--- title: "Industry Report | 2023 Global AIGC Industry Annual Report" author: "Unique Research" sourcePublication: "Unique Research (FFCAP English library)" originalPublishedAt: "2024-02-29T22:17:09+08:00" canonical: "https://ffcap.cn/en/research/20240229a08w7p00" source: "https://ffcap.cn/en/research/20240229a08w7p00" language: "en" cnSourceUrl: "https://view.inews.qq.com/a/20240229A08W7P00" --- # Industry Report | 2023 Global AIGC Industry Annual Report _Unique Research · Industry annual report · February 29, 2024_ Full-year 2023 view of global AIGC: traffic rankings, primary-market financing, and China secondary-market color. ~**30 CN charts** are image-primary — **attach on ingest**. This EN package keeps methodology, Unique viewpoints, headline ¥/$ facts, and named cases from CN prose; it does **not** invent table rows from chart images. ## Contents 1. Introduction 2. Unique viewpoints (capital, tech, competition/policy, ethics, scale forecasts, applications) 3. Global AIGC website traffic 4. Global AIGC primary market 5. China AIGC secondary market 6. Report statement / data notes ## 1\. Introduction 2023 saw dense research output in AI and generative computing (AIGC), and primary markets leaned harder into AI. Unique Research analyzed global AI traffic, rankings, and categories — highlighting strength in image generation/editing and intelligent search — and covered financing across primary and secondary markets. The report is both a year-in-review and a forward look for operators and investors. ## 2\. Unique viewpoints ### 2.1 Capital heat H1 2023 alone saw global AIGC financing of about **¥106.656B**. Milestones included OpenAI’s B+ round and Databricks’ acquisition of MosaicML. Capital was not limited to the U.S. and China — Microsoft, Google, NVIDIA, Tencent and peers also participated. ### 2.2 Tech × industry Advances in NLP, computer vision, and foundation models lowered creation barriers and lifted productivity across content, personalized recommendation, and dialogue systems — with visible impact in games, film/TV, education, and healthcare, spanning text, image, video, and audio. ### 2.3 Competition & policy The U.S. and China remain the heaviest R&D/application spenders; Europe, broader Asia, and Canada also compete. Government support — funding, compute infrastructure, guidance — has been material to industry build-out. ### 2.4 Society & ethics AIGC remakes content ecosystems and jobs while raising originality, copyright, privacy, and misuse risks. Societies need guardrails as capability scales. ### 2.5 Scale forecasts Unique Research cites external-style projections that AIGC could contribute on the order of **~$7.9T** of global economic upside via productivity, cost, and new models. For China, industry scale is projected near **¥720.2B** by 2028 and toward **¥1T+** by 2030. ### 2.6 Application breadth From auto-generated articles/music/art/video, to personalized learning tools, assisted diagnosis and drug R&D, personalized ads and e-commerce copy, and 24/7 chat support — AIGC is already a cross-industry change agent. ## 3\. Global AIGC website traffic ### 3.1 Global AI TOP50 ChatGPT remained #1 and took **54%** of monthly traffic in the TOP50. On Jan 11, 2024 OpenAI launched a custom GPT store; since custom GPTs opened on Nov 6, 2023, users had created **\>3M** custom assistants. Reporting at the time put OpenAI in talks for a round at ~**$100B** valuation. Similarweb-style Q4 reads showed many AIGC sites cooling after novelty wore off — products had to prove lasting value. ChatGPT still led: **1.43B** visits in December vs **1.73B** in November. DeepL held roughly steady at **213M** December visits; Character.AI and Notion AI were relatively stable across Oct–Dec. Of TOP50, **13** sites grew in Q4; text-to-video **Pika** surged **+364%**, nearing **~5M** visits by late December. ### 3.2 Category mix (TOP50) Image editing (6), image generation (5), and intelligent search (5) led category counts. Eleven of the TOP50 were image gen/edit related — far ahead of other buckets — while 16 categories had only a single site, suggesting users already have preferred tools for many narrow jobs. ### 3.3 Growth leaders In early December Meta shipped free Imagine with Meta AI (Emu-based), logging nearly **3M** visits that month. A Russian TTS site jumped from ~41k visits in November to nearly **700k** in December (~1M registered users, 400+ voices). ### 3.4 China domestic TOP50 Baidu Ernie Bot approached **15M** December visits; Baidu said users reached **100M**, with cumulative **3.7B** characters of text, **300M** lines of code, **400M** characters of professional contracts, **5M** travel plans, and **2.4M** instances of advice/support. iFLYTEK