{
  "docId": "019dd923-5e88-73ef-bd5c-f812573a947a",
  "docSlug": "eea7524c557036f4",
  "documentTitle": "2020 Air Street Capital The State of AI Report 2020",
  "authorId": "AirStreetCapital",
  "authorName": "Air Street Capital",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "vc_research",
  "sourceTypeLabel": "VC research",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.777,
  "pageNumber": 154,
  "pageCount": 177,
  "prevPage": 153,
  "nextPage": 155,
  "slideType": "industry_trends",
  "function": "summarize",
  "density": "dense",
  "nDataPoints": 40,
  "notes": "Includes a line chart showing quarterly smartphone shipments for Samsung vs Huawei from 2015 to 2020.",
  "elementsJson": [
    "headline_text",
    "bullet_list",
    "line_chart",
    "callout_box"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5c-f812573a947a/154",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5c-f812573a947a",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5c-f812573a947a.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5c-f812573a947a#slide-154",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "For the first time in 9 years a company other than Apple or Samsung led the market. However, Huawei's supply of chips is running out under US sanctions by mid September 2020.",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-47c5-73ac-aa6f-1d43f2024572",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.45,
        "w": 0.4,
        "x": 0.55,
        "y": 0.35
      },
      "kind": "chart",
      "text": "Quarterly smartphone shipments (millions) for Samsung and Huawei (2015-2020)",
      "attrs": null,
      "subkind": "line",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "c07badc0-2200-403c-9a46-1a453cafe10d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.45,
        "w": 0.45,
        "x": 0.05,
        "y": 0.35
      },
      "kind": "list",
      "text": "Foreign companies that use US chip making equipment would be required to obtain a US license before supplying certain chips to Huawei. President of Huawei’s consumer unit declared: “no chips and no supply”.\nHuawei’s Kirin AI chips are made by Taiwan Semiconductor Manufacturing Co, (TSMC) which took final orders from Huawei until 15 May 2020 due to the sanctions.\nHuawei is now trying to shore up manufacturing to Shanghai-based Semiconductor Manufacturing International Corp (SMIC).",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "41e16393-219b-45b2-93f7-f07eca5fac6b",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Smartphone units (million)",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-47c5-73ac-aa6f-27d9dfb15748",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.9,
        "x": 0.05,
        "y": 0.25
      },
      "kind": "paragraph",
      "text": "For the first time in 9 years a company other than Apple or Samsung led the market. However, Huawei’s supply of chips is running out under US sanctions by mid September 2020.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "272cbb15-ca64-4c62-badc-458ae43bbe97",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "quote",
      "text": "no chips and no supply",
      "attrs": null,
      "subkind": null,
      "toolName": "Authority citation",
      "toolSlug": "authority-citation",
      "confidence": null,
      "componentId": "019dd952-47c5-73ac-aa6f-203e5161bd2c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.9,
        "x": 0.05,
        "y": 0.13
      },
      "kind": "title",
      "text": "Huawei is an increasingly dominant player in smartphones and is investing heavily in machine learning technology",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "d017fdda-6799-4329-bb34-50c4207bf99b",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "So What? Test",
      "slug": "so-what-test",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "019dd95a-0fd5-7148-8ed0-5608dcb22f05",
      "evidence": "Callout flags Huawei chip supply running out.",
      "confidence": 70
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 170,
      "from": 130,
      "beatId": "019dd95a-0682-776c-8e34-f2fc34acb214",
      "arcName": "The Triple Take",
      "arcSlug": "triple-take",
      "beatName": "The Implications (So What)",
      "beatSlug": "triple-take-the-implications-so-what",
      "evidence": "Politics section unpacks ethical, geopolitical and labor consequences.",
      "position": 2,
      "confidence": 60,
      "parentBeatName": "Reflection",
      "parentBeatSlug": "reflection"
    },
    {
      "to": 170,
      "from": 130,
      "beatId": "019dd95a-0682-776c-8e35-01ef1d0aee03",
      "arcName": "The Mountain",
      "arcSlug": "mountain",
      "beatName": "Climax",
      "beatSlug": "mountain-climax",
      "evidence": "Politics section dramatises facial recognition, military, US/China conflicts.",
      "position": 3,
      "confidence": 40,
      "parentBeatName": "Turn",
      "parentBeatSlug": "turn"
    }
  ],
  "loops": [
    {
      "to": 160,
      "from": 153,
      "name": "Pattern Hunter",
      "slug": "02-pattern-hunter",
      "bestFor": "Time-pressed audiences, building consensus, when data is strong",
      "matchId": "019dd95a-07fe-70ce-8d3d-34d60d543d62",
      "evidence": "Sanctions, Huawei, TSMC dominance, Chinese fund, talent poaching, CHIPS Act, blocked M&A.",
      "position": 20,
      "objective": "Map US-China semiconductor decoupling and TSMC centrality",
      "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion",
      "confidence": 75,
      "description": "Group multiple pieces of evidence that together point to a pattern or conclusion"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}