The Cambrian will release its first AI processor chip tomorrow. Which A-share companies are expected to catch this AI Express?

[Cambrian will release its first AI processor chip tomorrow. Which A-share companies are expected to catch this AI Express? The Cambrian will release its first cloud-based intelligent (AI) processor chip in Shanghai on May 3rd. This is the company’s first strategy to launch a cloud terminal after releasing the first mobile terminal of a terminal AI processor in 2016. Build an "end-cloud" smart world.

At present, Shen Jian Technology, founded by Chen Tianshi and founded by the Cambrian and Yao Song, has become the leading AI unicorn in the industry, and the Cambrian valuation is more than 10 billion yuan. The AI ​​concept is unprecedentedly hot. BATJ (Baidu, Alibaba, Tencent, Jingdong) and other giants have strong follow-up.

Which A-share listed companies are expected to catch this AI Express in this wave? We first came to know the Cambrian junior partner.

HKUST News:

The company is an angel wheel investor in the Cambrian. As an A-share artificial intelligence leader, the company has matured its technology in the fields of speech recognition, face recognition, and other applications. It has also gradually emerged; it has won the first place in many events such as Semantic Assessment, Diabetes Retinopathy Segmentation and Grading Challenge (IDRiD), etc. The results were achieved and the leading results of lung CT and breast cancer diagnosis were put into practical application; the company's application in education (core content of educational products covering teaching), judicial, translation, etc. also gradually fell to the ground.

Zhongke Shuguang:

Cooperation with Cambrian strategy. As a leading supplier of high-end computer, storage and other hardware products, the company launched a joint research and development product with the Cambrian at the 2017 Smart Summit - the world's first server for AI reasoning based on the Cambrian chip. In the next three years, the company plans to focus on improving the operating capabilities of X86 server products and developing a new generation of unified architecture distributed storage systems.

Zhongke Chuangda:

Cooperation with Cambrian strategy. The company will work together with the Cambrian to develop new artificial intelligence technologies and industry-oriented artificial intelligence solutions to accelerate the landing of artificial intelligence scenes. The company's business includes smart phones, smart cars, smart Internet of things three blocks. At present, in the smart phone business, the company's face recognition technology has landed in the Japanese market, and its market share is increasing. In the field of smart cars, there are currently more than 70 companies in the world adopting Zhongke Chuangda intelligent cockpit solutions.

In the eyes of people in the industry, as a tool, AI is destined to go both ends, either the terminal's AI chip or the cloud platform's algorithm (IP). In addition to the Cambrian companions, what other A-share companies do AI chips?

Beijing Jun Zheng:

The company's current R&D focuses on three areas: microprocessor chips, intelligent video chips (T-series), and artificial intelligence chips; among them, microprocessor chips are used in areas such as smart speakers, Internet of Things, smart homes, and smart video. In addition, the company launched a number of smart video chips, mainly for the traditional security market and home consumer market, customers include the 360 ​​and so on.

Dahua shares:

Artificial intelligence is one of the company's core technologies. The company relies on deep hardware and software R&D capabilities on CPU, DSP, GPU, and FGPA chip platforms to form a series of intelligent products based on deep learning, including front and back end face recognition, and cards. Mouth alarm, video structuring, binocular stereo vision and multi-view panoramic splicing products. The company has invested in the video field and the mainstream AI direction, but more emphasis on investment in the actual scene of the application, to provide new application scenarios for industry solutions, to facilitate the analysis of the back-end big data structure.

Choice data shows that there are as many as 70 A-share AI concept stocks. In addition to the application of smart phones, on the application side, artificial intelligence has emerged strong application requirements in fields such as security, automatic driving, medical care, smart cities, and industrial control.

Hikvision:

"Artificial Intelligence + Security" has taken the lead. As an A-share security leader, Hikvision organized an intelligent algorithm team as early as in 2006. It began deploying deep learning in 2013. In 2014, it established the Hikvision Research Institute. The company launched a GPU-based and deep learning technology for structured learning. Servers, "deep" series of smart cameras, "face" face analysis server, intelligent logistics robots, intelligent parking robots and other products.

NavInfo New:

"Artificial Intelligence + Auto/Assisted Driving" is the most imaginative field of AI applications. As a high-precision map and navigation leader, the company has established a strategic layout of "Navigation Map + Autopilot + Big Data + Chip + Car Networking". In 2016, the company acquired Jiefa Technology, a subsidiary of MediaTek. The company specializes in automotive infotainment system chips, AMP vehicle-mounted power electronics chips, TPMS tire pressure monitoring chips, etc., which not only gives the company's smart driving layout a favorable support. , also thickened the company's performance. In addition, in October 2017, the company invested in Yuduo Technologies, which focused on Level 3.5 autopilot technology solutions, and cooperated with many listed companies such as Neusoft Group.

Jingshan Light Machine:

Intelligent manufacturing contributes to the traditional main business, and Jingshan Light Engine's performance is expected to maintain continuous growth. Its subsidiary, Hui Dacheng, is a leading supplier of machine vision and intelligent control solutions. It specializes in the field of smart equipment. The company's intelligent production line has been applied in the fields of betel nut production, battery packaging, photovoltaic modules, and carton manufacturing.

Now only for the "core" mad? The market has swarmed in search of concepts and the list of leading stocks has been swept away!

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