Investment Rating - The report does not provide a specific investment rating for the medical large model industry Core Insights - The medical large model industry is experiencing rapid growth, with a market size increase from 0.87 billion RMB in 2019 to 22.86 billion RMB in 2023, reflecting a compound annual growth rate (CAGR) of 126.5% [11][35] - The industry is expected to continue expanding, with projections indicating a market size growth from 35.78 billion RMB in 2024 to 145.04 billion RMB by 2028, at a CAGR of 41.89% [35] - The medical large model sector is characterized by fast development, quick technological iterations, and a high market concentration [10][14] Industry Definition - Medical large models refer to large-scale pre-trained language models specifically designed for the healthcare sector, capable of processing multimodal medical information [3][11] - These models are utilized in various medical scenarios, including clinical decision support, patient management, and drug development [3][5] Industry Classification - The medical large model industry can be categorized based on application scenarios, including intelligent diagnosis, personalized treatment, drug research, medical imaging analysis, and patient services [3][9] Industry Characteristics - The industry is marked by rapid technological advancements and a high degree of market concentration, with leading companies leveraging data, technology, and financial advantages [10][14] Development History - The medical large model industry has evolved through four stages: early exploration (1967-2000), digital transformation (2001-2012), integration of big data and AI (2013-2017), and continuous development (2018-present) [16][20] Market Size and Growth - The market size of the medical large model industry has seen explosive growth, driven by increased demand for AI applications in healthcare due to global health crises [35][36] - The industry is projected to continue its growth trajectory, supported by favorable policies and technological advancements [12][35] Industry Chain Analysis - The upstream of the medical large model industry includes chip manufacturing, cloud computing, and data services, which provide essential infrastructure for model training and optimization [24][29] - The midstream focuses on algorithm and technology development, while the downstream involves the application of these models in real-world healthcare settings [24][29] Competitive Landscape - The market exhibits a clear tiered structure, with top-tier companies dominating due to their data resources, technological innovation, and financial strength [14][36] - The competition is intensifying as more companies enter the market, but barriers to entry are increasing due to regulatory and technological challenges [36]
医疗大模型：智能诊疗，精准医疗的未来之路 头豹词条报告系列
Tou Bao Yan Jiu Yuan·2024-10-24 12:01