Core Viewpoint - The AI industrial quality inspection (QI) sector is rapidly growing in China, driven by the integration of AI technologies such as machine vision and deep learning, which significantly enhance inspection efficiency and accuracy. The market size is projected to grow from 0.9 billion yuan in 2017 to 45.4 billion yuan in 2024, with a compound annual growth rate (CAGR) of 75.09% [1][13]. Industry Overview - AI industrial QI refers to the automated detection and identification of product quality in industrial production processes using AI technologies [1][13]. - Traditional quality inspection methods have been inefficient and inconsistent, particularly in precision manufacturing sectors like 3C electronics and automotive manufacturing [1][13]. Market Growth - The market for AI industrial QI in China is expected to reach 64.9 billion yuan by 2025, indicating continuous expansion driven by advancements in multi-modal detection technologies and deeper industry applications [1][13]. - The AI industrial QI market has transitioned from pilot applications to widespread adoption in high-end manufacturing sectors such as consumer electronics, new energy batteries, and semiconductors [1][13]. Technical Advantages - AI industrial QI systems offer high efficiency, accuracy, consistency, iterability, and data analysis capabilities, significantly improving the quality control process [5][6]. - The shift from classical machine learning algorithms to deep learning detection algorithms has reduced reliance on human analysis, enhancing the accuracy of defect detection [7]. Industry Chain - The AI industrial QI industry chain includes upstream components like machine vision software and hardware, optical devices, and image sensors, which are crucial for implementing AI QI applications [7][8]. - Downstream applications primarily involve sectors such as 3C electronics, automotive, lithium batteries, and semiconductors [7][8]. Image Sensor Market - The image sensor industry in China has seen rapid growth, with production expected to increase from 1.073 billion units in 2017 to 5.206 billion units in 2024, reflecting a CAGR of 25.31% [9][10]. - The market size for image sensors is projected to grow from 29.634 billion yuan in 2017 to 94.898 billion yuan in 2024, with a CAGR of 18.09% [9][10]. Downstream Market Structure - The 3C electronics sector dominates the AI industrial QI demand, accounting for over 50% of the market share, driven by the rapid development and innovation in consumer electronics [10][11]. - The automotive manufacturing sector holds a stable demand for AI industrial QI, representing 18.6% of the market share due to stringent quality control requirements [10][11]. Competitive Landscape - The AI industrial QI market in China is competitive with a low concentration, where the top five companies hold 44.7% of the market share [14]. - Key players include Baidu Group, Innovation Qizhi, and Tencent Cloud, with respective market shares of 10.6%, 10.4%, and 10.2% [14]. Future Trends - The AI industrial QI sector is expected to accelerate towards full automation, with deep learning-based visual inspection systems gradually replacing traditional manual inspections [16]. - There will be a continuous expansion of application scenarios, moving from established sectors to advanced manufacturing fields such as new energy and biomedicine [17]. - The integration of multi-modal technologies will enhance detection capabilities, allowing for comprehensive quality monitoring in complex industrial environments [18][19].