The explosion of large models such as "ChatGPT", "Wenxin Yiyan" and "Pangu Chat" has promoted a new round of artificial intelligence technology development, and AI model-related research and products continue to emerge. China's early deployment in the field of artificial intelligence has laid a solid foundation for the development of large models, and under the joint promotion of government, industry, academia and research, systematic research and development capabilities covering theoretical methods and software and hardware technologies have been established, and the research and development of large models has shown a vigorous development trend.
Policies and measures have been issued at the national and local levels to encourage and support the development of the AI large-scale model industry
Since the beginning of this year, China's AI large model industry has developed rapidly, and local governments have actively formulated relevant policies to accelerate the development of the large model industry. In December 2023, the National Data Administration issued the Three-Year Action Plan for "Data Element X" (2024-2026) (Draft for Comments), proposing to support the development of large models with scientific data, build high-quality corpora and basic scientific datasets, and support the training of large models of general artificial intelligence and artificial intelligence in vertical fields. At the same time, Beijing, Shanghai, Shenzhen, Anhui, Sichuan and other provinces and cities have also successively introduced measures for the development of the large model industry to accelerate the application of large models.
In May 2023, the people of Beijing issued the "Implementation Plan for Beijing to Accelerate the Construction of an Artificial Intelligence Innovation Source with Global Influence (2023-2025)", proposing to build an efficient and collaborative large-scale model technology industry ecology. We will build an open source platform for large model algorithms and tools, build a complete large model technology innovation system, and actively strive to become a national artificial intelligence open ecological technology innovation center.
In May 2023, the General Office of the Shenzhen Municipal People's Government and the General Office of the Shenzhen Municipal Committee of the Communist Party of China issued the "Shenzhen Action Plan for Accelerating the High-quality Development and High-level Application of Artificial Intelligence (2023-2024)", mentioning that focusing on the fields of general large models, intelligent computing chips, intelligent sensors, intelligent robots, and intelligent networked vehicles, the implementation of major special support plans for artificial intelligence science and technology, and the focus on supporting the creation of open source general large models based on domestic and foreign chips and algorithms;Support key enterprises to continue to develop and iterate commercial general models.
In October 2023, five departments, including the Shanghai Municipal Commission of Economy and Information Technology, issued the "Several Measures for Promoting the Innovation and Development of Artificial Intelligence Large Models in Shanghai (2023-2025)", proposing to implement the large model intelligent computing power acceleration plan, build a municipal-level intelligent computing power overall scheduling platform, and build large-scale advanced computing power scheduling and supply capacity.
Source**: Compiled by China Business Industry Research Institute.
Artificial intelligence technology is rapidly iterating, and the scale of the AI large model market is expanding
Artificial intelligence is a widely used technology, with the help of machines to reshape human beings to integrate information, analyze data, help human beings improve efficiency, optimize decision-making and judgment, has become a key field of scientific and technological innovation and an important pillar in the era of digital economy. According to the "2022-2027 Chinese Artificial Intelligence Industry Demand and Development Trend Prospect Report" released by the China Commercial Industry Research Institute, the market size of China's artificial intelligence industry will reach 284.5 billion yuan in 2022, with an average annual compound growth rate of 55 during 2017-20220%。According to analysts from China Commercial Industry Research Institute**, the scale of Chinese artificial intelligence market will reach 337 billion yuan in 2023 and 401.5 billion yuan in 2024.
Data**: Compiled by China Business Industry Research Institute.
At present, the explosion of large models such as "ChatGPT", "Wenxin Yiyan" and "Pangu Chat" has promoted a new round of artificial intelligence technology development boom, AI model-related research and products continue to emerge, and the scale of China's large model industry is growing rapidly. According to the "Research Report on the Panorama and Opportunity Insight of Chinese Intelligent Large Model Industry in the Series of Artificial Intelligence Special Topics" released by the China Commercial Industry Research Institute, the market size of China's large model industry has increased from 1.5 billion yuan in 2020 to 7 billion yuan in 2022, with an average annual compound growth rate of 11602%。According to an analyst at the China Business Industry Research Institute, the scale of China's large-scale model industry will reach 14.7 billion yuan in 2023 and 21.6 billion yuan in 2024.
Data**: Compiled by China Business Industry Research Institute.
The number of AI large models ranks second in the world, and related products have been listed through filing
From a global perspective, the R&D and application of large models are actively promoted all over the world, among which the total number of general large models released by the United States and China accounts for 80% of the global releases, becoming leaders in the field of large model technology. China's various deployments in the field of artificial intelligence in the early stage have laid a solid foundation for the development of large models, and systematic research and development capabilities covering theoretical methods and software and hardware technologies have been established, forming a large model technology group that closely follows the world's cutting-edge. According to the data released by the "New Generation Artificial Intelligence Development Research Center" of the Ministry of Science and Technology, as of 2023, the total number of large models with parameters of more than 1 billion in China will reach 79.
