Sensor optics, etc. are available now is a good time for chip outbreaks

At the media conference of Innovation Workshop, Li Kaifu stated that he continues to be optimistic about China's development. Innovation Workshop will focus on China's early and mid-term investment opportunities. The investment area is mainly concentrated in the A and B round companies in the five major directions of artificial intelligence, education, consumer upgrading, B2B corporate services, and cultural and entertainment. In the future, C and D rounds will continue to increase.

Previously, the innovation workshop was an "investment + hatching" model. Now, Li Kaifu emphasizes that the new positioning of the innovation workshop is: a "VC + AI" institution.

Li Kaifu believes that after the outbreak of artificial intelligence, China will be the biggest beneficiary. There are four waves of artificial intelligence applications. The first wave is the intelligence of the Internet. This is like what BAT does. The second wave is business intelligence, such as helping banks, insurance, and beverages to convert existing data into commercial value. The third wave is physical world intelligence, such as authentication, smart speaker interaction, unmanned stores, and security. The fourth wave is fully automatic intelligence.

"Today's Internet intelligence in China and the United States may be equally divided, but with the EU's restrictions on the United States in the future, plus China's data advantages, and market segments, I think China will have some advantages over the United States." Li Kaifu said.

Talking about the AI chip industry, Li Kaifu said that the arrival of each wave of chips is an industrial revolution. For example, in the PC era, Intel is making the best chips. However, in the mobile era, it does not have a good solution to Power's problems. So it was surpassed by ARM and so on. Intel is not that good. But now in the AI era, NVIDIA came out again.

In Lee Kai-fu's view, more AI may not only be handled on the server like NVIDIA, but many AI chips will enter the terminal, such as mobile phones, driverless robots, which will bring greater opportunities and benefits.

For chip technology, Kaifu Lee said very optimistically, but he admitted that the United States is indeed a leader. So when innovators look at chip technology, they look at Chinese projects and they look at American ones. On average, look at American projects a little more. "Because many universities in the United States have accumulated years of pure optics, Silicon light, and other technologies are now erupting, and IOT can finally erupt one day."

Regarding AI chip entrepreneurship, Innovation Workshop also invests in a group of people. Li Kaifu revealed that it is "the Chinese students of the top professors in the United States who return to China to start their own business."

Compared to AI chips, Lee Kai-fu believes that sensors will be important because the data we send in from our sensors can make the third and fourth waves of AI. Each sensor has different new approaches. Including some research that used to be very cold in different departments, it is suddenly discovered that it can be used, such as optics.

"So we think this should be a particularly good burst of chips, and we can say that artificial intelligence applications have four-wave wave + chips. "Li Kaifu added.

As for the application of sensors, Li Kaifu told Sina Technology that it should look at market stimuli. For example, the fastest way to stimulate the market should be Apple. The structural light function in the iPhone X should be that companies are already making sensors in this area.

In addition, Kaifu Lee believes that sensor applications, the biggest industry should be unmanned, unmanned inside a variety of sensors, Of course, the laserspecial is the largest.

In the future, sensors will be used in more areas than just mobile phones and cars. Li Kaifu told Sina Technology as an example: "In smart manufacturing, in robots, insecurity, and even in future cameras, it can be. "

It is worth noting that Innovation Factory invested in the chip company OURS(Optic Universal RISC systems), They are a "startup with low-power computing AI chips as its core technology" -- with a full stack of solutions ranging from 3D sensors, domain-specific AI chips to the software. OURS was founded by Li Kaifu's group of "Chinese students of top professors in the United States". Tanzhangxi, founder and CEO of OURS, was the Chinese disciple of the 2017 New Turing Award winner David Patterson.

In addition, the innovation project also invested in Horizon Robot. Its founder and CEO, Yukai, once led Baidu's in-depth learning Institute. Horizon's BPU(BrainProcessingUnit) chip is its own design and development of an efficient artificial intelligence processor architecture IP. Supports ARM/GPU/FPGA / ASIC implementation and focuses on specialized areas such as autopilot and face image recognition.

The page contains the contents of the machine translation.