##百度、商汤、智谱领跑大模型市场，IDC发布首份市场份额报告
**IT之家 8 月 21日消息**，国际数据公司（IDC）今日发布了《中国大模型平台市场份额，2023：大模型元年 —— 初局》，这是 IDC 首次发布中国大模型平台及应用市场份额报告。报告显示，2023 年中国大模型平台及相关应用市场规模达 17.65 亿元人民币，百度智能云、商汤科技、智谱 AI 分别以 19.9%、16.0% 和 10.1% 的市场份额位列前三。
报告指出，2023 年大模型市场规模并不显著，主要原因是行业对于大模型更多的是早期投入，甚至观望而不重投入。但进入 2024 年，头部互联网公司加大对大模型的投入，并发起价格战，为早期的大模型初创企业带来一定的竞争压力。预计未来 2-3 年，市场格局将发生多轮巨变。
百度智能云凭借多年来在 AI 领域的大力投入以及大模型的早期投入，在 2023 年大模型市场规模达 3.5 亿元人民币，位居市场第一。商汤科技则受益于其对大模型的专注投入，以及其所建设的上海 AIDC 能够为客户提供一体化的大模型计算与应用解决方案，位居市场第二。智谱 AI 则是 2023 年初创企业中的佼佼者，位居市场第三。
展望未来，报告认为，尽管大模型与生成式 AI 是今天科技市场的最大焦点，但大模型实际实现的能力仍然较低，不同技术提供商的大模型能力也有一定的差异。不能持续投入基座大模型，很容易导致企业在下一轮的模型能力竞争中落后且出局。
报告还提到，大语言基础模型的创新已经接近收敛阶段，而多模态大模型、视频大模型应用场景更为广泛但技术尚不成熟，市场需要该类产品。此外，并非所有的数据类型都是文本类或者图像视觉类，在科学计算领域，数据类型特殊，当前的大模型未必能适用，仍需要全新的基座大模型。
IDC 的这份报告为我们提供了对中国大模型市场现状和未来发展趋势的洞察。随着头部互联网公司加大投入，以及多模态大模型、视频大模型等新技术的涌现，中国大模型市场将迎来更加激烈的竞争，也将会出现更多创新和突破。
英语如下：
##Baidu, SenseTime, and Zhipu Lead the Way: China’s Large Model Market Takes Shape
**Keywords:** Large models, market share, Baidu leading
**News Content:**
## Baidu, SenseTime, and Zhipu Lead China’s Large Model Market, IDC Releases FirstMarket Share Report
**IT Home, August 21st** – International Data Corporation (IDC) today released its “China Large Model Platform Market Share,2023: The First Year of Large Models – Initial Situation,” marking the first time IDC has published a market share report on China’s large model platforms and applications. The report shows that the Chinese large model platform and relatedapplication market reached 1.765 billion yuan in 2023, with Baidu Smart Cloud, SenseTime, and Zhipu AI ranking first, second, and third respectively, with market shares of 19.9%, 16.0%, and 10.1%.
The report notes that the 2023 large model market size was not significant, mainly because the industry is still in the early stages of investment and even observation rather than heavy investment. However, entering 2024,leading internet companies have increased their investment in large models and launched price wars, putting some pressure on early large model startups. It is expected that the market landscape will undergo multiple transformations over the next 2-3 years.
Baidu Smart Cloud, thanks to its years of heavy investment in AI and early investment in largemodels, achieved a market size of 350 million yuan in 2023, ranking first in the market. SenseTime, benefiting from its focused investment in large models and its Shanghai AIDC, which provides customers with integrated large model computing and application solutions, ranks second in the market. ZhipuAI is a standout among startups in 2023, ranking third in the market.
Looking ahead, the report believes that while large models and generative AI are the biggest focus in today’s technology market, the actual capabilities of large models are still relatively low, and there are differences in the capabilities of largemodels from different technology providers. Failure to continuously invest in foundational large models could easily lead to companies falling behind and being eliminated in the next round of model capability competition.
The report also mentions that innovation in large language foundation models is nearing convergence, while multi-modal large models and video large models have broader application scenarios butare not yet mature in terms of technology, and the market needs such products. Additionally, not all data types are text-based or image-visual, and in the field of scientific computing, the data types are special, and current large models may not be applicable, requiring new foundational large models.
IDC’sreport provides insights into the current state and future development trends of China’s large model market. With increased investment from leading internet companies and the emergence of new technologies such as multi-modal large models and video large models, China’s large model market will see even fiercer competition and will also see more innovation and breakthroughs.
【来源】https://www.ithome.com/0/790/060.htm
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