20230212_中泰证券_互联网行业证券研究报告：AIGC_42页.pdf

1中 泰 证 券 研 究 所 专 业 领 先 深 度 诚 信 2 0 2 3.02.12AIGC S07405211100022 1.ChatGPT CEO AIGC ChatGPT PC-/ChatGPT AI AlphaGo ChatGPT Iphone 0 ChatGPT ChatGPT 2.ChatGPT ChatGPT ChatGPT ChatGPT 3.AI 1.ChatGPT YWFUyRqNoNnMoQoNsPpQoP8O8QbRtRpPmOoNeRqQpNeRnMqM7NpOpPNZmRxPvPsQsR3 2.Bing Edge ChatGPT+Statcounter 93%Bing ChatGPT 3.AI AIGC AIGC+AIGC+AIGC+4.AIGC AI AI B AIGC 0020.HK:AI AIGC AIGC AIGC SenseCore AI 9888.HK ChatGPT AI ChatGPT AI AI NLP(688787)(002230)(300229)(AIGC(300364)(000681)(300058)AIGC AI AIGC AI4CONTENTSCCONTENTS专 业 领 先 深 度 诚 信中 泰 证 券 研 究 所AIGC 5 ChatGPT 19284786054423024920 20 40 60 80 100 120 140 160 180 200手机万维网ItunesTwitterFacebookWhatsAppInstagramApple App StoreTik TokChatGPT ChatGPT 5 100 1 ChatGPT 1300 ChatGPT AI AI 6 Wind Of week IT CNET AIGC 110011501200125013001350140014501500155016002022-11-012022-11-032022-11-052022-11-072022-11-092022-11-112022-11-132022-11-152022-11-172022-11-192022-11-212022-11-232022-11-252022-11-272022-11-292022-12-012022-12-032022-12-052022-12-072022-12-092022-12-112022-12-132022-12-152022-12-172022-12-192022-12-212022-12-232022-12-252022-12-272022-12-292022-12-312023-01-022023-01-042023-01-062023-01-082023-01-102023-01-122023-01-142023-01-162023-01-182023-01-202023-01-222023-01-242023-01-262023-01-282023-01-302023-02-012023-02-03 2022.11.30 OpenAI ChatGPT 2023.01.23 OpenAI 10 2023.02.01 ChatGPT 20 2023.02.02 ChatGPT 2022.11 Imagen 2022.12.23 ChatGPT 2023.03 ChatGPT Wind AIGC 8841660.WI 11.01.22-02.06.23)2023.02.06 AI Bard 2023.02.08+Edge OpenAI7 AIGC PGC UGCAI AIGC AIGC AI AI 8 Foresight News AI AI AI Transformers LSTM AI Chatgpt NLP Chatgpt AI iphone 2015 2022 Time9 ARKINVEST AI&AI+(020406080100120140160180+AI160s72s-55%$150 5 AI$0.08 1&AI+(10 ARKINVEST AI GPT-3-1,000,000 2,000,000 3,000,000 4,000,000 5,000,0002020 20224,600,000450,000-70%-20246-2 0 2 4 6 8LOG10($/RCU)LOG10(Cumulative RCUs Produced)(Millions)AI Training Hardware Cost-4-3-2-10-2 0 2 4 6LOG10(TFS-Days)LOG10(Cumulative RCUs Produced(Millions)AI Software Training Costs Using Neural Networks-5,00005,00010,00015,0000 20 40 60 80 100$/RCUCumulative RCUs Produced(Millions)AI Training Hardware Cost0.00.20.40.60.80 5 10 15TFS-DaysCumulative RCUs Produced)(Millions)AI Software Training Costs Using Neural Networks AI AI AI GPT-3 2020 4,600,000 2022 450,000 70%100 AI 11 csdn GPT AI GPT-1 2018 6 1.17 5GBGPT-2 2019 2 15 40GGPT-3 2020 5 1750 45TBGPT-1 2018 GPT-2 2019 GPT-3 2020 ChatGPT 2022 GPT-1 2018 GPT-2 2019 GPT-3 2020 GPT1 NLP GPT2 GPT1 GPT2 GPT3 GPT1-3 GPT1 GPT1 Transformer LSTM GPT-1 GPT1 GPT-2 GPT-3 Transformer GPT3 12 AIGC AIGC AI AI AI OpenAI API AI C Ai AI C AI AIGC 13 Precedence Research AI 22 CAGR27%11 14 17 22 28 36 45 58 73 93 118-50 100 150 2002022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 AI(2023 to 2032)()2022 AI(%)2022(%)22%41%26%8%3%2022 AI(%)(%)4%IT 13%13%14%22%34%CAGR 26.8%Precedence