人工智能（AI）创业公司市场前景及投资研究报告-培训课件外文版2024.6优必选

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TRENDSArtificialintelligence(AI)fundingandstartupsCHAPTER

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,accordingtoꢀ

NextMoveStrategyConsulting,itsvalueofapproximately208billionU.S.dollarsin2023isexpectedtogrowninefoldby2030,[...]ReadmoreNote(s):Worldwide;2018-2023Source(s):IDC;NextMoveStrategyConsulting;TracticaArtificialintelligence(AI)marketdividegloballyin2023withforecastto2030,bysegment(inbillionU.S.dollars)MarketsizeofAItechnologiesworldwide2020-2030,bysegmentComputerVisionAIRoboticsMachineLearningAutonomous&SensorTechnologyNaturalLanguageProcessing8007006005004003002001000202020212022202320242025202620272028202920304Description:MachinelearningremainsthelargestsegmentoftheAImarketin2023andisexpectedtocontinueassuchuntilatleast2030.ThisstemsinlargepartfromthemachinelearningsegmentbeingthemostprolificandsimpleAItocreate.Itssubcategory,deeplearning,isconsiderablymorecomplexbutconstitutessomeofthemostinfluentialchatbotscreatedin2022and2023,furthercementingitsmarketimportance.ReadmoreNote(s):Worldwide;August2023Source(s):TechnologyMarketInsightsEstimatedshareofworldwidespendingonartificialintelligence(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):IDCLeading20artificialintelligence(AI)countriesin2023,byoperatingenvironmentMajor20AIcountries2023,byoperatingenvironmentAIoperatingenvironmentscore600204080100120DenmarkSwedenChina10099.999.7FinlandAustriaItaly97.794.793.7Turkey93.693.1CanadaPortugalJapan92.692.4SouthKoreaIndia91.491.190.7Germany6Description:AmongtheleadingnationsprovidinggoodoperatingenvironmentforAI,themostnotablefactwasthatthreesmallNordicnationstopthelist,withonlyChinabeingatacomparativelevel.TheUnitedStateswasnotonthislist,anotabledifferencecomparedtomostotherAIrankings.ReadmoreNote(s):Worldwide;2023Source(s):TortoiseMediaLeading20artificialintelligence(AI)countriesin2023,byresearchcapacityMain20AIcountries2023,byresearchcapacityAIresearchcapacityscore020406080100120UnitedStatesChina10054.7SingaporeSwitzerlandUnitedKingdomAustralia48.841.338.134.434CanadaGermanyFinlandNetherlandsIsraelSouthKoreaSweden29.327.427.124.824.322.47Description:TheUnitedStateshadthestrongestcapacityforresearchamongtheleading20AInationsworldwidein2023.Ithasarankingof100,comparedwithitsnearestcompetitorChinaatjustaround54.IngeneralEuropehasthestrongestshowing,withmostnationsontherankinghailingfromEurope.ReadmoreNote(s):Worldwide;2023Source(s):TortoiseMediaCHAPTER

