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敬请参阅最后一页特别声明 1 Sora iPhone 2023 2 15 OpenAI Sora Sora 60 Sora Sora AI AI AI AI ChatGPT Midjourney Stable Diffusion Runway Sora AI Midjourney AI Runway Gen-1/2 Midjourney V5/6 Sora iPhone Sora T okens Patches Diffusion Transformer OpenAI LLM LLM Tokens Patches Diffusion Transformer Patches OpenAI Sora Prompt DALL E Sora AI Discord AI 5 2 2 Midjourney Pika 10 74%10 8%Adobe Firefly Midjourney Pika AI 3 72 Runway T2V Runway Gen-2 2023 9 AI 2022 2023 T2V/I AI AI 2023 12 MiracleVision 4.0 AI Sora Adobe AI 行业深度研究 敬请参阅最后一页特别声明 2 内容目录 1 OpenAI Sora.4 1.1 Sora OpenAI.4 1.2 Patches Diffusion Transformer.4 1.3 Patches+.5 1.4+.7 2./AI.8 2.1/AI.8 2.2-T2I Text to Image Diffusion.9 2.2.1 Adobe AIG Firefly.10 2.2.2 Midjourney.11 2.3-T2V Text to Video MGC.11 2.3.1 Pika AI 1.0 3 72.13 2.3.2 Runway T2V-Runway Gen-2.14 3./.14 3.1 T2V/I AI.14 3.2 MiracleVision 4.0.18 4.19 5.19 WUFUxOmRtQnMoQoNtOoRoP6MbPbRpNrRpNsOlOoOnPjMmNxObRqQvNwMmPtPMYnMsR行业深度研究 敬请参阅最后一页特别声明 3 图表目录 1 OpenAI Sora.4 2 Sora Patches Diffusion Transformer.5 3 Why Patches+.6 4 DALL E 3 DCS GPT.7 5 Sora+.8 6 Midjourney AI.9 7 AI AI 74%.9 8 T2I.9 9 Diffusion.10 10 Adobe Firefly AI.10 11 Midjourney.11 12 Latent Video Diffusion.12 13 Sora T2V.13 14 Pika 1.0.14 15 Runway Gen-2.14 16 AI.15 17 2023 T2V/I/.16 18 T2V/I AI/.17 19 AI.17 20 MiracleVision 4.0 API T2I/I2I.18 21 2020.19 22 AI.19 行业深度研究 敬请参阅最后一页特别声明 4 1.1 Sora OpenAI 2 15 OpenAI Sora OpenAI Transformer Sora OpenAI Sora 1 OpenAI Sora OpenAI 1.2 Patches Diffusion Transformer Sora T okens Patches Diffusion Transformer OpenAI LLM LLM Tokens Tokens LLM Tokens Sora Patches a part of something marked out from the rest by a particular characteristic Patches OpenAI Patches Step1 Patches Turning visual data into patches Spacetime Patches Patches Step2 Video compression network OpenAI Sora OpenAI Step3 Spacetime Latent Patches Patches Patches Sora Patches Step4 Transformer Scaling transformers for video generation Sora Diffusion Transformer noisy Patches clean Patches 行业深度研究 敬请参阅最后一页特别声明 5 2 Sora Patches Diffusion Transformer OpenAI Auto-Encoding Variational Bayes Diederik P.Kingma&Max Welling 2022 High-Resolution Image Synthesis with Latent Diffusion Models Robin Rombach et al 2022 1.3 Patches+Why Patches+Patches 256x256 4 Sora Patches Sora 1920 x1080p 1080 x1920p 行业深度研究 敬请参阅最后一页特别声明 6 3 Why Patches+OpenAI Sora DALL E 3 DCS Descriptive synthetic captions GPT OpenAI DALL E 3 OpenAI GPT 行业深度研究 敬请参阅最后一页特别声明 7 4 DALL E 3 DCS GPT Improving Image Generation with Better Captions James Betker et al,2023 ChatGPT 1.4+OpenAI Sora AI Prompt DALL E Sora Prompt DALL E Sora 1 3D 3D consistency Sora 3D Sora Minecraft Sora 1-2-3-IP Sora 行业深度研究 敬请参阅最后一页特别声明 8 5 Sora+OpenAI 2.1/AI T2V/I AI Midjourney Pika 5 2 2 10 74%8%/6%行业深度研究 敬请参阅最后一页特别声明 9 6 Midjourney AI 7 AI AI 74%Discord Discord 2.2-T2I T ext to Image Diffusion T2I 2016 T2I GAN CLIP Diffusion DALL-E Stable Diffusion Midjourney 2021 2022 T2I 2022 GANs 2022 Diffusion T2I 2022 T2I Disco Diffusion Google Colab 2022 2 2 DALL-E 2 OpenAI 2022 4 T2I DALL-E 400%T2I Stable Diffusion CompVis Runway Stability AI 2022 8 Midjourney Midjourney 2022 7 T2I 30s 8 T2I Multimodal Foundation Models:From Specialists to General-Purpose Assistants Chunyuan Li et al 2023 T2I Diffusion OpenAI 2020 CLIP Contrastive Language-Image Pre-Training Diffusion Diffusion Stable Diffusion Midjourney Diffusion Diffusion