At the beginning of 2023, the emergence of ChatGPT4 made everyone's eyes shine, and colleagues who lamented its rapid development also accelerated the development of other artificial intelligence (AI).
On July 19, at the AMD Innovation Day event held in Taiwan, China, Su Zifeng, chairman and CEO of the American chip giant AMD (Chaowei Semiconductor), said in an interview with the media that he was optimistic about the future market of AI (artificial intelligence), and bluntly said that AI is still in the early stage of development, and there are at least 5 to 10 years of rapid development.
Su Zifeng said that in the next 3 to 5 years alone, the overall potential market size is as high as 150 billion US dollars, "AI will be everywhere in the next 5 years." Su Zifeng is also optimistic about the PC market, she believes that the personal computer market still has unlimited potential.
China AIGC Industry Analysis
AIGC is called AI-Generated Content, which refers to the technology of generating adversarial network GAN and other artificial intelligence technologies based on large-scale pre-trained models, finding patterns through existing data, and generating relevant content through appropriate generalization. In 2022, ChatGPT and Stable Diffusion showed strong technical strength and opened the prelude to the AIGC era, then the emergence and application of GPT4, MidjourneyV5, etc. in just a few months in 2023 proves that AIGC has become a future technology trend.
At present, the AIGC industry in mainland China can be divided into three layers: infrastructure layer, model layer and application layer. The top listed companies in the AIGC industry are mainly Baidu (BIDU. O), iFLYTEK (002230.SZ), Tencent (00700.HK), etc.; Unlisted AIGC industry leading companies include Alibaba, Douyin Group, Huawei, Xiaoice, Qiyuan World, Chuangxinqizhi, Yingpu Technology, Tolls, Yunlot Technology, Lianhui Technology, List Technology, Zhituoyun, KLCII, Mobvoi, Unbounded AI, etc. It is worth mentioning that hyperparameter and Xiaoice companies have clearly become unicorns, and Minmax is rumored to be valued at more than a billion dollars.
At present, the mainland's AIGC industry has poured into Internet giants, AI companies, ecological scene chain companies, research institutions and other types of participants. Due to the relatively limited development of the industry, the differences between various types of players are relatively limited. In the mainland's AIGC industry, the application layer is the most suitable part for start-ups to enter, so the current competition in the application layer is also the most fierce.
For the PC market, Su Zifeng pointed out that AMD has a very good relationship with the computer supply chain and chip foundries. Su Zifeng emphasized that AMD's market share was only 1% in 2017, and later because AMD and TSMC and other chip foundry partners have a close cooperation relationship and established a cooperation ecology, today's results have been achieved.
Foresight Economist APP Information Group
For more information about the research and analysis of this industry, please refer to the "2023-2028 China AIGC Industry Development Prospect Forecast and Investment Strategic Planning Analysis Report" by the Prospective Industry Research Institute
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