preface
In the second half of 2024, the application of generative AI industry has begun to emerge, and applications in AI search, AI office, AI education and other fields have gradually been recognized by the market and users. As a new quality productivity of office learning, generative AI is continuing to reshape efficiency and experience, and PPT, as an indispensable transmission medium for demonstration, reporting and training in the process of office and teaching and learning, continues to penetrate on the user side under the reshaping of AI. So, how can AI be integrated with PPT? What kind of new experience has it brought to users? In this article, we focus on the new AI development track of intelligent PPT, and reveal the development status and broad growth potential of the intelligent PPT industry from the key perspectives of industry growth drivers, industry value, major players, market share, and future trends.
(The content of this article is excerpted from Yuehu Analysis's "2024 Smart PPT Industry Market Analysis Research", and the full report will be released in mid-August)
First, the rapid rise of the industry, why is smart PPT born?
Entering 2024, "artificial intelligence+" has become a key task for the generative AI industry, and all walks of life have paid close attention to the progress and effect of the application of generative AI in the industry. As an important direction that reflects AI productivity and focuses on the layout of industry players in the early stage, AI+ collaborative office has undoubtedly become the most abundant subdivision in the overall industry, and the AI+ collaborative office ecology continues to upgrade, and applications have sprung up. According to the deep synthesis service algorithm filing data released by the Cyberspace Administration of China, there are currently more than 1,400 applications of generative AI filing models in China, among which the number of applications in the field of office collaboration accounts for the highest proportion, and the AI+ collaborative office track has begun to take shape, and has formed AI documents, AI forms, AI slides, AI meetings and other subdivided product tracks. Among them, as an emerging PPT production tool with information query, content generation, and template custom editing, intelligent PPT has formed an independent industry track, and is in the leading market development stage in the first-level industry of AI collaborative office.
AI-empowered PPT has a broad space for development, not only in workplace office scenarios, but also has a strong driving force in the industry. Specifically, the first feature is that the crowd covers a wide area, and the white-collar group is an important user group of PPT, in the daily work of white-collar workers, the production of PPT is almost the basic office ability that every white-collar worker in the workplace will know, and according to the data of the National Bureau of Statistics, the current white-collar group in mainland China has nearly 200 million. The second is the high frequency and importance of its service scenarios, PPT itself is a daily display and reporting carrier for white-collar workers in the workplace, covering high-frequency scenarios such as analysis and planning, marketing, training sharing, summary and reporting, etc., compared with AI documents, forms and other scenarios, the importance is higher, in the field of workplace office, users have higher requirements for the quality of PPT output; The third is the laborious and time-consuming nature of traditional PPT production, because users have high-quality requirements for PPT content and effects, in the whole process of conception, reference, output, beautification, etc., users need to spend higher energy and time to produce, under the traditional PPT tool capabilities, although there are a large number of templates for improving efficiency, this problem is almost difficult to crack; Not only that, the production scene of PPT is not only the workplace office scene, but also the teaching and learning scene is also a major direction. According to public statistics, the total number of full-time teachers in mainland China has exceeded 18.8 million, and the total scale of higher education has reached 47.6319 million. debriefing and other tasks. In general, in the early stage of the development of the intelligent PPT industry, due to the ability level of the AI large model itself, it is easier to match the demands of teachers and students.
The experience efficiency of traditional PPT tools has reached a bottleneck, and the creation experience of massive users needs to be improved urgently, and the pain points of the industry are obvious. According to the monitoring and analysis of Yuehu big data, although the traditional PPT tool has gone through decades of development, the market has already entered a mature stage, and the maturity of user training has almost reached its peak. However, in the process of making traditional PPT, users still have a negative experience of nearly three-thirds of users, among them, frustration, disappointment, anger and even anxiety are the negative feelings that exist in the traditional PPT tool at high frequency. Overall, the experience and efficiency of traditional PPT tools have reached the ceiling, and can no longer further meet the needs of users, which includes not only the limitations of the generation efficiency of the single PPT tool in the production of traditional PPT tools, but also the need for users to use a large number of additional tools (such as brain maps, material libraries, documents, etc.) in order to make PPT in the traditional mode, and the production process often requires repeated search and frequent interaction, resulting in poor user experience.
Therefore, it is imperative to improve the efficiency and experience of user PPT creation in the whole process and one-stop. The technological empowerment of generative AI provides a huge space for efficiency and experience change. At present, the intelligent PPT tool has come into being, showing large parameters, high general, automatic generation and other characteristics completely different from the traditional PPT tool, under this condition, the user and PPT interaction mode is expected to achieve innovation, promote the PPT production interaction mode from manual production, to online collaboration, to the overall transition to the era of intelligent generation, users in the intelligent PPT blessing, PPT production efficiency will be greatly improved. On the other hand, under the empowerment of AI, it is expected to reintegrate the user creation link, help users complete PPT production under the one-stop platform, and reduce the creative process.
