Jing Ji Guan Cha Bao·2025-05-09 07:23Core Insights - The Chinese video cloud market is projected to reach $5.08 billion in the second half of 2024, marking a year-on-year growth of 4.7% [2] - The growth is primarily driven by the increasing demand for high-value video cloud services from leading short video and live e-commerce platforms, as well as the sustained demand for internet video short dramas [2] Market Overview - The video cloud market includes public and private cloud infrastructure, video content delivery networks, and products, services, or solutions deployed on video cloud infrastructure [2] - IDC categorizes the video cloud market into segments such as audio-video communication, video live streaming, video on demand, and media production and management [2] Market Share - In the video cloud infrastructure market, the combined market share of the top five vendors, including Alibaba Cloud and Tencent Cloud, reached 61.5% [2] - In the video cloud solutions market, Tencent Cloud and Alibaba Cloud also saw a significant increase in their market shares [2] Emerging Trends - The integration of "audio-video + AI" has emerged as a new growth driver in the market [2] - IDC has observed that leading AI applications and emerging social entertainment applications are exploring new ways to integrate "audio-video + AI" into their business scenarios [2] - Examples include RTC services with noise reduction and intelligent interruption capabilities, as well as generative AI-enabled production and creation platforms, which significantly enhance user experience and production efficiency [2] Industry Shift - Industry clients have shifted from a focus on "extreme cost reduction and efficiency improvement" to seizing growth opportunities brought by AI, indicating a new growth cycle for the video cloud market [3]