Chan Ye Xin Xi Wang·2026-01-06 01:24Industry Overview - The cloud gimbal module industry in China is experiencing rapid growth and technological iteration, with the market size continuously expanding. The industry chain has evolved from traditional mechanical rotation to high precision, miniaturization, and networking, particularly with the integration of cutting-edge technologies like 5G communication and edge computing, significantly enhancing system response speed, stability, and intelligence levels. The market size of the cloud gimbal module industry is expected to reach approximately 1.258 billion yuan in 2024, representing a year-on-year growth of 6.97% [1][7]. Industry Chain - The upstream of the cloud gimbal module industry chain includes raw materials and components such as aluminum alloy, carbon steel, stainless steel, carbon fiber, glass fiber, plastics, resins, sensors, motors, chips, batteries, controllers, and bearings. The midstream involves the production and manufacturing of cloud gimbal modules, while the downstream applications are primarily in smart home, drones, and security monitoring sectors [4]. Market Size - The cloud gimbal module industry is in a golden period of high-speed growth and technological iteration, with a continuous expansion of market size. The integration of advanced technologies has greatly improved system performance. The market size is projected to be around 1.258 billion yuan in 2024, with a year-on-year increase of 6.97% [7][8]. Key Companies' Performance - The market concentration in the cloud gimbal module industry is increasingly leaning towards technology leaders. Hikvision and Dahua Technology dominate the security monitoring sector, with Hikvision achieving a revenue of 65.758 billion yuan in the first three quarters of 2025, a year-on-year increase of 1.18%, and a net profit of 9.319 billion yuan, up 14.94% [8]. Dahua Technology reported a revenue of 22.913 billion yuan, a growth of 2.06%, and a net profit of 3.535 billion yuan, increasing by 38.92% [11]. Industry Development Trends 1. AI Empowerment: The core value of cloud gimbal modules is shifting from providing mechanical stability to becoming intelligent perception terminals integrated with artificial intelligence. This includes upgrades in software algorithms and the integration of multiple hardware functions for comprehensive environmental perception [12]. 2. Deepening Application Scenarios: Market demand is transitioning from generic products to precise vertical solutions, driven by the rise of professional content creation and complex industrial applications. This shift emphasizes the need for integrated solutions that combine hardware, algorithms, and industry applications [12]. 3. Collaborative Innovation: The future of the industry will focus on "industry collaboration" and "ecosystem building," moving away from isolated efforts. Organizations like the "Unmanned Systems Intelligent Vision Alliance" are emerging to integrate various components of the industry, enhancing competitive advantages for companies that can establish deep cooperative relationships [13].