About us: Aurora Mobile (NASDAQ: JG) established in 2011, is a
leading customer engagement and marketing technology service
provider in China. Its business
includes notification services, marketing growth, development
tools, and data products. As its sub-brand, MoonFox Data is a
leading expert in data insights and analysis services across all
scenarios, aiming to help companies gain market insights and
empower precise decision-making.
SHENZHEN, China, Dec. 17,
2024 /PRNewswire/ --
I. Under the "Double Reduction" Policy, AIGC Applications
Breathe New Life into the Education Industry
Since the implementation of the "Double Reduction" policy—which
aims to reduce homework burdens and alleviate extracurricular
tutoring pressures for students in compulsory education—the K-12
off-campus tutoring industry has gradually become more
standardized. This policy emphasizes that off-campus training
should serve as a beneficial supplement to school education, with
"regulated and orderly" and "inclusive and high-quality" becoming
the main themes for educational enterprises in their post-policy
transformation.
With the advent of ChatGPT, "AI + Education" has emerged as a
significant direction for the transformation of educational
enterprises. In March 2024, the
Ministry of Education issued four action plans to promote the
integration of artificial intelligence in education. A key
initiative is the "Implementation of Large AI Model Application
Demonstration Action," which encourages the use of large models in
both classrooms and practical applications.
In July 2024, the Minister of
Education announced at a press conference that the government would
vigorously promote the construction of smart campuses, develop a
Chinese version of the AI education large model, and explore
large-scale personalized and innovative teaching methods to better
meet public demand for "quality education." In October 2024, the Beijing Municipal Education
Commission, along with three other departments, released the
Beijing AI Application Work Plan in the Education Sector, aiming to
establish 100 benchmark schools for AI applications by 2025 and
create several large models for the AI education industry by 2027.
This reflects a strong push at both national and local levels for
the implementation of large AI models in education.
The emergence of these large models has revitalized efforts to
improve the quality of education in both school and off-campus
settings, with a gradual shift toward practical applications.
According to data from 21st Century Business Herald, by the end of
June this year, approximately 40 large models and deep synthesis
algorithms had been registered in the education sector. Leading
companies like Baidu, iFLYTEK, and Zuoyebang have already
integrated large models into their online education applications,
making these innovations a core competitive advantage in the AIGC
era of online education. Aurora Research Institute has summarized
the high-frequency functions of AI large models in educational
applications, categorized by main scenarios and user groups, as
follows:
Function Innovations Brought by Large
Models
On-campus
|
Off-campus
|
Student
|
Teacher
|
Student
|
Parents
|
AI Error
Book
|
Intelligent Question
Generation
|
Question & Answer
Search
|
Intelligent Paper
Correction
|
Learning Situation
Analysis & Ability Diagnosis
|
Intelligent Paper
Correction & Examination
|
AI Oral Practice
Partner
|
Learning Situation
Analysis
|
AR Teacher/Virtual
Classroom
|
Intelligent Teaching
Design
|
AI Learning
Companion
|
|
|
Intelligent Teaching
Resource Management
|
AI Teacher
|
|
|
Intelligent Teaching
Assistance
|
Open Question &
Answer Dialogue
|
|
|
Classroom Situation
Analysis
|
AI Writing
Assistant
|
|
II. Growth in K-12 Off-Campus Online Education Usage and
Market Development: Insights from the Top 5 Applications
From the application perspective, the current K-12 education
market is primarily driven by off-campus online education
applications (excluding home-school interaction apps), which have
demonstrated periodic growth in both monthly usage time and launch
frequency throughout 2024.
