Chuan Chuanyu Federation of Single Thinking Bing Table Smart Voice Enterprise Cross Customs Capital Market

Most smart voice companies have been listed several times. I do n’t know if Sibi will be an exception ...

Source ｜ Beijing Business Daily

Author ｜ Wei Wei

Edit ｜ Font size 13

Most of the listing companies have been listed in the market for several twists and turns. I don't know if Sibi will be an exception. The dialogue artificial intelligence company Sibich recently submitted a prospectus to the Science and Technology Board show that the revenue of Sibich from 2019-2021 was 115 million yuan, 237 million yuan, and 307 million yuan, respectively, and the corresponding net loss was 283 million yuan, respectively. , 1315 million yuan, 335 million yuan.

For a month, Sibichi, who belongs to the intelligent voice track and the listing situation of the presence of Chuanxian Faculty, is very different. Compared with the listed cloud from technology, Sibi entered the game earlier, but the volume was not large, and there was no profit, and the gross profit margin decreased year by year.

"Funding, marketing talents, and brand awareness", Sibi clearly pointed out its own competitive disadvantage in the prospectus, and pointed out that the increasing competition may lead to the risk of decline in the company's product price, profit margin or market share. In Baidu and other head Internet companies, it also comes from chip manufacturers such as Cambrian. "Cloud+Core" has been emphasized many times that the company provides the foundation of artificial intelligence technology and product services combined with software and hardware.

Sibich is a dialogue artificial intelligence platform company. Based on the self -developed full -link intelligent dialogue system custom development platform and artificial intelligence voice chip to achieve universal intelligent human -machine information interaction. In terms of generous speaking, clouds from science and technology, Cambrian, HKUST Xunfei, Yuntian Lifei, and Chuan Shrish are the same track.

"Voice recognition and natural language processing are one of the directions of artificial intelligence applications. It is very difficult to realize natural language communication between human -machines. The reason is that natural language text and dialogue are extremely complicated. Misty or versatile. "Zhang Xiaorong, dean of the In -depth Science and Technology Research Institute, told a reporter from Beijing Business Daily.

However, Sibi on this track not only has more opponents, but also the largest volume. According to the comparison companies listed in the prospectus in the prospectus, including Cambrian, Rainbow Soft Technology, HKUST Xunfei, Yuncong Science and Technology, and Yun Tian Lifei. Based on the performance of 2021, Sib Chi revenue was 307 million yuan, Cambrian 721 million yuan, Rainbow Soft Technology 573 million yuan, HKUST Xunfei 18.314 billion yuan, and Yuncong Technology was 1.076 billion yuan.

According to the "China Artificial Intelligence Software and Application Market Half-annual Research Report-201H1" released by IDC, Sibi ranked fourth in the voice semantic market of artificial intelligence in China. Essence

"In recent years, the domestic artificial intelligence industry has developed rapidly and competition is becoming more intense. In the field of intelligent voice language, in addition to thinking about Bichang, main companies in China also include HKUST Xunfei and Yunzhisheng. In addition, Internet companies such as Baidu In the intelligent industry, there is a situation of all flowers. At the same time, in the field of artificial intelligence chips, there are important participants such as Cambrian. In addition, the company may also face potential competition from global technology companies. Integrated competition may lead to the company's product prices and profit margins Or the risk of decline in market share. "Sibi pointed out.

The competitive pressure faced by Sibich has been reflected in financial data. From 2019 to 2021, Siby's continuous losses, in addition, the gross profit margin decreased year by year, with 72.17%, 69.74%, and 58.15%.

In fact, losses are the current status of artificial intelligence companies. From the perspective of net losses alone, Sibi is not a big loss. From 2019-2021, clouds from science and technology have a net loss of 640 million yuan, 813 million yuan, and 632 million yuan. According to the prediction of cloud from technology, "when the revenue reaches about 4 billion yuan and the comprehensive gross profit margin level remains at about 50%, the growth rate of the period of time remains to continue to decline, the company can achieve profitable The point of turning losses is expected to be 2025 ".

As for whether Sibich has a profit point, the relevant persons have not disclosed that there are not many contents of profit in the prospectus. Extremely stated on profitability. In the risk factor sector, losses and gross profit margins have been mentioned many times, including the company's existence of "risk that cannot be profitable or unable to distribute profit in the future", "the company's gross profit margin may have the risk of continuous decline".

"The main problem of intelligent voice voice artificial intelligence companies is difficult to commercialize. Now there are only a few areas to form products, such as dialogue robots, translation machines. This is also the bottleneck currently facing artificial intelligence companies. The company's development requires huge investment. However, it is difficult to commercialize due to technology, and it is difficult to grow up like a business 'giant baby'. "Zhang Xiaorong bluntly said.

Sibi also said, "Compared with other subdivided areas of the artificial intelligence industry, the intelligent voice language industry has a higher level of customization and relatively low scale. The difficulty is relatively difficult. "

contact number:

(010) 82081166-6059

Breaking the mailbox:

[email protected]

China Net Technology

- END -