2024 China Artificial Intelligence Industry Research Report (PDF file)

China in 2024artificialintelligentIndustry Research Report, providing in-depth analysis of ChinaAIThe report outlines the industry's development status, trends, and challenges in 2024. It points out that in 2024, the country attaches great importance to...AITechnological development has been incorporated into national strategies, and local governments have introduced supportive policies to promote technological innovation and the construction of an industrial ecosystem. (2024 China)AIThe industry scale reached 269.7 billion yuan, with a growth rate of 26.2%, slightly lower than expected, mainly due to...Large ModelIts performance in real-world business scenarios did not fully meet customer needs, and its construction costs were high. With the development of DeepSeek and other similar technologies...open sourceThe emergence of models has helped ChinaAIIndustryHigh efficiencyMoving towards openness and autonomy. (Report Analysis)Large ModelImpact on the computing power industry, development of basic layer tools and products, model layeropen sourceInnovation drives commercialization practices, emphasizing the construction of a new generation of...AIThe importance of a security governance system.

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ChinaLarge ModelIndustry Macro Environment

ChinaartificialintelligentIndustrial policy environmentThe State attaches great importance to this.artificialintelligentTo promote development, a series of policies have been introduced to drive technological innovation, resource development, standard setting, and industry application. Local governments have responded actively, formulating tailored policies to their specific circumstances to promote development.AIAn industrial ecosystem has been formed.
ChinaartificialintelligentIndustrial Economic EnvironmentGDP growth is expected to slow in 2024, with CPI remaining low.AITechnology, as a new type of productive force, demonstrates broad development prospects. The economic situation...AIThe development of industry brings both challenges and opportunities.

ChinaartificialintelligentIndustrial Capital EnvironmentThe capital market continues to pay attention.artificialintelligentInvestment focuses on language andMultimodalThe industry encompasses areas such as model applications, chips, and computing power services. The foundational and application layers are developing in synergy, leading to a continuously improving industrial ecosystem.
ChinaartificialintelligentIndustrial Social EnvironmentGenerative formulaAIThe popularization of [the technology] has accelerated market education and significantly improved public acceptance, but issues such as job substitution and privacy security have caused some anxiety.
ChinaartificialintelligentIndustrial Technology EnvironmentTransformer architecture is dominant.Large ModelWe will continue to develop and research models based on reinforcement learning and thought chain optimization to enhance their reasoning capabilities, accelerate cross-modal fusion, and explore inference efficiency optimization and novel attention mechanisms.

ChinaLarge ModelIndustry Value Overview

ChinaartificialintelligentIndustry MapCoverageAIFoundation layer (computing power foundation, data foundation, algorithm foundation), technology layer (Machine LearningComputer visionintelligent(speech, etc.) and application layer (AI(including security, finance, and government affairs)Large ModelThe composition of layers and tool layers.
ChinaartificialintelligentIndustry scaleChina in 2024AIThe industry's scale reached 269.7 billion yuan, with a growth rate of 26.2%, slightly lower than expected. It is projected that China's GDP will grow from 2025 to 2029...AIThe industry will maintain an average annual compound growth rate of 32.1%, and the market size will exceed 1 trillion yuan in 2029.

Large ModelAnalysis of the impact of the location on the computing power industryIn 2024, some intelligent computing centers in certain regions were idle. With the explosion of inference applications, the demand for inference computing power has increased significantly, and the utilization rate of intelligent computing centers is expected to gradually improve.
Large ModelDrive sales of basic layer tools:distributedAIframe,LLMWith the continuous development of the Ops platform and all-in-one products, the deep integration of software and hardware advantages is accelerating...Large ModelTraining and deployment.

Model layeropen sourceInnovation drives commercialization practices:open sourceModels like DeepSeek, based on innovative model architecture and training task optimization, significantly reduce training and inference costs, driving...Large ModelCommercialization practices.
Application vendors are increasingly vying for market share.Application-layer product performance has become the focus of competition, with price and traffic becoming the core competitive strategies.Large ModelPractices are becoming more customized and product-oriented.
B-endLarge ModelCommercialization processB-endLarge ModelCommercialization is mainly project-based; the number and value of successful bids in 2024...fastGrowth was primarily concentrated in government affairs, education, communications, and energy sectors, with iFlytek and Baidu being the main winning bidders. In early 2025, DeepSeek...open sourceThe model promotes cooperation within the B2B industry ecosystem.

