Core Insights - The emergence of large models has shifted the focus from digital humans to AI agents and assistants, leading to a decline in companies discussing digital humans [1] - The market for 2D digital humans is expected to grow rapidly, capturing 70.1% of the market share by 2024, while 3D digital humans hold only 29.9% due to technological limitations [1] - The digital human industry is experiencing a consolidation, with only a few companies remaining competitive, primarily due to their inability to integrate AI capabilities [2] Group 1 - The founder of MoFa Technology emphasizes that many companies failed because their digital human capabilities did not match the advancements in large models, which focus on language abilities [2] - There is a significant gap in the availability of high-quality 3D data, particularly for human motion and environmental interaction, which hampers the development of digital humans [2] - The industry is witnessing a trend towards platformization, with many companies focusing on applications in exhibition halls, cultural tourism, and education, supported by favorable policies [3] Group 2 - Advances in AI technology are reducing costs across the industry, making large-scale applications of 3D digital humans more feasible [4] - MoFa Technology has launched an open platform for 3D digital humans, allowing developers to integrate digital humans into applications within three minutes [4] - The development direction of MoFa Technology has been towards platformization, which is now becoming technically viable [5] Group 3 - Recent funding rounds in the digital human sector indicate ongoing investment and development, with companies like Yingmou Technology and Baidu advancing their 3D generation platforms [6] - Despite the initial hype around digital humans, their commercial viability remains uncertain, especially with emerging regulations and ethical considerations [6] - The emergence of more open platforms is expected to lower the barriers to creating digital humans, but their role in the AI era is still undetermined [6]