[Recommended collection] Heavy duty! Panoramic map of Dongguan's artificial intelligence industry chain in 2023 (with industry chain development plan, etc.)

——Original title: [Recommended collection] Big hit! Panoramic map of Dongguan's artificial intelligence industry chain in 2023 (attached with industrial policies, industrial chain status map, industrial resource spatial layout, and industrial chain development plan)

Major listed companies in the industry: Baidu; Alibaba; JD.com; Huawei; Tencent, etc.

Core data of this article: Artificial intelligence market scale; operating income of artificial intelligence enterprises above designated size; number of patent applications

Artificial Intelligence Industry Development Status and Value Chain Distribution

——National Artificial Intelligence Industry Development Scale

Artificial intelligence technology is the product of the intersection and integration of computer science and technology and other related disciplines since the 21st century, including robot system design technology, natural language processing and data mining technology. China is the world's second largest artificial intelligence market. With the continuous advancement of my country's new infrastructure and new economy, the application of AI technology in various fields continues to deepen. In 2022, the scale of my country's artificial intelligence market will reach 484.9 billion yuan. With policy support, market supply and demand both increasing, my country's artificial intelligence industry is expected to maintain rapid growth in the future. The market size of my country's artificial intelligence industry is expected to reach 581.9 billion yuan in 2023, and the market size is expected to exceed 1.4 trillion yuan in 2028. yuan, with an average annual compound growth rate of approximately 20% from 2023 to 2028.

——Artificial Intelligence Industry Value Chain Distribution

The artificial intelligence industry chain includes three layers: basic layer, technology layer and application layer. Among them, the basic layer is the foundation of the artificial intelligence industry, mainly including infrastructure and data resources of hardware facilities such as AI chips and service platforms such as cloud computing, which provide data services and computing power support for artificial intelligence; the technical layer is the foundation of the artificial intelligence industry. The core is to build a technical path based on simulating human intelligence-related characteristics; the application layer is an extension of the artificial intelligence industry, integrating one or more types of basic artificial intelligence application technologies, and forming software and hardware products or solutions for the needs of specific application scenarios. . Taken together, the profit levels of data, development platforms, and solutions are relatively high; among them, the gross profit margin of representative companies with solutions is as high as 35%-75%; in addition, the gross profit margin of computer technology and application links is low.

Note: The above gross profit margin range is based on the gross profit margin of representative listed companies in the industry in 2022

Dongguan City Artificial Intelligence Industry Policy Environment

Dongguan is a global manufacturing center with a complete industrial chain and well-developed 3C (i.e. computers, communications and consumer electronics) and equipment industries, which has unique advantages in the application of artificial intelligence. Since the "13th Five-Year Plan", Dongguan has promulgated and implemented a number of action plans to promote the development of artificial intelligence; from 2018 to 2022, Dongguan has formulated an artificial intelligence industry development plan and related financial support policies every year to encourage the development of the artificial intelligence industry. Development; in the "Dongguan City Key Emerging Industries Development Plan (20218-2025)" issued in July 2018, the new generation of artificial intelligence industry is clearly listed as one of Dongguan City's key development industries. Next, Dongguan also formulated a series of "policy measures to promote the development of the new generation of artificial intelligence industry." As of 2022, Dongguan City has announced a total of 39 relevant policies.

Note: No relevant policies have been issued before 2021 and 2018, so they are not included in the statistical analysis

The development status of the artificial intelligence industry chain in Dongguan City

——Dongguan City Artificial Intelligence Industry Chain Map

Driven by policy guidance and the market, Dongguan’s artificial intelligence industry chain continues to improve, with enterprise layouts in computer technology, data, application technology, algorithm theory, development platforms, solutions, products and services and other industry chain links:

——Dongguan City Artificial Intelligence Industry Chain Enterprise Map

Judging from the distribution map of representative enterprises in each link of the industrial chain, currently Dongguan's artificial intelligence industry computer technology, data, application technology, algorithm theory, development platform, solutions, products and services are mainly distributed in the Songshan Lake area and urban areas area and coastal area. Some major enterprises are also located in the Shuixiang Xincheng area and the Eastern Industrial Park area.