02Segment:InvestmentanddealsEstimateamountofartificialintelligence(AI)companiesacquiredbymajortechcompaniesin2023AggregateAIstartupacquisitionbymajortechcompaniesin2023353230252120181715105100AppleGoogleMetaMicrosoftAmazon9Description:Appleleadsamongmajortechcompanies,orbigtech,intheacquisitionofsmallerAIstartupsasof2023.IthadengagedintheacquisitionofmorethanthreetimesthenumberofAIcompaniesthanAmazon.TheacquisitionofAIstartupcompaniescomesaslargetechcompaniescompetetostayaheadintheraceforAItechnologicaldominance.ReadmoreNote(s):Worldwide;2023Source(s):CBInsightsArtificialintelligence(AI)equitydealsworldwidein2023(inmillionU.S.dollars)TopAIequitydealsworldwidein2023DealsinmillionU.S.dollars1,0000Anthropic5001,5002,0002,5002,150Inflection1,300Databricks504500AlephAlphaMistralAI415OpenAI300300300AlpheyaBaichuanAIEnflame274273GenerateBiomedicine10Description:EquitydealsinAIstartupAnthropicwerethelargestfortheyearof2023.IthadreceivedovertwobillionU.S.dollarsinequitypurchases.Anthropic,Inflection,AlephAlpha,MistralAI,andOpenAIareallmajorcompetitorsinthegenerativeAIsphere.Thesehavebeengarneringattention,andvastsamountoffunding,fromthelargestoftechcompaniessuchasGoogleandMicrosoft.ReadmoreNote(s):Worldwide;2023Source(s):CBInsightsArtificialintelligence(AI)investmentdistributionworldwidein2023,byinvestortype(inbillionU.S.dollars)AIinvestmentdistributionworldwide2023,byinvestortypePrivateEquityIncubator/AcceleratorAsset/InvestmentManagementAngelCVCCorpOtherVC120%100%80%60%40%20%0%32%17%33%32%32%17%17%18%10%9%9%11%10%10%11%11%11%9%9%8%8%5%10%7%8%5%8%5%12%4%Q1'236%3%Q2'23Q3'23Q4'2311Description:VCinvestorsremainthelargestinvestmentgroupinAIcompaniesin2023.Incubatorinvestmentsawasignificantspikeinthefirstquarterof2023butdroppedconsiderablyinthenextquarters.ReadmoreNote(s):Worldwide;2023Source(s):CBInsightsCountofdealsrelatedtoartificialintelligence(AI)worldwidefrom2013to2023,bycategory(inbillionU.S.dollars)DealsrelatedtoAIworldwide2013-2023,bycategoryResearchandDevelopmentCollaborativeresearchandproductlicenseOthersDevelopmentandcommercializationlicenseAcademic/Foundational/Governmentalresearch7060504030201001712765831224515262121214273813223222202073418181714110261312013201420152016201720182019202020212022202312Description:Since2013,theAI-relateddealshavebeenfocusingmainlyontheresearchanddevelopment(R&D)category,amountingtoapproximately161dealsacrosstheyears.Enhancingdevelopmentcommercializationlicensinghascomeinsecond,withabout95dealsinthepasttenyears.ReadmoreNote(s):Worldwide;June2023;DataretrievedbysourcefromMergerMarketandcompanywebsitesSource(s):KPMGMedianvaluationsforartificialintelligence(AI)andnon-AIstartupsworldwidein2023,bystage(inmillionU.S.dollars)MedianvaluationsforAIandnon-AIstartupsworldwide2023,bystageAINon-AI20018016014012010080188.8118.669.76050.24018.615.4200SeedSeriesASeriesB13Description:ValuationsforAIstartupsbackedbyfundingfromventurecapitalistswerehigherthannon-AIstartupsin2023.Atseedlevel,AIstartupscommandedvaluations20percenthigherthanothercompaniesraisingfunding,whileAIstartupsraisingSeriesBfundingobservedvaluationsthatwerenearly60percenthigher.ReadmoreNote(s):Worldwide;2023Source(s):CBInsightsInvestmentsingenerativeartificialintelligence(AI)intheUnitedStatesfromSeptember2021toAugust2023,bycategory(inbillionU.S.dollars)U.S.investmentsingenerativeAI2021-2023,bycategoryInvestmentsinbillionU.S.dollarsin$Sep-22toAug-230Sep-21toAug-2224681012141618202212.9$Broadusecases:LLMplatformsandsearchenginesdevelopmentB2Bapplications:AItoimprovebusinessproductivityandenterprisefunctions.Softwareinfrastructure:leveragemachinelearning/natural1.2$3.3$3.3$3$1.4$0.5$0.7$Consumerapplications:generateAIservicesandplatformsto0.2$0.5$Hardware:advancedcomputinginfrastructureanddevicestopowerscaledintelligencemodels/accelerateprocessingspeeds19.8$TotalgenerativeAIinvestments7.1$14Description:BetweenSeptember2022andAugust2023,around19.8billionU.S.dollarswereinvestedingenerativeartificialintelligenceintheUnitedStates.Amongstseveralindustries,nearly$13billionweredirectedtowardsdevelopmentofthistechnologyforbroadusecases,includinglargelanguagemodel(LLM)platformsandsearchengines.Thiscategory,whichcomprisescompanieslikethestartuplaboratoryOpenAI,sawthemostsignificantgrowthamongtheanalyzedindustries,withtentimes[...]

