China's AI Industry Value Surpasses RMB 900 Billion with 15% Global Share
China's artificial intelligence industry has demonstrated robust growth, surpassing a valuation of RMB 900 billion (approximately US$124 billion) in 2024. This represents a significant 24% year-on-year increase, according to recent data released by the China Academy of Information and Communications Technology (CAICT). As of September 2025, the nation hosts over 5,300 AI companies, accounting for roughly 15% of the global total. These entities form a comprehensive industrial chain that spans infrastructure, model frameworks, and applications. The infrastructure layer emerged as the fastest-growing segment, generating RMB 309.9 billion in revenue, a 54% annual rise. Meanwhile, the model framework layer grew by 18% to RMB 31.5 billion, and the application layer increased by 13% to RMB 566.5 billion. This application growth is largely driven by the integration of AI into smartphones, computers, and connected vehicles. Additionally, CAICT highlighted key trends for 2025, including foundation super models, autonomous agents, embodied intelligence, world models, and open-source ecosystems, indicating a strategic focus on advanced technological development and widespread commercial adoption within the sector.
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China's AI Industry Value Surpasses RMB 900 Billion with 15% Global Share
China's artificial intelligence industry has demonstrated robust growth, surpassing a valuation of RMB 900 billion (approximately US$124 billion) in 2024. This represents a significant 24% year-on-year increase, according to recent data released by the China Academy of Information and Communications Technology (CAICT). As of September 2025, the nation hosts over 5,300 AI companies, accounting for roughly 15% of the global total. These entities form a comprehensive industrial chain that spans infrastructure, model frameworks, and applications. The infrastructure layer emerged as the fastest-growing segment, generating RMB 309.9 billion in revenue, a 54% annual rise. Meanwhile, the model framework layer grew by 18% to RMB 31.5 billion, and the application layer increased by 13% to RMB 566.5 billion. This application growth is largely driven by the integration of AI into smartphones, computers, and connected vehicles. Additionally, CAICT highlighted key trends for 2025, including foundation super models, autonomous agents, embodied intelligence, world models, and open-source ecosystems, indicating a strategic focus on advanced technological development and widespread commercial adoption within the sector.
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