美国人工智能AI电子商务行业市场前景及投资研究报告-培训课件外文版2024.6

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TRENDSArtificialintelligence(AI)inU.S.e-commerceCHAPTER

01MarketoverviewEstimatedworldwidespendingonartificialintelligence(AI)-centricsystemsin2023,byindustry(inbillionU.S.dollars)GlobalspendingonAI2023,byindustrySpendinginbillionU.S.dollars01020304050607080BankingRetail20.6419.71ProfessionalServicesDiscretemanufacturingProcessmanufacturingOther16.0214.6310.9371.923Description: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;Globaldistributionofoverallartificialintelligence(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%USACanadaGermanyFranceJapanOthers4Description:Asof2023,theUnitedStatedofAmericaconcentratedthelargestshareofartificialintelligence(AI)companiesworldwide,accountingforapproximately34.6percentoftheglobalcompaniesrelatedtooverallAI.TheUnitedKingdomandIndiafollowed,with7.1percentand6.7percentoftheAIcompaniesworldwide.ReadmoreNote(s):Worldwide;2023Source(s):WisemonkEstimatedshareofworldwidespendingonartificialintelligence(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):IDCInvestmentsingenerativeartificialintelligence(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$6Description:BetweenSeptember2022andAugust2023,around19.8billionU.S.dollarswereinvestedingenerativeartificialintelligenceintheUnitedStates.Amongstseveralindustries,nearly$13billionweredirectedtowardsdevelopmentofthistechnologyforbroadusecases,includinglargelanguagemodel(LLM)platformsandsearchengines.Thiscategory,whichcomprisescompanieslikethestartuplaboratoryOpenAI,sawthemostsignificantgrowthamongtheanalyzedindustries,withtentimes[...]

ReadmoreNote(s):UnitedStates;September2021toAugust2023;*ForecastReadmoreSource(s):ActivateCHAPTER

02BusinessadoptionShareofretailcompaniesplanningtouseAItechnologiesinthefollowingsixmonthsintheUnitedStatesasofFebruary2024,bytypeMostusedAItechnologiesamongretailbusinessesintheUnitedStates2024Shareofcompanies0%5%10%15%20%25%30%35%40%45%50%55%MarketingautomationusingAIVirtualagentsorchatbotsDataanalyticsusingAI48.9%31.4%28.6%NaturallanguageprocessingTextanalyticsusingAI20.9%20.3%Machinelearning17.4%17.3%RecommendationsystemsbasedonAIImage/patternrecognitionDecisionmakingsystemsbasedonAISpeech/voicerecognitionusingAILargelanguagemodels13.8%13.3%12.3%12%DeeplearningMachine/computervision6%4.9%8Description:IntheUnitedStates,mostretailcompaniesarelikelytouseartificialintelligence(AI)formarketingpurposes.Nearly49percentofprofessionalsfromretailcompaniesansweringasurveyin2024statedthattheirenterpriseswillbeusingAItohandlemarketingautomation.Chatbotsandvirtualshoppingassistantsfollowintheranking,with31.4percentofanswers.ReadmoreNote(s):UnitedStates;December2023toFebruary2024Source(s):USCensusBureauMainapplicationsofgenerativeartificialintelligenceingroceryretailintheU.S.in2023MainapplicationsofgenAIintheU.S.groceryretail2023Shareofrespondents0%5%10%15%20%19%25%30%35%Actingascustomerassistant31%ManagingsupplychainlogisticsInventorymanagement22%Helpingselect/createnewprivate-labelproductofferingsActingasavirtualspokespersononsocialmediaHelpingininternaldatareportingandanalysisCreatingcontentforpersonalizedmarketing8%6%4%4%Merchandisingideas/design3%2%1%RunningbidsandnegotiatingtermswithsuppliersDonotthinkgenerativeAIwillhaveakillerapplicationforyearstocome9Description:Generativeartificialintelligence(AI)willdisruptU.S.groceryretail.Accordingtoasurveycarriedoutin2023,customerservicewillbethemostaffectedbusinessarea,with31percentofseniorexecutivesmentioningit.Another22percentofsurveyedprofessionalsbelievedgenAIwillenhancesupplychainprocesses,whereasinventorymanagementisgoingtobeakeyapplicationofgenerativeAIfor19percentofrespondents.

