Hundred-mode war" intensifies, vertical field application innovation becomes the key to break the game
July 4th, 2023

Since this year, China's big model industry has been booming and the track has been heating up. At the recently held 2023 Global Digital Economy Conference Artificial Intelligence Summit Forum, Jiang Guangzhi, Secretary of the Party Group and Director of Beijing Municipal Bureau of Economy and Information Technology, said that more than 80 big models have been publicly released in China.

The big model industry has entered the era of "Hundred Model War", and all parties are constantly thinking and debating. "Is there duplicate construction in the '100-model war'?" "How to promote the innovation of vertical application?" Become the focus of industry attention.

A number of industry insiders interviewed by Securities Daily said that the big model industry is one of the key competitions in future technology competition. For most companies, exploring large model-based application innovation for vertical scenes, vertical industries and vertical fields will be the key direction to attack. The local run-through will drive the overall industry boom, innovation enthusiasm and creative vitality to improve.

Enterprises are competing for layout

In the field of China's big model industry, Ali, Huawei, Tencent and other companies have relatively early layout. 2019 Ali conducted the research and development of big model, and released "Tongyi" big model series in 2022. Tencent also disclosed the R&D progress of its "hybrid" big model in 2022.

In 2023, ChatGPT started a wave of big models. Baidu released its big language model "Wenxin Yiyin" in March, which became the first ChatGPT-like product in China. After that, a number of companies in China released big models to compete for the debut.

The Securities Daily reporter found that, as of July 3, China's 1 billion parameters above the scale of the large model has more than 80. In addition to the Internet giants, Shangtang Technology, cloud from technology, science and technology and other artificial intelligence track listed companies, light years beyond, Baichuan intelligence and other startups, Shanghai artificial intelligence laboratory, Harbin Institute of Technology and other research institutes units, have released the big model.

"We divide the big models and related products into three categories. The first category is generic big models, such as OpenAI's ChatGPT, Baidu's 'Wenxin Yiyin', and KU Xunfei's 'Starfire' are all generic big models; the second category is industry big models; the third category is based on generic big models or industry big models The third category is the application-based services based on the general model or the industry model. At present, most of the released products are concentrated in the first and second category." Some industry insiders said, "From the number of participants, the number of participants of generic large models such as 'Wenxin Yiyin' is at the level of 100 billion, and the number of participants of large models of other enterprises or startups is usually at the level of 10 billion or 1 billion."

Is there duplication of construction in the "hundred model war"? Chen Duan, director of Digital Economy Integration and Innovation Development Center of Central University of Finance and Economics, said in an interview with Securities Daily, "China has grown up a group of once leading Internet enterprises in the world in the PC era and mobile Internet era, and it is a good thing that these enterprises have taken the initiative to join the early R&D competition of large models out of the need to cope with the next round of survival competition. However, the competition in the field of general-purpose large models will produce a horse-power effect in the future, and only a few strong players will be able to win."

Zhang Xiaorong, president of Deep Technology Research Institute, also said in an interview with Securities Daily, "Big model training has a high threshold, and the number of companies that can really run through the commercialization of big model will not be many due to the limitation of data and arithmetic power. Now the domestic large model is still in the laboratory stage, manufacturers need more time and resources to train the model, debugging parameters, etc. The competitive market environment is conducive to industrial development, and finally it is bound to be a big wave."

Landing application is the key

"From the point of view of the big models that have been released, the number of generic big models is high, and the number of application-oriented big models is low. At present, there is a gap between domestic products and ChatGPT, and we have to face this gap squarely, make key breakthroughs through scenario-based traction, create benchmarks to form demonstrations, and effectively and quickly narrow the gap." Wang Peng, a researcher at the Beijing Academy of Social Sciences, said in an interview with the Securities Daily.

Chen Duan told reporters, "The market demand for realizing the value of large models in specific areas and scenarios is very large, and there will be good market compatibility to accommodate more competitors. Therefore, for more participants, exploring the innovation of applications based on big models will be the breakout direction."

This view is also highly shared by the track companies. Robin Li, founder, chairman and CEO of Baidu, recently said, "What is more important than the number of large models is the application, a breakthrough in vertical applications. The key point of the new international competitive strategy is not how many big models there are, but how many native applications are on the big models and to what extent these applications have improved productivity."

At the launch of "Jia Du Zhi Xing Traffic Big Model" of listed company Jia Du Technology, Liu Wei, Chairman of the company, said, "The birth of the general big model is just a starting point, which ultimately has to land on specific application scenarios and solve industry-specific problems. With the industry big model as the key driver, empowering the industry to improve production efficiency and service quality will bring about profound changes in economic and social development and industry. And the data and feedback brought by the advantages of application scenarios will further accelerate the technical iteration of the industry's big model, which will also become the greatest competitiveness of the domestic big model."

It is understood that in the field of government, public security, medical and other fields, vertical application-based large models are being landed one after another. The listed company TOPS has built a professional big model of government based on its own data of official documents, policy documents, government office guidelines and other data as professional training data; MYAI big model independently developed by MPC focuses on vertical applications and has been applied in the construction of big data projects in many industry fields such as public security, government, taxation and enterprise digital transformation.

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