Monthly Usage Time for K12 Education
Applications (Unit: 10,000 Hours)
Date
|
Off-campus
|
Others
|
2024.01
|
27,251.11
|
2,779.72
|
2024.02
|
24,194.87
|
4,088.36
|
2024.03
|
24,180.36
|
2,510
|
2024.04
|
24,317.76
|
2,313.95
|
2024.05
|
24,015.19
|
2,395.51
|
2024.06
|
24,320.55
|
2,722.42
|
2024.07
|
20,020.61
|
6,297.45
|
2024.08
|
19,295.09
|
5,830.8
|
2024.09
|
21,626.15
|
2,692.04
|
2024.10
|
27,183
|
3,306.7
|
Data
Source: MoonFox iApp; Off-campus online education applications
exclude home-school interaction apps.
|
Data Cycle: January
2024 - October 2024
|
Monthly Launch Frequency for K12 Education
Applications (Unit: 10,000 times)
Month
|
Off-campus
|
Others
|
2024.01
|
230,236.36
|
24,629.25
|
2024.02
|
208,599.13
|
24,866.12
|
2024.03
|
222,569.19
|
24,292.94
|
2024.04
|
216,062.89
|
24,071.93
|
2024.05
|
230,876.12
|
24,697.32
|
2024.06
|
226,144.4
|
26,314.17
|
2024.07
|
193,056.73
|
32,928.59
|
2024.08
|
176,918.18
|
26,096.02
|
2024.09
|
210,321.03
|
24,281.2
|
2024.10
|
256,775.41
|
27,022.78
|
Data Source: MoonFox
iApp; Off-campus online education applications exclude home-school
interaction apps.
|
Data Cycle: January
2024 - October 2024
|
Analyzing data from the top five off-campus education apps, we
find that their market penetration in K-12 online education has
reached two-thirds. The monthly active user numbers for these apps
remain relatively stable, with notable increases in new users
following the start of the new school year. This suggests that the
off-campus education application market still has considerable
growth potential. The user base for these top five applications is
primarily concentrated in markets outside Tier 1 and emerging Tier
1 cities, aligning with their positioning to address the unequal
distribution of educational resources.
Monthly New User Comparison for Top 5
Off-Campus Education Apps (Unit: Individuals)
Date
|
Zuoyebang
|
Xiaoyuan Oral
Calculation
|
Onion
Academy
|
Xiaoyuan Q&A
Search
|
Zuoyebang Parent
Version
|
2023.11
|
8,543,948
|
1,473,617
|
950,479
|
1,066,104
|
1,241,996
|
2023.12
|
9,724,221
|
1,738,452
|
893,384
|
1,041,686
|
1,059,410
|
2024.01
|
9,780,960
|
1,237,051
|
1,341,642
|
1,014,617
|
605,876
|
2024.02
|
9,517,768
|
1,316,957
|
1,122,342
|
867,725
|
589,302
|
2024.03
|
10,339,111
|
1,645,887
|
1,185,884
|
914,823
|
818,512
|
2024.04
|
9,756,630
|
1,608,489
|
1,343,767
|
864,681
|
1,637,942
|
2024.05
|
8,808,864
|
2,087,424
|
1,156,881
|
885,782
|
2,952,580
|
2024.06
|
8,478,147
|
2,903,895
|
1,403,468
|
1,096,040
|
2,936,008
|
2024.07
|
7,286,435
|
1,584,647
|
3,155,486
|
980,370
|
743,095
|
2024.08
|
7,051,982
|
1,685,746
|
2,080,305
|
821,504
|
670,791
|
2024.09
|
13,412,940
|
3,695,581
|
1,748,740
|
1,163,060
|
771,313
|
2024.10
|
15,871,114
|
9,783,197
|
1,337,583
|
1,757,086
|
995,938
|
Data
Source: MoonFox iApp;
|
Data Cycle: November
2023 - October 2024
|
City Level Distribution of Top 5 Off-Campus
Online Education Applications
City
Level
|
Zuoyebang
|
Xiaoyuan Oral
Calculation
|
Onion
Academy
|
Xiaoyuan Q&A
Search
|
Zuoyebang Parent
Version
|
First-tier
Cities
|
4.617 %
|
6.095 %
|
5.934 %
|
5.691 %
|
4.326 %
|
New First-tier
Cities
|
15.726 %
|
20.789 %
|
14.899 %
|
18.346 %
|
15.326 %
|
Second-tier
Cities
|
18.562 %
|
23.148 %
|
18.242 %
|
20.267 %
|
17.165 %
|
Third-tier
Cities
|
26.684 %
|
21.681 %
|
26.922 %
|
24.282 %
|
27.318 %
|
Fourth-tier
Cities
|
21.627 %
|
18.105 %
|
21.351 %
|
19.944 %
|
22.253 %
|
Others
|
12.784 %
|
10.182 %
|
12.653 %
|
11.470 %
|
13.612 %
|
Data Source: MoonFox
iApp;
|
Data Cycle: October
2024
|
The top five applications have adopted a "combination strategy"
to expand their market share. They have developed a comprehensive
solution that integrates "software, hardware, curriculum systems,
and large models." This approach begins with existing educational
app services and enhances them by incorporating hardware solutions
based on current language large models. As a result, this strategy
not only improves the product experience for existing users but
also attracts new users through various appealing factors.
