Investment Rating - The education large model industry is rated with 5 stars, indicating a strong growth potential and favorable market conditions [34]. Core Insights - The education large model market is experiencing continuous growth driven by favorable policies, consumer preferences, and technological advancements. The market size is projected to grow from 0.14 billion RMB in 2019 to 0.40 billion RMB in 2024, with a compound annual growth rate (CAGR) of 24.32% [34][35]. - The introduction of AI large models in education enhances teaching quality through personalized learning and intelligent recommendations, while also fostering innovation in business models. However, high costs present a barrier to market expansion [3][34]. - The industry is characterized by significant technological drivers, innovative business models, and increasingly fierce competition among various players [7][8][9]. Industry Definition - The education sector is a key application area for large models, utilizing AI technology to create deep learning models that understand, generate, and apply educational content [4]. Industry Classification - The education large model industry can be categorized into general large model applications and specialized large models tailored for specific educational fields [5][6]. Industry Features - The education large model industry is marked by clear technological drivers, innovative business models, and an intensifying competitive landscape [7][8][9]. Development History - The industry has evolved through two main phases: the initial phase from 2008 to 2022 focused on technology accumulation, followed by a rapid development phase initiated by the emergence of ChatGPT in late 2022 [10][11][12]. Industry Scale - The market size of the education large model industry is expected to grow significantly, with projections indicating an increase to 2.09 billion RMB by 2028, reflecting a CAGR of 48.62% from 2025 to 2028 [34]. Policy Overview - The Chinese government is actively promoting the development of AI large models in education, emphasizing the need for digital empowerment and innovative teaching methods [34][40]. Competitive Landscape - The competition in the education large model sector is intensifying, with both established players and new entrants focusing on technological innovation and user experience optimization [9][19]. Upstream Analysis - The upstream segment of the industry includes providers of computing power, data services, and algorithm frameworks, which are essential for supporting the development of education large models [17]. Midstream Analysis - Midstream players, including educational technology companies, are integrating large models into their products, leading to significant revenue growth [18][25]. Downstream Analysis - The downstream segment involves various stakeholders, including educational institutions and end-users, who are increasingly adopting large model solutions to enhance educational outcomes [27][28]. Future Outlook - The education large model industry is expected to continue evolving, with advancements in technology and increasing demand for personalized education driving further growth [29][30].
教育大模型：AI赋能智能教育，塑造未来学习新生态 头豹词条报告系列
Tou Bao Yan Jiu Yuan·2024-11-04 12:19