2024年中国-东盟人工智能产业发展研究报告

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The China-ASEAN artificial intelligence market reached a scale of 349.42 billion RMB in 2023, with a compound annual growth rate (CAGR) of 13.05% over the past five years. It is projected to exceed 700 billion RMB by 2028, driven by the rapid development of generative AI technology [10][15][16] - China holds a dominant position in the market, accounting for 95% of the total market size, with a scale of 332.1 billion RMB [15][16] - The competitive landscape shows China in the first tier, followed by Malaysia, Indonesia, and Thailand in the second tier, with Vietnam and the Philippines in the third tier, and Brunei, Laos, Myanmar, and Cambodia in the fourth tier [10][50] Summary by Sections Industry Overview - The report explores the development context of the AI industry in the ASEAN region, highlighting significant disparities in development levels among member countries. Some countries are relatively advanced, while others are still in the early stages [4][11] - The potential for growth in the ASEAN AI sector is substantial, supported by government initiatives and international cooperation, particularly from China [11][13] Market Size and Growth - The market size of the China-ASEAN AI industry reached 349.42 billion RMB in 2023, with projections to grow to over 700 billion RMB by 2028 due to the rise of generative AI [15][16] - The rapid development of generative AI is expected to increase demand for stronger computing power and complex algorithms, prompting countries to accelerate the construction of high-performance computing and cloud infrastructure [4][15] Competitive Landscape - The competitive structure of the China-ASEAN AI industry is tiered, with China leading, followed by Malaysia, Indonesia, and Thailand. Vietnam and the Philippines are expected to narrow the gap with the second tier through enhanced cooperation and infrastructure development [10][50] Development Trends - The development of the ASEAN AI industry faces challenges related to infrastructure, technology, government governance, and capital. A lack of skilled talent and capital creates a vicious cycle that hinders commercialization and technological innovation [41][43] - Regional cooperation and international collaboration are crucial for advancing the AI industry in ASEAN, with private enterprises playing an increasingly important role in driving technological innovation and application [45][46]