《虚拟未来系列三:服务型虚拟数字人行业研究》

万科董事会主席发的一条“祝贺万科员工崔筱盼获得年度优秀新员工”的朋友圈刷屏了,近期AI手语主播、虚拟裁判“观君”也因频频亮相冬奥赛场而引发大众关注,随着元宇宙概念的大火,具有一定社会功能性的服务型虚拟数字人已经开始火出了圈,各类技术大厂纷纷行动布局服务型虚拟数字人赛道,百度、华为、阿里等都引入AI数字人入职,担任技术宣讲员;OPPO、小米接连宣布其智能语音助手的虚拟形象;腾讯联合搜狗一口气推出了五款数字人人,为企业定制智能客服,更有众多中小型厂商通过整合技术方案实现数字人制作,在众多服务场景打造7*24AI主播、虚拟记者、虚拟老师、虚拟政务助手、虚拟讲解员、虚拟恋人等形象。据数据显示,仅2021年国内新增虚拟人相关企业超6万家,2022年开局还不到一个月,虚拟人领域近百起融资累计超4亿元,服务型虚拟数字人借助“元宇宙浪潮”备受市场关注,相关产业崛起也带动了其进一步发展。

A message sent by the chairman of Vanke "congratulating Cui Xiaopan, an employee of Vanke, on winning the outstanding new employee of the year" has overwhelmed the Internet. Recently, AI sign language anchor and virtual referee "Guanjun" have also attracted public attention due to their frequent appearances on the Beijing Winter Olympics. With the flourishment of meta universe, virtual service human with certain social functions have begun to rise. All kinds of major technology manufacturers have taken action to layout related product. Baidu, Huawei and Alibaba have all introduced virtual human to serve as technical propagandists; Oppo and Xiaomi successively announced the virtual image of their intelligent voice assistant; Tencent and Sogou launched five virtual humans together to customize intelligent customer service for enterprises at one time. Moreover, lots of SMEs have realized the production of virtual humans by integrating technical solutions, and created images such as 7 * 24 AI anchor, virtual reporter, virtual teacher, virtual government assistant, virtual commentator and virtual lover in many service scenes. According to the data, only in 2021, there were more than 60,000 new virtual human related enterprises in China. Less than a month after the beginning of 2022, nearly 100 financing in the field of virtual human exceeded 400 million RMB. The virtual service human has attracted market attention with the help of the "meta universe ", and the rise of related industries has also driven its further development.

整体而言,当前服务型虚拟数字人赛道的发展仍处于萌芽阶段,初始形态可追溯到早期的文本机器人、语音机器人,近三年来随着计算机图形学、AI驱动与交互技术的深入发展,服务型机器人开始延伸出多模态,并逐渐以虚拟人的形象出现在大众视野,初步满足不同运用场景的需求,在取代真人服务和降本增效方面不断获得市场认可,商业价值进一步凸显。从产业链发展现状来看,上游的技术基础架构和软硬件系统相对成熟,但中下游业态仍不健全,行业技术和服务流程尚未实现标准化,下游商业变现环节有待进一步完善。从市场体量来看,服务型虚拟数字人的身影开始逐渐出现金融、文娱、电商、地产等各大服务场景,并开始向C端消费市场渗透,预计2030年整体市场规模有望达到千亿级别,而具体哪些应用场景有望持续爆发需求?不同产业链环节的厂商该如何发展?不同变现模式未来的市场潜力如何?行业竞争格局将发展什么样的转变?凯盛研究将在本次报告中逐一进行解读。

Currently, the virtual service human industry is still in its infancy. The initial form can be traced back to the early text robot and voice robot. In recent three years, with the in-depth development of computer graphics, AI driven and interactive technology, service robot began to extend multi-modal, and gradually appeared in the public view in the image of virtual human, initially meeting the needs of different application scenarios which is in terms of replacing real-life services, reducing costs and increasing efficiency. And it has been continuously recognized by the market, its commercial value has been further highlighted. From the development status of the industrial chain, the technical infrastructure and software and hardware system of the upstream are relatively mature, but the business formats of the SMEs are still not perfect. The industrial technology and service process have not been standardized, and the downstream business realization scenes need to be further improved. From the perspective of market volume, service-oriented virtual service human began to appear in major service scenarios such as finance, entertainment, e-commerce and real estate, and also began to penetrate into the C-end consumer market. It is estimated that the overall market scale is expected to reach 100 billion in 2030, and which specific application scenarios are expected to continue to burst demand? How should manufacturers in different industrial chains develop? What is the future market potential of different realization modes? What kind of transformation will the industry competition pattern develop? All those questions will be answered in this report.

