生成型人工智能ai行业市场前景及投资研究报告-培训课件外文版2024.4

INDUSTRIES

&

MARKETSGenerativeartificialintelligence(AI)CHAPTER

01OverviewArtificialintelligence(AI)marketsizeworldwidein2021withaforecastuntil2030(inmillionU.S.dollars)Globalartificialintelligencemarketsize2021-20302,000,0001,800,0001,600,0001,400,0001,200,0001,000,000800,000600,000400,000200,00002021202220232024*2025*2026*2027*2028*2029*2030*3Description:AccordingtoNextMoveStrategyConsultingthemarketforartificialintelligence(AI)isexpectedtoshowstronggrowthinthecomingdecade.Itsvalueofnearly100billionU.S.dollarsisexpectedtogrowtwentyfoldby2030,uptonearlytwotrillionU.S.dollars.TheAImarketcoversavastnumberofindustries.Everythingfromsupplychains,marketing,productmaking,research,analysis,andmorearefieldsthatwillinsomeaspectadoptartificialintelligencewithintheirbusinessstructures.[...]

ReadmoreNote(s):Worldwide;*ForecastReadmoreSource(s):NextMoveStrategyConsultingGenerativeartificialintelligence(AI)marketsizeworldwidefrom2020to2030(inbillionU.S.dollars)GlobalgenerativeAImarketsizefrom2020to2030250200150100206.95181.9156.85131.8110.0788.35202566.62202444.8950023.17202211.2520215.6720202023202620272028202920304Description:ThegenerativeAImarketisexpectedtogrowbyleapsandboundsbetween2023and2030.Itstoodatjustunder45billionU.S.dollarsattheendof2023,nearlydoublethesizeof2022.Thisgrowthofnearly20billionU.S.dollarsannuallyisexpectedtocontinueuntiltheendofthedecade.ReadmoreNote(s):Worldwide;August2023Source(s):Generativeartificialintelligence(AI)marketsizegrowthworldwidefrom2021to2030GrowthofthegenerativeAImarketgloballyfrom2021-2030106%98.27%100%80%60%40%20%0%93.77%48.39%32.61%202524.59%202619.74%202719.01%202815.97%202913.77%203020212022202320245Description:ThegenerativeAImarketisexpectedtogrowataconsistentrateofbetween10and20percentthroughthedecadeuntil2030,slowingasthedecadedrawstoaclose.Thisisfollowingastaggering100percentgrowthfrom2021through2023.

ReadmoreNote(s):Worldwide;August2023Source(s):Globaltotalcorporateartificialintelligence(AI)investmentfrom2015to2022(inbillionU.S.dollars)AIcorporateinvestmentworldwide2015-2022100908070605093.591.967.8548.8544.0843.8140302010017.712.75201520162017201820192020202120226Description:In2022,theglobaltotalcorporateinvestmentinartificialintelligence(AI)reachedalmost92billionU.S.dollars,aslightdecreasefromthepreviousyear.In2018,theyearlyinvestmentinAIsawaslightdownturn,butthatwasonlytemporary.PrivateinvestmentsaccountforabulkoftotalAIcorporateinvestment.AIinvestmenthasincreasedmorethansixfoldsince2016,astaggeringgrowthinanymarket.ItisatestamenttotheimportanceofthedevelopmentofAIaroundtheworld.

