46.4%！字节火山引擎，夺冠！

Core Insights - The IDC report indicates that the volume of large model calls in China's public cloud is expected to reach 114.2 trillion tokens in 2024, with significant growth anticipated starting in the second half of 2024 due to rapid advancements in cloud vendors' large model capabilities and a price reduction trend in model calls [1][6][7]. Market Share Analysis - ByteDance's Volcano Engine leads the market with a 46.4% share, followed by Baidu Smart Cloud and Alibaba Cloud, each holding 19.3% [4][8]. - The overall market share of other vendors, including Tencent Cloud and China Mobile, accounts for 15% [4][8]. Growth Dynamics - The report highlights a nearly tenfold increase in call volume from June to December 2024, with daily calls rising from 96.3 billion tokens to 952.2 billion tokens [6][7]. - The rapid growth in large model calls is attributed to the enhancement of cloud vendors' model capabilities and the implementation of price reduction strategies [7][8]. Industry Applications - AI applications are expanding across various sectors, with 80% of enterprises planning to adopt more generative AI use cases in the next 18 months [12][13]. - The anticipated primary benefits for enterprises include improved operational efficiency and increased profits and revenue [15]. Future Trends - The report predicts that by 2025, the infrastructure for generative AI in China will reach 35.6 billion RMB, with the software market size expected to be around 4.9 billion RMB [20]. - The growth of image, video, and multimodal models is expected to drive significant increases in application scenarios starting in late 2024 [15]. Competitive Landscape - The competitive landscape is shifting towards a few leading large models, with the market increasingly dominated by top-tier players [11]. - The emergence of the DeepSeek model has significantly raised awareness and accelerated the deployment of large models across industries [18][19]. Cloud Industry Benefits - The public cloud sector is positioned to be the biggest beneficiary of the AI wave, with companies like Volcano Engine rapidly gaining market share despite being relatively new [19]. - The report emphasizes the need for a "public cloud first" strategy to avoid fragmentation and inefficiencies in AI deployment [20].