C-endAIProduct niche analysisConsumer-facing (C-end) market in 2024AIThe product is developing rapidly, covering content creation,intelligentDialogue, emotional companionship, etc., are mainly based on "freeThe "+subscription" model suffers from insufficient user stickiness, and the product form and ecosystem barriers are not yet stable, leading to fierce market competition.
In-depth product insightsAI Coding:AI Coding products are based onautomaticCode generation improves developer efficiency and lowers the barrier to entry for programming. Breakthroughs in related technologies are expected in 2024, driving the evolution of products from auxiliary to autonomous, and potentially enabling end-to-end implementation from natural language requirements to software development and delivery.
In-depth product insightsAIhardware2024AIIt becomes a selling point for hardware such as mobile phones and computers, driving the development of the terminal side.AIdevelop.AIHardware products coverAITools, educational companions, wearable devices, and other related fields are expected to give rise to entirely new edge devices in the future, expanding [the market].AIHardware possibilities.

ChinaLarge ModelIndustrial and commercial processes

Speech modalityProduct formAIVoice solutions andAIWith a focus on generation, speech recognition and generation capabilities continue to improve, with a particular emphasis on end-to-end speech processing.Large ModelTechnical architecture.
Visual modalityFocusing on machine vision and generative technologies, with the Transformer architecture as the main technology, the products have a clear positioning and are designed to target the government (G), large business (B), small and medium-sized business (B), and consumer (C) markets.

Language modality andMultimodal:MultimodalThe architecture will still focus on a single path of generation or understanding, with the expectation of deeper technological integration in the future. This will be based on a large language model.AIMost of the products are within the reach of major manufacturers, especially in the consumer (C-end) ecosystem.
AIProduct Business Model Analysis:AIProduct monetization paths are currently dominated by project-based and subscription-based models, and new products may be accompanied by new business models.
AIProduct export attemptsGoing global has become a key strategy for companies to expand their markets and increase revenue, with product focus mainly on...AIImages/videosAIIn areas such as social/emotional companionship.

ChinaLarge ModelIndustry Practice Cases

ByteDanceProvides one-stop services for businessesLarge ModelandAINative application development and service platform, with a rich variety of top-level applications, integrating...MultimodalInteractive and ecosystem collaboration technologies provide personalized services.intelligentServices andHigh efficiencyExperience.

Alibaba MailServing millions of enterprises, a leading enterprise email product in China, with integration capabilities for various scenarios.AI,automaticEnhance the value of email services through digitalization capabilities.
DeepSeekFocusLarge ModelThe underlying technology research and development has achieved industry-leading levels in its general-purpose model and inference model, adopting...open sourceThe strategy aims to overcome the performance and cost bottlenecks of the model through engineering optimization and algorithm innovation.

ChinaLarge ModelIndustry development trends

AI AgentAdvancedModel capabilities, tool ecosystem, and market demand work synergistically to continuously drive development.AgentIts general-purpose evolution continues to evolve towards complex tasks, accelerating towards the pinnacle of autonomous closed-loop capability of "decision-execution-reflection".

physicsAIevolutionAs a converged digitalintelligentPhysics is a bridge to the physical world.AIBecoming the next generationAITo gain a competitive edge, it is necessary to address a series of challenges, including hardware acceleration and software optimization, and cross-industry ecosystem collaboration.
DeepSeek's Industrial ValuePromote technology inclusion and equality, accelerateLarge ModelThe penetration of applications into both industrial and consumer sectors has restructured the path of technology diffusion and promoted...artificialintelligentImplementation at the application level.
artificialintelligentConstruction of a security governance systemSafety is the red line for industrial development, and a system oriented towards the next generation needs to be built.artificialintelligentThe governance framework works collaboratively across multiple levels, including technology, business, law, and ethics, to ensure...artificialintelligentSafe development.

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