ReadmoreNote(s):UnitedStates;September2021toAugust2023;*ForecastReadmoreSource(s):ActivateGlobaltotalcorporateartificialintelligence(AI)investmentfrom2015to2022(inbillionU.S.dollars)AIcorporateinvestmentworldwide2015-2022100908070605093.591.967.8548.8544.0843.8140302010017.712.752015201620172018201920202021202215Description:In2022,theglobaltotalcorporateinvestmentinartificialintelligence(AI)reachedalmost92billionU.S.dollars,aslightdecreasefromthepreviousyear.In2018,theyearlyinvestmentinAIsawaslightdownturn,butthatwasonlytemporary.PrivateinvestmentsaccountforabulkoftotalAIcorporateinvestment.AIinvestmenthasincreasedmorethansixfoldsince2016,astaggeringgrowthinanymarket.ItisatestamenttotheimportanceofthedevelopmentofAIaroundtheworld.

ReadmoreNote(s):Worldwide;2015to2022Source(s):CrunchBase;NetBaseQuid;S&PCapitalIQ;StanfordUniversityCHAPTER

03Segment:FundingandvaluationArtificialintelligence(AI)startupfundingin4thquarter2023,byregion(inmillionU.S.dollars)FundingraisedforAIstartupsinQ42023,byregion4,0003,5003,0002,5002,0001,5001,0005003,8001,8001,200Asia10053730UnitedStatesEuropeCanadaOceaniaAfricaLatinAmerica17Description:Inthefourthquarterof2023,theUnitedStatesaccountedforover50percentoftheglobalfundingforstartupsfocusingonartificialintelligence(AI).Astheeconomicsituationhasbecomemoredifficultthroughouttheworld,mostinvestorsturntothemostreliablemarkets.Inthis,thestrengthoftheU.S.dollarisagreatboontotheUnitedStates,givingitanedgeoverAsiaandEurope,thoughthetwomarketstogetherstillcommandnearlythesameamountoffundingstrength.ReadmoreNote(s):Africa,Canada,Asia,Europe,CentralandSouthAmerica,UnitedStates,AustraliaandOceania;Q42023Source(s):CBInsightsArtificialintelligence(AI)startupfundingworldwidefrom2011to2023(inbillionU.S.dollars),byquarterAIfundingworldwide2011-2023,byquarterQ1Q2Q3Q480706050403020100201120122013201420152016201720182019202020212022202318Description:Inthefirstquarterof2023,thetotalartificialintelligence(AI)startupfundingworldwidehadslumpedtoalownotseensinceearly2018,droppingto5.4billionU.S.dollars.Thisisacorrectionfromtheincrediblelevelsofstartupfundingin2021and2022followingtheCovid-19pandemic.Asabroadereconomiccrisisloomsin2023thefundingforlessreliableandforwardlookingprojectslikestartupsshrinks.ReadmoreNote(s):Worldwide;2011to2023Source(s):CBInsights;estimates;VentureScannerLeadingchatbot/conversationalAIstartupsworldwidein2023,byfundingraised(inmillionU.S.dollars)Fundingofchatbot/conversationalAIstartupsworldwide2023FundinginmillionU.S.dollars050100150200250300350400ASAPPMoveworksPoebyQuoraObserve.aiAda380305226214190.6Cresta151WoebotHealthForethoughtUshur123.39292Kasisto81.519Description:AsofDecember2023,thecompanyASAPPwasthemostfundedchatbot/conversationalAIworldwide,witharound380millionU.S.dollars.Bycontrast,thenextcompanyoperatinginthesamefieldhadalittleover300millionU.S.dollars.

