Workflow
视频模型赛道“热闹”起来了,但变现仍不容易
第一财经·2025-07-05 11:44

Core Viewpoint - The article discusses the recent developments in the video model sector, highlighting the emergence of new products and the competitive landscape, while also noting the challenges in commercialization and market acceptance of these technologies [1][2]. Product Updates - Several new video models have been released recently, including Vidu by Shengshu Technology, Hailuo-02 by MiniMax, and MuseSteamer by Baidu, which cater to various content creators [1]. - The video model market is seeing rapid product updates driven by major tech companies and startups, with a focus on improving model efficiency [2][4]. Market Competition - The competition in the video model sector is not as intense as in the large language model space, primarily due to the limitations in video training data [2]. - Major players include large tech firms and notable startups like Shengshu Technology, MiniMax, and others, which are pushing for faster product iterations and commercialization [4][5]. Pricing and Monetization - Various pricing models for video models have emerged, including subscription services and API access, with B2B monetization being clearer than B2C [8]. - Kuaishou's Keling AI achieved over $100 million in annual recurring revenue (ARR) within ten months of launch, indicating strong market demand [8]. Market Growth Projections - The global AI video generator market is projected to grow from $614.8 million in 2024 to $2.5629 billion by 2032, with a compound annual growth rate (CAGR) of 20% from 2025 to 2032 [11]. - The article emphasizes that the video model sector has a broad consumer demand, which differentiates it from the text-based model sector [11].