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图像识别行业投资与展望

文章摘要

2013年,深度学习算法出现标志着人工智能的发展推向了第三个高峰。深度学习算法陆续在图像识别和语音识别领域取得了成功,识别率分别超过了95%和99%,人工智能行业也以深度学习算法为铺垫迈入了感知智能时代。在数据层,截至2016年初全球产生的数据量也达到了8.59ZB,预计2020年将达到44ZB,CAGR达到50%以上,这也为深度学习算法在图像领域的训练提供了海量样本。截至2016年第一季度,全球基于深度学习的图像识别人工智能初创公司达到了180家左右,每家公司平均融资1000万美金以上。IT巨头诸如谷歌、Facebook、英特尔、苹果、推特以及国内的BAT等,都纷纷出手,在图像识别领域积极布局,掌握先入优势。未来人工智能将进入高速成长期,图像识别行业的应用场景也将遍及智慧交通、智慧安防、智慧城市、智慧医疗、智慧家居等,新的投资机会将不断涌现。

Abstract

In 2013,the emergence of Deep Learning algorithm marks the third peek on the development of Artificial Intelligence. In succession,Deep Learning algorithm achieved success in image recognition and Voice recognition fields,accuracy of which are above 95% and 99% respectively. Based on that,Artificial Intelligence is on the threshold of Perceptual Intelligence Era. In the Data layer,by the early 2016,total global data volume has increased to amazing 8.59ZB,and this number will continue rising to 44ZB by 2020 with CAGR being above 50%,which provides massive training samples for the Deep Learning algorithm. In 2016 Quarter 1,number of start companies focus on Image recognition using the Deep Learning algorithm has reached 180 worldwide and each got raised more than 10 million dollars by VC or PE. IT monsters like Google,Facebook,Intel,Apple,Twitter and BAT all zealously seek M&A opportunities in this field for early entry advantages. In the future,Artificial Intelligence will step into high-speed growth period and Image recognition will apply to scenarios such as Intelligent Transportation,Intelligent Security,Intelligent City,Intelligent Medical Care,Intelligent home and so on,in which great investment opportunities are implicit.

作者简介
吴雪垠:吴雪垠,加拿大纽芬兰纪念大学工程硕士,建投华科投资股份有限公司投资总监
王光远:王光远,美国威斯康星大学麦迪逊分校经济学硕士,建投华科投资股份有限公司投资经理