IDC: Alibaba Cloud holds 45.1% of China's automotive public cloud market in H1 2026
In short
A new IDC report puts China's automotive public cloud infrastructure market at about 8.34 billion yuan in the first half of 2026. Alibaba Cloud had a 45.1% share, and its revenue in the market rose 111% year on year.
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The International Data Corporation (IDC) said in its newly published "China Automotive Cloud Market (H1 2026) Tracker" that China's automotive public cloud infrastructure market was worth about 8.34 billion yuan in the first half of 2026. Alibaba Cloud held a 45.1% share of that market, and its revenue there rose 111% year on year, according to CLS, Leiphone and Jiemian. [ 1 , 2 , 3 ]
Leiphone and Jiemian described the 45.1% share as close to half of the market. They said Alibaba Cloud has ranked first in China's automotive public cloud infrastructure market for 11 consecutive periods since 2021. [ 2 , 3 ]
Leiphone added that demand for computing power and AI technology in the car industry keeps growing as large models are deployed in smart cockpits and assisted driving. It said Alibaba Cloud, with its Qianwen (千问) large model, Pingtouge (平头哥) self-developed AI chips and its cloud and AI infrastructure, is becoming a mainstream choice for more carmakers. The article does not attribute this assessment to IDC. [ 2 ]
Why it matters
The figures show how one cloud provider stands in a segment serving carmakers, as reported by business and tech outlets. The documents give no figures for other providers, so the wider market picture is not shown.
Key facts
- IDC's report "China Automotive Cloud Market (H1 2026) Tracker" was newly published, according to the outlets. [ 1 , 2 , 3 ]
- China's automotive public cloud infrastructure market was about 8.34 billion yuan in the first half of 2026. [ 1 , 2 , 3 ]
- Alibaba Cloud's market share was 45.1%. [ 1 , 2 , 3 ]
- Alibaba Cloud's revenue in this market grew 111% year on year. [ 1 , 2 , 3 ]
- Leiphone and Jiemian said Alibaba Cloud has ranked first in this market for 11 consecutive periods since 2021. [ 2 , 3 ]
Confirmed by several sources
Still unclear
- Market shares and growth of Alibaba Cloud's competitors None of the documents gives figures for other providers.
- The claim that Alibaba Cloud is a growing mainstream choice for carmakers because of its Qianwen model and chips This appears only in the Leiphone article, which does not attribute it to IDC or to a named speaker.
- Leiphone and Jiemian both said Alibaba Cloud has been first in China's automotive public cloud infrastructure market for 11 consecutive periods since 2021. Reported by a single source so far