对话云天励飞陈宁：全面聚焦AI芯片，迎接AI“推理时代”

Core Viewpoint - The company, Yuntian Lifei, is transitioning to focus entirely on AI inference chips, aiming to become a leader in the domestic AI chip market and drive the large-scale application of artificial intelligence across various scenarios [5][12][20]. Company Background - Founded in 2014 by Chen Ning in Shenzhen, Yuntian Lifei initially focused on AI applications in public security, leveraging facial recognition technology to address social issues like child abduction [2][10]. - The company has evolved over the past nine years, achieving significant milestones in AI applications across consumer, enterprise, and industry sectors, while also being recognized as "Shenzhen's AI first stock" upon its listing on the Sci-Tech Innovation Board [3]. Strategic Shift - In 2025, Yuntian Lifei will fully concentrate on AI inference chips, restructuring its business model from a multi-line approach to a "1+N" model, where "1" represents a unified platform centered on inference chips, and "N" encompasses various business units [11][12]. - The company aims to develop a comprehensive product system for AI inference chips targeting three key markets: edge computing, cloud model inference acceleration, and embodied intelligence [11][12]. Market Potential - The AI inference chip market is viewed as a "blue ocean" with significant growth potential, expected to outpace training chips in the next three to five years [16][20]. - The company anticipates that AI inference chips will become ubiquitous, similar to WiFi routers, serving as core components in smart devices [16][20]. Technological Foundation - Yuntian Lifei has a strong foundation in chip design, having developed the first generation of neural network processors for public security applications, which significantly improved efficiency and reduced costs [10][11]. - The company emphasizes an "algorithm chipification" approach, integrating algorithm requirements with chip architecture to enhance performance and adaptability [19]. Future Outlook - The company is in a critical phase of high investment for growth, with revenue exceeding 900 million yuan in the previous year, reflecting an over 80% year-on-year increase [18]. - Yuntian Lifei is committed to enhancing the efficiency and cost-effectiveness of AI inference chips, aiming to make AI a foundational infrastructure for the fourth industrial revolution [22].