ReadmoreNote(s):Worldwide;2015to2022Source(s):CrunchBase;NetBaseQuid;S&PCapitalIQ;StanfordUniversityCHAPTER

02GenerativeAItoolsNumberofartificialintelligence(AI)toolusersgloballyfrom2020to2030(inmillions)AItoolusernumbersworldwidefrom2020-2030800700600500400729.11673.83605.94529.77451.82378.8314.38300254.782023201.382001000154.262021115.912020202220242025202620272028202920308Description:PeopleusingAItoolsgloballywentpast250millionin2023,morethandoublingfromthe2020number.ThisgrowthinAItoolusersisexpectedtocontinue,pushingpast700millionbytheendofthedecade.ReadmoreNote(s):Worldwide;August2023Source(s):Growthofartificialintelligence(AI)toolusersworldwidefrom2020-2030(inmillions)WorldwideAItoolusergrowth2020-2030850750650550450350729.1673.8605.9529.8451.8378.8314.42024254.82023250201.42022154.3115.920201505020212025202620272028202920309Description:UsersofthevariousAItools,whethergenerativeimage,text,ormorebasicmachinelearningtools,arelikelytogrowconsiderablyoverthedecadebetween2020and2030.In2023thenumberofAItoolusersisjustover250million,anumberexpectedtotripletoover700millionin2030.ReadmoreNote(s):Worldwide;August2023Source(s):Leadinggenerativeartificialintelligence(AI)texttoolsmarketshareofusersgloballyin2023MarketshareofleadinggenerativeAItexttoolsworldwidein2023Shareofusers1002468121416182022ChatGPTJasperChatYouChat19.7313.4212.2812.14DeepLSimplifiedNeuroflashWritesonicTypeheroPerplexity9.749.378.737.487.110Description:ChatGPTisthemostwidelyusedtextgenerationAItoolintheworldin2023,withnearly20percentshareofusers.Itslaunchinlate2022markedasignificantspikeinbothawarenessandinterestinAItoolsandtheirdevelopment.ReadmoreNote(s):Worldwide;August2023Source(s):Leadinggenerativeartificialintelligence(AI)poweredimagetoolsmarketgloballyin2023(byusershare)MarketshareofleadinggenerativeAIimagetoolsworldwidein2023Shareofusers150510202530MidjourneyDall-E26.824.35NightCafe23.52Starryai12.7512.52StableDiffusion11Description:Midjourney,Dall-E,andNightCafeallhavearoundaquarterofusersoftheimagegenerationtoolmarketin2023.ThistrioofgenerativeAItools,releasedin2022,havehadsignificantinfluenceontheartcreationmarket.Theirusehascausedeverythingfromexcitementtoanger,dependingonhowlikelyyourprofessionsistobeaffectedbytheirart.ReadmoreNote(s):Worldwide;August2023Source(s):CHAPTER

