News on China's scientific and technological development.

tphuang

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Don’t know about other machine learning stuff but good luck beating China at automated driving. If the algorithm could navigate this kind of traffic and clueless/rude drivers and pedestrians, it could navigate roads anywhere else.

Funnily enough, all this require a lot of help from AI chips and cloud. To that end, Baidu smart cloud has announced the creation of automotive cloud.

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中国销量前15的车厂中,一汽、吉利、
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等10家是百度智能云的客户。头部10家新能源车企中,百度智能云服务5家,包括蔚来、理想等。
They got 10 out of top 15 domestic automakers covered as well ass 5 out of top 10 NEV makers. The obvious missing ones in there Are BYD, SAIC, Chery and XPeng. They have FAW, Geely, Dongfeng, NIO and Li Auto

Geely is using it to do cloud calculation, big data platform and AI center and PasS layer. NIO is probably using for the auto driving as well.

The other thing that came out of their Baidu 20222 smart cloud summit is the smart city project.

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除了云南丽江和山东寿光,百度智能云还将智慧城市大脑和区县大脑落地到了北京、上海、丽江、成都、昆明官渡、大连、广州等城市与区域。叶航晖对智东西说,百度智能云是百度的“第二增长曲线”,智慧城市可以说是智能云突破业务的一个重要界面,去年应该有一个翻倍的增长。

叶航晖说,目前,百度智慧城市已落地200+客户、70+场景。这些案例主要有三个方向,一部分是对头部客户做智慧城市大脑覆盖,一部分是对区县经济体做“九州”区县大脑覆盖,另外一部分,是在这个过程中又会覆盖到农业、文旅等不同行业方案。
Claim to have over 200 customers in their smart city project. The collective computer for cities went up from 31 EFlops in 2016 to 135 EFlops by 2020

I did a pretty look through new item for Baidu cloud vs Alibaba cloud and Tencent cloud. It seems like Baidu is a lot more focused on AI/Smart cloud than its competitors. So while it's cloud market share is not large, it's been tasked with a lot of tasks of building AI data centers for large customers to do large scale training.
 

supercat

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Some say that perating system may be a bigger issue to Chinese automakers than chips. The saving grace is that China still has 3-5 years to catch up and companies such Huiwei are already working on it.
Top Issue Chinese Carmakers Face Isn’t Chips, But Operating Systems, Ex-Minister Says
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INSIGHTS | We tested Huawei’s operating system on a new Chinese electric vehicle​

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China's pharmaceutical industry is advancing rapidly.

China’s pharmaceutical industry will be at the global forefront in the next 5 years, Fosun Pharma chairman says​

  • The industry has a solid foundation and strong long-term prospects, Shanghai Fosun Pharmaceutical chairman Wu Yifang says in an interview
  • The company is boosting research investments as it aims to develop technology platforms that will occupy the mainstream 10 years from now, he says

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siegecrossbow

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Some say that perating system may be a bigger issue to Chinese automakers than chips. The saving grace is that China still has 3-5 years to catch up and companies such Huiwei are already working on it.

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China's pharmaceutical industry is advancing rapidly.

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They are making Huawei do everything. What are the other companies doing?
 

BoraTas

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Some say that perating system may be a bigger issue to Chinese automakers than chips.
I'd say it was for Huawei too. If it was only chips Huawei could easily stick with lower-end phones. Most users rarely use the full power of their devices. The real problem was the lack of access to Android services and popular apps (which happen to be mostly American). That was what killed the appeal of Huawei.
 

tphuang

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They are making Huawei do everything. What are the other companies doing?
hmm, BYD makes everything themselves.
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When it comes to intelligence, the e-platform 3.0 comes with BYD’s self-developed vehicle operating system, making it expandable, upgradeable, and fully open to developers
Maybe this ex-minister is just a little behind his time. Or maybe he has spent too much time with those slow legacy automakers that BYD is about to put out of business.

the issue is not the OS itself, but rather support for Apple CarPlay and Android auto. For export, you need to support these things. According to BYD, they will support it on Atto 3. We will see.
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Any self respecting automaker should be developing their own OS. Tesla has their own OS based on some version of linux Ubuntu.
 

tphuang

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Mckinsey report on Chinese cloud market
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Expect it to grow from $32 billion in 2021 to $90 billion in 2025. IT work load go from 59% public/private cloud in 2021 to 78% public/private cloud in 2025. Personally, I think any self respecting IT firm should have their own data storage and computing power, but cloud is the way people are going.

70% of people preferred Chinese CSP, 20% had no preference and 10% preferred Global CSPs

This number looks different from Gartner number, but gives you a sense of the major players in the Chinese market
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Public cloud growing really fast, private cloud not as much.
Chinese cloud servers are dominated by IaaS
Top public IaaS CSPs are Alibaba(34.3%), China Telecom! (14%), Tencent (11.2%), Huawei(10%), China Mobile(8.4%). Surprised Baidu is not up here. (CPU/GPU, network storage, bandwidth)
Top public PasS CSPs are Alibaba, Huawei, Tencent and Baidu. (PasS includes AI/ML)

For first quarter
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Alibaba still leads, but Baidu saw the largest growth. Alibaba at 36.7%, Huawei at 18%, Tencent at 13.7% and Baidu AI Cloud at 8.4%. Seems like Baidu cloud is mostly about AI.

According to Baidu's most recent earnings call, they have the largest AI cloud market share in China and grew 31% YoY.

Baidu recently announced their all new Cloud Intelligence Integration 3.0 which combines IaaS (kunlun chips) with PaaS (through PaddlePaddle). Against, Kunlun-3 ready from mass production in early 2024.
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