2. In the era of intelligent generation, how does intelligent PPT empower user value?
In the era of intelligent generation, intelligent PPT, tools empower users to value throughout the whole process. Compared with traditional PPT tools, we believe that smart PPT products have built a completely different and differentiated experience, and smart PPT will bring changes in the reconstruction of the production experience process for users. At present, intelligent PPT products have covered several core capabilities such as auxiliary ideation, rich generation interaction, content generation and understanding, massive templates, intelligent beautification, and intelligent auxiliary writing, which focus on the whole process of PPT creation from conception, reference, output, and beautification, to empower users and improve efficiency, and highlight key values such as reducing human input, reducing creation time, and improving output quality.
Driven by the above core capabilities of intelligent PPT, the experience of user PPT creation process is close at hand. When users use traditional PPT tools to create, it is more likely to take "user conception - material template search - full manual editing - full manual modification and beautification" as the main process, and manual editing accounts for most of the investment in the creation process; In the new era driven by intelligent PPT tools, the user's creative process will change to "input theme - template selection - intelligent generation - manual modification", in which the user's manpower investment has migrated from the whole process to the front-end thinking and back-end beautification, and the manpower investment of intelligent PPT allows users to edit the link in the creation is greatly reduced. At the same time, these complicated multi-step links are expected to be completed in a one-stop platform. In the future, in the process of gradual penetration of intelligent PPT tools into the market, more and more users will have overall changes in the interactive link and individual productivity of PPT creation affairs, and the productivity improved by intelligent PPT will further liberate the user labor force, promote employees to have more energy to invest in the conception process, and the efficiency of enterprise staff office, teachers and students learning and creating will be improved as a whole.
3. How are the participants in the smart PPT industry performing with the rapid entry of market players?
Under the huge demand prospect of the smart PPT market, it has attracted a number of different types of players to participate in the competition. From the perspective of the types of participating players, there are many upstream and downstream enterprises related to PPT creation that are gradually transforming into the intelligent PPT track. At present, there are three types of mainstream players of smart PPT: the first type is the traditional office suite manufacturers, such as WPS, Office, Xmind, etc., which themselves are widely used by a large number of users as a tool for daily use, and have a certain advantage in entry traffic. The second is knowledge resource management software manufacturers, such as Baidu Library, iSlide, etc., which have accumulated a large amount of knowledge and design content around the service goal of user-edited content and PPT in the past, which has become a major advantage in the quality of intelligent PPT generation; The third category is a group of independent intelligent PPT start-up manufacturers that conform to the rise of AI entrepreneurship, such as AIPPT, ChatPPT, etc., which initially focus on the concept of AI+ and independent track cognition. All kinds of participating players are trying to build their own intelligent PPT capabilities or comparative advantages to attract more users to choose to use it. Judging from the characteristics of various types of players, compared with independent intelligent PPT start-ups, knowledge resource management players and office suite players entering the intelligent PPT market have the advantages of traffic (matching the background of the original product characteristics), user habits, brand awareness (stronger acceptance of user migration) and content ecology (accumulation of resource advantages such as articles and data), which will be expected to improve the effect of intelligent PPT generation with content resource advantages on the basis of the original user market. To solve the pain points of traditional users' time anxiety and a large amount of manual investment in the PPT production process, such players may have a better chance to win in the market competition of smart PPT in the future.
The intelligent PPT industry has completed early user penetration, and the industry market has begun to take shape. A group of stable and loyal users in the market are continuing to use smart PPT tools. According to Yuehu data, the number of users in the smart PPT industry has reached 9.2 million in June 2024, and the compound growth rate of the industry's user scale in the past three months has reached 21%. Among them, Baidu Library is the largest manufacturer brand in the current smart PPT industry (that is, the user call volume of the intelligent PPT function in Baidu Library), accounting for 80%, and the compound growth rate of user scale in the past 3 months has reached 23%, which is higher than the industry average. On the whole, the development trend of the smart PPT industry is good, with both user scale and growth rate, and it is expected to maintain a sustained growth trend in the future.