Spark V3.5 (Jan 30, 2024) was positioned as near GPT-4 Turbo overall, with claimed edges in math/language/voice and ~96% / ~91% of GPT-4 Turbo / GPT-4V on code and multimodal internal scores. ### 3.5 China categories & outbound TOP25 Domestic boards favored image generation, chatbots, and writing tools, with model train/deploy, design, and office tools also present. Outbound AI Top20 was dominated by image gen→edit and video gen/edit (~**24%** each in the cited mix). ## 4\. Global AIGC primary market **Headline:** 2023 global AIGC financing **¥190.2B** across **282** rounds; B+ and later (incl. strategic) were **93.2%** of financing scale. OpenAI raised **¥70.58B** in-year (~**37%** of global), with Tiger, Sequoia, Microsoft and others. China: **¥19.18B** / **168** rounds (vs 215 prior year). Top China raise: **Baichuan Intelligence** at **¥2.49B** (~13% of domestic), with Alibaba, Tencent Investment, Xiaomi among backers. - **4.1 China deal count −21.9%** (168 vs 215) but monthly activity climbed — from 1 deal in January to 21 in June (Kunlun↔Qidian, Meituan↔Lightyear, Tencent→MiniMax among large June items) and a November peak of 32 (01.AI, Shenyan, Jirui, etc.). - **4.2 Overseas deal count −58.4%** (114 vs 274); quiet early months, recovery into H2. - **4.3 China amount +16.4%** to **¥19.178B** (from ¥16.473B); January soft (¥1.35B vs ¥23.32B YoY), June spike to **¥5.248B** (~4× YoY). - **4.4 Overseas amount** ~**¥171.03B** (+256% vs ¥47.99B); April alone ~¥70.586B driven by OpenAI’s ~**$10.3B** round (Tiger, Sequoia, a16z, etc.). Star-project “siphon” effect clear. - **4.5 China stages:** seed 6→12; Pre-A 24→15; A 26→25; acquisitions 1→5. - **4.6 Overseas stages:** seed 74→45; A 66→16; later rounds quiet; M&A still active. - **4.7 China check sizes:** early-stage total (through A) ¥57.44B→¥46.87B (−18.4%); strategic investment ¥28.48B→¥83.93B; acquisitions ¥0.97B→¥32.08B. Seed/angel average checks rose (cited ¥128M / ¥802M averages in CN — treat as CN-stated averages). - **4.8 Overseas concentration:** through-A amount ¥83.12B vs ¥133.68B (−37.8%) but higher average checks; strategic ¥52.88B→¥603.34B; acquisitions ¥14.30B→¥160.53B. - **4.9 Country mix:** U.S. #1 at **¥163.851B**; China #2 at **¥19.178B**; France rose to #3; Israel #4; Singapore/Japan/Korea rose in rank even where absolute dollars fell; 16+ countries that invested in 2022 did not continue in 2023. ### Named cases (prose) **China Top cumulative:** top 20 firms ~**¥16.79B** (87.5% of domestic). Leaders: Baichuan ¥2.49B; Biren ¥2.0B; MiniMax ¥1.93B; Lightyear Beyond ¥1.68B; Shenyan ¥1.4B; also CloudMinds ¥1.0B, 01.AI ¥0.71B, NineData/九章云极 ¥0.38B. Several China names ranked in global AIGC financing Top20 (Baichuan #8, Biren #10, MiniMax #11, Lightyear #12, Shenyan #14, Qidian #15/#16-class, CloudMinds #17-class per CN ranking list). **Overseas Top:** OpenAI ~**¥71.93B** cumulative on the board; Anthropic ~¥49.5B; MosaicML and Casetext among acquired names (Databricks / Thomson Reuters); Germany’s Aleph Alpha ~¥3.55B B round; France’s Mistral AI ~¥2.94B strategic (a16z lead; NVIDIA GPU Ventures, Salesforce Ventures). ## 5\. China secondary market East Money: AIGC concept index closed 2023 at **1,568.50**, **+73.51%**, with ¥7.92T turnover and 659.52% turnover rate; 105 of 133 names rose in market cap. Top gainers cited: Hongbo Shares +325.73%; Wondershare +228.93%; Zhongke Information +178.62%; ChineseAll +177.86%; Kunlun Tech +169.06%. 2023 AIGC-board newcomers named in CN include Parallel Tech (并行科技, BJ839493, Nov 1 BSE listing — HPC/intelligent-compute cloud), Huaxin Yongdao, Weston, Haikan, Deerma, Santai, Kangliyuan, Yidao Information — company blurbs in CN are longer for Parallel Tech / Huaxin; other names are list-level in this package (full bios image/CN-appendix; attach on ingest). ## 6\. Report statement / data notes **Team:** Unique Research is Unique Capital’s research center on new business innovation — new marketing/retail/experience, plus AI×traditional industries. **Data:** Financing analysis sourced from Xiniu Data. Seed combined with angel where sparse. Lead investors estimated at 50% of round size; non-leads at average share. Percentages forced to 100% with residual on last bucket (~1% rounding). FX: pre-2023 amounts at Dec 31, 2022 rates; 2023 monthly amounts at deal-day rates. Report is market reference only; Unique Research disclaims legal liability for data/views under method and source limits. _30 CN images (charts/boards); attach on ingest — do not invent table rows from images._ — END — --- Editorial English edition published on UniqueCapital: https://ffcap.cn/en/research/20240229a08w7p00 On-site reading page: https://ffcap.cn/en/research/20240229a08w7p00