——Dongguan City Artificial Intelligence Industry Development Carrier Map

The development of the artificial intelligence industry is the trend of future development. Since the "13th Five-Year Plan", Dongguan City has begun to vigorously promote the development of the artificial intelligence industry, including technology research and development, financial subsidies and other aspects. The "14th Five-Year Plan for the High-Quality Development of Dongguan's Manufacturing Industry" released in 2022 lists the new generation of artificial intelligence as a key development industry during the "14th Five-Year Plan" period, supporting Songshan Lake High-tech Zone to become the city's original innovation highland for artificial intelligence. High standards will promote the construction of an artificial intelligence industry application innovation zone in Binhai Bay New Area and create a full-chain innovation center covering the research and development, design, manufacturing and services of artificial intelligence hardware products. According to the plan, two major artificial intelligence industry clusters have been formed: Songshan Lake High-tech Zone and Binhai Bay, two innovative bipolar areas, and artificial intelligence towns are vigorously developed to bloom in more places.

The development status of artificial intelligence industry in Dongguan City

——In 2022, the operating income of enterprises above designated size in Dongguan’s artificial intelligence industry will exceed 60 billion yuan

In recent years, Dongguan’s artificial intelligence industry has developed rapidly. From 2018 to 2021, the annual operating income of enterprises above designated size in Dongguan's artificial intelligence industry is basically more than 40 billion yuan, exceeding 50 billion yuan in 2021; in 2022, the operating income of enterprises above designated size in Dongguan's artificial intelligence industry will exceed 60 billion yuan, year-on-year An increase of 11.89%.

——The number of newly registered companies continues to grow

According to Qichamao query data, since 2021, new registered companies in the field of artificial intelligence have increased rapidly. As of the end of 2022, there are more than 10,000 registered companies related to Dongguan's artificial intelligence industry, of which the number of newly registered companies in 2022 has reached a historical peak of 3,584. Since the beginning of 2021, the number of newly registered artificial intelligence companies has shown explosive growth, indicating that the development momentum of Dongguan's artificial intelligence industry has been very rapid in the past two years.

——The number of artificial intelligence patent applications reached 130 in 2021, a record high

Since 2014, Dongguan’s artificial intelligence industry has developed rapidly. The number of patent applications in the past two years has increased from single digits to 130, which can be said to be rapid development. Although the number of patent applications in 2021 hit a record high and after several years of rapid growth, the number of patent applications in 2022 declined slightly. As of May 2023, the number of artificial intelligence patent applications in Dongguan City totaled 552.

Note: 1) The deadline is May 2023; 2) The number of patent applications before 2017 was too small, so its year-on-year growth rate was not calculated.

Dongguan City’s Artificial Intelligence Industry Development Prospects and Planning

——Dongguan City’s Artificial Intelligence Industry Development Prospects

According to the "Dongguan New Generation Artificial Intelligence Development Plan (2019-2030)" issued by the Dongguan Municipal Science and Technology Bureau in November 2019, the development of Dongguan's artificial intelligence industry has unique advantages. Songshan Lake High-tech Zone has gathered robots and There are more than 400 intelligent equipment companies, and the city's industrial robot R&D and production companies account for about 10% of the country's total. A number of industry leaders such as Googao and Liqun Automation have emerged. By 2025, more than 50 leading companies in artificial intelligence products, well-known brands and intelligent hardware manufacturing industries will be cultivated, with the core industry scale exceeding 30 billion yuan and the driving effect of related industries exceeding 500 billion yuan.

——Dongguan City Artificial Intelligence Industry Development Plan

During the "14th Five-Year Plan" period, Dongguan City will develop the artificial intelligence industry from three directions:

For more detailed research and analysis of this industry, please see the "Dongguan City Artificial Intelligence Industry Big Data Investment Guide (Two Chains, Two Pictures, Two Databases and Two Lists)" by the Qianzhan Industry Research Institute.

At the same time, Qianzhan Industry Research Institute also provides industrial big data, industrial research reports, industrial planning, park planning, industrial investment promotion, industrial maps, smart investment promotion systems, industry status certificates, IPO consulting/funding feasibility studies, and IPO working paper consultation. Wait for solutions. Please ensure that you have obtained formal authorization from the Qianzhan Industry Research Institute before quoting the content of this article in public information disclosure documents such as prospectuses and company annual reports.

The above is the detailed content of [Recommended collection] Heavy duty! Panoramic map of Dongguan's artificial intelligence industry chain in 2023 (with industry chain development plan, etc.). For more information, please follow other related articles on the PHP Chinese website!