Since 2017, many computer vision startups have had international trends, such as Shang Tang and contempt, all of which have cooperated with overseas.
In summary, there are two main types of current computer vision startups going to sea: one is a highly competitive market, such as security and automobiles; the other is a small market with relatively less competition or a market that has reached the ceiling, such as textiles. Jian Huang Jianyu and so on.
When this phenomenon occurs, we believe that there are many inevitable factors.
First of all, China's AI technology has advantages in landing. Thanks to the huge amount of data accumulated in the rapid development of the Internet in the past and the large number of computer science talents that education has received a lot of attention, China is considered to be likely to overtake in the artificial intelligence field and even lead the world. In addition, China has a large population and complex environment. In some scenarios, technologies, products and services that have been verified in China are often leading.
Second, domestic competition is fierce, and the international market is still relatively blue ocean market. The competition of domestic AI companies is fierce and it is a consensus. And overseas, such as security, Jian Huang Jian Yu, etc. still have demand. Take the identification of the yellow violent image as an example. Although we have a visual impression of freedom of speech abroad, such as Syria, Iran, Ethiopia, Uzbekistan, Saudi Arabia, Bahrain, Pakistan, etc. are also strict network censorship countries, many regions of the world Religion, there are strict restrictions on erotic images. In addition, there is a demand for image recognition, etc., in order to maintain and monitor the image of the leader.
Third, internationalization is also an inevitable trend in many mature markets. Here, security can be taken as an example. According to the analysis of IMSR, the global video surveillance market maintained a compound growth of around 12% from 2013 to 2016. According to the "2016 China Security Industry Survey Report", the 2016 security overseas market growth rate reached 48%, far higher than the overall growth rate of the security industry 11%. Another data predicts that the global security market will reach $170 billion in 2017, with markets outside China accounting for around 70%. In recent years, Haikang, Dahua and other companies have continuously increased their overseas revenue. According to the analysis of IMSR, the global video surveillance market maintained a compound growth of around 12% from 2013 to 2016. According to the "2016 China Security Industry Survey Report", the 2016 security overseas market growth rate reached 48%, far higher than the overall growth rate of the security industry 11%. Another data predicts that the global security market will reach $170 billion in 2017, with markets outside China accounting for around 70%.
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