Good News on Listing | Frost & Sullivan Assists GIBO Holdings Limited in Successful US Listing (NASDAQ: GIBO)

During the process of listing in the US, Frost & Sullivan mainly undertook the following tasks: helping the issuer accurately and objectively understand its positioning in the target market, using objective market data to discover, support, and highlight the issuer's competitive advantages, assisting the issuer, investment banks, and other intermediaries in completing the writing of relevant parts of the prospectus (such as overview, competitive advantages and strategy, industry overview, business, and other important sections), helping the issuer communicate with the SEC and investors, assisting investors in quickly understanding the market ecosystem and competitive landscape, and assisting the issuer in completing feedback from regulatory authorities on industry-related issues.

• GIBO aims to reshape content creation and consumption with AI, rapidly growing into an integrated AIGC animation platform covering 15 Asian countries and regions, with 72 million registered users, including about 61,000 content creators. Since its launch in September 2023, the platform has achieved an average monthly active user (MAU) of 27.6 million, with high user stickiness and active content interaction, forming a strong network effect.

   

• GIBO Create covers the entire creative process from script to voice, from image generation to audio-visual synchronization, enabling creators to efficiently produce multi-language and multi-style animation content. As of June 30, 2024, creators have used GIBO's text-to-image function more than 1 million times, and the text-to-speech function more than 2.9 million times.

   

• The platform is currently free for users, but it already has the ability to be commercialized through advertising, membership subscriptions, pay-as-you-go, and IT technical services. With continuous growth in user volume and content supply, GIBO is expected to further strengthen the platform's growth momentum, achieving a virtuous cycle driven by user growth driving content production and content production driving the improvement of commercial capabilities, thereby supporting long-term revenue growth.

The Asian animation market mainly revolves around the creation, distribution, and consumption of animation content, covering a variety of types, artistic styles, and narrative forms, capable of reaching a wide audience with different age groups, cultural backgrounds, and consumption preferences through digital platforms.

Currently, the Asian animation market is in a stage of rapid development and structural upgrading. The core factors driving growth include: continuous progress in animation production technology, increasing penetration of digital media, changing consumer content preferences, and the continuous expansion of the global influence of Asian animation. Relying on rich cultural resources, diverse creative systems, and increasingly complete industrial chains, Asia has become an important hub for global animation production, distribution, and consumption.

In 2023, the scale of the Asian animation market reached $56 billion, a significant increase from the $32 billion in 2019, with a compound annual growth rate of 14.9% from 2019 to 2023. Looking ahead, the Asian animation market is expected to maintain a strong development trend, increasing to $117 billion by 2028, with a compound annual growth rate of 15.9% from 2023 to 2028.

Source: Frost & Sullivan Report

Within the Asian market, the East Asia region composed of Japan, China, and South Korea occupies a dominant position, accounting for about 72% of the total market share. In contrast, the Southeast Asia region represented by Malaysia, Indonesia, and Singapore, although smaller in scale, achieved the fastest growth among all regions of Asia from 2019 to 2023, with a compound annual growth rate of 19.7%. Looking ahead, it is expected that from 2023 to 2028, the Southeast Asia region will continue to maintain its position as the fastest-growing region in the Asian market, with a compound annual growth rate of 20.2%.

Source: Frost & Sullivan Report

Animation streaming platforms are comprehensive platforms that provide services for both audiences and content creators, meeting both the audience's demand for animation streaming content and providing integrated support services for creators throughout the entire content production and monetization cycle. Driven by factors such as increased internet penetration, growth in mobile device penetration, and the rise of streaming platforms, the number of viewers on Asian animation streaming platforms has continued to expand. The audience size has grown from 700 million in 2019 to 1.1 billion in 2023, with a compound annual growth rate of 6.8% from 2019 to 2023. Looking ahead, it is expected that by 2028, the number of viewers will increase to 1.5 billion, with a compound annual growth rate of 4.3% from 2023 to 2028.

Source: Frost & Sullivan Report

Driven by the continuous growth in the number of animation streaming viewers, the scale of the Asian animation streaming platform market increased from $6.8 billion in 2019 to $17 billion in 2023, with a compound annual growth rate of 26.0% from 2019 to 2023. Looking ahead, it is expected that by 2028, the scale of the Asian animation streaming platform market will further expand to $466 billion, with a compound annual growth rate of 22.3% from 2023 to 2028.

Source: Frost & Sullivan Report

AIGC solutions refer to a type of technical solution that, within broader AI solutions, uses generative AI as the core technology foundation, focusing on providing generative capabilities. In contrast, the discriminative capabilities of AI are based on existing data for classification and trend prediction, commonly used in scenarios such as face recognition and automatic speech recognition. Generative capabilities, on the other hand, create content by generating new, realistic, and innovative data information, which is particularly important in the fields of text, image, code, and other content production.

An AIGC animation streaming platform refers to a platform that widely adopts generative AI technology when providing animation streaming services for creators and audiences. Currently, the value of AIGC is mainly reflected in the content creation phase, such as significantly improving the efficiency of the voiceover process, enhancing creative flexibility, and overall improving content production capacity. With the continuous evolution of generative AI technology, its role in the animation industry will become increasingly important, providing creators with more efficient and refined creative capabilities and enabling creativity to land more quickly.

