According to the latest report released by International Data Corporation (IDC), the Chinese video cloud market reached 5.23 billion U.S. dollars in the first half of 2025, an 8.9% year-on-year increase. This growth marks the market's recovery after a period of stagnation. In particular, the market size of sub-sectors such as real-time AI interaction for audio and video and intelligent media production has reached 400 million U.S. dollars, showing significant growth.
Image source note: The image is AI-generated, and the licensing service provider is Midjourney.
The recovery of the video cloud market is mainly driven by several factors. First, the cost space of top short video and live-streaming e-commerce platform clients has been fully released, leading to a gradual recovery in demand for video cloud services. Meanwhile, the demand for overseas business continues to grow, injecting new vitality into the market. Additionally, the surge of emerging AI social and entertainment applications has enabled the rapid penetration of multi-modal models in video generation into multiple fields such as e-commerce, gaming, and audiovisual content production.
With the support of AI technology, intelligent video cloud services are gradually becoming a market consensus. The integration of large models and multi-modal models brings new business models and application scenarios to the traditional audiovisual industry. Industries such as telephone customer service and online education are actively introducing large models to enhance user interaction experience. At the same time, the rise of AI companions and social applications also promotes the deep integration of video cloud architecture with AI technology.
The report also pointed out that in the first half of 2025, the video cloud overseas market continued to grow, with short drama distribution, e-commerce sales, and game streaming becoming core drivers. Although the demand for short dramas declined in the second quarter, it still brought incremental growth compared to the same period last year. In addition, the scale of the Chinese video cloud infrastructure and solution market reached 4.18 billion U.S. dollars and 1.06 billion U.S. dollars respectively, with sub-sectors such as video live streaming, audiovisual communication cloud services, and video on-demand showing strong growth trends.
Key Points:
📈 Market Recovery: The Chinese video cloud market reached 5.23 billion U.S. dollars in the first half of 2025, an 8.9% year-on-year increase.
🌐 Overseas Business: The video cloud overseas market continues to grow, with short drama distribution and live streaming being core drivers.
🤖 AI-driven: The integration of multi-modal models with traditional audiovisual services is driving new changes in the industry.
