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].