of artificial intelligence according to these basic functions:
The artificial intelligence as a whole is still in the early stage of the market, but the future is huge. According to statistics from foreign research firm TracTIca, global artificial intelligence revenue in 2016 was 640 million US dollars, and is expected to grow to 36.8 billion US dollars by 2025. From the main components of artificial intelligence, the largest market segments are machine learning applications, natural language understanding, computer vision, virtual personal assistants and intelligent robots. In the next 10 years or even longer, artificial intelligence will be a breakthrough point in the development of many smart industry technologies and applications, and the market space is very huge.
1.2 "Davis double-click" by ARM in the era of smartphones
In the history of industrial development, every important industrial change will always bring new major opportunities. If you can occupy the core industrial chain in emerging industries, you will be able to fully enjoy the dividends brought by the explosive growth of emerging industries. ARM's experience in the era of smartphones is the best example. The history of ARM is as follows:
ARM was founded in the UK in 1978. In 1985, ARM designed the first 32-bit, 6-MHz processor to make a computer with a RISC instruction set. ARM's RISC instruction set, the full name is "reduced instruction set computer" (reducedinstrucTIonsetcomputer), it supports relatively simple instructions, although the function is far less powerful than the Intel processor, but the power consumption is small, the price is cheap.
At that time, the overlord of the processor industry was Intel. It used the X86 CISC instruction set, occupying the vast majority of the PC processor market. The lack of ARM processor power can not shake Intel's market share in PC processors.
ARM processors have taken a different approach and found room for growth in the embedded device market. It is widely used in a variety of embedded devices, including Apple's Newton PDA. These embedded devices do not require much processor performance, but have high requirements on power consumption, which is exactly the same as the characteristics of the ARM processor.
Despite finding a foothold in the market, ARM's performance was flat throughout the 1990s, and processor shipments were stagnant. Until the 21st century, due to the rapid development of mobile phones, ARM processors ushered in rapid growth.
In 2007, ARM ushered in a historic opportunity – the arrival of the smartphone era. In 2007, Jobs released the first generation of iPhone, using Samsung-made, ARM-designed chips. Since then, each iPhone has adopted the ARM architecture, and the later launched Google Android mobile phone also uses the ARM architecture.
The ARM architecture has become the "factual standard" for smartphones. In 2015, 1,384 mobile chip manufacturers around the world, including Qualcomm, Samsung, and MediaTek, adopted the ARM architecture. More than 85% of smartphones and tablets in the world use ARM-based processors. 70% of smart TVs are also using ARM processors.
During this period, ARM's operating income increased from 300 million pounds in 2008 to 714 million pounds in 2013, net profit increased from 0.44 billion pounds to 200 million pounds in the same period, and net profit CAGR was 35.6%.
In terms of stock price performance, ARM's share price fell to more than 80 pounds at the end of 2008 due to the impact of the 2008 financial crisis. Since then, it has risen to more than 600 pounds in early 2011, with a period of more than 600%.
To sum up, ARM has previously held a leading position in the niche market of embedded processors, and its performance has been stagnating. Then, with the outbreak of the smartphone market, the ARM processor, as the underlying hardware platform architecture of the entire smartphone, fully enjoyed the dividend brought by the outbreak of the downstream market. ARM's performance showed explosive growth from 2008 to 2013, and the stock price showed "Davis double-click".
1.3 The Age of Artificial Intelligence: There is a big opportunity for the underlying computing platform.
In the era of artificial intelligence, people's demand for computing power has increased exponentially, and computing power requirements exceed Moore's Law. With the rapid growth of Internet users and the rapid expansion of data volume, the demand for computing in data centers is also rising rapidly. The demand for computing such as deep learning online prediction, video transcoding in live broadcast, image compression and decompression, and HTTPS encryption has far exceeded the capabilities of traditional CPU processors. In addition, in the future, the computing power of laser radar, drones, unmanned vehicles, intelligent robots and other terminal equipment will also be greatly improved.
Product categories of Universal Stylus Pen, We are Specialized Stylus Pen manufacturers from China, The Universal Stylus Pen can be worked on android phones / apple phones and all brands capacitive touch screens. We have perfect after-sale service and technical support. Looking forward to your cooperation.
Phone Stylus Pen,Touchscreen Stylus Pen,Stylus Pen For Android,Tablet Stylus Pen
Shenzhen Ruidian Technology CO., Ltd , https://www.wisonens.com