通信云丨行业报告 发展趋势： GenAI推动文本、语音、视频融合交互，驱动通信云厂商进一步优化传输效果，以适配穿戴硬件、情感陪伴等新场景需求。未来3-5年，厂商将朝着"多 模态大模型×场景化服务"构筑竞争力壁垒，重塑人机交互范式。通信数据的有效应用也将成为企业后期关注的议题。 AI时代下通信云的意义及价值 核心摘要： 市场规模： AI的发展为通信注入理解与创造能力，互联网通信云逐渐成为AI时代人人交互、人机交互的重要基础设施。但当前AI技术仍在高速发展，企业对AI场景化 落地处在蓄力与观望期，同时受宏观经济环境震荡影响，2024年全球互联网通信云市场规模约68亿美元，预计未来2-3年将迎来新一轮增长。 技术焦点： 开发者对通信云需求向安全、智能和开放收束。 ➢安全合规 ： 政策与技术的双重驱动下，数据主权和隐私保护成为出海刚需，需要通过明确数据所有权归属、对敏感数据加密传输和控制访问权限，保障出海应用 的数据安全。 ➢智能 ： 通信云从信息传输管道向AI交互中枢进化，更加聚焦场景化赋能与数据价值挖掘。开放第三方大模型接口、封装AI调用逻辑、提供低代码智能体创建工具 等成为通信云场景解决方案的基础套件。 ➢开放 ...

Investment Rating - The report indicates a cautious outlook for the global internet communication cloud market, with a projected market size of approximately $6.8 billion in 2024, anticipating a new growth phase in the next 2-3 years [3][15]. Core Insights - The development of AI is transforming the communication cloud industry into a key infrastructure for human and machine interactions, driven by the need for reliability, real-time communication, and multi-modal capabilities [10][11]. - The demand from developers is increasingly focused on security, intelligence, and openness, with a shift from basic communication services to AI-enabled solutions [6][25]. - The report highlights the dual empowerment of AI and communication, suggesting that both will evolve together to enhance interaction methods and application scenarios [10][11]. Summary by Sections 01 AI时代的新基础设施 - The report emphasizes the significance of internet communication cloud as a foundational infrastructure in the AI era, facilitating immersive AI interactions and meeting the demands for reliable and real-time communication [10][11]. 02 互联网通信云技术演进 - The evolution of technology in the communication cloud sector is marked by a focus on security upgrades and compliance with data privacy regulations, which are becoming essential for global market entry [30][31]. 03 竞争格局与典型企业 - The competitive landscape is characterized by a shift towards providing comprehensive AI capabilities, with top players focusing on integrating AI with communication services to enhance user experience and meet compliance requirements [59][64]. 04 发展趋势及展望 - Future trends indicate that the integration of GenAI will drive the development of multi-modal interactions, with communication cloud vendors optimizing transmission effects to cater to new application scenarios [5][51].