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20231009_国盛证券_通信行业证券研究报告:AI文生视频多模态应用的下一站_24页.pdf

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20231009_国盛证券_通信行业证券研究报告:AI文生视频多模态应用的下一站_24页.pdf

|2023 10 09 AI AI AI AIGC Meta Google Make-A-Video Phenaki GAN VAE Transformer Transformer 1 Transformer Phenaki 2 Make-A-Video 4s RunwayGen-2 ZeroScope Pika Labs 1 2 3 1 2 Runway Gen-2 1 Lensa AI 12 12 2930 2023 7 100 2 29 1 Midjourney 1500 1 GPU 2 AI 1 Adobe Microsoft 365 Copilot AI 2 Office Copilot GPT-4 API Copilot Office 53-240%1 AIGC 2 3 S0680519010002 S0680521050001 1 Anthropic AI 2023-09-26 2 AI 2023-09-24 3 Roblox AIGC 2023-09-18-16%0%16%32%48%64%80%2022-10 2023-02 2023-06 2023-09 3002023 10 09 P.2 1 AIGC.4 1.1.4 1.2.4 1.3.5 2.6 2.1 GAN VAE Text2Filter.6 2.2 Transformer Phenaki.6 2.3 Make-A-Video.7 2.3.1 Meta Make-A-Video.8 2.3.2.9 2.3.3 Zeroscope Modelscope.9 3.10 3.1.10 3.2.11 3.3.12 4.13 4.1.13 4.1.1.13 4.1.2.13 4.2.14 4.2.1 Lensa AI.14 4.2.2.15 4.3.16 4.3.1 Midjourney.16 4.3.2.17 4.3.3 AI.18 4.4.19 4.4.1 Adobe AI.19 4.4.2 Microsoft 365 Copilot.20 4.5.20 5.21.23 1.4 2 Phenaki Make-A-Video.5 3 GAN VAE.6 4 Phenaki.7 5 Phenaki.7 6.8 7 Make-A-Video.8 8 Make-A-Video.8 9-v1.0.9 10 Runway ZeroScope Pika Labs.10 XVEVvMtOtQoPoQsRqNqPrQaQ8Q7NpNqQnPtQeRmNrRlOpPyRaQqRrQuOrNoPvPrNtN2023 10 09 P.3 11 Runway Gen-2 ZeroScope PikaLabs.11 12 Runway Gen-2 ZeroScope PikaLabs.11 13 RunwayGen-2 ZeroScope PikaLabs.12 14/.13 15 Runway Gen-2.14 16 Lensa AI.14 17.15 18.15 19 2023 8 14.16 20 Midjourney.16 21 AI PaaS.17 22 AI.17 23 AI.18 24 AI.18 25 Adobe Firefly.19 26 Firefly.19 27 Trailer:Genesis 2 YouTube 14.20 28.22 2023 10 09 P.4 1 AIGC AI 1.1 AI Runway Gen-1 AI 1.2 2021 1 5 Open AI Clip DALL E 2022 3 13 Midjourney AI Midjourney Stable Diffusion DALL E Runway Gen-1 RunwayGen-2 ZeroScope Pika Labs Runway ZeroScope Pika Labs 1 Open AI Microsoft Midjourney Google Stability AI Adobe 2023 10 09 P.5 Meta Google Make-A-Video Phenaki Demo Phenaki Make-A-Video-1.3-2 Phenaki Make-A-Video Phenaki Make-A-Video Transformer+Phenaki:Variable length video generation from open domain textual descripitons Make-A-Video:Text-To-Video generation without Text-Video data 2023 10 09 P.6 2 Transformer ModelScope ZeroScope 2.1 GAN VAE Text2Filter GAN Generative Adversarial Nets VAE Variational autoencoder GAN VAE VAE GAN Text2Filter 3 GAN VAE Video Generation From Text 2.2 Transformer Phenaki Transformer Transformer Phenaki Cog Video VideoGPT Phenaki Transformer Phenaki 1.4s 2023 10 09 P.7 1 4 Phenaki Phenaki:Variable length video generation from open domain textual descripitons 5 Phenaki Phenaki:Variable length video generation from open domain textual descripitons 2.3 Make-A-Video Make-A-Video Video LDM Text2Video-Zero Runway-Gen1 Runway-Gen2 NUWA-XL 2023 10 09 P.8 2.3.1 Meta Make-A-Video Make-A-Video-Make-A-Video CLIP CLIP CLIP Base Diffusion Model Temporal Super-Resolution TSR 7 Make-A-Video Make-A-Video:Text-To-Video generation without Text-Video data 8 Make-A-Video Make-A-Video:Text-To-Video generation without Text-Video data 6 Diffusion Models in Vision:A Survey 2023 10 09 P.9 2.3.2-v1.0 ModelScope-Model Scope 60 CLIP ViT-L/14336px text encoder Diffusion prior CLIP text embedding CLIP image embedding 64x64 diffusion model GLIDE UNet UNet3D cross attention image embedding 16x64x64 16X64x64 64X64x64 diffusion 16x64x64 image embedding 64X64x64 16x64x64 4 64X64x64 concat image embedding cross attention 64X64x64 64X256x256 diffusion UNet3D 64X64x64 64X256x256 9-v1.0 ModelScope 2.3.3Zeroscope Modelscope Runway Gen-2 Pika Labs Zeroscope Zeroscope ZeroScope vilab