报道:火山引擎今年营收将翻倍至250亿,调用量几乎等于阿里与百度之和
Hua Er Jie Jian Wen·2025-06-10 06:43

Core Insights - ByteDance's Volcano Engine is set to hold the 2025 Power Conference in Beijing on June 11-12, showcasing a full upgrade of the Doubao family, positioning itself aggressively in the cloud computing market with a low-price strategy and strong growth momentum [1][7] - The revenue for Volcano Engine is projected to exceed 12 billion yuan in 2024 and aims for over 25 billion yuan in 2025, indicating a doubling growth trajectory, closely approaching Baidu Smart Cloud's expected revenue of 21.8 billion yuan in 2024 [1] - Volcano Engine leads the market in large model invocation volume, capturing 46.4% of the market share, significantly surpassing Baidu Smart Cloud and Alibaba Cloud, which each hold 19.3% [1] Pricing Strategy - Volcano Engine's rapid rise is attributed to its aggressive low-price strategy, initiating a price war in the market by offering large model services at 0.0008 yuan per thousand tokens since May last year, and halving the costs for some services in March this year [2] - The company has been reported to target competitors like Alibaba Cloud, Tencent Cloud, and Baidu Smart Cloud with prices as low as 20-30% of their rates [2] Performance Metrics - As of March 2025, the daily invocation volume of the Doubao large model reached 12.7 trillion tokens, reflecting a nearly 100-fold year-on-year increase [3] Support and Expansion - The price war is supported by ByteDance's robust backing, with Volcano Engine being the only major Chinese tech cloud provider to expand its workforce during a downturn, employing over 10,000 in product and R&D and nearly 2,000 in sales and operations [4] - Financially, Volcano Engine benefits from ByteDance's substantial resources, with the latter projected to achieve a profit of 241.56 billion yuan in 2024 [6] Technological Focus - The upcoming 2025 Power Conference will highlight the full upgrade of the Doubao family, focusing on AI Coding and AI Agents, with significant emphasis on these topics in the main forum [7] - Volcano Engine recently launched the Data Agent, an enterprise data intelligence tool that automates tasks such as writing in-depth research reports and designing marketing activities [7] Market Position - Volcano Engine is reshaping the Chinese cloud computing landscape, traditionally dominated by Alibaba Cloud, Huawei Cloud, Tencent Cloud, and Baidu Smart Cloud, by leveraging its innovative strategies and technological capabilities [8]