盘点2025：模型服务，成为基础设施

Core Insights - The report by Omdia highlights the rapid growth of the global MaaS (Model as a Service) market, with OpenAI, Google Cloud, and Volcano Engine capturing a combined 65% market share by October 2025 [1][4] - Volcano Engine has achieved significant milestones, including a daily token call volume of 30 trillion, positioning it as the third-largest player globally [4] - The company has experienced a 100% year-on-year revenue growth, surpassing 20 billion, and has revised its revenue target for 2030 upwards due to unexpected MaaS commercialization and model iteration [6] Market Position and Growth - Volcano Engine's strategic focus on MaaS has led to its rapid emergence in the AI cloud market, with the launch of the Doubao model family API service marking a significant shift in pricing strategy, reducing costs by up to 99.3% [7][12] - The company has seen exponential growth in token call volume since the launch of the Doubao model, with a notable increase in usage every three months [9][15] - By the first half of 2025, Volcano Engine is expected to account for 49.2% of the public cloud model service in China, producing one out of every two tokens generated [12] Technological Advancements - The introduction of various models, including Doubao 1.6 and Seedance 1.0 pro, has continuously unlocked new application scenarios, contributing to the growth of the MaaS market [9][15] - The company emphasizes the importance of large model call volumes in refining models and infrastructure, which in turn enhances the profitability of its MaaS services [15][20] Strategic Initiatives - Volcano Engine aims to lower the barriers to AI application through higher-level encapsulation and cost optimization, enhancing the usability of its MaaS offerings [22][24] - The company is also focusing on developing and operating agents, positioning itself as a leader in providing a comprehensive suite of agent development and operation products [21][24] Collaboration and Ecosystem - The synergy between Volcano Engine's B2B and B2C services, particularly leveraging ByteDance's extensive user base, has been crucial in driving model usage and service quality [16][19] - The company is committed to continuous innovation and long-term investment in technology to serve a broader market and meet diverse customer needs [20]