modelscope-damo-text-to-video-synthesis 3 17 ZeroScope Zerscope_v2 567w Zeroscope_v2 XL ZeroScope V3 Discord 2023 10 09 P.10 3 RunwayGen-1 Gen-2 ZeroScope ZeroScope ModelScope ZeroScope Runway Gen-2 PikaLabs Runway Gen-2 18 4s Runway ZeroScope PikaLabs Midjourney Discord Discord 10 Runway ZeroScope Pika Labs Runway Gen-2 18 60 APP PikaLabs 4 40 Discord ZeroScope 3 80 Hugging Face Runway ZeroScope Pika Labs 3.1 RunwayGen2 PikaLabs ZeroScope 2023 10 09 P.11 11 Runway Gen-2 ZeroScope PikaLabs A girl dancing in the classroom Runway ZeroScope Pika Labs 3.2 RunwayGen-2 PikaLabs ZeroScope 12 Runway Gen-2 ZeroScope PikaLabs Cat watching TV with a remote in hand Runway ZeroScope Pika Labs 2023 10 09 P.12 3.3 Runway Gen-2 PikaLabs ZeroScope 13 RunwayGen-2 ZeroScope PikaLabs(A girl and a boy running hand in hand)Runway ZeroScope Pika Labs RunwayGen-2 PikaLabs ZeroScope 2023 10 09 P.13 4 4.1 4.1.1 8 13 IOS AI 247 31.6%2.8%20.2%4.1.2 AI Runway Gen-2 Runway Gen-2 Runway Gen-2 2023 9 760 3 37 14/Midjourney Lensa AI Midjourney Prisma Labs 8 2100+N/A 7 16-8 14 203 9 10 Midjourney 9.9 30+1 50 3.99 100 5.99 200 7.99 Similar Web CNN Sensor Tower 2023 10 09 P.14 4.2 4.2.1 Lensa AI Lensa AI Lensa AI App 2018 2022 11 21 Lensa AI Magic Avatars 11 30 12 14 AppStore Top 1 50 100 200 3.99 5.99 7.99 Sensor Tower 12 12 1350 11 200 12 App 2930 Sensor Tower Lensa AI 7 40 100 15 Runway Gen-2/GB 15 12 625 16 125 100 Pro 35 28 2250 16 1450 500 95 76 16 500 Runway 16 Lensa AI Medium 2023 10 09 P.15 4.2.2 20 9.9 7 20 4000-5000 8 13 iPhone 29 3 17 AI Hub 18 2023 10 09 P.16 4.3 4.3.1 Midjourney Midjourney Midjourney Similar Web Midjourney 2023 8 2850 6 30 Midjourney 1500 StableDiffusion 1000 1 Midjourney 19 2023 8 14 20 Midjourney/GPU 10 200 30 Pro 60 30 Mega 120 60 Midjourney 2023 10 09 P.17 4.3.2 AI AI 20 API AI PaaS SaaS PaaS SaaS 21 AI PaaS 1 19.9 65 1 29.9 65 1 22 AI 2023 10 09 P.18 4.3.3 AI AI 2022 5 AI AI 100/1000/1 2 AI AI 23 AI 1 20 450 4 80 1800 12 216 5400 24 432 10800 AI 24 AI/AI 0 30-99 1200 1-199 1200 2-1299 1800 6 100 100 4699 3600 12 200 200 AI 2023 10 09 P.19 4.4 4.4.1 Adobe AI Adobe AI Firefly Adobe Photoshop 2023 3 AI Firefly 5 Adobe Photoshop 25 Adobe Firefly Adobe Firefly A d o b e 2023 9 13 Firefly Generativecredits 25 4.99 100 Adobe Firefly 2023 11 1 26 Firefly AdobeFirefly 2023 10 09 P.20 4.4.2 Microsoft 365 Copilot Microsoft 365 Copilot Office Copilot GPT-4 API Office AI 7 18 Microsoft 365 Copilot Microsoft 365Copilot Microsoft 365 E3 E5 Business Standard Business Premium 30/Microsoft 365 22/Copilot 53-240%Copilot AI 4.5 AI Trailer:Genesis Midjourney Runway Pixabay CapCut AI 27 Trailer:Genesis 2 YouTube 14 Youtube 2023 10 09 P.21 5 AIGC 1 5G AIGC AIGC PCB AIGC 5G AIGC AIGC 2 OpenAI 3+AIGC AI Office OpenAI IP 2023 10 09 P.22 28 300502 400G 300394 300308 300570 MPO IDC 688205 000988 800G 301165 2019 2021 000938 2022 601138 2022 301191 688256 AI 000063 5G 002881 300738 IDC 300383 IDC AWS 603220 5G 600602 NLP AIGC GOOG Transformer AIGC Imagen MSFT Apache Spark OpenAI BIDU 300418 AIGC 601360 GPT NewBing+ChatGPT 002230 300229 NLP 688111 WPS AI 300624 601728 600941 600050 B/G 2022 121%688292 DPI 603496 002912 300166 Maas()BOSS 300047 BOSS AI 603888 AI IP 603000 AIGC-X AI 688004 002517 AI 300494 AIGC UGC 603444 MMORPG SLG 002174 IP;AI 300058 2023 10 09 P.23 IP 300459 IP ChatGPT 30002 NLP+SLG 300364 AI 002292 IP 600986 IP Z IP _Lan 300182(25%)500 ChatGPT 2023 10 09 P.24“”,“”“”6 A 300 500 15%5%15%-5%+5%5%10%-10%+10%10%26 3 100032 010-57671718 868 One56 1 10 200120 021-38124100 1115 330038 0791-86281485 100 24 518033

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