SenseTime published a summary on 29 October of an IDC report on China's enterprise MaaS market for the first half of 2026. According to that summary, the market reached 106.3 billion yuan in the half, close to nine times the year-earlier level, and the private-deployment segment reached 28.8 billion yuan, up 108.4%.
IDC's framing, as quoted: model upgrades, wider scenario deployment and more modalities drove the growth. In private deployment the report says buyers are shifting from single-model capability to a platform's full capability - data security, business customisation, self-control and domestic-stack compatibility - and that engineering delivery and long-term operations decide whether a project succeeds. It also says customers are starting to measure returns on business indicators rather than model leaderboards.
SenseTime says its own platform held 9.4% of the private-deployment segment, second place, and describes an engineer-embedded delivery model plus a city-planning foundation model that it reports cut processing time 60% and raised per-person output 70%.
Our takeThe number that matters technically is the split: 28.8 billion of 106.3 billion sits in private deployment, where the customer runs the model inside its own walls. That moves the hard problem from benchmark scores to the serving stack - quantisation, batching, unfamiliar hardware, upgrades that must not break a live workflow. The claim that buyers now judge projects on business indicators points the right way, but it is stated without a measurement method; until that method is published it is a direction, not a result.