智能互联｜多模态AI能力升级，工业AI引领第四次工业革命

Core Viewpoint - The article emphasizes that industrial digitalization is crucial for achieving new industrialization in China, with multi-modal AI expected to provide innovative solutions to drive the intelligent transformation of the industry [1][7]. Group 1: Current State of Industrial Digitalization - China's industrial digitalization level is below the global average, with a penetration rate of 24.7% in 2022 compared to the global average of 33% [2]. - There are significant disparities in digitalization progress across different industries, with high-value sectors like semiconductors and aerospace leading, while light industry and textiles lag behind [2]. Group 2: Role of Multi-modal AI in Industry - Multi-modal AI is seen as a key enabler for industrial digitalization, providing a new paradigm of "foundation models + various applications" to enhance AI adoption in the industrial sector [2][3]. - The industrial sector has established a data-driven foundation for digitalization, making it feasible for AI applications to be rapidly implemented across various industrial scenarios [3]. Group 3: Market Growth and Opportunities - The industrial AI market is experiencing strong growth, with the China Academy of Information and Communications Technology (CAICT) projecting a global market size of $89.5 billion by 2032 [5][7]. - The supply side of AI in industry includes diverse players such as large model vendors, traditional software companies, and major manufacturers, each with unique advantages [5][7]. Group 4: Future Prospects and Trends - Multi-modal AI is in its early stages, but advancements in model capabilities, such as improved long-text processing and enhanced video generation, are expected to expand its applications in the industrial sector [4][5]. - The lag time for AI applications in the industrial sector has decreased from 20 years to less than 5 years, indicating a promising future for AI in industry [5].