Recently, International Data Corporation (IDC) released a report titled "China's Large Model Platform Market Share, 2023: The Year of the Large Model - The Initial Layout." In 2023, the market size for large model platforms and related applications in China reached 1.765 billion RMB. Although the market is still in its early investment and观望 phase, some companies' early investments have begun to yield results.
In terms of market structure, Baidu Smart Cloud leads with a market size of 350 million RMB and a 19.9% market share, followed closely by SenseTime with a 16.0% market share. Zhipu AI, as a standout among startups, ranks third, while companies like Baichuan Intelligence and Fourth Paradigm also hold significant positions in the market.
Looking ahead, Lu Yanxia, Research Director at IDC China, noted that the large model market will experience multiple dramatic changes over the next 2-3 years. She emphasized that continuous investment in foundational large model research and development, and the continuous enhancement of base model capabilities, are key to maintaining competitiveness. Additionally, emerging fields such as multi-modal large models and scientific computing large models remain in the blue ocean market, providing vast spaces for product innovation.
At the application level, engineering, lowering barriers, and innovative applications will be key for manufacturers to stand out in the fiercely competitive market. Lu Yanxia believes that innovations in these areas will help manufacturers gain an edge in competition.
Key Points:
📈 Market Size: The market size for large model platforms and related applications in China reached 1.765 billion RMB in 2023.
🏅 Market Leaders: Baidu Smart Cloud and SenseTime lead the market with 19.9% and 16.0% market shares, respectively.
🚀 Future Trends: Continuous investment in foundational large model research and development, and product innovation in emerging fields, will be key to market development.