Core Insights - The Chinese video cloud market is projected to reach $5.08 billion in the second half of 2024, marking a year-on-year growth of 4.7% [2] - The growth is primarily driven by the increasing demand for high-value video cloud services from leading short video and live e-commerce platforms, as well as the sustained demand for internet video short dramas [2] Market Overview - The video cloud market includes public and private cloud infrastructure, video content delivery networks, and products, services, or solutions deployed on video cloud infrastructure [2] - IDC categorizes the video cloud market into segments such as audio-video communication, video live streaming, video on demand, and media production and management [2] Market Share - In the video cloud infrastructure market, the combined market share of the top five vendors, including Alibaba Cloud and Tencent Cloud, reached 61.5% [2] - In the video cloud solutions market, Tencent Cloud and Alibaba Cloud also saw a significant increase in their market shares [2] Emerging Trends - The integration of "audio-video + AI" has emerged as a new growth driver in the market [2] - IDC has observed that leading AI applications and emerging social entertainment applications are exploring new ways to integrate "audio-video + AI" into their business scenarios [2] - Examples include RTC services with noise reduction and intelligent interruption capabilities, as well as generative AI-enabled production and creation platforms, which significantly enhance user experience and production efficiency [2] Industry Shift - Industry clients have shifted from a focus on "extreme cost reduction and efficiency improvement" to seizing growth opportunities brought by AI, indicating a new growth cycle for the video cloud market [3]

积极践行"音视频+AI"战略。 本文为IPO早知道原创 作者｜Stone Jin 微信公众号｜ipozaozhidao 据 IPO 早 知 道 消 息 ， 七 牛 智 能 科 技 有 限 公 司 （ 以 下 简 称 " 七 牛 云 " ） 于 2024 年 10 月 16 日 正 式 以"2567"为股票代码在港交所主板挂牌上市。 积极布局 AIGC领域 并已有一定服务能力 成立于2011年的七牛云现旗下产品及服务主要分为MPaaS产品和APaaS解决方案——前者即一系 列音视频解决方案，包括加速内容分发的专有内容分发网络、存储内容的对象存储平台、可实时串流 音视频内容的互动直播产品及提供广泛的资料处理与分析功能的智媒数据分析平台；后者则基于七牛 云的MPaaS能力并利用其低代码平台的场景化音视频解决方案，主要旨在使客户仅需简易部署，即 可快速调用不同功能，实现业务目标。 根据艾瑞咨询的报告，按2023年收入计算，七牛云是中国第三大音视频PaaS服务商，市场份额为 5.8%；按2023年APaaS所得收入计算，七牛云亦是中国第二大音视频APaaS服务商，市场份额为 14.1% ，相较2 022 年的1 1.9 ...