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China Holds 15% of Global AI Firms as Industry Value Tops RMB 900 Billion
As of September 2025, China's AI industry has surpassed RMB 900 billion in value, holding 15% of global AI firms with over 5,300 companies. The sector saw a 24% growth in 2024, with revenue from infrastructure, model frameworks, and applications collectively driving significant advancements, highlighted in CAICT’s report on key trends and revenue growth in AI technologies.
Key points
- China's AI industry value is over RMB 900 billion (US$124 billion) as of 2024.
- The sector has grown by 24% year-on-year.
- More than 5,300 AI companies exist in China, constituting 15% of global AI firms.
- AI infrastructure revenue grew by 54% to RMB 309.9 billion.
- Model framework revenue increased by 18% to RMB 31.5 billion.
- Application layer revenue rose by 13% to RMB 566.5 billion, driven by technology like AI-powered smartphones and vehicles.
Why it matters
- Reflects China's growing dominance in the global AI space, similar to trends seen in the U.S. and Europe.
- Highlights shift towards AI integration in daily technology, consistent with global tech investments in AI and 2025 IT Trends.
- The focus on keywords for 2025 aligns with emerging technologies that are reshaping industries, such as automation and open-source development.
China's impressive growth in the AI sector illustrates its pivotal role in the global technology landscape, with significant advancements expected as new trends emerge in the coming years.