20240808_国泰君安_AI行业深度更新报告：大模型“开源、轻量、端侧”化视频与语音加速落地_23页.pdf
/Table_Date 2024.08.08 Table_Industry Table_Invest:Table_Report IP GPT-4o 2024.08.04 GPT-4o 2024.08.01 PixVerseV2 2024.07.28 AI 2024.07.25 2024.07.20 AI table_Authors()()021-38675863 021-38032025 S0880515040003 S0880524020001 AI AI 6 Table_Summary AI AI 1 2 3 2024 1 2 3 AI AI AI 2024 2 OpenAI sora AI 4 6-7 sora Runway Gen3 Alpha 3D Luma sora AI AI GTP-4o 7 AI AI AI AI AI 2 of 23 1.3 1.1.3 1.2.4 1.3.AI.5 2.AI.7 2.1.sora.7 2.1.1.sora“”“60s”.7 2.1.2.DiT“”.8 2.2.6“AI”.9 2.3.10 2.4.“”AI“”.11 2.5.Runway Gen-3 Alpha“”.13 2.6.Luma Dream Machine 3D“AI”.13 3.AI.15 3.1.GPT-4o TTS.15 3.1.1.GPT4-o.15 3.1.2.Seed-TTS.16 3.1.3.ChatTTS.17 3.2.18 3.2.1.18 3.2.2.20 4.21 5.22 1ZBYzQqNtQoPsMpMnQqPnM8ObP7NpNrRpNsOiNmMwOiNqRoM6MoOxONZnPwOMYmRtO 3 of 23 1.1.1.Llama3.1 GPT-4o Claude 3.5 Sonnet 2024 7 23 Meta Llama3.1 128K 8B 70B 405B 405B GPT-4o Claude 3.5 8B 70B 1 Llama3.1 GPT-4o Claude 3.5 Sonnet Meta 2 Llama 8B 70B Meta Llama3.1 MMLU Llama3.5 405B Cluade 3.5 Sonnet 4 of 23 3 maximelabonne 36Kr 2024 7 Mistral AI Mistral Large 2 123B Llama 3.1 405B GPT-4o Claude 3 Opus 2024 1:Gemma 2 2B 7B Llama2 Phi-3-mini 4 3.8B Llama 8B Llama 3 Meta 5 8B 70B GPT-4 DeepSeek v2 DeepSeek 5 236B GPT-4 Turbo Llama 3.1 Meta 7 8B 70B 405B GPT-4o Qwen2-72B 6 72B Llama3-70B Mistral Large 2 Mistral AI 7 123B Llama 3.1 405B GPT-4o Claude 3 Opus 1.2.2022-2024 2024 4P2cJrGWF08SebQCpUIYxfC4iNkD3XJlIbfvIKRvuXIdEb0oVPqXwKv+CMZN8PZn 5 of 23 4 semaphore 2:2024 MiniCPM MiniCPM-S 1.2B,2.4B 1.2B 4096,128K Qwen1.5 Qwen2 0.5B,1,8B,4B,7B 0.5B,1.5B,7B 32K 32K,128K Google Gemma 1 Gemini 1.5 Flash Gemma 2 2B,7B 2.6B 8192 1M 8192 Anthropic Claude 3 Haiku 200K InternLM2 InternLM2.5 1.8B,7B 7B 200K 200K 1M Meta Llama3 8B 8K OpenELM DCLM 270M,450M,1.1B,3B 7B 2048 2048 8192 Phi-3 3.8B,7B 4K 8K 128K HuggingFace SmolLM 135M,360M,1.7B 2048 OpenAI GPT-4o mini 128K 1.3.AI Apple Intelligence AI 30 AFM-on-device 30 iPhone 15 Pro 1000 token prompt 0.6 30 token Gemma-2B Mistral-7B Phi-6 of 23 3B-Mini Gemma-7B AI 5 Apple Intelligence Apple Apple Intelligence 2024 7 30 iOS 18.1 Beta AI 1 iOS 18 Beta 2 Siri Siri 3 6 Apple Intelligence 7 AI 2024 7 10 AI AI Galaxy Z Fold6 Galaxy Z Flip6 AI AI AI AI AI AI AI AI AI AI 7 of 23 8 AI 9 AI Vivo X100 Pro 2024 4 AI V vivo X100 Pro OPPO Find X7 Ultra vivo X100 Pro Magic6 Pro S24 Ultra 14 Pro AI AI 1 vivo X100 Pro 2 vivoX100Pro V 3 vivo X100 Pro AI 4 vivo X100 Pro AI AI 10 vivoX100 Pro V 2.AI 2.1.sora 2.1.1.sora“”“60s”sora AI“”3 2024 2 OpenAI sora“”5 60“AI”8 of 23 3:OpenAI sora/Runway Gen2 Runway 2023.3 3 16 5 Pika 1.0 Pika Labs 2023.11 3 15 Stable Video Diffusion(SVD)Stability AI 2023.11 4 stable diffusion Emu Video meta 2023.11 4 So r a Op en A I 2024.2 1 Github 2.1.2.DiT“”Sora 2024 2 16 OpenAI 48 sora 59 3-4 15-16 3D AI OpenAI sora diffusion Transformer LLM token visual patches DALLE3 OpenAI CTO 4 sora 24 11 OpenAI token 12 OpenAI sora 59 OpenAI OpenAI 9 of 23 13 sora“”OpenAI 2.2.6“AI”6-7“AI”AI PixVerse Vidu Luma Dream Machine Runway Gen-3 