In 2023, driven by the breakthrough development of generative AI technology, the scale of the Asian AIGC animation streaming platform market saw a significant leap, increasing from $4.3 billion in 2019 to $12.5 billion in 2023, with a compound annual growth rate of 30.6% from 2019 to 2023. Looking ahead, it is expected that by 2028, the market will further grow to $343 billion, with a compound annual growth rate of 22.3% from 2023 to 2028.

Source: Frost & Sullivan Report

● The continuous growth of the animation market lays a foundation for the development of AIGC platforms

Driven by multiple factors, the Asian animation market has maintained steady expansion, which provides a solid market foundation for the development of AIGC animation streaming platforms and also creates favorable conditions for subsequent technological innovation and application diffusion.

● The demand for higher quality content and immersive experiences is increasing

As the Asian animation market continues to expand, the demand for high-quality, emotionally resonant, and immersive animation content from audiences is constantly rising. AIGC animation platforms can meet the needs of both creators and audiences: on one hand, helping creators produce more attractive and immersive content with higher efficiency; on the other hand, providing audiences with rich content in multiple languages and styles created by different creators, promoting the formation of an active content ecosystem.

● Technological progress drives the upgrade of content production methods

The rapid development of technology enables AIGC animation streaming platforms to achieve efficient automation in aspects such as voiceover, production process optimization, and image quality improvement. Related technologies have significantly improved content production efficiency, supporting platforms in providing immersive and interactive animation content to a wider audience more quickly, thereby promoting the innovative development of the entire market.

● A complete ecosystem promotes broader adoption

In addition to content generation, AIGC animation platforms further provide supporting services such as IP operation tools and payment infrastructure, helping creators optimize content management, promotion, and monetization processes. These supporting functions not only improve creative efficiency but also help build a stable and sustainable creative and consumption ecosystem. A complete payment system ensures that creators can safely and timely obtain monetization income, thereby continuously engaging in content creation and publishing on the platform and promoting the long-term prosperity of the ecosystem.

● Real-time seamless collaboration among creators will become the norm

In the future, AIGC animation platforms will support real-time collaboration across regions for creators, bringing unprecedented flexibility and efficiency to animation project production. With advanced cloud computing capabilities, efficient computing resources, and collaboration tools, team members can access project files in real time, share feedback, and jointly edit animation materials, greatly improving content production efficiency and collaboration quality.

● The ethical and responsible supervision of AI-generated animation content will be strengthened

AIGC animation platforms will pay more attention to the ethical compliance of content generation, enhancing fairness and strengthening transparency to meet industry ethical standards and regulatory requirements. The platform is expected to adopt bias detection algorithms, diverse training datasets, and strict testing processes to ensure the compliance and credibility of AI-generated content.

● More diverse monetization and revenue models will emerge

The future of the AIGC animation platform market will break through traditional subscription models and develop more innovative commercial paths, including pay-as-you-go and in-platform advertising. Creators will also have more content monetization methods, thereby enhancing their long-term retention and willingness to pay, promoting the continuous growth and prosperity of the platform ecosystem.

● Advanced technical capabilities

Possessing leading generative AI technology and being able to continuously produce high-quality animation content is key for platforms to attract and retain core creators. The stronger the technical strength, the higher the brand reputation of the platform in the industry, and the more stable the creator ecosystem can be built.

● A complete and user-centered ecosystem construction

Building an ecosystem centered on user needs helps improve platform stickiness. For example, in terms of payment infrastructure, by establishing a transparent and efficient revenue-sharing mechanism, creators can receive fair compensation in a timely manner, thereby motivating them to continue creating and promoting a virtuous content ecosystem on the platform.

● Exclusive content and strategic cooperation

By obtaining exclusive authorization for high-quality content, AIGC animation platforms can provide users with high-value content that other platforms cannot offer, thereby strengthening the platform's value proposition, attracting more audiences who pursue high quality and unique content, and increasing user activity and retention rates.

● Data security and privacy protection

Paying attention to data security and privacy protection helps build user trust, which is a necessary condition for building a long-term stable user base. A complete security mechanism can also protect creators' intellectual property rights, preventing content from being copied or misused without authorization, thereby maintaining the value of their creative achievements.

Compared with other major players in the market, GIBO, as a unique “integrated AIGC animation streaming platform&rdquo, can provide creators and audiences with full-process and multi-functional support, including: online streaming services, content creation services, content distribution and IP management services, and payment and monetization services.

As an integrated platform, GIBO can provide end-to-end support for creators throughout the entire animation creation cycle; during the content production phase, creators can use generative AI for story concepting, image generation, and automatic voiceover, greatly improving content production efficiency; during the content distribution and IP management phase, creators can directly upload their works to the platform, allowing audiences to obtain viewing access in real time; during the payment and monetization phase, the platform provides direct, safe, and transparent monetization channels, enabling creators to obtain continuous income from their works. Relying on the platform's data analysis capabilities, creators can understand audience preferences, while audiences can also obtain animation content that better suits their tastes, forming a synergistic effect between creators and audiences.