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。 通信云丨行业报告 核心摘要： 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 ： 为进一步赋能开发者开发提效，跨平台开发兼容与AI能力开放整合成为厂商主要竞争力之一。 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 ...

Core Insights - The global internet communication cloud market is projected to reach approximately $6.8 billion in 2024, with expectations of a new growth cycle in the next 2-3 years despite current economic challenges [1][7]. Market Overview - AI is transforming communication by enhancing understanding and creativity, making internet communication cloud a vital infrastructure for human and machine interactions in the AI era [1][4]. - The current market growth is hindered by the slow maturity of AI application scenarios and a challenging macroeconomic environment, leading to a cautious approach from enterprises [7][10]. Technical Focus - Developers are increasingly demanding security, intelligence, and openness in communication cloud solutions [2][3]. - Security compliance is driven by both policy and technology, emphasizing data sovereignty and privacy protection as essential for international applications [2][16]. - The evolution of communication cloud from a simple data transmission channel to an AI interaction hub is crucial for unlocking data value and enabling scenario-based solutions [2][3]. Development Trends - The integration of Generative AI (GenAI) is pushing for multi-modal interactions, prompting communication cloud providers to enhance transmission effects to meet new hardware and emotional companionship needs [3][39]. - Future competition will focus on building barriers through multi-modal large models and scenario-based services, reshaping human-machine interaction paradigms [3][39]. Domestic Market Characteristics - The Chinese internet application market is in a mature phase, with enterprises focusing on refined operations to enhance product competitiveness [10]. - There is a lack of breakout AI-native applications, with the market still dominated by "model-as-application" approaches [10]. International Market Characteristics - Global demand for communication cloud is converging on security, intelligence, and openness, influenced by regional policy environments and user behaviors [13][18]. - In mature markets, data privacy and compliance are top priorities, while emerging markets focus on localized adaptations and innovative scenarios [13][18]. Security Upgrades - Over 82% of countries are establishing or have established data privacy regulations, making compliance a cornerstone for global market entry [16][18]. - Countries are increasingly demanding self-controlled communication platforms to mitigate data risks, linking digital transformation to national security [18][21]. Industry Trends - The integration of AI and communication cloud is creating new possibilities for both internet and enterprise applications, with a focus on optimizing communication infrastructure and enhancing user experiences [39][42]. - The future of communication cloud will involve multi-modal large models and wearable hardware, emphasizing the need for infrastructure that supports new interaction paradigms [42][39]. Competitive Landscape - The communication cloud market is entering a phase of stock competition, with top players dominating the market share [35]. - Companies are shifting their focus from basic communication capabilities to differentiated service efficiency, emphasizing compliance and user trust in global markets [35].

Core Insights - The global internet communication cloud market is projected to reach approximately $6.8 billion in 2024, with expectations of a new growth cycle in the next 2-3 years driven by AI applications [1][7] - AI and communication are mutually empowering, leading to a transformation of communication infrastructure into immersive AI interaction platforms [4][40] Market Overview - The global internet communication cloud market is expected to grow to $6.8 billion in 2024, with a slowdown in growth due to the maturity of AI application scenarios and macroeconomic challenges [7][11] - The current penetration rate of AI in the cloud communication market is around 15%, with potential for growth in new application scenarios such as AI companionship and customer service [7][36] Technological Focus - Developers are increasingly demanding security, intelligence, and openness in communication cloud services, driven by regulatory requirements and the need for data privacy [2][14] - The evolution of communication cloud services is shifting from basic information transmission to AI interaction hubs, focusing on scenario-based empowerment and data value extraction [2][24] Development Trends - The integration of GenAI is driving the convergence of text, voice, and video interactions, prompting communication cloud providers to enhance transmission effectiveness for new use cases [3][43] - Future competition will center around "multimodal large models × scenario-based services," reshaping human-computer interaction paradigms [3][40] Domestic Market Characteristics - The Chinese internet application market is entering a phase of refined operations, with enterprises focusing on enhancing product competitiveness through stable and reliable communication services [11][36] - Despite the exploration of potential blockbuster AI applications, the market remains dominated by "model as application" approaches without significant breakthroughs [11][36] International Market Characteristics - Global demand for communication cloud services is converging on security, intelligence, and openness, influenced by regional policy environments and user behaviors [14][19] - In mature markets like Europe and North America, data privacy and compliance are top priorities, while emerging markets focus on localized adaptations and innovative scenarios [14][19] Security Upgrades - Over 82% of countries are establishing or enhancing data privacy regulations, making compliance a cornerstone for global market entry [17][19] - The demand for self-controlled communication platforms is rising due to geopolitical tensions, necessitating a focus on data security and compliance with local laws [19][22] Smart Upgrades - Communication cloud providers are concentrating on core communication capabilities while integrating third-party AI models to meet customer demands for generative AI capabilities [24][26] - The transition from auxiliary tools to immersive human-computer interaction is underway, with a focus on low-accuracy, low-real-time value scenarios for initial breakthroughs [26][29] Open Upgrades - The openness of communication cloud platforms is reflected in product and ecosystem dimensions, enabling developers to customize functionalities and enhance efficiency [29][33] - As businesses globalize, cross-platform compatibility will become a critical consideration for developers, necessitating stable communication functions across various devices and systems [29][36] Industry Trends - The integration of large models and security technologies is becoming a key focus for communication cloud providers, enhancing their capabilities in a competitive landscape [33][40] - The future of communication cloud services will involve leveraging multimodal large models and wearable hardware to create new interaction paradigms and maximize data value [43][45]