03GenerativeAIbenchmarksComparisonofMMMU*benchmarkbetweenGoogle'sGeminiUltraandOpenAI'sGPT-4Vin2024BenchmarkcomparisonbetweenGoogle'sGeminiandOpenAI'sGPT-4in2024BenchmarkperformanceTech&engineering10Human&socialsciences20Health&medicine40Science50BusinessArt&design70Overall03060809047.178.367.3GeminiUltra**4856.759.47036.772.564.7GPT-4V(ision)(Playground)54.759.365.856.813Description:GeminiUltra,developedbyGoogle,hasbeatenOpenAI'sGPT-4intheMMMUbenchmark.OnlyinbusinessandsciencedidGPT-4performbetter.Theoverallqualityofthemodelsisverysimilar,withGeminionlyhavingathreepointleadonitsOpenAIdevelopedcompetitor.ReadmoreNote(s):Worldwide;2023-2024;*AccordingtosourceMMMUis:"Amassivemulti-disciplinemultimodalunderstandingandreasoning(MMMU)benchmarkforexpertAGI."**Accordingtosource:"Geminitakesintext,image,audio,andvideo,and[...]ReadmoreSource(s):CBInsightsComparisonofreasoningbenchmarksbetweenGoogle'sGeminiUltraandOpenAI'sGPT-42024ReasoningbenchmarkcomparisonbetweenGeminiUltraandGPT-42024GeminiUltra80.9%GPT-4120%100%95.3%90%87.8%86.4%83.6%83.1%82.4%80%60%40%20%0%Big-BenchHardDROPHellaSwagGeneral(MMLU)14Description:GeminiUltraandGPT-4aretheleadinggenerativeAIplatformsworldwide,andtheycomparealikeinthereasoningbenchmarks.GeminiUltraisslightlyaheadofGPT-4,beatingitinthreeoutoffourbenchmarkcategories.TheleadisnotsosignificantastoconsiderGPT-4alacklustermodel.ReadmoreNote(s):Worldwide;December2023Source(s):EncordComparisonofmathbenchmarksbetweenGoogle'sGeminiUltraandOpenAI'sGPT-4in2024MathbenchmarkcomparisonbetweenGeminiUltraandGPT-4in2024GeminiUltra94.4%GPT-4100%90%92%86.4%90%80%70%60%50%40%30%20%10%0%53.2%52.9%MMLUGSM8KMATH15Description:GeminiUltraandGPT-4aretheleadinggenerativeAIplatformsworldwide,andtheycomparealikeinthemathematicalbenchmarks.GeminiUltraisslightlyaheadofGPT-4,beatingitinbothmathematicalbenchmarksaswellasthegeneralMMLUbenchmarking.TheleadisnotsosignificantastoconsiderGPT-4alacklustermodel.ReadmoreNote(s):Worldwide;December2023Source(s):EncordComparisonofcodebenchmarksbetweenGoogle'sGeminiUltraandOpenAI'sGPT-4in2024CodebenchmarkcomparisonbetweenGeminiUltraandGPT-4in2024GeminiUltra74.4%GPT-4100%90%86.4%90%80%70%60%50%40%30%20%10%0%74.9%73.9%67%MMLUHumanEvalNatural2Code16Description:Google'sGeminiUltraandOpenAI'sGPT-4aretheleadinggenerativeAIplatformsworldwide,andtheycomparealikeinthecodecreationbenchmarks.GeminiUltraisslightlyaheadofGPT-4,beatingitinbothcodingbenchmarksaswellasthegeneralMMLUbenchmarking.TheleadisnotsosignificantastoconsiderGPT-4alacklustermodel.ReadmoreNote(s):Worldwide;December2023Source(s):EncordMMLUbenchmarkcomparisonbetweenmajorgenerativeartificialintelligence(AI)programsin2023ComparisonincapabilitywithMMLUbenchmarkformajorgenerativeAIprograms2023100%90%80%86.4%78%75%72.7%73%70%68.9%70%60%50%40%30%20%10%0%65.7%Grok-0(33B)LLaMa270BInflection-1GPT-3.5Grok-1Palm2Claude2GPT-417Description:OpenAI'sGPT-4istheundisputedleaderintheMMLUbenchmarkforgenerativeAImodels.TheLLMdevelopedbytheworld'smostheavilyfundedAIstartupscoredover86percentonthebenchmarkevaluation,comparedtoitsnearestrivalat78percent.ReadmoreNote(s):Worldwide;2023Source(s):xAIHumanEvalbenchmarkcomparisonbetweenmajorgenerativeartificialintelligence(AI)programsin2023ComparisonincapabilitywithHumanEvalbenchmarkforgenerativeAIprograms202380%70%60%70%67%63.2%48.1%50%39.7%40%30%20%10%0%35.4%29.9%Grok-0(33B)LLaMa270BInflection-1GPT-3.5Grok-1Claude2GPT-418Description:Claude2,developedbyrisingstartupstarAnthropic,isthemostcapablelargelanguagemodelgenerativeAIonthecurrentmarket.Itreachedasuccessratioof70percentwiththeHumanEvalbenchmark.Thisisparticularlynoteworthyasitisa0-shotevaluation,meaningallAIprogramsbenchmarkedagainstithadnothadpreviousdataofthissortnorprevioustrainingwiththetasks.ThismeansthatClaude2wasthequickestatabsorbingandunderstandingthetaskgiventoit.ReadmoreNote(s):Worldwide;2023Source(s):xAIGSM8kbenchmarkcomparisonbetweenmajorgenerativeartificialintelligence(AI)programsin2023ComparisonincapabilitywithGSM8KbenchmarkformajorgenerativeAIprograms2023100%90%80%70%92%88%80.7%62.9%62.9%56.8%56.8%57.1%60%50%40%30%20%10%0%Grok-0(33B)LLaMa270BInflection-1GPT-3.5Grok-1Palm2Claude2GPT-419Description:OpenAI'sGPT-4andAnthropic'sClaude2arethemostcapablelargelanguagemodelswhencomparedwiththeGSM8kbenchmarkin2023.TherapidincreaseinAIcapabilitiesisnoticeablewhencomparingthescoresofGPT-3.5andGPT-4,wherethelatteriterationscored35percenthigherthantheformer.ReadmoreNote(s):Worldwide;2023Source(s):xAICHAPTER

