全球人工智能（AI）行业市场前景及投资研究报告-培训课件外文版2024.4

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TRENDSArtificialintelligence(AI)CHAPTER

01OverviewMarketsizeandrevenuecomparisonforartificialintelligenceworldwidefrom2018to2030(inbillionU.S.dollars)ArtificialIntelligence(AI)marketsize/revenuecomparisons2018-2030IDC(February2021)Tractica(March2020)NextMoveStrategicConsulting(January2023)(October2023)2,0001,8001,6001,4001,2001,0008001,847.41,4151,068.7795.3511.3738.72030659.52029582.9445.9584.8554.3600420.4370.2327.5227.6305.9400281.4241.8207.970.9414324.38126108.420095.494.4151.2734.87202110.114.69201922.5902018202020222023202420252026202720283Description:Themarketforartificialintelligence(AI)isexpectedtoshowsignificantgrowthinthecomingdecade,accordingtoavarietyofsources.Accordingtodata,theAImarketsizeisprojectedtorisefrom241.8billionU.S.dollarsin2023toalmost740billionU.S.dollarsin2030,accountingforacompoundannualgrowthrateof17.3%.Meanwhile,accordingtoNextMoveStrategyConsulting,itsvalueofapproximately208billionU.S.dollarsin2023isexpectedtogrowninefoldby2030,[...]

ReadmoreNote(s):Worldwide;2018-2023Source(s):IDC;NextMoveStrategyConsulting;TracticaEstimatedworldwidespendingonartificialintelligence(AI)-centricsystemsin2023,byindustry(inbillionU.S.dollars)GlobalspendingonAI2023,byindustrySpendinginbillionU.S.dollars01020304050607080BankingRetail20.6419.71ProfessionalServicesDiscretemanufacturingProcessmanufacturingOther16.0214.6310.9371.924Description:Spendingonartificialintelligence(AI)variedgreatlyacrossindustriesin2023,withthebankingandretailindustriesdeliveringthelargestAIinvestmentsin2023.WorldwidespendingonAI-centricsystemswasestimatedat154billionU.S.dollarsin2023acrossallindustries.Thebankingsector'sinvestmentsamountedto20.6billionU.S.dollars,thehighestacrosstheobservedindustries.Itwasfollowedbyretail,withaninvestmentvalueof19.7billionU.S.dollars.Thefinancialsector's[...]

ReadmoreNote(s):Worldwide;2023Source(s):IDC;Estimatedshareofworldwidespendingonartificialintelligence(AI)-centricsystemsin2023,byindustryDistributionofglobalspendingonAI2023,byindustryBanking13.4%Retail12.8%Other46.7%ProfessionalServices10.4%Discretemanufacturing9.5%Processmanufacturing7.1%5Description:Expenditureonartificialintelligence(AI)showedsignificantdiversityamongindustriesin2023,withthebankingandretailsectorsleadingintermsofthemostsubstantialAIinvestmentsduringthatyear.Thebankingsector'sspendingaccountedfor13.4percentofallinvestments,followedbytheretailsectorwith12.8percent.WorldwidespendingonAIwasestimatedat154billionU.S.dollarsin2023.ReadmoreNote(s):Worldwide;2023Source(s):IDCSizeofexplainableartificialintelligence(AI)marketworldwidefrom2022to2030(inbillionU.S.dollars)ExplainableAImarketrevenuesworldwide2022-2030302520151024.5820.3316.8113.8711.439.397.76.2852024*2025*2026*2027*2028*2029*2030*6Description:AccordingtoNMSC,theglobalexplainableartificialintelligence(XAI)marketwasvaluedatfive-point-onebillionU.S.dollarsin2022.By2030,themarketisforecasttohaveavalueofover24billionU.S.dollars.ReadmoreNote(s):Worldwide;2022;*Forecast.CAGR2020-2030:18.4%ReadmoreSource(s):NextMoveStrategyConsultingArtificialintelligence(AI)marketinterestgrowth2015to2023,byshareofcompaniesGrowthofmarketinterestinAIglobally2015-2023,byshareofcompanies18%16%14%12%10%16.63%10.31%9.53%7.6%8%5.78%5.74%20206%4%2%0%3.04%20170.81%20160.71%2015201820192021202220237Description:In2015barelyapercentileofcompaniesmentionedAIintheirRussell3000earningscalls.Thishasradicallychangedin2023withover16.5percentofcompaniesmentioningtheconceptofAIintheircalls.Onlyin2022and2020didthementionsdropsomewhat,thoughtheoverallgrowthoftheamountofmentionshasbeensteady.ReadmoreNote(s):Worldwide;2015to2023;ShareofcompaniesmentioningAIonRussell3000earningscallsSource(s):GoldmanSachsCHAPTER