Research AI 2022 2022 108 2032 1181 10 CAGR 27%AI AI 34%36.4%(AI)2022 41%Meta 14Chatgpt AIGC/3D SQL/3D/GPT-3 OPT Bloom Gopher AI2 Cohere Anthropic Yandex GPT-3 Tabnine DALL-E2 Stable DiffusionCraiyonOpenAI/TBD TBD X-CLIP AI ChatGPT AIGC 3D AIGC 15 Statcounter ChatGPT 2018-2022%google statcounter 2018 2022 google 10%ChatGPT chatGPT 100 chatGPT edge bing GPT-3.5 chatGPT chatGPT 91.4%92.6%92.1%92.0%92.1%2.8%2.4%2.7%2.6%3.2%5.8%4.9%5.2%5.4%4.7%0%20%40%60%80%100%2018 2019 2020 2021 2022Google bing 2021 google/yoy/Google bn 149.0 11.6 yoy%43.1%12.0%57.8%59.4%16 BOSS AI/%1.0 69,900 69,900 35%39.2 144,422 5,665,351 6.9%17.5 61,604 1,078,077 100%5%10%15%20%30%50%3,495 6,990 10,485 13,980 20,970 34,950%1.7%3.5%5.2%6.9%10.4%17.3%5%10%15%20%30%50%283,268 566,535 849,803 1,133,070 1,699,605 2,832,675%0.3%0.7%1.0%1.4%2.1%3.5%AI AI AI AI 100 7 35%22 AI 15%5%2020 1000 8.8%23 39.2 15%-30%23%30%6.9%AI 15%1%AI AI 17 AI AIGC+AIGC AI AIGC AI AIGC+AIGC AI AIGC AIGC 24 AIGC+AIGC C AIGC+AIGC+AIGC+18 AIGC AIGC AI AI AI AI AI 3D 3D AI 2D 3D Red Dead Redemption 2 3A 5 NPC 3D AI 1 AIGC 19 AIGC WEB1.0 WEB2.0 WEB3.0/PGC UGC(AIGC AI AIGC PGC UGC AI AIGC AI Disco Diffusion(CLIP+Diffusion)2022 2 Midjourney 2022 3 DALL-E2(OpenAI)2022 4 Stable Diffusion 2022 8 Imagen(Google)DALL-E2 2022 11 AI Morpheus 3D 2021 10 Make-A-Video(Meta)2022 9 Imagen Video(Google)2022 10 Phenaki(Google)2022 10 Stability AI Video 20CONTENTSCCONTENTS专 业 领 先 深 度 诚 信中 泰 证 券 研 究 所AIGC21 AIGC AI AI AI AIGC AIGC22 SenseCore AI AIGC AIGC AIGC AI AI AI SenseCore AI-0020.HK23-0020.HK AI AI SenseMARS 2022 AI AI AI 2D/3D 3D/24-9888.HK ChatGPT ChatGPT AI+AI 2022 5 AI AI+23 24 25 Opera QQ-300418.SZ AIGC 2020 2021 4 GPT-3 2021 8 2022 1 SkyMusic 2022 4 2022 9 SkyCode SkyPaint SkyText AIGC AI AI AI GitHub Opera ChatGPT AIGC AIGC SkyMusic AI ChatGPT Opera AI SkyText)AI SkyMusic26AIGC NLP 2022 2022 2022(688787)AI AIGC(002230)+AIGC AI AIGC(300229)NLP OCR AIGC AI 27AIGC AIGC(300364)AI AI AI 17K AIGC AI AIGC(000681)B C 2023 1 AI AIGC AIGC(300058)AI AI AI AI AIGC AIGC 2 3 28CONTENTSCCONTENTS专 业 领 先 深 度 诚 信中 泰 证 券 研 究 所29 Bing ChatGPT Bing 1000 Bing Bing AI ChatGPT 2021 Bing ChatGPT-+Bing ChatGPT-30 Bing ChatGPT-Bing ChatGPT Bing Honda Odyssey Bing CHAT CHAT 5/3 CHAT Bing ChatGPT31 Edge ChatGPT Edge Bing CHAT Gap Inc.Gap Inc.Lululemon CHAT Lululemon Edge ChatGPT 32 Edge ChatGPT Compose Chat ChatGPT Bing Edge Edge ChatGPT Edge ChatGPT 33ChatGPT ChatGPT ChatGPT 3 3 ChatGPT ChatGPT ChatGPT34ChatGPT ChatGPT ChatGPT 7 ChatGPT ChatGPT35ChatGPT ChatGPT ChatGPT ChatGPT ChatGPT ChatGPT36ChatGPT ChatGPT ChatGPT pytorch tensorflow ChatGPT ChatGPT ChatGPT ChatGPT ChatGPT37ChatGPT ChatGPT ChatGPT ChatGPT ChatGPT38ChatGPT ChatGPT ChatGPT ChatGPT39 AIGC AI AI AI AIGC AI 40 41中 泰 证 券 研 究 所 专 业 领 先 深 度 诚 信 28 A 5 66 18 4011 8c 86 前沿报告库是中国新经济产业咨询报告共享平台。行业范围涵盖新一代信息技术、5G、物联网、新能源、新材料、新消费、大健康、大数据、智能制造等新兴领域。为企事业单位、科研院所、投融资机构等提供研究和决策参考。扫一扫免费获取海量报告