Data**: Compiled by China Business Industry Research Institute.
The Interim Measures for the Administration of Generative AI Services, issued by the Cyberspace Administration of China (CAC), the National Development and Reform Commission, the Ministry of Education, and the Ministry of Science and Technology, will come into force on August 15, 2023.
On November 4, about 11 companies, including NetEase Youdao ("Ziyue" large model), Ant Group (Bailing large model), Facing Wall Intelligence ("Facing Wall Luca"), Mobvoi ("Sequence Monkey"), Kunlun Wanwei ("Tiangong" large model), and other AI large model products were approved and opened to the whole society. In addition to the first batch of more than 10 large models, more than 20 large models have been approved. With the approval of the landing, many people are rushing to the front, and the AI large model is expected to quickly enter the stage of fighting for native applications and the landing of industries.
Source**: Compiled by China Business Industry Research Institute.
The R&D and innovation capabilities of AI large models have been enhanced, and the commercial application of the industry has been accelerated
From the perspective of development mode, different innovation subjects such as domestic universities, scientific research institutions, and enterprises actively participate in the research and development of large models. Among the 79 large models with parameters of more than 1 billion in China, the number of joint research and development by enterprises, universities and scientific research institutions and schools and enterprises is 36, 29 and 14 respectively, accounting for respectively. 72%, there is still a lot of room for development in the joint development between academia and industry.
Data**: Chinese Intelligent Large Model Map Research Report", compiled by China Commercial Industry Research Institute.
The industrial application of large models is developing along two paths, one is the continuous expansion of the application field of general large models, and a number of generalized large models in China, such as Wenxin Yiyan, Tongyi Qianwen, Zidong Taichu, and Xinghuo Cognition, are developing rapidly, creating a cross-industry generalized artificial intelligence capability platform, and its application industry is accelerating the penetration of office, life, and entertainment into medical care, industry, education, etcSecond, a number of specialized large models for vertical fields such as biopharmaceutical, remote sensing, and meteorology have been continuously deepened, giving full play to their advantages in field depth and providing high-quality professional solutions for specific business scenarios.
Data**: Chinese Intelligent Large Model Map Research Report", compiled by China Commercial Industry Research Institute.
Prospects for the development of AI large models
1.The scale of AI basic data services has grown
In the AI industry chain, algorithms, computing power, and data together constitute the three core elements of technology development. The implementation process of the algorithm model from technical theory to application practice depends on a large amount of training data. The more, more complete, and higher quality the training data, the more reliable the conclusions inferred by the model. With the development of emerging technologies such as artificial intelligence, blockchain, and IoT, the scale of basic data services in China and even in the world has grown rapidly. In the future, the realization of complex intelligent scenarios such as intelligent manufacturing, metaverse, and generative AI will put forward higher requirements for artificial intelligence basic data services.
2.The construction of computing infrastructure has been accelerated
Computing power is an important support for the development of AI models. It is very important to speed up the construction of computing infrastructure, optimize the distribution of computing resources, and improve the intensity of computing power application. With the deployment of the national hub node of the national integrated computing power network and the advancement of the "Eastern Data and Western Computing" project, the construction of China's computing infrastructure has developed rapidly, and the scale of computing power has continued to expand. According to the "Guidelines for the Innovation and Development of Intelligent Computing Centers" jointly issued by the State Information Center and Inspur Information, more than 30 cities across the country are currently building or proposing to build intelligent computing centers, and during the "14th Five-Year Plan" period, investment in intelligent computing centers can drive the growth of artificial intelligence core industries by about 29-3.4 times.
3.The application prospect of large models is broad
At present, the development of large models presents a development path from technology to products and then to commercial applications, and continues to penetrate into vertical industries. From the perspective of application fields, large model application cases are blooming, and have been initially applied in various fields such as traditional industry empowerment, finance, government affairs, cultural tourism, medical care, smart cities, etc., among them, traditional industry empowerment and financial fields have developed rapidly, such as industrial knowledge quizzes and ** generation in the field of traditional industry empowerment, and intelligent investment research assistants and intelligent customer service in the financial field. From the perspective of application types, large models mainly include content generation, intelligent Q&A, IT support, data analysis, intelligent identification, and intelligent hardware.
For more information, please refer to the "Artificial Intelligence Series Special Research Report on Chinese Intelligent Large Model Industry Panorama and Opportunity Insight" released by China Commercial Industry Research Institute, and China Commercial Industry Research Institute also provides industrial big data, industrial intelligence, industrial reports, industry *** feasibility study reports, investigation and evaluation, industrial planning, park planning, industrial chain investment map, industrial investment guidelines, project packaging planning, industrial investment & promotion meetings and other consulting services.