02RegionaloverviewGovernmentartificialintelligence(AI)readinessindexrankingsworldwidein2023,bycountryGovernmentAIreadinessindexrankingsworldwide2023,bycountry90

84.881.9778.5777.3777.0776.0775.658070605040302010075.2675.0874.4773.9173.8972.7172.5572.3770.9470.8670.4270.2569.8269.5969.4168.7168.5768.289Description:Accordingtothegovernmentartificialintelligence(AI)readinessindexrankings,theUnitedStates(U.S.)isthehighest-rankedcountryontheworldwideindexin2023,withanindexscoreof84.8.ThismeansthattheU.S.isconsideredthecountrybestsituatedintheworldtoimplementAIwithinpublicservices,fromhealthcaretoeducationtotransportation.OthernoteworthycountrieswithhighindexeswereSingapore,theUnitedKingdom,andFinlandcominginatsecond,third,andfourth[...]ReadmoreNote(s):Worldwide;2023Source(s):InternationalDevelopmentResearchCentre;OxfordInsightsLeading20artificialintelligence(AI)countriesin2023,bygovernmentstrategyMajor20AIcountries2023,bygovernmentstrategyAIgovernmentstrategyscore600204080100120SaudiArabiaGermanyChina10093.993.593.493.4CanadaSpainSouthKoreaRussiaUnitedStatesItaly91.991.390.389.889.289.1UnitedKingdomPolandColombiaFrance87.787.310Description:Amongtheleading20AIdevelopingnations,SaudiArabiawasassessedashavingthestrongestandmostfocusedgovernmentalstrategyin2023.Thiscanbelargelyattributedtoitsattempttoswitchfromonlyanoilexportcountrytoamoredynamictechindustrybasedcountry.GermanyandChinafollowedcloselybehind,asdidtheUnitedStatesandthemajorEuropeaneconomies.NotablyColombiawastheonlyshowingofLatinAmerica,representinganinterestingchangefroma[...]

ReadmoreNote(s):Worldwide;2023Source(s):TortoiseMediaLeading20artificialintelligence(AI)countriesin2023,byoperatingenvironmentMajor20AIcountries2023,byoperatingenvironmentAIoperatingenvironmentscore600204080100120DenmarkSwedenChina10099.999.7FinlandAustriaItaly97.794.793.7Turkey93.693.1CanadaPortugalJapan92.692.4SouthKoreaIndia91.491.190.7Germany11Description:AmongtheleadingnationsprovidinggoodoperatingenvironmentforAI,themostnotablefactwasthatthreesmallNordicnationstopthelist,withonlyChinabeingatacomparativelevel.TheUnitedStateswasnotonthislist,anotabledifferencecomparedtomostotherAIrankings.ReadmoreNote(s):Worldwide;2023Source(s):TortoiseMediaLeading20artificialintelligence(AI)countriesin2023,byresearchcapacityMain20AIcountries2023,byresearchcapacityAIresearchcapacityscore020406080100120UnitedStatesChina10054.7SingaporeSwitzerlandUnitedKingdomAustralia48.841.338.134.434CanadaGermanyFinlandNetherlandsIsraelSouthKoreaSweden29.327.427.124.824.322.412Description:TheUnitedStateshadthestrongestcapacityforresearchamongtheleading20AInationsworldwidein2023.Ithasarankingof100,comparedwithitsnearestcompetitorChinaatjustaround54.IngeneralEuropehasthestrongestshowing,withmostnationsontherankinghailingfromEurope.ReadmoreNote(s):Worldwide;2023Source(s):TortoiseMediaCHAPTER