04GenerativeAIdevelopersFundingofartificialintelligence(AI)startupcompaniesworldwidefrom2020to2023,byquarter(inbillionU.S.dollars)AIstartupcompanyfundingworldwide2020-2023,byquarter2519.6201510518.818.417.81615.913.111.7109.79.58.68.78.58.27.977.17.17.10Q1'19

Q2'19

Q3'19

Q4'19

Q1'20

Q2'20

Q3'20

Q4'20

Q1'21

Q2'21

Q3'21

Q4'21

Q1'22

Q2'22

Q3'22

Q4'22

Q1'23

Q2'23

Q3'23

Q4'2321Description:Fundinginartificialintelligence(AI)startupsmaintainedastablegrowthintheyearsbeforethecoronavirus(COVID-19)pandemic,increasingfrom18billionU.S.dollarsin2017to26billionU.S.dollarsin2020.InvestmentsintoAI-drivenstartupsincreasedsubstantiallyasof2021,asgenerativeAIemergedandattheoutsetoftheCOVID-19pandemic,whenitbecameclearthatworkingfromhomeandcybersolutionswereapermanentpartoftheworkplace.Consequently,investments[...]

ReadmoreNote(s):Worldwide;2020to2023Source(s):CBInsightsLargelanguagemodelartificialintelligence(AI)developerfundinggloballyin2023(inbillionU.S.dollars)TotalfundingofLLMdevelopersworldwidein202316141412108643.41.520.640.470.320.14X10OpenAIAnthropicInflectionAlephAlphaCohereAI21labs22Description:OpenAIremainsthemostheavilyfundedlargelanguagemodel(LLM)developerworldwidein2023.Itsmostwellknownproduct,ChatGPT,launchedsomethingofagenerativeAIrevolutioninlate2022.ItsbackingbyMicrosofthasmadeOpenAIaleadingchampionintheLLMcompetition,thoughcompetitorslikeAnthropic,fundedbyGoogle,areclosingthegap.ReadmoreNote(s):Worldwide;2023Source(s):CBInsightsLeadingchatbot/conversationalAIstartupsworldwidein2023,byfundingraised(inmillionU.S.dollars)Fundingofchatbot/conversationalAIstartupsworldwide2023FundinginmillionU.S.dollars050100150200250300350400ASAPPMoveworksPoebyQuoraObserve.aiAda380305226214190.6Cresta151WoebotHealthForethoughtUshur123.39292Kasisto81.523Description:AsofDecember2023,thecompanyASAPPwasthemostfundedchatbot/conversationalAIworldwide,witharound380millionU.S.dollars.Bycontrast,thenextcompanyoperatinginthesamefieldhadalittleover300millionU.S.dollars.