凯盛研究TMT金融团队现于2月17日推出《虚拟未来系列三:服务型虚拟数字人行业研究》。本研究从业内代表性企业与行业协会专家访谈、公开资料收集入手,结合案头研究和过往项目经验,深入研究服务型虚拟数字人行业,对行业背景、定义分类、政策环境、发展历程、技术架构、产业链路进行梳理,进一步厘清了服务型虚拟数字人产业的应用场景、商业模式、竞争格局、细分厂商、投融资行为、行业壁垒、驱动因素及未来发展趋势等,在此基础上,选取3家代表性企业:中科深智、小冰公司和追一科技进行深入研究,着手对标的企业的发展历程、核心团队、营收规模、商业模式、产品业务、客户画像、未来规划、SWOT等进行分析。除目录外,PDF版正文内容共计46页,适合对服务型虚拟数字人细分赛道感兴趣的机构投资者或者企业客户参考。

Capvision TMT and Finance Team will release Virtual Future Series Ⅲ: Research Report on Virtual Service Human Industry on Feb. 17. The report serves to study virtual service human industry, industry status and background, policy environment, technical branches, core elements, industrial chain segmentation, main services, and business model by leveraging the expert interviews, user research and public information, as well as desktop research and previous project experience. From there, the analysis of market space, driving forces, limiting factors and development trend are presented. In addition, the report elaborates on the user portrait, potential of co-branding, user behavior, and the acceptance, loyalty, payment habit and payment willingness to virtual idols through 500 valid research samples. Moreover, the report selects two representative enterprises, namely DeepScience, Xiaobing and Zhuiyi, as examples to detail the development history, core teams, business model, successful cases, main products, customer portrait, future planning, and SWOT analysis. Besides the content section, the report in PDF format totals about 46 pages, which will be most beneficial to investors and enterprise clients interested in the virtual idol industry segments.

◆??报告目录 Contents

  1. 核心观点 Key Points
  2. 行业概况 Industry Overview
  3. 2.1 服务型虚拟数字人定义 Definition of service-oriented virtual digital human
  4. 2.2 行业政策环境 Policy environment
  5. 2.3 行业发展历程 Development history
  6. 2.4 服务型虚拟数字人分类 Classification of service-oriented virtual digital human
  7. 2.5 行业核心技术 Core technologies
  8. 2.6 产业链分析 Industrial chain analysis
  9. 2.7 行业核心应用场景 Main application scenarios
  10. 2.8 行业投融资情况 Investment and Financing
  11. 2.9 行业竞争格局分析 Competitive landscape analysis
  12. 2.10 行业商业模式分析 Business model analysis
  13. 2.11 头部玩家概况 Top players introduction
  14. 2.12 行业进入壁垒分析 Entry barrier analysis
  15. 2.13 行业驱动因素分析 Driving forces analysis
  16. 2.14 行业限制因素分析 Limiting factor analysis
  17. 2.15 行业趋势分析 Industry trend analysis
  18. 标杆企业分析 Analysis of benchmarking enterprises
  19. 3.1 观点总结 Viewpoint summary
  20. 3.2 中科深智 DeepScience
  21. ?3.2.1 发展历程及核心团队 Development history and core team
  22. ?3.2.2 管理层评价 Senior executive evaluation
  23. ?3.2.3 营收体量 Revenue volume
  24. ?3.2.4 产品业务 Product business
  25. ?3.2.5 客户画像 Customer portrait
  26. ?3.2.6 获客模式 Customer acquisition mode
  27. ?3.2.7 SWOT分析 SWOT analysis
  28. ?3.2.8 未来战略规划 Future strategic planning
  29. 3.3 小冰公司 Xiaobing
  30. ?3.3.1 发展历程及核心团队 Development history and core team
  31. ?3.3.2 管理层评价 Senior executive evaluation
  32. ?3.3.3 营收体量 Revenue volume
  33. ?3.3.4 应用案例 Application case
  34. ?3.3.5 产品业务 Product business
  35. ?3.3.6 获客模式 Customer acquisition mode
  36. ?3.3.7 SWOT分析 SWOT analysis
  37. ?3.3.8 未来战略规划 Future strategic planning
  38. 3.4 追一科技 Zhuiyi
  39. ?3.4.1 发展历程及核心团队 Development history and core team
  40. ?3.4.2 管理层评价 Senior executive evaluation
  41. ?3.4.3 营收体量 Revenue volume
  42. ?3.4.4 产品业务 Product business
  43. ?3.4.5 商业模式 Business model
  44. ?3.4.6 客户画像 Customer portrait
  45. ?3.4.7 SWOT分析 SWOT analysis
  46. ?3.4.8 未来战略规划 Future strategic planning
  47. 研究总结与展望 Research Summary and Prospects

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