当微短剧逐渐开始和长剧一样，为主演飙升的片酬头疼时，AI漫剧作为一条全新的内容赛道，却在2025年以惊人的速度完成了跃迁。 从火热的程度来看，漫剧市场可以说是用一年走过了短剧三四年的路。不少市场研报认为漫剧市场在今年有望突破200亿元规模，而字节跳动在8月份披露 的数据显示，2025年4—7月，漫剧供给量实现83%的复合增长率，播放量与点赞量更是分别实现92%、105%的复合增长；快手可灵方面的数据更是惊人， 2025年第三季度AI漫剧行业日流水较2024年第四季度增长900%，月产漫剧集数增加567%。 不仅如此，从各大视频平台入局的积极性，也能看出AI漫剧作为一个急速增长的"新领域"的重要程度。11月3日，红果上线独立应用红果漫剧App，百度 旗下七猫小说宣布成立七猫漫剧，爱奇艺也宣布上线漫剧频道，同时，几乎所有视频平台和IP平台都推出了自己的漫剧扶持计划，给到制作方的分成比例 都极高。 回溯其发展轨迹，AI漫剧的快速崛起并非偶然，而是技术迭代与市场需求双重作用的必然结果。从早期以"熊猫头"表情包为主体的"沙雕漫"，到如今全流 程AI化的漫剧创作，这一转变背后的动力，一方面是技术高速升级对内容生产方式的改 ...

Core Insights - The "manga drama" industry is experiencing explosive growth, with the market expected to exceed 20 billion yuan this year, marking 2023 as the "year of manga drama" [1][2] - The production costs for manga dramas have significantly decreased due to advancements in AI technology, allowing for quicker and cheaper content creation [5][6] Industry Growth - The number of manga dramas launched in 2023 has reached thousands, with platforms like Kuaishou reporting over 2 billion yuan in revenue from this segment [2][4] - The supply of manga dramas increased by 15% in August alone, reaching a historical high of 1,802 episodes, while the demand saw a 32% increase in viewership [4] AI's Role in Production - AI technology has drastically reduced production costs and time, with costs per minute dropping from 2,000-5,000 yuan to 1,000-2,500 yuan, and production cycles shortened to 10-13 days [6][8] - AI's involvement in the production process is significant, with companies reporting that 70-80% of the production tasks are now handled by AI [5][6] Content and IP Importance - The success of AI manga dramas relies on a combination of strong IP, technological barriers, and data-driven insights to meet user demands [9] - Major companies are actively investing in AI manga drama initiatives, with platforms like Douyin and companies like Huayi Brothers and Jiecheng Co. launching tools and platforms to support content creators [9]

Core Insights - The animation drama sector has seen explosive growth, with over 3,000 works launched in the first half of the year and a revenue scale increasing 12 times year-on-year, with a compound growth rate of 83% [4][6] - The market size is expected to exceed 20 billion yuan this year, leading some to refer to it as the "Year of Animation Dramas" [2][3] - AI technology has played a crucial role in this growth by significantly lowering production costs and barriers, allowing for rapid content creation [7][10] Industry Growth - The animation drama market is projected to surpass 20 billion yuan in 2023, driven by thousands of new series and increasing viewership [3][4] - Platforms like Kuaishou have reported a surge in animation drama content, with over 2 billion yuan in revenue from thousands of series launched between February and October [3][4] - In August alone, the supply of animation dramas reached 1,802 episodes, marking a 15% month-on-month increase, while viewership increased by 32% [6] AI's Impact - AI has drastically reduced production costs and time, enabling small teams to produce animation dramas in as little as 10 to 30 days, compared to traditional methods that could take months [8][10] - The cost per minute of animation drama has decreased from 20,000-30,000 yuan to 1,000-2,500 yuan with AI integration [8][10] - AI's involvement in production processes has stabilized at 70-80%, allowing for efficient and large-scale content creation [7][8] Content and IP Importance - The success of AI animation dramas hinges on the combination of quality IP, technological barriers, and data-driven insights [11] - Major companies are actively investing in AI animation drama capabilities, with platforms like Douyin and Tencent opening up extensive IP resources for adaptation [10][11] - The industry is witnessing a shift in value distribution, with content creators and platforms becoming the main players in the market [10][11]