Industry Overview - AI+Materials refers to the application of artificial intelligence (AI) technology in materials science and engineering, combining data science, computational modeling, and experimental methods to accelerate material research [3] - The industry is classified into metal materials, organic polymer materials, inorganic non-metallic materials, and composite materials based on material properties [5][7] - The AI+Materials industry is characterized by technology-driven innovation, significant policy benefits, and high entry barriers [10][11][12][13] Development Stages - The development of AI+Materials in China can be divided into three stages: the budding stage (2000-2010), the initiation stage (2010-2020), and the rapid development stage (2020-present) [14][15][17][18] - During the budding stage, research focused on basic theories and small-scale experiments, with limited AI applications in materials science [15][16] - The initiation stage saw increased policy support and capital investment, leading to the establishment of companies like Shenzhen Shishen Technology and Hongzhiwei Technology [17] - The rapid development stage is marked by the maturity of AI technology, significant improvements in material R&D efficiency, and the emergence of new application fields [18] Industry Scale - The AI+Materials market in China grew from 630 million RMB in 2018 to 1.194 billion RMB in 2023, with a CAGR of 13.64% [36] - The market is expected to grow from 1.47 billion RMB in 2024 to 3.417 billion RMB in 2028, with a CAGR of 23.48% [36] - The growth is driven by government support, accumulation of material R&D data, and improvements in computer hardware and AI algorithms [36] Policy Support - The Chinese government has issued several policies to support the development of AI+Materials, including the "14th Five-Year Plan for Intelligent Manufacturing Development" and the "Guidelines for Accelerating Scenario Innovation to Promote High-Quality Economic Development with AI" [12][37] - These policies aim to strengthen the application of AI in manufacturing, improve material R&D speed, and promote high-quality development in the manufacturing sector [12][37] Competitive Landscape - The AI+Materials industry is divided into three tiers: the first tier includes companies like Shenzhen Jingtai Technology, Beijing Shenshi Technology, and Alibaba Cloud Computing [51] - The second tier includes companies like Beijing Chuangteng Technology and Beijing Longxun Kuangteng Technology, while the third tier includes companies like Chuangcai Shenzao Technology and Hefei Jishu Quantum Technology [51] - Leading companies like Alibaba and Baidu have significant advantages in technology and market share, with Alibaba's R&D investment exceeding 120 billion RMB in 2022 [51] Key Companies - Shenzhen Jingtai Technology: A leader in AI-driven drug discovery, with a total funding of 732 million USD as of 2023, ranking first globally in AI-enabled drug discovery companies [52][77] - Beijing Shenshi Technology: Known for its "Shenshi Yuzhi" AI for Science model system, the company has raised over 700 million RMB in Series C funding [80] - Alibaba Cloud Computing: Provides secure and reliable computing and data processing capabilities, with a strategic investment of 6 billion RMB in 2015 [72] Future Trends - The AI+Materials industry is expected to continue its rapid development, with the AI solutions market in China projected to grow from 18.5 billion USD in 2023 to 168.3 billion USD in 2030, with a CAGR of 37% [53] - The continuous improvement of AI+Materials databases and the increasing investment in AI technology will attract more market entrants, leading to more intense competition [53]
AI+材料：AI重塑材料科学，驱动性能优化与成本革命 头豹词条报告系列
Tou Bao Yan Jiu Yuan·2024-11-26 12:23