中国游戏产业AIGC发展前景报告2024

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - The report emphasizes the significant potential of AIGC in the gaming industry, highlighting its ability to reduce costs, enhance development efficiency, and optimize marketing strategies [2][26] - AIGC is expected to play a crucial role in the transformation of the gaming industry, driven by a trillion-dollar global commercialization space and the increasing globalization of the Chinese gaming industry [26][28] - The gaming industry has made substantial R&D investments, exceeding one trillion yuan over the past decade, which supports the continuous advancement of AIGC technologies [28] Summary by Sections 1. AIGC Industry Development Background - The report outlines the supportive policy environment for AI development in China, with multiple government documents emphasizing the importance of AI as a strategic technology [4][5][6] - Recent regulations, such as the "Interim Measures for the Management of Generative Artificial Intelligence Services," aim to promote AI exploration while managing potential risks [7] 2. AIGC and Gaming Industry Relationship - AIGC is seen as a key driver for the gaming industry, with over 60% of top gaming companies already engaging in AIGC initiatives [29] - The report identifies various application areas for AIGC in gaming, including content creation, gameplay optimization, localization, and marketing material generation [27][28] 3. Global and Domestic Enterprise Layout - The report highlights that over 80% of representative AI companies are based in the United States, with major tech firms leading the development [13][14] - In China, while there is a strong R&D capability among AI companies, some segments of the industry, particularly in chip technology and large models, lag behind international competitors [16][19] 4. Gaming Companies' AIGC Deployment - The report indicates that 27 out of the top 50 gaming companies in China are actively applying AIGC across various processes, including development, marketing, and operations [29][30] - Notable companies like NetEase and 37 Interactive Entertainment are highlighted for their significant investments in AIGC technologies and their contributions to the industry ecosystem [36][38]