China auto industry relies on 2 players:

What happened: China's auto industry relies on two players, Alibaba and ByteDance/Volcano Engine, according to the source. Alibaba is the cloud service of choice for Chinese automakers across production, sales, work and going overseas, while Volcano Engine is the cockpit service of choice. Key numbers: Alibaba holds 43% share in 2026H1. Why it matters: Doubao is described as the app of choice for Chinese consumers and has become the AI of choice for Chinese cars, positioning Volcano Engine ahead of Alibaba in that segment.

China's auto industry relies on two players, Alibaba and ByteDance/Volcano Engine, according to the source. Alibaba is the cloud service of choice for Chinese automakers across production, sales, work and going overseas, while Volcano Engine is the cockpit service of choice.

Doubao is described as the app of choice for Chinese consumers and has become the AI of choice for Chinese cars, positioning Volcano Engine ahead of Alibaba in that segment.