ReadmoreNote(s):Worldwide;December2023Source(s):NFXLeadingMachineLearningOperations/Platformstartupsworldwidein2024,byfundingraised(inmillionU.S.dollars)FundingofMachineLearningOperations/Platformstartupsworldwide2024FundinginmillionU.S.Dollars02,0004,0006,0008,00010,00012,00011,300.1OpenAIScaleAI602.6415414.9259AdeptCohere.aiAnyscaleInflectionAIWeights&BiasesHuggingFaceOctoML225200160.2131.9118.5AI21Labs24Description:OpenAI,thecreatorsof2022sensationsDall-EandChatGPT,werethemostfundedMachineLearningOperations/Platformin2024.Thefullfundingforthe2015companywasvaluedatover11billionU.S.dollars.Bycontrast,thenextcompanyoperatinginthesamefieldhadalittleover600millionU.S.dollars.However,allofthetop10mostfundedMLOpsstartupshadafundingofover100millionU.S.dollars.ReadmoreNote(s):Worldwide;January2024Source(s):NFXNumberofGenerativeAIsolutionsontheGoogleCloudmarketplaceworldwideasofJanuary2024,bytypeNumberofgenerativeAIsolutionsonGoogleCloudmarketplace2024,bytype2018161412108196542210SaaSandAPIsVertexAIDataVirtualmachines25Description:InJanuary2024,atotalof27GenerativeArtificialintelligencesolutionswereavailabletocustomersontheGoogleCloudPlatform(GCP)marketplace.Mosttoolsbelongedtothesoftwareasaservice(SaaS)andAPIstype,with19tools,followedbytheVertexAItypewithfivetools.ReadmoreNote(s):Worldwide;January9,2024Source(s):GoogleCHAPTER

05GenerativeAIuseShareofrespondentsusinggenerativeAIatworkoroutsideofworkin2023,byregionShareofgenerativeAIuseatworkoroutsideworkworldwidein2023,byregionShareofrespondentsRegularlyusedforworkHavetriedatleastonceRegularlyusedforworkandoutsideofworkNoexposureRegularlyusedoutsideofworkDon'tknow020406080100120Asia-PacificDevelopingmarketsEurope4181936193911203423310914221145156GreaterChinaNorth-America1018463814361319327Description:MostrespondentsaroundtheworldhadtriedgenerativeAItoolsatleastoncein2023,thoughChinaandEuropeweresignificantlyhigherinthatregardthanotherregions.InfactGreaterChinahadthehighestoveralluse,withonly17percentneitherknowingorhavingnoexposuretogenerativeAI.DevelopingmarketshadtheleastinteractionwithgenerativeAIoverall,thoughtheywerethelikeliestonestouseitjustoutsideofwork.ReadmoreNote(s):Worldwide;11-21.April2023;1684respondentsSource(s):McKinsey&CompanyShareofrespondentsusinggenerativeAIatworkoroutsideofworkin2023,byindustryShareofgenerativeAIuseatworkoroutsideworkworldwidein2023,byindustryShareofrespondentsRegularlyusedforworkHavetriedatleastonceRegularlyusedforworkandoutsideofworkNoexposureRegularlyusedoutsideofworkDon'tknow0204060801002120AdvancedindustriesBusiness,legal,andprofessionalConsumergoods/retail51116124741152157161371140264Energyandmaterials68155019143Financialservices81618414Healthcare,pharma,andmedicalproductsTechnology,media,andtelecom6101744157141919379328Description:MostpeopleinnearlyallindustriesaroundtheworldhavetriedagenerativeAItoolatleastoncein2023.ThoseworkinginretailandconsumergoodsindustrywerethelargestgroupofthosewhohadnoexposuretogenerativeAItools.Ingeneral,thoseintechnology,media,andtelecomwerefarlikeliertohaveusedgenerativeAItoolsatworkoroutsideofworkregularly.ThisisperhapsunsurprisingasthesefieldsarethemostlikelytoinvolvetheuseofgenerativeAIinbusinesspractices.

