iQIYI(US:IQ) Xin Lang Cai Jing·2025-10-31 17:26Core Viewpoint - The emergence of generative AI is creating a disruptive impact on the film and television industry, necessitating timely adaptation to avoid falling behind [1][3]. Group 1: Impact of AI on the Industry - Generative AI has rapidly developed, capable of producing content that surpasses human imagination, posing a significant challenge to the traditional film industry [1][3]. - The industry has experienced previous disruptions from short video platforms, and now AI is reshaping industry rules at an even faster pace [3]. - The current attitude towards AI in the industry can be summarized in four stages: "invisible, undervalued, misunderstood, and unable to catch up" [3]. Group 2: Opportunities and Challenges - AI presents a critical opportunity for the Chinese film industry to "overtake on a bend," similar to past technological innovations that have driven growth [3][4]. - Recent advancements in AI models have addressed previous issues related to content controllability, stability, and consistency in the film industry [3]. Group 3: The "112 Law" - The "112 Law" suggests that when a technology reduces content production costs to below 10% of the original, the number of creators can increase by over 10 times, and the number of works can increase by 100 times [4]. - This transformation will lead to a complete restructuring of the industry, affecting the demand for on-site shooting, studio sizes, and the number of roles in art, acting, and screenwriting [4]. Group 4: Talent Structure Changes - The current talent distribution in the film industry resembles a "pyramid," with top creators at the peak and numerous entry-level workers at the base [5]. - AI is expected to shift this structure towards a "dumbbell" model, where top creators enhance their efficiency and value through AI, while entry-level positions face significant challenges [5]. - The industry is encouraged to recognize the opportunities presented by AI and actively embrace the integration of "AI + film" to avoid falling behind in technological advancements [5].