Investment Rating - The report does not provide a specific investment rating for the industrial large model sector [2]. Core Insights - The industrial large model sector is driven by smart manufacturing and Industry 4.0, utilizing large model training and small model optimization to create intelligent products that address industrial challenges. The sector faces challenges such as data quality and model complexity, and it heavily relies on capital and industry collaboration. The market is characterized by high concentration, dominated by a few leading companies, and is experiencing rapid growth influenced by AI company expansion, policy support, and technological advancements. Future technological progress is expected to deepen large model applications, although high costs may accelerate the formation of industry barriers, potentially slowing market growth [2][3][21]. Summary by Sections Industry Definition - The industrial large model is a new industrial form that trains industrial knowledge through large models and optimizes data, computing power, and parameters through specialized small models. It applies to five major scenarios: research and development, production, management, service, and equipment [3]. Industry Characteristics - The industrial large model sector has several characteristics: 1. High entry barriers requiring substantial capital reserves 2. Heavy reliance on collaboration across upstream, midstream, and downstream industries 3. Coexistence of multiple business models to meet diverse customer needs 4. High market concentration [6][8]. Market Size - From 2019 to 2023, the market size of the industrial large model sector grew from 1.6 billion RMB to 46.62 billion RMB, with a compound annual growth rate (CAGR) of 132.34%. It is projected to grow from 73.65 billion RMB in 2024 to 263.22 billion RMB by 2028, with a CAGR of 37.50% [21]. Policy Overview - The report outlines various policies encouraging the development of artificial intelligence, particularly in the industrial large model sector. Local policies primarily support investment in computing centers and data resources, while central policies promote the integration of information technology and industrialization [22][28]. Industry Chain Analysis - The industrial large model industry chain consists of three segments: 1. Upstream: Provides computing power, data, and algorithm support 2. Midstream: Focuses on the research and development of large models using upstream resources 3. Downstream: Involves the application of industrial large models across various sectors [11][12][16]. Competitive Landscape - The market is dominated by a few leading companies such as Alibaba Cloud, Huawei Cloud, and iFlytek, which leverage their technological advantages and financial strength to maintain market leadership. Smaller companies focus on niche markets to avoid direct competition with these giants [9][14]. Future Outlook - The industrial large model sector is expected to continue evolving, with increasing applications across various industries. The demand for large models is anticipated to grow as companies seek to enhance efficiency and reduce costs, particularly in the context of global value chain restructuring [17][23].
工业大模型：大模型赋能，智启工业未来 头豹词条报告系列
Tou Bao Yan Jiu Yuan·2024-10-23 12:00