03SegmentsMarketsizeofthemachinelearning(ML)marketgloballyfrom2020to2030(inbillionU.S.dollars)Worldwidemachinelearningmarketsizefrom2020-2030600500400300200528.1466.6409.99354.59307.22249.87204.33158.78134.542021100072.17202259.2720202023202420252026202720282029203014Description:Themachinelearningmarketworldwidegrewbeyond150billionU.S.dollarsin2023.Itisexpectedtogrowsteadilyandcontinuouslythroughthedecade,addingaround50billionU.S.dollarstothemarketannually.ReadmoreNote(s):Worldwide;August2023Source(s):Growthofworldwidemachinelearning(ML)marketsizefrom2021to2030Globalmachinelearningmarketgrowthfrom2021-2030144%127%120.01%124%104%84%64%44%24%4%28.68%22.29%22.96%15.42%15.62%13.81%13.18%-16%-36%-56%-46.36%202220212023202420252026202720282029203015Description:Theglobalmachinelearningmarketgrewnearly120percentin2023,makingupforastaggeringdropof46percentin2022.Followingtheseturbulentyearsitisexpectedtogrowatasteadyrateofaround20percentthroughmostofthedecadeuntil2030.ReadmoreNote(s):Worldwide;August2023Source(s):Sizeofcomputervisionmarketworldwidefrom2020to2030(inbillionU.S.dollars)Computervisionmarketsizegloballyfrom2020-2030605050.9746.8242.5838.244034.2530.2628.94302010026.2622.27202318.28202213.8320202021202420252026202720282029203016Description:Thecomputervisionmarketgrewpast20billionU.S.dollarsin2023.AftertheturbulentyearsoftheCovid-19pandemicandtheinflationcrisisfollowingRussia'sinvasionofUkrainethemarketsizeandgrowthisexpectedtostabilizetoaroundfourbillionU.S.dollarsaddedannuallyuntil2030.ReadmoreNote(s):Worldwide;August2023Source(s):Worldwidecomputervisionmarketgrowthfrom2021to2030(inbillionU.S.dollars)Globalcomputervisionmarketgrowthfrom2021-2030120109.210080604020021.8417.9215.213.1911.6611.359.978.86-20-40-60-36.84202220212023202420252026202720282029203017Description:Themarketsizeofcomputervision,asegmentofartificialintelligence,grewbynearly22percentin2023.Thisgrowthisexpectedtoplateauoutthroughthedecade,endingatundertenpercentin2030.ReadmoreNote(s):Worldwide;August2023Source(s):Globalmarketsizeoftheartificialintelligence(AI)robotmarketfrom2020to2030(inbillionU.S.dollars)WorldwideAIroboticmarketsizeto2020-20304035302536.7835.1932.9830.2226.8823.0719.012015.04151059.396.434.8302020202120222023202420252026202720282029203018Description:TheglobalAIroboticsmarketsizein2023grewpast15billionU.S.dollars,anearly60percentgrowthcomparedto2022marketsize.Bytheendofthedecadein2030itisexpectedtogrowpast35billionU.S.dollars.

