---
title: "Global AIGC Industry Half-Year Report — H1 2023"
author: "Unique Research"
sourcePublication: "Unique Research (FFCAP English library)"
originalPublishedAt: "2023-07-17T18:00:00+08:00"
canonical: "https://ffcap.cn/en/research/20230717a07rla00"
source: "https://ffcap.cn/en/research/20230717a07rla00"
language: "en"
cnSourceUrl: "https://view.inews.qq.com/a/20230717A07RLA00"
---

# Global AIGC Industry Half-Year Report — H1 2023

_Unique Research · Insight / half-year · July 17, 2023 · Full rewrite covering flash stats, global/China news, industry overview, secondary/primary — not a stub_

**H1 flash:** Global AIGC financing **¥106.656B / 78 deals**; B+ (incl. strategic) = **97.17%** of amount. Largest: **OpenAI ~$10.3B (~¥74.5B) B/B+**. China: **¥6.239B / 56 deals**; top **MiniMax $250M (~¥1.796B)**; China avg ¥118M.

## 01.1 Global news

-   **OpenAI model marketplace** (The Information Jun 21) — App Store–like for customized models/software; may compete with Salesforce/Microsoft customer channels.
-   **ChatGPT growth cools** — Nov 2022→Mar 2023 visits 0→>1.5B; May→Jun traffic ~−10%; OpenAI developer site +3.1%; May plugins/browsing no explosive lift.
-   **Chatbot Arena** (>27k battles): GPT-4 #1; Anthropic Claude #2/#3; Vicuna-13B (LLaMA fine-tune, multi-uni Mar release) #5—hope for open challengers.
-   **Meta MusicGen** — public text→~12s audio + melody reference; trained 20k hrs (10k licensed + 390k Shutterstock/Pond5 instrumentals).
-   **DeepMind AlphaDev** — RL agent discovering faster sorting vs decades of human benchmarks; algorithms enter C++ std libs (trillions of daily calls); hashing potential. **RoboCat** — self-improving robot “brain,” more general than classic robots.
-   **IBM × Adobe** expanded — Sensei GenAI / Firefly landing; 21k IBM data/AI/experience consultants; new Adobe consulting stack for secure genAI in work/supply-chain/creative.

## 01.2 China news

-   **Meitu MiracleVision** aesthetics-aware visual LM + WHEE, Kaipai, WinkStudio, Design Studio 2.0, DreamAvatar, RoboNeo.
-   **BAAI Conference 2023 “AI Spring Gala”** — Hinton, LeCun, Sifakis, Yao, Holz, Altman et al.; Wudao 3.0 full open (Aquila bilingual commercial-license LM; FlagEval 3D eval; EVA-CLIP; Emu multimodal I/O).
-   **iFLYTEK Spark V1.5** (Jun 9) — open QA breakthrough; multi-turn + math; text/understanding/reasoning; learning/healthcare/industry/office landings.
-   **Huawei Cloud Pangu 3.0** — industry-facing NLP/multimodal/vision/prediction/scientific; gov/finance/manufacturing/mining verticals (Zhang Pingan).
-   **China Telecom TeleChat** — code/speech drafts; goal “10B-class AI service provider.”

## 02 Industry overview

CAICT: 2022 China AI core industry value-add ¥508B (+18% YoY). China AIGC market only ¥7.4B in 2022 but surging; Gartner: AI-generated data <1% now → ~10% by 2025. Toubao: China AIGC → ¥267.4B by 2027 (2022–27 CAGR 105%). IDC: top AI penetration industries internet, finance, gov, telecom, manufacturing; healthcare fast penetration growth from low base; McKinsey: AI may create ¥380B value in transport. Next 3 yrs single-point tech: AR/VR, video analytics, KG, NLP (high-compute: video/ARVR/KG).

**Thesis:** AIGC-led AI revolution as core economic-transition driver—fourth industrial revolution markers via hardware+algorithm+app breakthroughs across media, games, film, retail finance CS/advisory, education, e-comm ads/search, livestream, smart city/healthcare. Data scale expanding; compute supply tight (IDC/Inspur: China intelligent compute 155.2 EFLOPS 2021 → 268.0 2022 → higher by 2026).

## 03 Transactions

H1 AI stocks strong (NVIDIA-led) then Jun HK AIGC pullback (Meitu −10%+, SenseTime −4%+, Baidu −1%+); A-share Wondershare/Cambridge Tech large shareholder sells. Wind: 24 “AIGC concept” names saw 67 reduction filings YTD; Q1 ~half of 203 AI-listed cos YoY net-profit down. Primary tables (OpenAI, MiniMax, et al.) in CN charts—attach on ingest.

_20 CN images; attach on ingest._

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Editorial English edition published on UniqueCapital: https://ffcap.cn/en/research/20230717a07rla00
On-site reading page: https://ffcap.cn/en/research/20230717a07rla00