ReadmoreNote(s):UnitedStates;JunetoJuly2023;100seniorexecutivesfromU.S.groceryretailersSource(s):DeloitteShareofbusiness-to-consumere-commercecompaniesusingAIintheUnitedStatesin2023UseofAIinB2Ce-commerceoperationsintheUnitedStates202350%45%40%35%30%25%20%15%10%47%33%16%5%0%3%NointentionstouseEvaluatingExperimentingFullyimplemented10Description:IntheUnitedStates,oneinthreebusiness-to-consumer(B2C)organizationsfullyincludedAI-basedtechnologiesintheire-commerceoperations,a2023surveyshowed.Another47percentofprofessionalsansweredtheircompaniesareexperimentingwithartificialintelligencetools.ReadmoreNote(s):UnitedStates;October6toNovember8,2023Source(s):SalesforceResearchShareofbusiness-to-business(B2B)e-commercecompaniesusingAIintheUnitedStatesin2023UseofAIinB2Be-commerceoperationsintheUnitedStates202360%50%40%30%20%10%56%25%19%1%Nointentionstouse0%EvaluatingExperimentingFullyimplemented11Description:IntheUnitedStates,oneinfourbusiness-to-business(B2B)organizationsfullyincludedAI-basedtechnologiesintheire-commerceoperations,a2023surveyshowed.Another56percentofprofessionalsansweredtheircompaniesareexperimentingwithartificialintelligencetools.ReadmoreNote(s):UnitedStates;October6toNovember8,2023Source(s):SalesforceResearchShareofAmazonsellersandbrandsusingartificialintelligence(AI)asofJanuary2024MaintasksAmazonsellersandbrandsuseAIfor2024Shareofrespondents0%5%10%15%20%25%30%35%34%40%WritingandoptimizinglistingsCreatingmarketingandsocialmediacontentKeywordsandSEOresearchCustomerservice14%7%6%6%6%ProductimagesProductresearch12Description:Artificialintelligencecanautomatecontentmanagementandproductlistingfore-commercesellers.Asof2024,34percentofbrandsandcompaniessellingonAmazonusedAI-poweredtechnologiesforthisspecifictaskwhileanother14percentofthemshiftedfrommanualtoAI-basedproductionofmarketingandsocialmediacontent.ReadmoreNote(s):Worldwide;January2024Source(s):InsiderIntelligence;JungleScoutMainchallengesinimplementingAI-basedsolutionsintheretailindustryintheU.S.in2023MainchallengesinimplementingAI-basedretailsolutionsintheU.S.2023ShareofrespondentsManagersandemployees10%

20%CEO0%30%40%50%60%53%DatasecurityandprivacyRiskofcostlyAI-basedrecommendationsandactionsBusinesscaseandROIJustification44%21%39%39%26%21%Fearofworkforceimpact33%32%Lackofcontrol/insighttothe“AI”partofthesolutionLackofawareness,understanding,and/orexpertiseCosts(financial,time,skills)28%28%43%34%28%28%Unprovenand/orunreliableSolutionsBadexperiencewithpastimplementationsLackofinfrastructure22%22%9%32%17%13Description:InretailcompaniesbasedintheUnitedStates,44percentofCEOstakingparttoasurveybelieveddatasecurityandprivacywasthebiggestchallengesinimplementingAI-basedsolutionsintheircompanies.Managersandemployeeswereevenmoreconcernedbythisaspect(53percent).However,another43percentofemployeesmentionedthelackofawareness,understanding,and/orexpertiseinusingAItoolsasakeychallenge.

