Volcano Engine and Alibaba Cloud claim separate MaaS leads
IDC’s China AI Software Market Half-Year Tracker for 26H1 put China’s MaaS market revenue at 10.63 billion yuan, up 889.4% from a year earlier, while Token consumption rose 432.5%. Volcano Engine and Alibaba Cloud separately announced top revenue-share positions based on different scopes: the overall MaaS market for Volcano Engine and the large-language-model segment for Alibaba Cloud. TMTPost’s analysis says the two claims reflect different revenue mixes, with Volcano Engine stronger in non-language modalities and Alibaba Cloud concentrated in language models; some vendor-level splits are estimates.
The figures show rapid MaaS revenue growth while clarifying that the two “number one” claims are not directly comparable because they cover different market segments.
（本文作者为 强调Next，钛媒体经授权发布）
文 | 强调Next
10月29日，火山引擎和阿里云先后发文，各自宣布在IDC最新一期的MaaS报告里拿了第一。火山的数字是45.1%，阿里是46.6%，称号相同，出处也都是IDC前一天发布的《中国AI软件市场半年度追踪，26H1》。差别在统计范围，火山取整体MaaS市场，阿里取其中的大语言模型细分。
这种各取所需不新鲜，去年两家就为各自的“第一”在机场投过广告。这次报告中更有信息量的是另一组数据。
上半年中国MaaS市场收入106.3亿元，同比增长889.4%，同期Token消耗量同比只增长432.5%。按这两组数据计算，每百万Token对应的市场收入，从去年同期约2元升至约3.7元，增长约86%。
#Volcano Engine#Alibaba Cloud#IDC#Seedance 2.0#Kling AI 3.0#Alibaba Cloud Bailian