The past couple of months saw more news about the smartphone AP segment than has been seem in a long while. This includes a dramatic moment for Huawei’s Kirin processor, having its production forcefully halted just when it has achieved number 2 position in global market share. It also includes the race to acquire ARM, the dominant multi-core CPU architecture used by smartphone APs. In this short article, Digiecon takes stock of the recent developments.
This report maps the status of the industry in the latter-half of 2020, exploring the impact of three years of strong central government support for the technology and the impact of broader trends such as the US-China trade-war. While there is undoubtedly significant hype around artificial intelligence in China, areas such as machine learning and computer vision continue to be the focus of investment and research as China develops the capabilities for a self-sufficient AI industry.