2024中国实时云渲染技术发展洞察报告

Industry Overview - Real-time cloud rendering technology is driven by factors such as policy, economy, society, and technology, with the industry showing initial scale and expected to maintain rapid growth [8] - The digital economy in China reached 55 trillion yuan in 2023, accounting for 44.5% of GDP, with a year-on-year growth of 11.8%, significantly higher than the nominal GDP growth rate [11] - The acceptance of digital technologies by both B2B and B2C consumers is increasing, creating a favorable social environment for the development of real-time cloud rendering technology [14] Key Technologies - Real-time cloud rendering relies on technologies such as low-latency high-bandwidth networks, edge computing, virtualization, and audio-video codecs [17] - Edge computing reduces end-to-end latency by processing data closer to the source, enhancing the performance of real-time cloud rendering [20] - GPU virtualization allows multiple virtual machines to utilize the processing power of a single GPU, improving video, AI, and graphics-intensive applications [22] Cloud Gaming Industry - The cloud gaming market in China exceeded 12 billion yuan in 2023, with a projected compound annual growth rate of 20%-30% [34] - Cloud gaming platforms leverage cloud servers to render game scenes into audio-video streams, enabling high-quality gaming experiences on low-end devices [35] - Major players in the cloud gaming industry include Tencent, NetEase, and NVIDIA, with platforms like GeForce NOW and Tencent START leading the market [47][48] Cloud Desktop Industry - Cloud desktop solutions are gaining traction in industries such as government, education, healthcare, and finance, with increasing penetration rates [93] - Traditional cloud desktop architectures like VDI, IDV, and VOI differ in cost, performance, and security, with VDI being suitable for high-security scenarios [74] - New GPU-based cloud desktops utilize GPU virtualization to provide superior graphics processing and parallel computing capabilities, enhancing user experience [82] Future Trends - XR devices and smart cockpits are expected to become long-term growth drivers for the cloud gaming industry, with companies like Weiling Times and Migu leading the way [98] - AI technologies are driving the intelligent development of cloud desktops, with features like adaptive optimization, intelligent operation, and AI assistants improving user experience [99] - GPU-based cloud desktops are emerging as a future trend, offering better hardware efficiency and user experience compared to traditional CPU-based solutions [101]