Investment Rating - The report does not explicitly state an investment rating for the education large model industry Core Insights - The education large model market is projected to grow significantly, with a market size of 0.27 billion RMB in 2023, expected to reach 2.09 billion RMB by 2028, indicating a compound annual growth rate (CAGR) of approximately 40% [9][10] - The penetration rate of artificial intelligence in the education sector is anticipated to increase from 30% in 2023 to 50.8% by 2028, reflecting a growing integration of AI technologies in educational practices [15][22] - The overall Chinese AI market is expected to expand from 14.76 billion USD in 2018 to 480 billion USD by 2028, showcasing a robust growth trajectory [19][21] Market Size Overview - The education large model market size (offline, K12 education stage) is projected to grow from 0.14 billion RMB in 2019 to 2.09 billion RMB by 2028, with significant growth in various educational segments [9][10] - The offline early education market is expected to see fluctuations, with a peak of 4.4 million RMB in 2020, followed by a decline to 1.99 million RMB in 2023, before recovering to 4.87 million RMB by 2028 [22][12] - The offline K12 education stage for primary schools is projected to grow from 4.9 million RMB in 2018 to 28 million RMB by 2028, indicating a strong demand for educational resources [50][51] AI Penetration and Growth Rates - The penetration rate of AI in the education sector has increased from 18% in 2018 to 30% in 2023, with expectations to reach 50.8% by 2028, highlighting the increasing reliance on AI technologies [15][22] - The growth rate of the Chinese large model market is projected to maintain a steady increase, with a forecasted growth rate of 40% annually from 2024 to 2028 [17][21] Educational Demographics - The number of children in early education (0-2 years) is projected to decline from 5.03 million in 2018 to 3.39 million by 2028, indicating demographic shifts that may impact the early education market [12][23] - The number of primary school students is expected to stabilize around 1.08 billion from 2022 to 2023, with a slight increase projected thereafter [34][35] Infrastructure and Classroom Development - The cost of building smart classrooms is projected to increase gradually from 17.15 million RMB in 2018 to 20.75 million RMB by 2028, reflecting the rising investment in educational infrastructure [30][31]
中国教育大模型行业市场规模测算逻辑模型 头豹词条报告系列
Tou Bao Yan Jiu Yuan·2024-11-20 13:49