大模型一体机产业规模快速增长，2027年或突破5000亿

Core Insights - The rise of large model integrated machines is reshaping the industrial ecosystem, driven by advancements in AI technology and changing industry demands, with explosive growth expected between 2024 and 2025 [1][3] Industry Overview - Large model integrated machines are highly integrated systems that provide large model application capabilities, with core advantages in deep hardware and software collaborative design [2] - The demand for large model integrated machines is expected to reach 150,000 units in 2025, 390,000 units in 2026, and 720,000 units in 2027, with the market size projected to reach 123.6 billion yuan in 2025 and exceed 500 billion yuan by 2027, indicating a growth of over 300% in two years [3][4] Application Scenarios - The majority of enterprises are deploying integrated machines for intelligent customer service (74.5%), intelligent writing (63.8%), intelligent retrieval (74.5%), and intelligent data analysis (80.9%) [4][13] - The target market for large model integrated machines focuses on industries prioritizing data sovereignty, security, and model privatization, particularly in sectors like government, finance, healthcare, and energy [4][12] Policy and Government Support - A series of policies from national to local levels are driving the demand for large model integrated machines, including the 2025 State Council's directive on implementing "AI+" actions to accelerate intelligent transformation across industries [12][13] - Local governments, such as Shenzhen, are actively promoting the development of large model integrated machines as part of their action plans to become leaders in AI [13] Challenges and Recommendations - The industry faces challenges such as high-end chip development difficulties, reliance on advanced manufacturing, and the need for software suppliers to meet strict security and compliance requirements [16][17] - Recommendations include optimizing heterogeneous computing support, ensuring compatibility and stability across deployment scenarios, and balancing performance, cost, and energy efficiency for system integrators [16][17]