BABA(US:BABA) Zheng Quan Shi Bao Wang·2025-09-01 04:21Core Insights - The report by Frost & Sullivan indicates that the Chinese enterprise-level generative AI market is experiencing explosive growth, with daily consumption of large models expected to reach 10.2 trillion tokens by the first half of 2025, a 363% increase compared to the second half of 2024 [1][2] - Alibaba Tongyi leads the market with a 17.7% share, followed by ByteDance's Doubao at 14.1% and DeepSeek at 10.3%, collectively accounting for over 40% of the market [1] Group 1: Market Trends - 70% of enterprises are opting for public cloud deployment or invocation of large models, with 71% planning to increase their use of generative AI services in public cloud formats [2] - The shift in focus from seeking a single strongest model to finding optimal solutions for specific business scenarios is noted, indicating a growing demand for diverse model types and applications [2] Group 2: Open Source Models - Open source models are identified as a key growth driver in the enterprise-level large model market, with predictions that over 80% of enterprises will adopt open source large models in the future [2] - The performance gap between domestic open source models and top international closed-source models is narrowing, with models like Qwen and DeepSeek expected to continue gaining traction [2] Group 3: Alibaba's Developments - Alibaba Tongyi has recently open-sourced several foundational large models, including Qwen3-Coder and Qwen-Image, leading to a surge in global interest in Chinese models [3] - The Qwen model has achieved a global market share of over 12.3%, surpassing OpenAI and Llama models, and Qwen3-Coder's usage increased by 1474% in one week, making it the second most used in the programming field [3] - Alibaba has open-sourced over 300 models, promoting a comprehensive approach to "full size," "full modality," and "multi-scenario" applications [3]