Is the development of Taiwan's AI industry really backward? Is Taiwan destined to miss the era of artificial intelligence?

When it comes to Taiwan's AI industry, it seems that there is no place in Asia or the world. Our impression of Taiwan's AI industry probably comes from the news about "When the mainland is doing big data seminars, Taiwan is doing the Braised Meat Festival", and the phrase "Taiwan" that Li Kaifu said when he gave a speech at Taiwan University. The advantage of doing AI lies in human taste."

At the same time, along with Acer and HTC's performance in the hardware market, it seems that from the perspective of public opinion and the market, Taiwan is destined to miss the era of artificial intelligence. But is this really the case?

How bad is Taiwan's AI technology? Most of the enterprises have not yet accessed cloud services.

First of all, we can look at the objective reasons for the backward development of Taiwan's AI industry.

First of all, in the entire mobile era, Taiwan is deeply involved in the global division of labor, positioning itself in the position of hardware foundry, which makes Taiwan relatively weak in mobile software. Dr. Jian Lifeng, Managing Director of Google Taiwan, once said in his speech that due to the success of Taiwan's hardware industry, the solidified mode of hardware thinking has been formed. Engineers are used to being led by top-down and lacking open source spirit. Adapt to software innovation.

The result of this is naturally the lack of data resources and cloud computing and cloud storage technologies. A survey by Taiwanese freelance writer Yan Mo shows that one-third of the more than 200 Taiwanese companies do not have access to the cloud at all, and another one of them plans to access the cloud without a clear time plan.

In addition, a large number of enterprises in Taiwan are still mainly serving local users, and their capital activity is extremely low. Over time, the local economy will fall into a state of self-sufficiency. Although the status quo can be maintained without access to new technologies, it is not conducive to enterprise innovation and long-term development.

As the above picture shows, most companies still stay in the end-side ERP and CRM systems, only 17% of enterprises use data analysis, and only 5% use machine learning.

Under such circumstances, at least we can judge that the development and application of AI in Taiwan at this stage is not satisfactory.

Many people often compare Japan and Taiwan. In fact, the two sides are similar in the development of artificial intelligence. On the streets of Japan, we will see a large number of automated installations in the early days of the construction of the company: vending machines, terraces with lights showing the seats of the restaurant... When a country or a city is satisfied at a certain level of technology, and the future population level is not broken At a time of balance, the power of technological development will also be lost.

People are satisfied with vending machines, and may not need an unmanned convenience store; people are satisfied with the street-top printer, and may not need a beauty algorithm.

What are the possibilities of Taiwan AI generation?

Of course, we discuss these things not to sing the decline, but to find the possibility from the status quo. In fact, the prospect of Taiwan's development of the AI ​​industry is not as pessimistic as we think, and there are at least two major advantages in the moment.

The first advantage is the semiconductor industry. AI does not rely solely on algorithms and data, and hardware facilities are an integral part of it. In the future, with the popularization of artificial intelligence technology, GPUs and NPUs suitable for various scenarios and various devices will have a large shipment. At this time, Taiwan's rich experience in foundry and IC design will become an advantage. Perhaps because of the high cost of research and development of AI chips, some Taiwanese manufacturers have only recently started to respond. Last month, MediaTek released the first AI. Chip P60. With the increase in demand for AI chips in the mainland market, TSMC’s OEM orders also rose exponentially.

Another advantage is Taiwan's talent advantage. Although Taiwan has a small population, the level of science basic education is high enough. Especially since the 1980s and 1990s, Taiwan has introduced IT technology earlier than the mainland and has a stronger education base. In the last century, a group of technical writers like Hou Jie emerged in Taiwan, affecting the Chinese generation of programmers.

To this day, Taiwan University's machine learning courses are still circulating on the Internet. In a ranking of global artificial intelligence colleges in 2016, Taiwan University ranked 37th, the only Asian university to be selected as Top50 except Tokyo University.

Huang Shijie, a human flesh arm like AlphaGo, graduated from Taiwan Normal University and is now a top engineer at DeepMind. Just like Huang Shijie, as the development of artificial intelligence in Taiwan has not improved, the salary level of Taiwan's colleges and universities is not high, and a large number of AI talents are out. The advantages accumulated in Taiwan in the early years are being exhausted a little.

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