In-depth Research and Prospect Study on AIGC Industry Market: AI Index Fluctuation Reached 6.06% in November
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In 2022, AIGC entered the commercial market, driving marketing technology directly into the 2.0 phase with a market size of 85 billion yuan. iMedia Consulting predicts that China's core AIGC market size will reach 276.74 billion yuan by 2028. The high internet penetration rate and increasing corporate digitalization provide fertile ground for the AIGC industry, offering abundant and sizable commercial scenarios for monetization.
AIGC is currently concentrated in creative work scenarios, including advertising and marketing, game creation, and artistic design. On one hand, creativity is a scarce resource, and AIGC's creativity greatly aids in inspiring ideas, assisting creation, and validating concepts. On the other hand, the widespread adoption of the internet has made 'everything go online,' sustaining strong demand for digital content consumption. AIGC can produce content at lower costs and higher efficiency, making its economic benefits increasingly prominent. However, AIGC still has significant room for improvement in content accuracy, detail control, and style personalization. Whether AIGC's potential can be fully realized depends on its effective integration with business needs.
11月人工智能指数涨跌幅为6.06%
The AI sector bottomed out and stabilized in November, with a rebound imminent. The AI sector industry index (884201.WI) fluctuated by 6.06% in November. The data transaction chain serves the entire industry and process of the data element circulation market, providing basic data transaction services, value-added services, guarantee services, and financial services for data assets.
With the establishment of the National Data Bureau, industrial policies will continue to intensify, opening up vast opportunities for the data element market. Focus should be placed on data asset holders, data element operators, and core suppliers of data element infrastructure.
AIGC Industry Market In-depth Research and Prospect Study
Chinese enterprises are rapidly globalizing, with games, social media, and other software from China gaining popularity worldwide. Data shows that China's self-developed games have a market share of over 20% in the U.S., Germany, the U.K., and other countries, while short-video platforms continue to grow their global monthly active users. As industrial globalization accelerates, the integration of 'plug-and-play' cloud computing with the entertainment industry is revealing new trends. In recent years, the closer integration of China's cloud computing technology and the entertainment industry has provided crucial support for 'going global.' Technology and entertainment companies expanding overseas are increasingly focusing on deep scenario integration and optimizing user experiences.
According to the 2023 Q3 report of Insig Group, the company's Q3 operating revenue and net profit attributable to the parent company increased by 43.49% and 40.88% year-on-year, respectively. For the first three quarters, operating revenue and net profit attributable to the parent company increased by 2.59% and 1.79% year-on-year, respectively. The company's performance shows a clear recovery trend, with steady business growth and gradually improving profit levels driven by strategic actions such as acquiring Yingxing Tianxia and focusing on performance-based marketing.
This year, the company has ramped up investments to independently develop the marketing AIGC application model InsightGPT based on its engine, releasing the InsightGPT beta version in the fourth quarter.
InsightGPT integrates over two decades of the company's accumulated methodologies in marketing, vast high-quality data assets centered on practical marketing case studies, and industry expertise. It forms unique algorithms for continuous iteration and optimization, creating a vertical-specific large model focused on marketing content creation, dissemination, and conversion. While addressing the pain points of applying general large models in marketing, it builds a 4A-level marketing intelligence core, making the model more marketing-savvy and enhancing content with "marketing insight," "creative communication," and "aesthetic expression," driving transformation in marketing productivity and production models.
NVIDIA delays shipments of H20 and other chips, signaling broad prospects for domestic AI chip substitution. On November 10, NVIDIA announced three AI chips for the Chinese market based on the H100: HGX H20, L20 PCle, and L2 PCle. Among them, the H20, designed for large model training, offers about 80% less theoretical computing power than the NVIDIA H100 GPU chip. However, it includes additional HBM memory and NVLink interconnect modules to improve cost efficiency, though its price is still expected to be higher than Huawei's Ascend 910B.
Given the domestic shortage of intelligent computing power and policy uncertainties, this situation may accelerate the domestic substitution process, benefiting related supply chains. In the future, AIGC-powered multi-industry applications could rapidly emerge, with potential blockbuster products soon hitting the market.
AIGC Technology Prospects
The maturing application of AIGC technology in short videos has lowered the barriers to video production, creating new opportunities in content creation. Riding the wave of the booming short video and mini-drama markets, content creators are discovering new horizons. As the technology advances further, AI-generated content may soon dominate creative platforms.
Gail Shan, Chairman of Elins, believes AIGC will significantly impact cultural creativity, entertainment, e-commerce, and knowledge services. In the future, these fields could replace over 50% of human labor, especially in long-tail tasks, reshaping the content creation landscape.
Notably, the infrastructure supporting AIGC development is steadily strengthening, suggesting the application side may enter a rapid growth phase.
In the fierce market competition, the ability of enterprises and investors to make timely and effective market decisions is the key to success. The AIGC industry report compiled by China Research Network provides a detailed analysis of the development status, competitive landscape, and market supply and demand of China's AIGC industry. It also examines the opportunities and challenges faced by the industry from the perspectives of policy environment, economic environment, social environment, and technological environment. Additionally, the report reveals potential market demands and opportunities, offering accurate market intelligence and scientific decision-making basis for strategic investors to choose the right investment timing and for corporate leadership to formulate strategic plans. It also holds significant reference value for government departments.