Ecosystem Layout of Online Education
Enterprises behind the Top 5 Applications
Application
|
Hardware
|
Hardware
Shipments
|
Software
|
Large
Models
|
Zuoyebang
Zuoyebang Parent
Version
|
Learning machines,
tutoring machines, learning pens, learning desks, word cards,
learning printers
|
Over 2 million units of
educational smart hardware shipped in 2022
|
Software ecosystem
covering both academic and non-academic subjects
|
Galaxy Large
Model
|
Onion
Academy
|
Onion Planet learning
machine
|
200,000 units
sold
|
Intelligent educational
services,
AI learning companion
services
|
Doubao Large
Model
|
Xiaoyuan Oral
Calculation
Xiaoyuan Q&A
Search
|
Xiaoyuan learning
laptop
|
Over 1 million
units
|
Focused on online
course systems, both academic and non-academic software
ecosystem
|
Feixiang Large
Model
|
III. Large Model Implementation in Off-Campus Online
Education: Driving Functional Upgrades and Innovations with
"Inspiration" and "Guidance" as Core Concepts
From the perspective of leading off-campus online education
solutions, the primary growth drivers in the industry are the
functional upgrades and innovations enabled by "applications +
large models." These innovations focus on several key areas,
including Question & Answer Search, AI Oral Practice Partners,
AI Open Question & Answer Dialogue, AI Learning Companions, AI
Teachers, AI Writing Assistants, Intelligent Paper Correction, and
Learning Situation Analysis.
Question & Answer Search:
Current solutions have evolved beyond merely searching for
answers from a vast question bank. They now leverage large models
to analyze and reason, extracting key information from questions
and accurately understanding the relevant knowledge points. This
enables them to search for answers using a Socratic-style approach,
which aims to inspire and guide students while cultivating proper
thinking patterns and habits.
After providing answers, these solutions offer personalized
recommendations for similar questions based on knowledge points and
question types. Both online education applications and AIGC
solutions have enhanced their question-and-answer search
capabilities. For example, online education apps like Zuoyebang and
Yuanfudao utilize extensive question banks to offer photo-based
Q&A search services, which have further developed into
one-on-one tutoring, VIP video lessons, and live streaming courses
to enrich their curriculum. Meanwhile, AIGC applications focus on
multimodal input (voice, text, images), reasoning and guidance for
new or challenging questions, and emotionally nuanced
communication, as seen in products like Xueersi MathGPT, Doubao
Learning, Quark AI Q&A Search, and ERNIE Large Model.
AI Oral Practice Partner:
AI technology simulates real-world conversational scenarios by
providing multiple conversation settings. Leveraging knowledge
graph technology, it connects various knowledge points, offering a
diverse range of topics for students. With speech recognition and
grammar analysis capabilities, it accurately detects pronunciation
and grammatical errors, providing relevant suggestions, as well as
tips for oral expression and common phrases. Additionally, it
features sentence repetition functionalities with "guidance + voice
prompts."Key players in the AI Oral Practice Partner space include
English education apps like Youdao's Ziyue Large Model, search
engines such as Baidu and Google, and AIGC assistants like
Tencent Yuanbao.