ReadmoreNote(s):Worldwide;August2023Source(s):Growthoftheartificialintelligence(AI)roboticsmarketworldwidefrom2021to2030GlobalAIrobotsmarketgrowthfrom2021-20307060.2360504030201004633.1526.421.34202516.53202612.4220279.156.684.53202120222023202420282029203019Description:TheglobalAIroboticsmarketgrewjustover60percentin2023.Thisisupfrom46and33percentgrowthintheprecedingyears,makingthelastthreeyearsconsiderablyprofitableinthemarket.Thisgrowthisexpectedtoslowconsiderably,droppingtounderfivepercentbytheendofthedecadein2030.ReadmoreNote(s):Worldwide;August2023Source(s):Sizeofthenaturallanguageprocessing(NLP)marketworldwidefrom2020to2030(inbillionU.S.dollars)MarketsizeofNLPgloballyfrom2020-2030706050403063.3757.4751.4445.7340.2234.7129.1925.52202123.68202318.1720222010012.692020202420252026202720282029203020Description:Themarketsizeofthenaturallanguageprocessingmarketgrewbeyond23billionU.S.dollarsin2023.Themarkethadbeenfluctuatingsignificantlythroughtheeconomicallyturbulentyearsof2020-2022.Themarketisthenfurtherexpectedtogrow,inlinewithallotherAImarkets.Itisexpectedtogrowbeyond60billionU.S.dollarsby2030.ReadmoreNote(s):Worldwide;August2023Source(s):Growthofthenaturallanguageprocessing(NLP)marketgloballyfrom2021to2030Naturallanguageprocessingmarketgrowthworldwidefrom2021-2030120101.210080604030.3523.2818.89202515.89202620013.71202712.48202811.73202910.262030-20-40-28.83202220212023202421Description:Thegrowthofthenaturallanguageprocessingmarketstoodatover30percentgloballyin2023.Thiswasinrecoveryfromanear29percentslumpin2022.TheNLPmarketisthenexpectedtogrowatadecentrate,neverlessthan10to15percent,throughthedecadeuntil2030.Thishowever,isnowherenearthebestmarketgrowthyearof2021whenthemarketgrewastaggering100percent.

ReadmoreNote(s):Worldwide;August2023Source(s):Sizeoftheautonomousandsensortechnologymarketgloballyfrom2020to2030(inbillionU.S.dollars)Autonomous&sensortechnologymarketsizeworldwidefrom2020-203070605059.5453.4547.8442.544037.4132.2232.28302010027.1522.01202317.816.88202220202021202420252026202720282029203022Description:Thesizeoftheautonomousandsensortechnologymarket,asubsectofartificialintelligence(AI),grewbeyond20billionU.S.dollarsin2023.ThisgrowthisinlinewiththegrowinginterestinAItechnologiesworldwide.Theautonomousandsensortechmarketisthenexpectedtogrowtonearly60billionU.S.dollarsbytheendofthedecadein2030.ReadmoreNote(s):Worldwide;August2023Source(s):Growthofautonomousandsensortechnologymarketgloballyin2021to2030Autonomous&sensortechnologymarketgrowthworldwide2021-203010081.0280604030.3923.3118.915.920013.7212.4711.7111.4-20-40-60-47.6202220212023202420252026202720282029203023/statistics/1449865/autonomous-and-sensor-technology-tech-market-growthMarketsizegrowthoftheautonomousandsensortechnologymarket,asubsectofartificialintelligence,wasmorethan30percentin2023.Thisgrowthisexpectedtoslowdownconsiderablybytheendofthedecadeandbejustover10percentby2030.ReadmoreNote(s):Worldwide;August2023Source(s):CHAPTER

04ImpactofAIEstimatedseverityofoutcomefromartificialintelligence(AI)technologyusageinthenexttenyears,between2024and2034SeverityofadverseoutcomesofAItechnologies203430%27%24%25%22%20%15%13%10%5%8%4%22%10%3456725Description:Looking10yearsaheadmostrespondentsexpectedAItohaveaverysevereorquiteasevereimpact,betweenseveritylevelssixandseven.lessthantenpercentexpectedadverseeffectstobeinthelowestseverityrange.

ReadmoreNote(s):Worldwide;2023-2024Source(s):WorldEconomicForumEstimatedseverityofoutcomefromartificialintelligence(AI)technologyusageinthenexttwoyears,2024and2025SeverityofadverseoutcomesofAItechnologies202525%23%21%20%20%15%10%5%16%8%7%5%70%12345626Description:MostrespondentsexpectedadverseimpactsrelatedtoAItobeoflowseverityinthecomingtwoyears.Infactmostassesseditasbetweenaseverityoftwoandthree,withonebeingthelowest.Onlyfivepercentbelievedtheriskwashigh.