ReadmoreNote(s):NorthAmerica,UnitedStates;December2023;165retailprofessionalsSource(s):FirstInsightCHAPTER

03ShoppingexperienceShareofU.S.peoplebelievingartificialintelligenceshouldhavealargerroleinretailinselectedyearsfrom2021to2024OutlookforArtificialIntelligenceuseintheretailindustryintheU.S.2021-2024DefinitivelyshouldProbablyshould60%50%40%30%20%10%0%36%35%30%16%15%14%20212023202415/statistics/1463667/artificial-intelligence-retail-outlook-united-statesA2024surveyshowedthat50percentofU.S.adultsexpectartificialintelligencetoplayabiggerroleintheretailindustry.However,thepercentageofrespondentsbelievingsoplungedin2023,whenonly44percentofU.S.peoplehadthisopinion.

ReadmoreNote(s):UnitedStates;February28and29,2024;2,132respondents;18yearsandolderSource(s):MorningConsult;SITPerceivedimpactofartificialintelligencetechnologiesontheretailsectorintheUnitedStatesin2024PerceivedimpactofAItechnologiesonretailintheU.S.202435%30%25%29%22%20%15%10%5%18%11%10%9%0%VerypositiveSomewhatpositiveNeitherpositiveornegativeSomewhatnegativeVerynegativeNotsure16Description:InMarch2024,U.S.peoplewereaskedwhetherartificialintelligence(AI)hashadapositiveornegativeeffectontheretailsector.22percentofrespondentsbelievedAIhadasomewhatpositiveimpact,withninepercentofthemhavingevenaverypositiveopinion.ReadmoreNote(s):UnitedStates;March14to18,2024;1,703respondents;18yearsandolderSource(s):YouGovShareofshoppersinterestedingenerativeAIusestoimprovecustomerexperienceintheU.S.in2023ShoppersinterestedingenerativeAIusesintheU.S.2023Shareofrespondents0%

10%20%30%40%50%60%70%80%74%HelpmeobtaindetailedinformationonanitemRecommendtherightitembasedonmycriteriaRecommendtherightitemformybudgetAnswermypost-purchasequestions68%66%65%RecommendotheritemsonthesitethatImightlike,basedonmyresearchandpreviouspurchases62%Recommendatypeofdelivery58%17Description:MostU.S.consumersbelievethatgenerativeartificialintelligence(AI)couldfurtherimprovetheonlineshoppingexperience,a2023surveyshowed.Threeinfourshopperswouldliketoobtaindetailedinformationonitems,whileanother68percentofrespondentswereinterestedintailoredrecommendationsbasedontheircriteria.ReadmoreNote(s):NorthAmerica,UnitedStates;2,000respondentsSource(s):iAdvize;IpsosShareofconsumersthinkinggenerativeAIpositivelycontributestotheirholidayshoppingintheU.S.in2023PositiveaspectsofusinggenAIforholidayshoppingintheU.S.2023Shareofrespondents0%

10%20%30%40%50%60%70%80%IexpecttoreturnfewerproductsbecauseoftheAI-poweredresourcestoguidethepurchases76%Iwillbehappytohaveextrasupportinshopping62%IwillnolongergetanxiousbecauseAIwillhelptobemoreconfidentinpurchasedecisions59%Iwillbuymoreproductsbecausetheoverallshoppingexperiencewillbemoreenjoyable52%18Description:AsofOctober2023,mostU.S.shopperstakingpartinasurveyexpectedgenerativeAItoimprovetheirholidayshoppingonline.Accordingtothesurveyfindings,threeinfoursurveyedconsumersexpectedtoreturnfewerproductsthankstoAI-poweredtoolsguidingtheirpurchases.ReadmoreNote(s):UnitedStates;October2023;1,000respondentsSource(s):TalkdeskShareofconsumersabletoidentifyartificialintelligence(AI)onproductrecommendationsbasedonpreviouspurchasesintheU.S.in2023,byageConsumersabletoidentifyAIonproductrecommendationsintheU.S.2023,byageShareofrespondentsYesNoNotsure18-2930-4445-6465+48%47%39%13%31%23%46%24%29%51%27%22%19Description:IntheUnitedStates,consumerstriedtoidentifywhetherornottheonlineproductrecommendationswereartificialintelligence(AI)in2023.Respondentsovertheageof65yearswerethemostconfidentinidentifyingAI,withover50percentstatingthattheproductrecommendationtheygotwasAI.Thosebetweentheagesof45and64yearswerethemostunsureaboutwhethertherecommendationtheygotbasedonpreviouspurchaseswasAI,withalmost30percent.

