#AI与GameFi市场表现

The market performance of AI and GameFi (gamified finance) is as follows:

• Impact of AI on the gaming industry:

• At the macro level, AI technology has a significant impact on the gaming market, operational pathways, and product distribution. Especially in terms of overseas expansion, the cost reduction and efficiency improvements brought by AI technology enhance the creative space for content, which is beneficial for supporting overseas production capacity and optimizing marketing.

• At the meso level, among the game categories empowered by AI technology, first-person shooters (FPS) and role-playing games (RPG) will benefit first. AI technologies such as smart NPCs, intelligent enemies, and intelligent matchmaking are more maturely applied in these categories.

• It is expected that by 2024, the application of AI technology will lead to a reduction of about 21% in labor costs for gaming companies, releasing productivity while shifting the focus of talent layout towards innovation.

• Market performance of AI + Finance:

• According to a report by iResearch, in 2021, the core market size of AI + finance reached 29.6 billion yuan, driving the related industry size to 67.7 billion yuan. It is expected that by 2026, the core market size will reach 66.6 billion yuan, with a CAGR of 17.6%, driving the related industry size to 156.2 billion yuan, with a CAGR of 18.2%.

• Financial machine learning products have become one of the main drivers in the market due to their close integration with various business scenarios of financial institutions, and their product capabilities have rapidly improved with the support of vast amounts of high-quality financial business data. In 2021, financial machine learning products accounted for 42.2% of the core product market size of AI + finance.

• Market performance of AI + Games:

• In January 2024, the size of the Chinese gaming market was 24.346 billion yuan, a year-on-year increase of 1.22%, with a positive growth rate for eight consecutive months, indicating a recovery trend in the gaming industry.

• AI technology will reshape the entire industrial chain of the gaming industry through AIGC tools and AI tools, reducing game development costs and human input, while enhancing the innovation, personalization, and user experience of games, thus increasing the commercial value of the gaming industry.

• Long-term impact of AI on the gaming industry:

• For every 1% increase in the gaming industry size, the total operating income of publicly listed artificial intelligence companies increases by approximately 142 million yuan on average. It is expected to rise from 31.576 billion yuan in 2023 to 103.81 billion yuan in 2030, with an average annual growth rate of about 16%.