Investment Rating - The report does not explicitly state an investment rating for the transportation cloud industry Core Insights - The transportation cloud industry leverages cloud computing, big data, and IoT technologies to optimize traffic resource allocation and enhance system efficiency. The sector is characterized by strong technological innovation, significant policy support, and intense competition. The market is expected to continue growing, driven by improvements in transportation infrastructure, the development of the cloud computing market, and the widespread adoption of smart transportation services [2][3][6][7]. Industry Definition - The transportation cloud refers to intelligent transportation systems built using advanced technologies such as cloud computing, big data, and IoT. Its goal is to optimize traffic resource allocation and management through data collection, storage, processing, and analysis, thereby improving operational efficiency and service levels [3][4]. Industry Characteristics - Strong Technological Innovation: The industry showcases rapid advancements in algorithms, integrated circuits, and software/hardware development, particularly in areas like big data and machine learning, which enhance traffic system efficiency [6]. - Significant Policy Support: Government initiatives since 2015 have propelled the industry forward, with a focus on smart transportation as a key development area, especially post-2020 [7]. - Intense Competition: The industry features numerous players across the supply chain, including security firms, internet companies, and algorithm providers, leading to a competitive landscape where innovation and market expansion are crucial [8]. Development Stages - Emergence Stage (1980-2006): Limited to regional infrastructure and technology applications, with initial signs of modernization in transportation [9]. - Startup Stage (2006-2019): Driven by national policy and the maturation of cloud computing technology, leading to significant growth in smart transportation projects [10]. - Rapid Growth Stage (2019-2024): Marked by widespread growth in the transportation cloud market and the implementation of smart transportation systems [11]. Industry Chain Analysis - The transportation cloud industry chain consists of upstream hardware and software, midstream service providers, and downstream transportation sectors. The industry is currently in an upward phase, supported by substantial infrastructure and market potential [14][15]. Market Size - The market size of the transportation cloud industry grew from 4.449 billion RMB in 2019 to 25.410 billion RMB in 2023, with a compound annual growth rate (CAGR) of 54.59%. It is projected to reach 52.193 billion RMB by 2028, with a CAGR of 14.31% [23][24]. Policy Support - Various policies have been enacted to promote the development of smart transportation and the integration of cloud technologies, enhancing operational efficiency and safety in the transportation sector [27][30]. Competitive Landscape - The competitive landscape is characterized by a concentration of market share among leading companies such as Huawei Cloud, Tianyi Cloud, and Alibaba Cloud, with a potential shift in market dynamics as new entrants face high barriers to entry [34][36].
交通云：云端智联交通，构建出行新未来 头豹词条报告系列
Tou Bao Yan Jiu Yuan·2024-11-05 12:20