企业级大模型报告：阿里通义第一

Core Insights - The report by Frost & Sullivan indicates that the Chinese enterprise-level generative AI market is experiencing explosive growth, with a projected daily consumption of 10.2 trillion tokens by the first half of 2025, marking a 363% increase from the second half of 2024 [1][2] Group 1: Market Overview - The daily consumption of enterprise-level large models in China is expected to exceed 10 trillion tokens by mid-2025, with Alibaba Tongyi leading the market with a 17.7% share [1] - The top three players in the market, Alibaba Tongyi, ByteDance Doubao, and DeepSeek, collectively hold over 40% of the market share [1] Group 2: Deployment Trends - 70% of enterprises are opting for public cloud deployment or utilization of large models, with 71% indicating plans to increase their use of generative AI services in public cloud formats [2] - There is a shift from seeking the "strongest single model" to finding the "optimal solution for specific business scenarios," indicating a growing demand for tailored models [2] Group 3: Open Source Models - Open source models are becoming 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 leading the way [2] Group 4: Alibaba's Developments - Alibaba Tongyi has recently open-sourced several new foundational models, including Qwen3-Coder and Qwen-Image, leading to a surge in global interest in Chinese models [3] - Alibaba has open-sourced over 300 models, establishing itself as a leader in the global open-source model market, surpassing competitors like OpenAI and Llama [3] - The Qwen3-Coder model saw a dramatic increase in usage, with a 1474% rise in one week, making it the second most used model in the programming field globally [3]