ReadmoreNote(s):Worldwide;2023-2024Source(s):WorldEconomicForumExpectedimpactofartificialintelligence(AI)ontheworldbetween2025to2028,bylifeaspectImpactofAIonworldaspectsfrom2025-2028BetterStaythesameDon'tknowWorse60%54%52%50%40%30%20%10%0%39%39%38%37%36%34%32%29%29%28%23%23%16%13%12%11%11%10%10%8%8%8%TheamountoftimeitMyentertainmentMyhealthMyjobTheeconomyThejobmarkettakesmetogetthings

options(television/videodonecontent,movies,music,books)27Description:MostpeopleexpectthingstotakelesstimewithAIinthenext3-5years,thatistosay,improvetheefficiencyoftimeusage.However,mostdidnotsharethisfeelingregardingthejobmarket,whichwasexpectedtobeworsewiththeusageofAIinthatfield.ReadmoreNote(s):Worldwide;May26-June9,2023;22816respondents;18yearsandolderSource(s):IpsosExpectedchangeorreplacementofjobsbyartificialintelligence(AI)globallyfrom2023to2028ChangeorreplacementofjobsbyAIinbusinessworldwideto2028LikelyNotlikelyDK60%50%40%30%20%10%0%57%56%36%35%8%8%AIwillchangehowyoudoyourcurrentjobinthenext5yearsAIwillreplaceyourcurrentjobinthenext5years28/statistics/1449181/ai-changes-and-replacement-of-jobsMostrespondentsfinditlikelytheirjobswillbechangedbutnotreplacedinthenextfiveyearsfromlate2023,reachinguntil2028.Thisisbecauseitishighlyprobablemostworkershaveahardtimeenvisioningamachinereplacingtheirrespectivejob.ReadmoreNote(s):Worldwide;May26-June9,2023;22816respondents;18yearsandolderSource(s):IpsosImpactofartificialintelligence(AI)andmachinelearning(ML)onsupplychainmanagementfrom2023to2025,byregionAI/MLimpactonbusinesssupplychainsworldwidefrom2023to202560%48%50%40%30%20%10%0%45%44%35%Asia/PacificWesternEuropeNorthAmericaTotal29Description:TheAsiaPacificregionexpectedthegreatestamountofchangefromutilizingAIandMLtechnologiesinsupplylinesfrom2023until2025.Thecontinentwasmorethanthreepercentaheadofthenextregion,showingmorededicationandcapacityforAIusageinthesupplychains.ReadmoreNote(s):Worldwide;July2023;811respondentsSource(s):IDC;OpenTextCHAPTER

05Specialfocus:GenerativeAIGenerativeartificialintelligence(AI)marketsizeworldwidefrom2020to2030(inbillionU.S.dollars)GlobalgenerativeAImarketsizefrom2020to2030250200150100206.95181.9156.85131.8110.0788.35202566.62202444.8950023.17202211.2520215.67202020232026202720282029203031Description:ThegenerativeAImarketisexpectedtogrowbyleapsandboundsbetween2023and2030.Itstoodatjustunder45billionU.S.dollarsattheendof2023,nearlydoublethesizeof2022.Thisgrowthofnearly20billionU.S.dollarsannuallyisexpectedtocontinueuntiltheendofthedecade.ReadmoreNote(s):Worldwide;August2023Source(s):Generativeartificialintelligence(AI)marketsizegrowthworldwidefrom2021to2030GrowthofthegenerativeAImarketgloballyfrom2021-2030106%98.27%100%80%60%40%20%0%93.77%48.39%32.61%202524.59%202619.74%202719.01%202815.97%202913.77%2030202120222023202432Description:ThegenerativeAImarketisexpectedtogrowataconsistentrateofbetween10and20percentthroughthedecadeuntil2030,slowingasthedecadedrawstoaclose.Thisisfollowingastaggering100percentgrowthfrom2021through2023.

ReadmoreNote(s):Worldwide;August2023Source(s):Self-assessedexpertiseingenerativeartificialintelligence(AI)ofglobalorganizationsasof2024GenerativeAIexpertiseinorganizationsworldwide2024Noexpertise1%Veryhighexpertise9%Littleexpertise10%Highexpertise35%Someexpertise45%33Description:Nearlyallsurveyedorganizationsclaimtoh