How many AI are there in China and what is the current market share of each AI company
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2025-07-05 07:00:56
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As of now, there are numerous participants in China's AI industry, covering multiple dimensions such as basic models, computing power, intelligent terminals, and industry applications. According to publicly available information, the following is a comprehensive summary of "how many AI companies are there in China" and "market share of each company":


one 🧩 Overview of Domestic AI Companies

  • Leader in Basic Large ModelsIncluding Baidu (Wenxin Ernie), Alibaba (Qwen), Tencent (Hunyuan), Zhipu Zhipu Zhipu AI, MiniMax, DeepSeek, as well as emerging players such as 01.AI. According to an IDC report, by the end of 2024, more than ten basic model enterprises with significant influence have been formed in China

  • The "AI Tiger" team:Zhipu AI、MiniMax、Baichuan、Moonshot、01.AI 等被视为中国“AI Tigers” en.wikipedia.org+3en.wikipedia.org+3barrons.com+3

  • Intelligent terminals and chip companiesIncluding AI terminal leaders such as Huawei, Lenovo, and Xiaomi, as well as AI chip manufacturers such as Biren, Huawei Haiming, and Cambricon.

Looking at the entire industry, it is estimated that there are hundreds of small and medium-sized AI startups in China, as well as about 50-100 influential listed or unicorn level enterprises.


2. Market share in each segmented field

🔹 Basic Large Model Market (Large Language Models, LLM)

  • Baidu AI Cloud holds the largest share in LLM business in China, approximately19.9%

  • Next are SenseTime (SenseTime, 16%) and Zhipu AI (third);

  • The fourth and fifth are Baichuan and 4Paradigm, respectively

🔹 Intelligent terminal (integrated AI function mobile phone/PC, etc.)

  • In the 2024 Chinese AI intelligent terminal market share:

    • Lenovo:23.07%

    • 华为:13%

    • 苹果:10.6%

    • 荣耀:7.12%

    • Vivo:7.04%

    • 小米:6.98%

🔹 AI芯片市场渗透

  • NVIDIA 在中国占据约 50% 的 AI 芯片市场份额(2025年)

  • 国内AI芯片(如华为、寒武纪等)在AI芯片出货上占比已超 30%

🔹 AI市场整体规模

  • 2024 年中国 AI 整体市场收入约 157.7 亿美元

  • 预计2025–2030年间年复合增长率达 42–44%,2030年达到约 2066 亿美元

  • 到2024年底全球AI市场约 342 亿美元,中国占约 34.2 亿美元(约10%)


3. 简表:主要分领域市场份额

细分领域领先厂商份额概况
基础大模型(LLM)百度 AI Cloud, SenseTime, Zhipu AI 等百度约 20%,SenseTime 16%,Zhipu第三 
智能终端联想、华为、苹果、荣耀联想 23%、华为 13%、苹果 10.6%
AI芯片NVIDIA、华为、寒武纪等NVIDIA 50%,国产芯片 >30%
AI整体收入中国占全球约10%,增长迅猛
✅ 小结推荐

  • 如果你关注 基础模型服务商,优先考虑百度、SenseTime、Zhipu;

  • 对于 智能终端硬件(如AI手机/PC),联想和华为是出货领先;

  • existAI芯片领域,我们看到国外的NVIDIA仍是主力,但国产芯片崛起迅速;

  • 整体看,中国AI业从基础模型到终端应用正飞速成长,市场结构逐步完善。

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