Baidu's Ernie Bot Dominates China's AI Chatbot Market

April 23, 2024, 3:36 am
OpenAI
OpenAI
Location: United States, California, San Francisco
Employees: 201-500
Founded date: 2015
Total raised: $11.57B
Du Xiaoman
Du Xiaoman
Location: United States, California, Sunnyvale
Employees: 10001+
Founded date: 2000
Total raised: $3.24B
Apple
Apple
Location: United States, California, Cupertino
Employees: 10001+
Founded date: 1976
Baidu's Ernie Bot, the powerhouse of AI chatbots in China, has taken the market by storm with over 200 million users and 85,000 corporate clients in just 13 months. The CEO, Robin Li, unveiled this staggering achievement at the Baidu AI conference in Shenzhen, showcasing the company's dominance in the AI landscape.

Baidu's Ernie Bot, also known as Enhanced Representation through Knowledge Integration, emerged as a formidable competitor to OpenAI's ChatGPT in March 2023. By October of the same year, an updated version of Ernie was introduced, already on par with ChatGPT-4, OpenAI's latest language model.

With ChatGPT unavailable in mainland China, local tech giants are racing to fill the void in a market projected to reach $23.9 billion by 2027. Over 200 other large language models are vying for supremacy in the country, but Baidu is making bold moves to claim a significant share of the market.

At the conference, Li unveiled three new Ernie-based tools designed to empower developers in creating applications and models, some of which require minimal coding. These tools are poised to boost Ernie's revenue contribution to Baidu, with the chatbot already accounting for 7.8% of the company's total cloud service revenue in the fourth quarter of 2023.

In a strategic move, Apple is reportedly in talks with Baidu to integrate the latter's genAI technology into its products in China, further solidifying Baidu's position as a leader in AI innovation. The unveiling of new AI tools by Baidu signals a shift towards democratizing AI development, allowing non-programmers to create generative AI-powered chatbots for various applications.

Baidu's Ernie Bot has not only amassed a staggering 200 million users but has also attracted 85,000 business clients, solidifying its position as China's most popular AI chatbot. With daily requests for Ernie Bot's API surpassing 200 million, users are actively engaging with the chatbot for a wide range of tasks.

The introduction of three new iterations of the Ernie AI model, namely "Speed," "Lite," and "Tiny," provides programmers with flexibility in choosing the right model for different levels of complexity. Baidu's relentless pursuit of AI innovation and market dominance is evident in the rapid growth and adoption of Ernie Bot, setting the stage for further advancements in the AI chatbot landscape in China.