Omdia发布《2025全球企业级MaaS市场分析》，火山引擎名列全球第三

Core Insights - The global enterprise MaaS market is rapidly growing, with OpenAI and Google Cloud leading in daily token usage, followed by China's Volcano Engine [1][4] - The latest data shows that the daily token usage of Volcano Engine's Doubao model has exceeded 50 trillion, marking a 66.7% increase from October and over tenfold growth year-on-year [4] - The introduction of multimodal models like GPT-5.2, Gemini 3.0, and Doubao 1.8 is expanding application scenarios and enhancing user experience [4][5] Market Position - As of October 2025, OpenAI and Google Cloud are projected to have daily token usage of approximately 70 trillion and 43 trillion, respectively, while Volcano Engine holds a 15% market share with over 30 trillion tokens [1] - Together, these three companies account for 65% of the global MaaS market [1] Growth Drivers - The MaaS services are noted as the fastest-growing and highest-margin AI cloud computing products [4] - Continuous innovation in model structure and hardware optimization is leading to high cost-performance ratios and superior margins compared to traditional IaaS products [4] - The emergence of image and video creation models, such as Nano Banano and Doubao Seedream 4.0, is lowering production barriers and expanding accessibility [5] Future Outlook - Omdia forecasts that the growth rate of the global MaaS market will further accelerate in 2026 as model vendors and cloud providers enhance AI cloud infrastructure [5]