Core Insights - The report by iResearch highlights the latest developments in China's artificial intelligence (AI) industry for 2024, emphasizing the competitive landscape and growth potential [1][2] Group 1: Industry Trends - The AI application market is expected to experience intensified competition among vendors by 2025, with pricing and traffic becoming core competitive factors [1] - The Chinese AI industry is projected to grow at a compound annual growth rate (CAGR) of 32.1% from 2025 to 2029, potentially exceeding a market size of 1 trillion yuan by 2029 [1] - Current applications of AI in China span content creation, intelligent dialogue, emotional companionship, efficiency tools, and audio-video generation, predominantly utilizing a "free + subscription" business model [1] Group 2: Company Highlights - Adobe, ByteDance, Kuaishou, and Meitu are noted for their outstanding performance in the AI efficiency tools sector, with Meitu leading innovation in AI image and video applications through products like Meitu Xiuxiu, Wink, Meitu Design Studio, and WHEE [1] - The ability to integrate different models and enhance scene implementation value is identified as a key focus for AI companies, with Meitu's exploration of the "model container" concept being particularly noteworthy [2]

主流判断认为，这场由Adobe、字节跳动、美图等头部厂商主导的技术博弈，正推动行业从"大模型军 备竞赛"向"场景落地决胜局"的关键转折。 据测算，2025—2029年中国AI产业将保持32.1%的年均复合增长率，在2029年有望突破一万亿元市场规 模。从产业竞争格局来看，2025年起，AI应用厂商侧"跑马圈地"态势渐起，价格与流量成为核心竞争策 略。 实际上，模型落地能力一直是业界关注的焦点。前述AI行业分析人士提到，2025年，如何整合不同模 型的能力，持续提升场景落地价值至关重要。从厂商的实际探索看，2024—2025年，凭借多款AI应用 出圈的美图公司提出的"模型容器"概念就是这一趋势的典型案例。 这可以视为此前大模型竞逐模式的变革。2024年前后，百度李彦宏、三六零（601360）周鸿祎等一众互 联网平台掌舵者不断强调"相较于卷模型，AI应用更重要"。此后，国内主流AI选手们逐渐从卷模型、卷 技术，开始向"大模型价格战"转移，后来陆续演进至狂"卷"AI应用。 5月6日，艾瑞咨询发布2024年中国人工智能产业研究报告，Adobe、字节、快手、美图成为AI效率工具 领域的代表。 区分来看，视觉模态类产品的 ...