Source: Photo.com
On the afternoon of December 21, it was reported that the annual ceremony of the "2023 Science and Technology Billboard" jointly sponsored by Sina Finance Client and Sina Technology opened today. Wang Xiaochuan, founder and CEO of Baichuan Intelligence, shared some wonderful views.
Wang Xiaochuan said that at present, there is a war of 100 models in the industry, and many enterprise technicians also want to train a model by themselves, because the technicians are panicked and want to have a model in their own hands and have a ability. So the most encouraging thing is to use it first, that is, eating pork is more important than pig farms. I do see a lot of my own personal experience has not been used, there is no demand, the large model is coming, I will open a "pig farm", many people think that no matter the company's No. 1 position or employees or technical personnel, more to use, with the body of such a large model to go more stable.
In addition, Wang Xiaochuan recently said in an interview: "We are pig farmers. Some people who have never eaten pork used to think about raising pigs themselves, but now they just eat pork. He believes that allowing enterprise customers to "eat pork directly" is based on the premise of reducing the cost of customized large models.
In addition, Wang Xiaochuan believes that after nearly a year of development of large models in China, the end of the year into a cooling-off period, some industry insiders expressed pessimism about the commercialization of large models, thinking that it may be like the AI (artificial intelligence) boom in 2016, at first very lively, but after the start of commercialization encountered difficulties. He felt that this time was different from the last time.
Wang Xiaochuan believes that the current commercialization of the general model is mainly to provide services for B (Business, commercial) end enterprises. In the first half of the year, many B-end companies will try to make their own industry models, and near the end of the year, some industry customers began to find that it is more cost-effective to cooperate with general model manufacturers.
Summary of AIGC industry investment, financing, mergers and acquisitions
The market size will continue to expand
According to the estimation of the Prospective Industry Research Institute, the AIGC market size in mainland China is expected to reach 17 billion yuan in 2023, and 2023-2025 is the first stage of the growth of the market size of the AIGC industry in mainland China, with a growth rate of about 25%, and the market size will reach about 26 billion yuan in 2025. Starting from 2025, due to the improvement of the industry ecology (especially the completion of the opening of the underlying large model), the vigorous application layer will drive the rapid growth of the industry, with a compound annual growth rate of more than 70%. It is estimated that the scale of the AIGC industry in mainland China will exceed 60 billion yuan in 2027, and starting in 2028, the AIGC industry will extend the complete industrial chain, and continue to expand and deepen the commercialization scene to deeply transform the industry. From 2028 onwards, the scale of the AIGC industry in mainland China will continue to maintain rapid growth, and the market size will exceed one trillion yuan in 2030.
CITIC Securities pointed out that the application side of AIGC may enter a period of rapid growth. The brokerage believes that the AI model has produced a feasible business model in multi-vertical scenarios, especially in the fields of graphic creativity, virtual digital humans and industrial software, which can effectively save production costs and improve production efficiency in marketing, social entertainment, manufacturing and other fields. The brokerage believes that with the gradual construction and improvement of the hardware base such as AI computing power, the large-scale use of AIGC is possible, which will empower various terminal applications and drive AI applications into a new round of rapid development.
Prospective Economist APP Information Group
For more research and analysis of this industry, please refer to the "Analysis Report on the Development Prospect Forecast and Investment Strategic Planning of China's AIGC Industry" by the Prospective Industry Research Institute.
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