ReadmoreNote(s):UnitedStates;August9to14,2023;1,000respondents;18yearsandolderSource(s):YouGovShareofconsumersabletoidentifyartificialintelligence(AI)onproductrecommendationsbasedonpreviouspurchasesintheU.S.in2023,bygenderConsumersabletoidentifyAIonproductrecommendationsintheU.S.2023,bygenderShareofrespondentsYesNoNotsureMale43%36%21%Female52%24%24%20Description:IntheUnitedStates,onlineconsumerstriedtoidentifyartificialintelligence(AI)fromtheproductrecommendationstheyreceivedbasedonpreviouspurchasesin2023.WomenweremoreconfidentinpositivelyidentifyingAI,withmorethanhalfsayingtheirproductrecommendationwasAI.However,morewomenthanmen,24percentcomparedto21percent,wereunsureaboutwhetherornottheyencounteredAI.

ReadmoreNote(s):UnitedStates;August9to14,2023;1,000respondents;18yearsandolderSource(s):YouGovShareofconsumersabletoidentifyAIonproductrecommendationsbasedonpreviouspurchasesintheU.S.in2023,byfamilyincomeConsumersabletoidentifyAIonproductrecommendationsintheU.S.2023,byincomeShareofrespondentsYesNoNotsureLessthan50,000U.S.dollars50,000to100,000U.S.dollarsOver100,000U.S.dollars39%30%30%49%32%19%65%22%13%21Description:In2023,onlineconsumersintheUnitedStatesgaveinsightintowhetherornottheycanidentifyartificialintelligence(AI)onwebsitesthatrecommendproductsbasedontheirpreviouspurchases.Theconsumerswho'sfamilyincomewasmorethan100thousandU.S.dollars,werethemostsuretheycouldidentifyAIontheinternet,with65percentrespondents.Therespondentswhoearnlessthan50thousanddollarswerethemostunsure,with30percentnotbeingsureiftheycouldidentifyAI.

ReadmoreNote(s):UnitedStates;August9to14,2023;1000respondents;18yearsandolderSource(s):YouGovShareofconsumerswillingtousegenerativeAIcapabilitiesduringholidayshoppingintheU.S.in2023UseofgenerativeAIcapabilitiesduringholidayshoppingintheU.S.2023Shareofrespondents0%

10%20%30%40%50%60%70%80%90%

100%88%UsesomeformofAItohelpwithholidayshopping(chatbots,syntheticmedia,andpersonalizedbrandrecommendations)UseanAIchatbot—likeChatGPT—tofindcoupons,discountcodes,andcheaper73%pricesUseAI'simageeditingcapabilitiestopersonalizegiftsUseanAIchatbottogetgiftideasforalovedoneUseanAIchatbottowriteholidaycardsormessages52%49%35%22Description:AsofOctober2023,nearlynineintenU.S.shopperstakingpartinasurveyexpectedtouseAItechnologiesfortheirholidayshopping.ChatbotslikeChatGPTwereverypopular,as73percentofthesurveyedconsumersstatedtheywouldusethistypeofgenerativeAItooltofindcoupons,discountcodes,andcheaperprices.ReadmoreNote(s):UnitedStates;October2023;1,000respondentsSource(s):TalkdeskMainobstaclesinusinggenerativeAItoadviseshoppersonlineintheU.S.in2023ObstaclesinusinggenerativeAIwhenshoppingonlineintheU.S.2023Shareofrespondents15%

20%0%5%10%25%30%35%40%QualityofanswersProtectionofmydataReliabilityofmyanswersOther36%31%29%4%23Description:In2023,36percentofU.S.consumersbelievedthatgenerativeartificialintelligence(AI)stillprovidedpoorqualityanswers.Another31percentofsurveyedconsumerswereconcernedaboutdataprotection.

