Clarivate and KAIST Innovation Strategy and Policy Institute Release Report on the Global AI Chip Innovation Landscape

Rhea-AI Summary

On February 22, 2023, Clarivate Plc (NYSE: CLVT) and the KAIST Innovation Strategy and Policy Institute released a report analyzing the global innovation landscape of the AI chip industry. The report highlights a shift from mass-produced chips to specialized, mission-oriented processors due to rising demand for efficient data processing. Key findings indicate that the U.S. and Mainland China dominate AI chip patents, with the U.S. exhibiting higher patent quality. The report emphasizes collaboration between universities and industry for R&D innovation, proposing strategies for the future AI chip market.

Positive

• The report indicates an increasing trend in AI chip demand since 2010.
• U.S. holds a dominant position in quality and impact of scientific papers in AI chip technology.

Negative

• The quality of AI chip patents filed by Mainland China is reported to be relatively low.

Providing key insights for building a sustainable industry ecosystem

LONDON, Feb. 22, 2023 /PRNewswire/ -- Clarivate Plc (NYSE:CLVT), a global leader in connecting people and organizations to intelligence they can trust to transform the world, and the KAIST Innovation Strategy and Policy Institute (ISPI), a top research institution in South Korea today launched a collaborative report on the global innovation landscape of the artificial intelligence (AI) chip industry. The report suggests it is crucial to build an innovation ecosystem to stimulate mutual-cooperation among universities, enterprises and government-funded research institutes.

The report shows the chip industry is transforming from a mass market focused on large-scale production of general-purpose chip processors or memory to a diversified market with various mission-oriented chip processors specialized for different fields of AI. The competition in AI chip technology has never been so fierce as the demand for large-scale data processing with lower power consumption has grown rapidly to support industries related to big data and smart manufacturing.

Using industry-leading data from Clarivate, including Derwent World Patents Index™ (DWPI™), Derwent Patent Citation Index™ and Web of Science™, this report examines the innovation of AI chip technology based on patents and scientific papers, analyzes the landscape of AI chip technology in major countries and provides insights and directions for future innovation strategies for the industry.

Key findings of the report include:

• The demand for AI chip including Graphics Processing Units (GPUs) and Neuromorphic processors has been increasing since 2010 when AI began to be utilized in various fields. Currently, Mainland China and the United States account for about 80 percent of the global patents in the field of AI chip innovation. However, the quality of patents filed by Mainland China is relatively low while that by the United States is noticeably higher. In the United States, patents filed for the industry are evenly distributed across government-funded research institutes, enterprises and universities, which indicates a balanced development among all sectors.
• The United States authors the most impactful scientific papers in this field, followed by Switzerland, Singapore, the Netherlands, the United Kingdom, Australia, Canada, Mainland China and South Korea. The United States holds a dominant position in both quantity and quality of scientific papers in the AI chip industry. Although Switzerland holds only a small number of scientific papers, it has a higher research impact than Mainland China.
• Innovation in the AI chip industry is being led by global R&D collaborations, including industry-university partnerships. Companies in the industry often do not have enough resources for doing basic research which is why they choose to collaborate closely with leading global universities on technology innovation.

"This report analyzes the competitive landscape of AI chip technology and provides key insights and directions for developing innovation strategies for the development of AI chips. The chip industry is transforming from a mass market to a diversified and customized market as the demand for large-scale data processing with lower power consumption rapidly increases. The various mission-oriented chip processors specialized for different fields including artificial intelligence also boost the transformation. Therefore, the competition for the R&D of AI chip technology is intensifying," said Professor Wonjoon Kim, Director, KAIST Innovation Strategy and Policy Institute.

"The report guides us to the future of the global AI chip industry, a sector full of changes and potential. Clarivate works together with research organizations all around the world to fuel the world's greatest breakthroughs by harnessing the power of human ingenuity. We believe innovation on AI chips can help transform our world and build a safer, more productive and sustainable future," said Ed White, Principal Analyst and Vice President, Clarivate.

Learn more about the global AI chip innovation landscape here.

About Clarivate

Clarivate™ is a leading global information services provider. We connect people and organizations to intelligence they can trust to transform their perspective, their work and our world. Our subscription and technology-based solutions are coupled with deep domain expertise and cover the areas of Academia & Government, Life Sciences & Healthcare and Intellectual Property. For more information, please visit clarivate.com.

About the KAIST Innovation Strategy and Policy Institute

KAIST is the first and top science and technology university in Korea.  Established by the South Korean government in 1971 to educate scientists and engineers committed to economic growth in South Korea, KAIST and its graduates have been the gateway to advanced science and technology, innovation, and entrepreneurship. The KAIST Innovation Strategy and Policy Institute (ISPI) at KAIST aims to broaden the dynamic landscapes of innovation and entrepreneurship. The Institute focuses on how the new innovation paradigm of digitization and the new industrial revolution affect our society. The CISP ISPI will continue to strive to contribute to the Schumpeterian evolution of our society. For more, https://ispi.kaist.ac.kr

Media contacts
Jack Wan, External Communications Director, Clarivate
newsroom@clarivate.com

Prof. Wonjoon Kim, Director, the KAIST Innovation Strategy and Policy Institute
wonjoon.kim@kaist.edu

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SOURCE Clarivate Plc

FAQ

What is the focus of the Clarivate and KAIST report released on February 22, 2023?

The report focuses on the global innovation landscape of the AI chip industry, highlighting the shift to specialized chip processors.

How do the U.S. and China compare in AI chip patents according to the report?

The report states that the U.S. and Mainland China account for about 80% of global AI chip patents, with the U.S. having higher patent quality.

What key trends in AI chip demand are discussed in the report?

The report discusses an increasing trend in demand for AI chips, particularly since 2010, driven by the need for large-scale data processing.

What role do collaborations play in AI chip innovation mentioned in the report?

The report highlights that industry-university collaborations are essential for driving innovation in AI chip technology.

What impact does the report suggest AI chip innovation has on the industry?

The report suggests that innovation in AI chips can transform the industry, enabling a safer and more productive future.