AsiaInfo's iResearch Digital Intelligence released the "2023 Chinese Artificial Intelligence Industry Research Report" ###
01
Overview of the Artificial Intelligence Industry
2023 is a big year for the development of artificial intelligence, which will surely go down in history! High-availability and high-anthropomorphic large models have crossed the technological singularity, multiple technical, market, and regulatory milestones have been born, and AI applications have had an explosive impact on the world. iResearch has conducted a comprehensive review of AI development in 2023 through the five dimensions of "technology, application, computing power, policy supervision, and international situation".
iResearch estimates that the scale of Chinese's artificial intelligence industry will exceed 800 billion yuan in 2028, with a five-year compound growth rate of 30.6%.
02
Artificial Intelligence Policy and Capital Dynamics
At present, the top-level design of artificial intelligence in mainland China has entered the deep water area, and generative AI has become the focus, and the three-pronged approach of "standardized guidance, solid foundation, and industrial support" will promote the all-round development of the AI industry.
The AI industry is also starting a new round of financing, with AIGC-related financing accounting for 28% of all financing events, becoming the biggest keyword in AI financing of the year. In the primary market, capital is more optimistic about the allocation of "celebrity entrepreneurship + large model team", and in the secondary market, Hong Kong stocks open a larger window for AI companies, and long-term profitability is the key to passing the review.
03
Artificial intelligence technology and industry focus
Large models have sprung up, catalyzing the industrial production of AI, and the Decoder only path is leading the transformation of the generative AI industry. Natural language processing capabilities continue to break new ground. The optimization of the computer vision track further complements the generation capability, and AI has begun to have the ability to understand and create the world in 3D, bringing more imagination to the industry.
Large models are known for their generalized reasoning capabilities, and NLP small models are known for their high maturity and cost-effectiveness, and the two are in the stage of integration and empowerment. The multimodal model of "great unification" is the focus of future development.
In terms of application, AI and automation technologies are being applied in an orderly manner in the IT network processes and business functions of mainland enterprises. Generative AI products are the first to be implemented in marketing, sales, product development, and other scenarios, helping enterprises reduce costs and increase efficiency.
China's attention and application of AI is at the forefront of the world, and the penetration of AI into various industries is accelerating. The scale of the intelligent computing power industry in mainland China is growing rapidly, and the application of upper-layer models has also driven the vigorous development of the AI basic data service market. However, the quality of the data layer and the performance of the computing power layer restrict the development of the model layer and the application layer.
IDC predicts that China is expected to become the world's largest datasphere by 2025. The mainland's data productivity will gradually improve, and data standards and ecological construction will also be further improved. As a new type of productivity integrating information computing power, network carrying capacity, and data storage power, computing power is the key to the development of artificial intelligence. According to iResearch's estimates, the scale of China's intelligent computing power market will reach 509.7 billion yuan in 2023. The development and construction of China's intelligent computing center should not only pay attention to hardware performance, network bandwidth, computing power scale and other hard power, but also pay attention to the integration of software and hardware capabilities, combined with industrial needs and regional characteristics.
At present, the number of general and vertical large models in China has increased. In 2023, the industry model will enter an explosive period, with medical care, finance, scientific research, and education as concentrated landing fields. The pace of generative AI application business in mainland China is steady, and more than 40 large models have been certified to work.
04
Artificial Intelligence Social and Regulatory Thinking
With the rapid development of AI technology, society is increasingly concerned about user privacy, security ethics and other issues, and enterprise applications are also limited by data security and trustworthiness. Only by taking multiple measures at the technical, regulatory, and standard levels can we continue to promote the development of the AI industry, avoid more derivative problems, and gain broad understanding at the social level.