Open Dialogue:
Open dialogue primarily relies on large models, natural language
processing, and knowledge graph technologies. It utilizes big data
from student behaviors to facilitate exploratory conversations,
such as AI celebrity dialogues, which guide students to think
critically while imparting knowledge. This approach fosters
proactive questioning, thinking, and exploration skills. Currently,
Yuanfudao's "Dolphin AI Learning" offers features like AI celebrity
"cross-time and space dialogues."
AI Learning Companion:
The AI learning companion feature is one of the most innovative
advancements, combining the capabilities of large models to provide
students with personalized, emotional, and comprehensive
educational support. Tailored learning strategies are offered based
on students' learning abilities, progress, and behavioral data.
These strategies include online homework grading, error correction,
intelligent analysis of learning performance, and customized
training, covering various scenarios such as daily practice and
exam preparation. Some solutions
also incorporate features like task timing and background music,
which guide students in developing structured learning paths and
cultivating focused study habits. Additionally, these companions
can support emotional communication and provide personalized
counseling for adolescent mental health. Current mature AI learning
companion solutions include Onion Academy, Xueersi's "Xiao Si," and Sharing School's "Xiaoshu Learning
Companion."
AI Teacher:
The emergence of AI teachers is transforming educational
applications from a cramming-style teaching model to an interactive
teaching approach. By designing questions and facilitating
communication, AI teachers can accurately identify students'
weaknesses and provide real-time board writing and video
explanations. This helps students efficiently complete key learning
tasks such as knowledge previews, homework checks, exam reviews,
and test preparation. One notable example is the "Super Human
One-on-One AI Teacher" developed by Jingzhunxue.
AI Writing Assistant:
AI writing assistants can be categorized into three main
functions: AI writing guidance, AI writing correction, and AI
sample generation. AI serves as a writing guide by helping students
analyze topics, determine main ideas, and organize their writing
thoughts, much like the writing assistance feature in QQ
Browser.
AI correction, which previously relied on OCR (Optical Character
Recognition) technology for basic oral math corrections or error
judgments in application-generated questions, has evolved into a
robust system that provides guidance and corrections for both
Chinese and English essays using large models. This AI writing
correction incorporates expert teaching methods to assess content,
offering detailed feedback and suggestions to enhance writing
skills. For example, Yuanfudao's AI writing correction evaluates
various aspects of an essay, including topic analysis, idea
formulation, sentence structure, and vocabulary. Additionally,
Youdao Writing is an intelligent English writing correction tool
that can identify over 100 types of errors, including phrase
collocations, tenses, and subject-verb-object agreement. AIGC
solutions are particularly effective in generating model
essays.
Learning Situation Analysis:
Learning situation analysis generates real-time records of
students' extracurricular activities, analyzing data such as error
statistics, reasons for mistakes, mastery of knowledge points, and
the development of skills and competencies. It regularly produces
highly readable learning reports and feedback for parents. Most AI
education applications now incorporate learning situation analysis
functionality.
In summary, large models serve as a chain connecting individual
functionalities, supporting multimodal input and delivering
guiding, companion-like outputs. Q&A search capabilities extend
beyond traditional question banks, answers go beyond simple
step-by-step outputs, and dialogues are not restricted to fixed
topics and contexts. AI capabilities encourage students to develop
independent thinking, driving the transformation of educational
tutoring from merely intelligent to genuinely wise. Online
education companies with extensive experience in educational
applications, along with large model technology firms specializing
in search engines and voice interaction, will be the main players
in this space. Their competition and collaboration will further
propel the intelligent development of the online education
industry.
Website: https://www.moonfox.cn/
Contact number: 400-888-0936
Name: Felix
Title: Director of Sales, Industry Insight Division
Tel: +86 -13366276383
Email: zhouzt@jiguang.cn
Address: 608/F, Tower B, Wintrust Center, No. 1 Xidawang Road,
Chaoyang District, Beijing,
China
Name: Janette Zhou
Title: Marketing Manager
Tel: +86-13928239332
Email: zhouxt@jiguang,cn
Address: 608/F, Tower B, Wintrust Center, No. 1 Xidawang Road,
Chaoyang District, Beijing,
China
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SOURCE Aurora Mobile Ltd