4. 2017.07
State Council
realessed “New-
generation AI
Development Plan”
(similar to Industrie
4.0 policy in Germany)
2017.10
AI is mentioned for
the first time and
already a major topic
in the 19th Communist
Party National
Congress
2018.12
Over 20 provinces
have developed
support plans for
landing AI projects.
Scalable support has
increased the market
size of AI to $45 billion.
2018.12
Investment in AI
industry is worth $16
billion. Incrase rate
has decrease greatly
by 40%. 90% went to
the unicorns.
Political and economic support
5. 2020
2025
2030
Focus on big data intelligence, autonomous
intelligence systems, cross-medium intelligence,
swarm intelligence, hybrid enhanced intelligence,
AI foundational theories
Competitive in AI
AI will be applied to medicine, city infrastructure,
manufacturing, agriculture, defense construction, AI laws
& regulations, security assessment & control capabilities
Breakthroughs
Mainly focus on social governance, national
defence construction, industrial value chain
World leader in AI
Political and economic support
6. Citizens across all ages
accept new applications
quickly
Eagerly curious mindset
Millenniums tend to reduce
every possible step that
requires their physical or
mental efforts
Convenience-oriented gene
International conflicts have
raised citizens’ awareness
and devotion of developing
advanced technologies
Technical patriots
Significant user numbers in
any segment of applications
Massive Data Sets
AI is a new strong driver for
precise target marketing on
social media, e.g. Tiktok
Social Media Advertising
Labor-intense growth
approach isn’t matching
aging society
Disappearing population benefit
Social and cultural support
7. Layer 1
Layer 2
Layer 3
Companies of censors, AI chips and cloud
computing have grown into huge entities
Underlying layer
Tech companies are concentrated in facial
recognition, NLP and ML
Technology layer
AI has been landed successfully in areas
like safety control, education, transport,
health care, finances.
Application layer
Status quo of AI eco-system
8. Companies of censors, AI chips and cloud
computing have grown into huge entities
Underlying layer
Tech companies are concentrated in facial
recognition, NLP and ML
Technology layer
AI has been landed successfully in areas
like safety control, education, transport,
health care, finances.
Application layer
Status quo of AI eco-system
Censor
s
AI Chips
Cloud
9. Companies of censors, AI chips and cloud
computing have grown into huge entities
Underlying layer
Tech companies are concentrated in facial
recognition, NLP and ML
Technology layer
AI has been landed successfully in areas
like safety control, education, transport,
health care, finances.
Application layer
Status quo of AI eco-system
NLP and voice recognition
Facial recognition
Machine learning
10. Companies of censors, AI chips and cloud
computing have grown into huge entities
Underlying layer
Tech companies are concentrated in facial
recognition, NLP and ML
Technology layer
AI has been landed successfully in areas
like safety control, education, transport,
health care, finances.
Application layer
Status quo of AI eco-system
Transport
Safety control
Logistics
Education
15. Feb.
Baidu Apollo
autonomous
driving car
presentation
June
JD delivery with
drones for 618
promotion
June
Tencent AI+
diagnosis platform
Sep.
Country Garden’s cooking
robots and 1000 robot
restaurants in 5 years
Sep.
Alibaba’s smart brain 2.0
Sep.
Iflytek’s scandal of
fake real time
translation
Sep.
NTES entered AI
battle and
announced
AI+AR
Oct.
Cloudwalk National AI
Public Services
Platform
Nov.
Megvii’s contribution to
Lenovo’s photo cameras
Nov.
Xinhuanet first
news anchor
Must-know events of AI in China in 2018
16. E-commerce has developed digitalization to its advanced popularity. AI has made E-commerce and
existing traditional retailers more accessible for new-age users in China.
Comparison: Hellofresh, Aboutyou
AI applied in retailing
17. Delivery robots can avoid passing pedestrians, road barriers and vehicles. They’re even able to
adhere to traffic lights and react corresponsive to them. The biggest of the robots can pack a
whopping load of up to 30 packages and reaches a top speed of 15 kilometers (9 miles) per hour.
AI applied in logistics
18. Almost every city's mayor is talking about smart city, big data, AI and cloud computing. Currently,
there are about 10 Alibaba City Brain projects operating by using AI algorithms to monitor and control
traffic signals and street cameras.
AI applied in city management
19. AI has helped find missing children, quickly catch outlaws, punish jaywalkers, increase security check
efficiency, and increase checkout efficiencies in all industries in China.
AI applied in security control
20. Xinhua developed the robot anchor with Chinese search engine Sogou.com and has posted two more
reports from the AI broadcaster on its Twitter feed.
AI applied in humanoid
22. In Giant unicorns valued
over $2 billion:
China 5
U.S. 5
U.K. 1
In top 100 AI companies:
China 6
Israel 6
U.K. 6
Germany 1 (Twenty BN)
U.S. 70+
Top 100 AI companies till 2018
23. Things in common
Knowledge about customers is more
structural than that about platforms
Knowledge
Customer-centric VCC might
have not yet come into reality
yet. Unidirectional interaction
might work in VCC
Interaction
Indirect network effects might
not be important for VCC of AI
companies
Network
Young platform companies do
not necessarily grow faster than
old platform companies
Growth
B2B is still the best landing area
for AI technologies. There are
very rare successes in B2C, so
far Bytedance.
Business
Similarities in AI between U.S. and China
25. Funding Applications
Differences in AI development between DE, U.S. and China
CN easy
U.S. easy
DE hard
CN CV, Robotics
U.S. NLP, ML
DE ML, Robotics