ReadmoreNote(s):NorthAmerica,UnitedStates;2023;2,000respondentsSource(s):iAdvize;IpsosCHAPTER

04Spotlight:chatbotsLeadingchatbot/conversationalAIstartupsworldwidein2023,byfundingraised(inmillionU.S.dollars)Fundingofchatbot/conversationalAIstartupsworldwide2023FundinginmillionU.S.dollars050100150200250300350400ASAPPMoveworksPoebyQuoraObserve.aiAda380305226214190.6Cresta151WoebotHealthForethoughtUshur123.39292Kasisto81.525Description:AsofDecember2023,thecompanyASAPPwasthemostfundedchatbot/conversationalAIworldwide,witharound380millionU.S.dollars.Bycontrast,thenextcompanyoperatinginthesamefieldhadalittleover300millionU.S.dollars.

ReadmoreNote(s):Worldwide;December2023Source(s):NFXWaysinwhichartificialintelligence(AI)hasbeenimprovingcustomerexperience(CX)intheUnitedStatesin2023WaysAIhasbeenimprovingCXU.S.202380%73%70%60%50%40%30%20%10%0%61%55%49%46%42%36%Instantmessaging(i.e.Chatbots)EmailsPersonalizedservices(i.e.productrecommendations)TextmessagesPersonalizedadverts

Long-formwrittencontent(i.e.websitePhonecallscontent)26Description:In2023,thetopwayinwhichartificialintelligence(AI)improvedcustomerexperienceaccordingtoU.S.businessownerswaswiththeimplementationofinstantmessaging,i.e.chatbots.Almost75percentofrespondentsstatedthisastheiranswer.Seemingly,phonecallshaveimprovementstobemadewhenitcomestoAI,as36percentofU.S.businessownerssaidithadimprovedcustomerexperience.

ReadmoreNote(s):UnitedStates;March20thtoApril5th,2023;600U.S.businessownersSource(s):ForbesTechnologiesconsumersregularlyusewhileshoppingintheUnitedStatesin2023and2024MostusedshoppingtechnologiesintheU.S.2023-2024Shareofrespondents2024

202310%

15%0%Confirmavailabilityonlineofanin-storeitemComparepricesonlinewhilein-storeVisualsearch5%20%25%25%30%35%40%37%36%25%22%18%24%Chatbot18%19%18%BuyNow,PayLater15%Voiceassistance17%13%12%AR/VRtryontools11%11%ARcustomizationtools27Description:Between2023and2024,theuseofonlinetechnologieswhileshoppinginstorehasdeclinedintheUnitedStates.Inturn,theshareofconsumersregularlyusingvisualsearchincreased.Likewise,thenumberofU.S.shoppersusingchatbotswentfrom18percentin2023to24percentin2024.ReadmoreNote(s):UnitedStates;December10,2023;1,000respondents;18yearsandolderSource(s):Dentsu;TolunaStartShareofshoppersusingchatbotswhenshoppingonlineintheUnitedStatesin2023Shoppingexperienceswithe-commercechatbotsintheU.S.2023Shareofrespondents0%

5%10%15%14%20%25%25%30%ItansweredmyquestionperfectlyandIboughttheproductItdidnotanswermyquestioncorrectlyandIabandonedmypurchaseItansweredmyquestionperfectlybutIdidnotbuytheproduct16%Itdidnotanswermyquestioncorrectly,butIwentaheadwithmypurchaseanyway11%ItwasnotavailablewhenIneededit7%Ihaveneverusedachatbotinmypurchasingprocess28%28Description:Innearlyfouroutoftencases,chatbotsanswershoppers'questionsperfectly,aU.S.surveyfrom2023revealed.However,only25percentofsurveyedcustomerspurchasedtheprod