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Apple's car-building project was launched for ten years, and finally decided to give up, which caused widespread attention and speculation. Some foreign media reported on the reasons why Apple abandoned the self-driving car project.
The report pointed out that Apple's top management was shocked by the powerful potential of generative AI technology after experiencing first-hand the chatbot ChatGPT launched by OpenAI. They fear that as these technologies continue to advance, emerging AI technologies could threaten the iPhone's market dominance and even potentially replace iOS as the main operating system, affecting its App Store, which has an annual revenue of about $24 billion.
Against this backdrop, Apple has embarked on a massive restructuring plan to prioritize generative AI.
At the same time, Apple's executive team is also deeply aware of the gap between Siri and ChatGPT in terms of conversation coherence and contextual understanding. In order to improve Siri's performance, Apple decided to "brain transplant" it, by introducing more advanced AI technology, so that it can better understand user needs and provide smarter and more personalized services. Apple's Siri is about to usher in a series of blockbuster generative AI upgrades.
According to six people familiar with the research and development of Apple's car in the past decade, Apple has invested more than 10 billion US dollars (about 72 billion yuan) in car manufacturing projects.
Earlier, Da Mo analyst Adam Jonas pointed out in a report that the reason why Apple abandoned building cars is mainly about data. He argues that building a car is a highly specialized problem of computer vision, robotics, and AI at the edge that must be tested and iterated on by vehicles that collect visual data on hundreds of billions of miles of public roads. In comparison, Tesla's fleet has traveled more miles in just a few minutes than the Apple team has traveled in a year.
While Apple's pace has been a bit sluggish in the current generative AI boom based on large language models, recent developments suggest that the tech giant is accelerating its catch-up and intent on gaining a foothold in the AI space.
In order to improve Siri's performance, Apple did not hesitate to spend hundreds of millions of dollars to buy a large amount of news data from major news media and social platforms, including text, images, audio, video, etc., to build a huge data set. The data is used to train Apple's generative AI model in the hope of making Siri smarter.
The global generative AI industry is rapidly evolving and growing. More and more companies and research institutes are investing in the research and development of generative AI technology, hoping to develop more intelligent, natural and humane AI products and solutions. Generative AI technology has shown great potential in language generation, image generation, music generation and other fields, and plays an important role in improving the way people live and work. With the continuous advancement of technology and the continuous expansion of application scenarios, the generative AI industry will continue to become one of the hot spots in the global technology field.
The development status of video-based generative AI products
There are many video-based generative AI products on the market, including AI editing tools, AI video creation tools, AI text-to-video generation tools, and AI virtual human outbound video generation. The AI Toolset website includes more than 40 video-based generative AI products. Due to the diversity of video types, AI products in the video field focus on more subdivided functions, and each video AI tool has its own unique characteristics, providing sufficient tool support for video creators.
The comprehensive competitiveness of artificial intelligence multimodal large model enterprises in China's generative AI industry
According to the 2024 ranking of the top 10 Chinese artificial intelligence multimodal large model enterprises in terms of comprehensive competitiveness released by CCID Industry and Information Technology Research Institute, Tencent, iFLYTEK and Alibaba are the top three, showing that these three companies have a leading position in the Chinese market. Most of the other companies on the list are giants in the Internet technology industry.
Global generative AI industry market size and forecast
With the widespread attention of ChatGPT, generative AI has become a hot topic in all walks of life around the world. Tech giants and AI vendors are jumping into the fray so as not to miss out on this tech extravaganza. Industry leaders and media see the generative AI wave as similar to the early mobile internet opportunity, which will have a profound impact on the global economy and industries, and will usher in significant opportunities for change for enterprises. According to Bloomberg Intelligence, the global generative AI market size will be about $67 billion in 2023 and is expected to reach $728 billion and $1.3 trillion by 2029 and 2032, respectively, with a compound annual growth rate of 42%.
IDC most
According to the recently released Global AI and Generative AI Spending Guide, the total global AI (AI) IT investment was $132.49 billion in 2022 and is expected to increase to $512.42 billion by 2027, with a compound annual growth rate (CAGR) of 31.1%. Regarding generative AI, it is expected that by 2027, 45% of enterprises will master and use generative AI to co-develop digital products and services, doubling revenue growth compared to competitors. IDC predicts that the global generative AI market will grow at a compound annual growth rate of 85.7%, and the global generative AI market will be close to $150 billion by 2027.
Changjiang Securities pointed out that the main promotion of generative AI to the storage industry is concentrated in two aspects. First of all, with the continuous investment in large model training and inference, the demand for GPUs is growing rapidly, and HBM will benefit a lot as a storage product with a significant increase in GPU loading. Second, with the continuous development of device-side AI, AIPC and AI mobile phones will significantly improve the computing performance of PCs and mobile phones, thereby driving a significant increase in the number of DRAM units deployed. It is expected that by 25 years, the penetration rate of AIPC and AI mobile phones will reach 37% and 23%, respectively.
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