ReadmoreNote(s):Worldwide;December2023Source(s):NFXLeadingMachineLearningOperations/Platformstartupsworldwidein2024,byfundingraised(inmillionU.S.dollars)FundingofMachineLearningOperations/Platformstartupsworldwide2024FundinginmillionU.S.Dollars02,0004,0006,0008,00010,00012,00011,300.1OpenAIScaleAI602.6415414.9259AdeptCohere.aiAnyscaleInflectionAIWeights&BiasesHuggingFaceOctoML225200160.2131.9118.5AI21Labs20Description:OpenAI,thecreatorsof2022sensationsDall-EandChatGPT,werethemostfundedMachineLearningOperations/Platformin2024.Thefullfundingforthe2015companywasvaluedatover11billionU.S.dollars.Bycontrast,thenextcompanyoperatinginthesamefieldhadalittleover600millionU.S.dollars.However,allofthetop10mostfundedMLOpsstartupshadafundingofover100millionU.S.dollars.ReadmoreNote(s):Worldwide;January2024Source(s):NFXLargelanguagemodelartificialintelligence(AI)developerfundinggloballyin2023(inbillionU.S.dollars)TotalfundingofLLMdevelopersworldwidein202316141412108643.41.520.640.470.320.14X10OpenAIAnthropicInflectionAlephAlphaCohereAI21labs21Description:OpenAIremainsthemostheavilyfundedlargelanguagemodel(LLM)developerworldwidein2023.Itsmostwellknownproduct,ChatGPT,launchedsomethingofagenerativeAIrevolutioninlate2022.ItsbackingbyMicrosofthasmadeOpenAIaleadingchampionintheLLMcompetition,thoughcompetitorslikeAnthropic,fundedbyGoogle,areclosingthegap.ReadmoreNote(s):Worldwide;2023Source(s):CBInsightsArtificialintelligence(AI)unicornsworldwidein4thquarter2023,byvaluation(inbillionU.S.dollars)TopAIunicornsworldwide4thquarter2023,byvaluationValuationinbillionU.S.dollars100050150200250ByteDanceDatabricksOpenAI2254329GrammarlyFaire1312.6Tanium9Nuro8.68.68.58.3Pony.aiAndurilLaceworks22Description:China'sByteDanceunicornremainsthehighest-valuedunicornontheglobalAIstartupscenein2023.ByteDanceisbehindthephenomenallypopularmobileappTikTok,anapplicationthathasbeenunderscrutinybylawmakersintheUnitedStatesin2023andinto2024.NotablenewcomersincludeOpenAI,astartupfundedheavilybyMicrosoft,andAnduril,anAIweaponsdevelopmentcompanyintheUnitedStates.ReadmoreNote(s):Worldwide;2023;*Valuationasofthe4thquarter2023.ReadmoreSource(s):CBInsightsFundingofartificialintelligence(AI)companiesworldwidefrom2019to2023(inbillionU.S.dollars)AIcompanyfundingworldwide2019-2023807060504074.647.342.533.732.530201002019202020212022202323Description:GlobalAIfundingreacheditsheightin2021,followingtheimmenselevelsofdigitizationandwork-from-homechangesfollowingthelaterstagesoftheCovid-19pandemic.In2023,thefundingdroppedabout10percentfromthepreviousyear,summinguptoapproximately42.5billionU.S.dollars.ReadmoreNote(s):Worldwide;2019to2023Source(s):CBInsightsFundingofartificialintelligence(AI)startupcompaniesintheUnitedStatesfrom2020to2023,byquarter(inbillionU.S.dollars)AIstartupcompanyfundingintheUnitedStates2020-2023,byquarter161413.5141210811.8119.59.47.87.76.96.365.34.84.64.43.83.8420Q1'20Q2'20Q3'20Q4'20Q1'21Q2'21Q3'21Q4'21Q1'22Q2'22Q3'22Q4'22Q1'23Q2'23Q3'23Q4'2324Description:Fundingforartificialintelligence(AI)focusedonstartupsdwindledsignificantlyintheUnitedStatesatthebeginningof2022,inlinewithglobaltrends.TheexpenditureonAIandtechnologyhadbeenonasteadygrowthtrendthrough2020intolate2021.ItismostlikelythattheeconomicinsecuritysurroundingtheRussianinvasionofUkraineandtheresultingchaosinenergymarketshadcausedinvestorstoturntheirmoneytowardsmorebasicbusinessesthatwouldbeconsideredmore[...]