Image,74%Video,8%Voice/Music,6%Various,1%行业深度研究 敬请参阅最后一页特别声明 10 9 Diffusion Diffusion Models:A Comprehensive Survey of Methods and Applications Ling Yang et al 2023 2.2.1 Adobe AIG Firefly Adobe Firefly T2I 2023 10 Adobe Adobe MAX 2023 Firefly 3 AI Firefly Image2 Model Firefly Vector Model AI Firefly Design Model AI Adobe Firefly Firefly Adobe Firefly Adobe Photoshop Adobe Illustrator Adobe Express Adobe Firefly AI+Adobe Firefly AI Adobe 10 Adobe Firefly AI Adobe 行业深度研究 敬请参阅最后一页特别声明 11 2.2.2 Midjourney Midjourney Discord SaaS Midjourney Bot Prompt T2I Midjourney Discord 30%-40%Nike Adidas NewBalance Midjourney Midjourney 11 Midjourney 2.3-T2V T ext to Video MGC Latent Video Diffusion T2V 2023 Runway Latent Video Diffusion Latent Video Diffusion Runway Gen-1 2023 iPhone 2023 3 Runway Gen-2 2023 11 16 Meta Latent Video Diffusion T2V Emu Video 2023 11 18 Latent Video Diffusion T2V PixelDance 行业深度研究 敬请参阅最后一页特别声明 12 Stability AI Pika T2V OpenAI Sora Diffusion Model Transformer Transformer Sora-12 Latent Video Diffusion Structure and Content-Guided Video Synthesis with Diffusion Models P Esser et al 2023 Latent Video Diffusion AI T2V AI AI AI ScriptBook Spellcheck ScriptBook 3 Weta Massive AI AI CG AI AI 行业深度研究 敬请参阅最后一页特别声明 13 Sora T2V AI AI Sora T2V MGC Machine-Generated Content TikTok PGC UGC 3D T2V T2V Agent 13 Sora T2V OpenAI 2022 2.3.1 Pika AI 1.0 3 72 2023 12 AI Pika Pika 1.0 T2V I2V Pika 3D Pika 3 72 Pika 5,500 2-3 Pika 1.0 T2V/I2V AI AI TikTok 9:16 16:9 AI AI 行业深度研究 敬请参阅最后一页特别声明 14 14 Pika 1.0 Pika 2.3.2 Runway T2V-Runway Gen-2 Runway AI Google Runway AI Stable Diffusion 2023 6 Runway Gen1 Gen-2 T2V 8 Runway Gen-2 4 18 Gen-2 5 I2V 15 Runway Gen-2 Runway AI 3.1 T2V/I AI AI 2023 9 AI 行业深度研究 敬请参阅最后一页特别声明 15 AI 16 AI 2023 AI/2023 8 PDF AI Lumi 2023 9 PPT/AI AI 2023 10 Filmora AI AI 行业深度研究 敬请参阅最后一页特别声明 16 17 2023 T2V/I/2022 2023 T2V/I AI AI-Native Kwicut/3 OpenAI GPT AI/AI Tokens 行业深度研究 敬请参阅最后一页特别声明 17 18 T2V/I AI/产品类别 产品名称 历次版本更新 功能升级 接入模型 价格/月活/收入数据变化/Filmora 2022/12 V12 2023/12 V13 V12 AI AI V13 AI AI Open AI Dall-E 2 V12$49.9$69.9 V13 AI Token Kwicut 2023/9 Filmora/Virbo 2023/3 2023/9 2023/9 10w+2023/9/DemoCreator 2023/9/EdrawMind 2023/9 V10.9 2023/11 V11 V10.9 PPT/V11 V10.9 V11/Mockitt 2023/4 AI AI GPT AI 2023/7 AI/AI/AI 2018 License SaaS 2023H1 72%65%19 AI 46%60%64%72%48%60%65%40%45%50%55%60%65%70%75%2020 2021 2022 2023H1 行业深度研究 敬请参阅最后一页特别声明 18 3.2 MiracleVision 4.0 MiracleVision 4.0 2023 6 AI MiracleVision AI AI AI AI 2023 12 5 MiracleVision 4.0 2023 2 3,964.05 2.85 1,778.4 5,299.2 2,185.6 2006 300 1,700 CEO AI MiracleVision 20 MiracleVision 4.0 API T2I/I2I Miracle Vision 行业深度研究 敬请参阅最后一页特别声明 19 2020 2022 VIP 37.5%7.8 57.4%SaaS 22.2%ERP SaaS IMS 2020 21 2020 Wind/AI 22 AI 公司名称 股票代码 推荐理由 300624.SZ AIGC C B PC 23 24 25 0.88 1.40 2.29 121X 76X 47X PE 1357.HK C AI C AI B Wind 23 24 25 EPS 0.08 0.11 0.18 29X 21X 13X PE 688088.SH 23 24 25 EPS 0.27 0.39 0.46 101X 69X 59X PE 002230.SZ 23 24 25 201.0 230.8 271.0 EPS 0.34 0.46 0.62 2023 8.3 P/S 71.73/Wind Wind 2024 2 17 GPU 76.9%57.0%46.0%28.6%4.7%3.8%5.7%4.6%29.8%37.5%2.3%22.2%16.2%7.1%8.8%17.3%9.7%21.9%16.7%33.9%83.3%66.1%0%10%20%30%40%50%60%70%80%90%100%2017 2018 2019 2020 2021 2022 VIPSaaS IMS 行业深度研究 敬请参阅最后一页特别声明 20 AI AI 行业深度研究 敬请参阅最后一页特别声明 21 3 6 15%3 6 5%15%3 6-5%5%3 6 5%行业深度研究 敬请参阅最后一页特别声明 22 C3(C3 021-80234211 201204 1088 5 010-85950438 100005 26 8 0755-83831378 0755-83830558 518000 2028 18 1806
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