ReadmoreNote(s):Worldwide;11-21.April2023;1684respondentsSource(s):McKinsey&CompanyUsageofartificialintelligence(AI)toolsweeklyin2023,byagerangeWeeklyusageofAItoolsin2023,byagerangeShareofrespondents0%10%20%30%40%50%60%70%80%18-2526-3536-4546-6060+75.3%58.3%50.3%42.3%34.7%29Description:In2023,theyoungesttechnologyprofessionalsintheagerangeof18-25werethemostreceptivetonewartificalintelligence(AI)tools,withaweeklyadoptionrateofabout75percent.TheadoptionrategoesdownastheageoftheITprofessionalsincreases.ReadmoreNote(s):Worldwide;June3to22,2023;3,240respondentsSource(s):ZeroToMasteryCHAPTER

06Specialfocus:UnitedStatesMarketsizeofgenerativeartificialintelligence(AI)marketintheUnitedStatesfrom2020to2030(inU.S.dollarsbillion)GenerativeAImarketsizeintheUnitedStatesfrom2020-203070605065.7158.651.4844.3740302010037.3130.2523.216.1420239.084.412.32202020212022202420252026202720282029203031Description:ThegenerativeAImarketisexpectedtogrowfromahumble16billionU.S.dollarsin2023toover60billionU.S.dollarsin2030,morethanquadruplinginsize.ThisconsiderablegrowthinthemarketfollowstheemergenceofgenerativeAItoolssuchasChatGPTandMidjourneyintothepublicsphere,increasingawarenessandinterestinthefieldconsiderably.ReadmoreNote(s):UnitedStates;August2023Source(s):Marketgrowthofgenerativeartificialintelligence(AI)intheUnitedStatesfrom2020to2030GenerativeAImarketgrowthUnitedStates2020-2030106%100%89.6%77.72%80%60%40%20%0%43.73%30.43%202523.33%202618.92%202716.04%202813.82%202912.14%2030202120222023202432Description:ThegenerativeAImarketintheUnitedStatesisexpectedtoshowincrediblystronggrowthuntil2024atwhichpointitwillbegintodecrease.Thisisinbecausethetechnologywillbegintomatureandsoinvestmentandmarketgrowthpossibilitieswillbesaturated.Thegrowthisstillexpectedtobestaggering,withdoubledigitpercentilegrowthkeepingthroughtheentiredecadeof2020-2030.ReadmoreNote(s):UnitedStates;August2023Source(s):Howmuchdoyouagreeordisagreewitheachofthefollowstatementsaboutartificialintelligence(AI)?OpinionsandconcernsofAIperrespondentsintheUnitedStates20232023202285%90%80%70%60%50%40%30%20%10%0%82%82%81%77%71%70%64%54%48%48%46%44%39%37%35%IbelieveAItechnologiesshouldbeIamconcerned

IbelieveindustryIbelievetheIbelieveAIIamwillingtorely

Ibelievetoday'sAI

Iamcomfortableabout"deepfakes"should

investmoreprimarypurposeof

technologyis

onAItechnologyto

technologiesare

withgovernmentandotherartificial

inAIassuranceAIistoassist,enhance,andempoweradvancedenough

performeveryday

safeandsecure

agenciesusingAIregulatedtoensureadequateconsumerengineeredcontentmeasurestoprotectthepublicforuseinmission-criticalapplicationsindefenseandtaskstomakedecisionsthatdirectlyaffectmeormyconsumersprotectionnationalsecuritycommunity33Description:PerasurveycarriedoutinJuly2023,amajorityofrespondentsintheUnitedStatesconfirmedthattheybelieveAIshouldberegulatedandthattheyareconcernedaboutdeepfakes.Asaresult,manyarelessfirmintheirbeliefthatAIiscurrentlysafeandsecure,withconcernsaroundAIusebygovernmentagencies.ReadmoreNote(s):UnitedStates;July13to17,2023;2,063respondents;18yearsandolderSource(s):HarrisX;MITREHowconcernedareyou,ifatall,aboutthefollowingr