ReadmoreNote(s):UnitedStates;2020to2023Source(s):CBInsightsCHAPTER

04OpportunitiesGlobaldistributionofoverallartificialintelligence(AI)companiesin2023,bycountryDistributionofoverallAIcompaniesworldwide2023,bycountry45%39.5%40%34.6%35%30%25%20%15%10%5%7.1%UK6.7%India4.3%3.1%2.7%2%0%USACanadaGermanyFranceJapanOthers26Description:Asof2023,theUnitedStatedofAmericaconcentratedthelargestshareofartificialintelligence(AI)companiesworldwide,accountingforapproximately34.6percentoftheglobalcompaniesrelatedtooverallAI.TheUnitedKingdomandIndiafollowed,with7.1percentand6.7percentoftheAIcompaniesworldwide.ReadmoreNote(s):Worldwide;2023Source(s):WisemonkGlobaldistributionofgenerativeartificialintelligence(GenAI)companiesin2023,bycountryDistributionofgenerativeAIcompaniesworldwide2023,bycountry60%53.2%50%40%30%20%29.7%10%0%7.2%UK2.7%2.7%India2.3%1.5%0.8%USACanadaFranceGermanyAustraliaOthers27Description:Asof2023,theUnitedStatedofAmericaconcentratedthelargestshareofgenerativeartificialintelligence(GenAI)companiesworldwide,accountingforapproximately53.2percentoftheglobalcompaniesrelatedtoGenAI.TheUnitedKingdomfollowedinsecond,with7.2percentoftheGenAIcompaniesworldwide.ReadmoreNote(s):Worldwide;2023Source(s):WisemonkBusinessdepartmentsexploringartificialintelligence(AI)usecasesincompaniesin2023AreasofbusinessoperationsthatconcentrateAIusecasesincompanies2023Shareofrespondents5%0%10%15%20%25%30%35%AutomationofITprocessesSecurityandthreatdetectionAImonitoringorgovernance33%26%25%BusinessanalyticsorintelligenceAutomatingprocessing,understanding,andflowofdocumentsAutomatingcustomeroremployeeself-serviceanswersandactionsAutomationofbusinessprocessesAutomationofnetworkprocessesDigitallabor24%24%23%22%22%22%22%22%MarketingandsalesFrauddetectionSearchandknowledgediscoveryHumanresourcesandtalentacquisitionFinancialplanningandanalysis21%19%18%18%Supplychainintelligence28Description:Asof2023,over33percentofITleadersworldwideclaimtoexploreartificialintelligence(AI)usecasesintheirbusinessoperationareaofautomationofITprocesses.Thedepartmentsofsecurityandthreatdetection,andAImonitoringorgovernancefollow,withabout26and25percentoftherespondentsclaimingthemasadoption-drivingareasofoperation.ReadmoreNote(s):Worldwide;November2023;8584respondents;ITProfessionals,inamanagerorhigher-levelroleSource(s):IBMActivitiesinwhichAmericanandEuropeancompaniesareusingartificialintelligence(AI)in2023anduseforecastfor2025AIuseintheU.S.andEurope2023-2025*,byfunctionShareofrespondentsIntwoyears0%Currently10%20%30%40%50%48%60%61%70%42%CustomerortechnicalserviceProductdevelopment55%48%47%Developingcustomizedadvertisingorcustomermessaging53%56%Supportforinternalfunctions(e.g.,draftingdocumentsorminingdatabases)50%ProcessautomationRecruitmentandHRRiskandcybersecurityOther65%57%17%45%49%5%5%29Description:Asof2023,thetwomostpopularusesforartificialintelligence(AI)inAmericanandEuropeancompanieswereinprocessautomationandcustomerortechnicalservice.About65and61percentoftherespondentsclaimedtocurrentlyuseAIforsuchactivities,respectively.Ashiftisexpectedtohappenintwoyears,whenabout57percentofthesurveyedcompaniesforecasttouseAIinrecruitmentandhumanresources,contrastingwiththecurrent17percent.

ReadmoreNote(s):NorthAmerica,Europe,UnitedStates;2023;144respondents;Executivesself-reportinganonymously;*Forecast

Thesourcephrasesthequestionas:"WhereareyoucurrentlyusingAI?Intwoyears?(Selectallthatapply)".

ReadmoreSource(s):Heidrick&StrugglesUseofchatbottools,virtualassistantsandChatGPTinAmericancompaniesin2023U.S.companies'useofAIchatbotsandvirtualassistants2023Unsure15%Yes46%No38%30Descri