As the leading manufacturer of knowledge documents, Baidu Library has quickly stood out in the field of intelligent PPT. At present, Baidu Library has been upgraded to a one-stop AI content acquisition and creation platform, with its own massive library resources as the entry point, integrating AI creation, and providing the ability to generate documents, PPT, mind maps, research reports and other types of content. In terms of the use experience of intelligent PPT, Baidu Library integrates an assistant into the original library interface, and users can use an assistant that integrates search and generation to generate PPT, which maximizes the efficiency of user convenience and functional accessibility, and realizes the diversion and conversion of Baidu Library users. Through comparative analysis, we found that Baidu Library's intelligent PPT has quite rich features in the whole user journey from conception and production to beautification and modification. For example, it supports a variety of generation methods, such as instruction generation, upload document generation and other mainstream methods to meet the universal needs of users, and also supports more rich generation forms such as picture generation, multi-document merge generation, mind map generation, and specified page number generation, and can support the refined demands of user-generated intelligent PPT, so as to realize the effective implementation of intelligent PPT on the user side under the current development level of generative AI; Secondly, Baidu Library's intelligent PPT also supports customization or upload templates during the generation process, so as to better match the PPT creation scenarios of users in enterprises and school scenes, and meet the personalized creation needs of organizations and individuals; In addition, after the user confirms the generation and forms the first draft, it can also be freely edited or modified through AI capabilities, such as supplementing the generated PPT content, adding chart content, or replacing pictures according to the user's needs and contextual understanding, so as to maximize the ability of AI to mine PPT production scenes.
From the perspective of generation effect, Baidu library has been able to support a variety of input forms (instructions, based on existing files, based on pictures, etc.), for a variety of industries, different themes of PPT content generation. Through the actual test, it can be found that Baidu Library's intelligent PPT has formed a good foundation in content understanding and generation, Baidu Library has been able to understand the generation needs of a variety of industries, such as finance, automobile, digitalization, education and other industry content, including subdivided topics in the industry (such as new energy strategic marketing topics in the automotive industry, etc.), the text and picture content generated by intelligent PPT are well related to the preset theme, which can show a complete and clear structural logic, and can also be based on specific topics. Generate more refined corresponding content results (for example, with the theme of new energy vehicles, the corresponding product routes will present pure electric passenger vehicles, pure e-commerce vehicles, plug-in hybrids, etc.). It can be found that Baidu Library resonates with its own document resources and the massive user disk and high-quality generation experience of the library itself, realizing the rapid growth of its own intelligent PPT user scale, and has embarked on a successful path for the growth of intelligent PPT products.
Fourth, after the initial stage of development, how will the intelligent PPT industry develop in the future?
The intelligent PPT industry has gone through the first round of introduction. At present, the concept of intelligent PPT has been effectively verified by the market, but this does not mean that the intelligent PPT product has completed the maturity, with 200 million white-collar workers, and 60 million teachers and students as the target market, the potential market space of intelligent PPT is still very broad. We believe that based on the growth and development performance of the smart PPT industry in the past six months, the future may usher in the next growth period of the smart PPT industry and usher in the further maturity and prosperity of the industry.
The products, users, and markets of the intelligent PPT industry will continue to evolve. At the product level, intelligent PPT products will still be upgraded, the current intelligent PPT products for users still cannot fully meet the demands, cross-modal functions, based on industry, user preferences of the content depth understanding ability will become the key to the future development of intelligent PPT, intelligent PPT not only needs simple generation and editing capabilities, but also needs to have the function of optimization and adjustment at any time in the editing process, such as picture generation, audio and video insertion, text optimization, knowledge search, etc., at the same time, The usability of intelligent PPT production content still needs to be further improved to generate PPT content that more accurately matches user demands, and the polishing of these product capabilities may become the key to the next round of user experience. From the user's point of view, in the future, the PPT workflow and experience of users in the overall market will be reshaped, and the overall workload and back-end beautification workload of "ideation-search materials-production beautification" in the user's PPT creation will be further reduced, and the convenience and efficiency of user adjustment and modification will be higher. I prefer a highly integrated intelligent PPT tool. At the market level, under the broad user demand and market prospects, the number of market participants in the smart PPT industry may further increase, and the market competition will become fierce, in the short term, the industry can still obtain user traffic with AI concept + promotion and customer acquisition means, but in the future, manufacturers need to be able to truly combine industry knowledge data, user preference data, upstream and downstream capabilities (such as mind maps, galleries, etc.), and integrate them into the office document and content ecology, so as to be able to obtain user recognition and competitive barriers in the next round of fierce competition in the industry.
Overall, the smart PPT industry is creating unprecedented value for users, and it is worth continuing to follow up. Intelligent PPT realizes the subversive transformation of the creation experience and efficiency of traditional PPT tools, breaks the efficiency barriers of the traditional PPT production mode, and the market scale of the industry has also grown and maintained a rapid growth trend. We believe that intelligent PPT is currently a successful case in the exploration of AI application in the industry, and the integration of AI and PPT has effectively transformed the market's expectations for the development of generative AI into productivity. Looking forward to the next round of development of the intelligent PPT industry, first of all, we believe that intelligent PPT will be deeply integrated with the characteristics of the enterprise, the industry and user preferences, and the intelligent PPT products are expected to provide users with more customized and accurate generation results, so as to truly realize the efficiency and empowerment of the whole value chain of PPT creation; For users, the production mode of PPT will continue to evolve in the future, and the proportion of human investment in it will continue to decline.