Alpha 4:6-7“AI”/Luma Dream Machine Luma 2024.6 5 120 120 App 2024.7 10 3 30fps 1080P 2 AI App 2024.7 6 1440 x960 30 6 prompt 10 of 23 PixVerse V2 2024.7 8 40 flow Vidu 2024.7 4s 8s 1080P Vidu Gen-3Alpha Runway 2024.7 5 10 Github 2.3.6 AI 2024 6 6 6 21 7 24 1.0 66“”10“”14 6 1 10 2 5 3 3 4.5 3 5:3D 2 2 30fps Scaling Law 11 of 23-Diffusion Transformer 3D VAE 1080p 15 16 AI“”2024 7 24 Kling AI 66 266 666 66 300 800 6:/0 66 266 666-660 3000 8000 100-10 8.867 8.325-3300 66 15000 300 40000 800 2.4.“”AI“”“”“AI”AI 2024 7 26 AI AI“”12 of 23“”API“”“”1 30 6 2 prompt 3 4 17“”18 Prompt“”AI AI 7:CogVideoX AI 3D VAE 2%3D RoPE AI prompt Transformer transformer Expert Block Full Attention AI GLM-4 CodeGeeX CogView CogVLM AIGC 13 of 23 19 AI AI 2.5.Runway Gen-3 Alpha“”Runway Gen-3 Alpha“”7 2 Runway Gen-3 Alpha 7 Gen-3 Alpha“”Motion Brush Advanced Camera Controls Director Mode 16:9 2024 7 31 Gen-3 Alpha 11 20 Gen-3 Alpha 60-90 5 10 720p 21 Gen-3Alpha Runway Runway 8:Gen-3Alpha Motion Brush Advanced Camera Controls Director Mode Runway 2.6.Luma Dream Machine 3D“AI”Dream Machine 2024 6 13 Luma AI Dream Machine API 30 5 1 Dream Machine 14 of 23 Dream Machine 2 Dream Machine 120 120 5 19 Dream Machine 20 Dream Machine Dream Machine Dream Machine Dream Machine“”“Loops”6 29 Dream Machine“”7 22 Luma AI Dream Machine“Loops”9:Dream Machine Loops AI“”Dream Machine Luma“AI 3D”Luma 2022 3D 3D 3D AI 10:Luma 3D Luma 2022.10.2 3D 15 of 23 Imagine 3D 2022.12.14 3D NeRF Reshoot 2023.1.7 NeRF+App Luma AR 2023.3.21 AR 3D API 2023.3.27 Luma 3D NeRF Unreal Engine plug-in v0.3 2023.7 NeRF APP Flythroughs 2023.8 Luma 3.AI 3.1.GPT-4o TTS 3.1.1.GPT4-o GPT-4o:1 GPT-4o 232 320 2 GPT-4o 3 GPT-4o 16 of 23 GPT“”“GPT4”“”GPT-4o 21 GPT-4o 22 GPT-4o OpenAI OpenAI GPT-4o 2024 7 31 OpenAI ChatGPT Plus GPT-4o GPT-4o GPT-4o GPT-4o GPT-4o GPT-4o OpenAI ChatGPT Plus 24 GPT-4o APPSO 3.1.2.Seed-TTS Seed-TTS Transformer 2024 6 AI Seed-TTS Seed-TTS 1 token token token 2 token 3 token 4 17 of 23 25 Seed-TTS Seed-TTS Seed-TTS 1 Seed-TTS t-SNE 25 Seed-TTS 2 Seed-TTS TTS Seed-TTS token Seed-TTS 26 3.1.3.ChatTTS 2024 5 ChatTTS GitHub 10 HuggingFace 4(SFT)Token 18 of 23 27 ChatTTS ChatTTS ChatTTS“”laugh uv_break ChatTTS ChatTTS 30 28 laugh uv_break 3.2.3.2.1.2023 3 GPT-4 1 Role Play(19 of 23 2 Explain my Answer 27 Khanmigo Khan Academy AI Khanmigo Khanmigo 30 Khanmigo Khanmigo 20 of 23 Hi Echo Hi Echo AI“”24 2024 5 29“”Hi Echo3.0 31 Hi Echo3.0 Hi Echo 3.2.2.Character AI“NPC”2024 3 Character.AI“”2024 6 28 Character.AI 300 2000 GPT4-o 32 Character AI Character AI 21 of 23 4.AI AI 1 2 3 11 EPS/PE 2023A 2024E 2025E 2023A 2024E 2025E 002624.SZ 7.95 154.23 0.26 0.56 0.66 30.58 14.20 12.05 002517.SZ 9.66 207.93 0.70 0.97 1.13 13.80 9.96 8.55 603444.SH 184.70 133.06 15.63 16.14 18.98 11.82 11.44 9.73 1357.HK 2.11 95.91 0.09 0.11 0.17 23.50 19.18 12.35 2024 8 6 Wind 22 of 23 5.AI AI 23 of 23 12 12 300 300 15%300 5%15%300-5%5%300 5%300 300 300 669 20 6003 B 27 9 18 200041 518026 100032 021 38676666 0755 23976888 010 83939888 E-mail
