What changes can "state -owned cloud" and "national cloud" bring to the market?

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Text 丨 Intelligence Relators

Author 丨 Shen Lang

From "state -owned cloud" to "people cloud" to "national cloud", the new concept of the domestic cloud computing market is heavier than one, and it also constantly stirred the market's emotions.

Under this emotion, Alibaba Cloud, Tencent Cloud and other cloud manufacturers who grew up barbaric from the market had to face a series of torture in the future -the competition pattern of the cloud computing market is accelerating the result of market competition, as the result of market competition, How to position cloud manufacturers is a problem with the "national team" to form a misplaced competition pattern.

At this moment, the domestic cloud computing market is destined to stand on the eve of the change.

The virtuality and reality of the "national team"

In August last year, a screenshot of the red -headed document screenshot of the red -headed document of the "Accelerating the Implementation Plan for the Construction of the State -owned Enterprise Cloud Work and Improve the Construction of the State -owned Cloud System" flowed out on social platforms, and it was widely discussed.

The concept of "state -owned assets" became popular and began to enter the market frequently. As of now, many regions in the country have deployed state -owned cloud projects, such as Beijing, Shanghai, Tianjin, Zhejiang, Guangdong, Jiangsu, Fujian and other economically developed areas.

Prior to this, most of the domestic cloud computing markets are mostly cloud manufacturers who rely on Internet brands, such as Alibaba Cloud, Tencent Cloud, Baidu Smart Cloud, Huawei Cloud and so on. According to the data of the "Prospective Analysis of the China Cloud Service Industry Market and Future Investment Strategy", the "four clouds in China" account for 78.8%of the market share.

The appearance of the concept of "state -owned assets" suddenly provoked the market's emotions. At present, the main direction of the cloud computing market is the field of government -enterprise services. Shang Haifeng, president of Huawei Cloud Stack, once admitted: "The government and enterprise market is an important battlefield." Major cloud manufacturers are deploying their own government -enterprise service business matrix.

Alibaba Cloud first subdivided 18 industries, and then promoted the sinking of services in 16 areas to meet the needs of government -enterprise services in all aspects. Tencent Cloud, which has always been a half -shot of Buddhism, has also announced the establishment of a political enterprise line this year to continue to expand the fields of government affairs, industry, energy, cultural tourism, agriculture, real estate, sports, operators and other fields. The general manager of China and the CEO of 360 Government and Enterprise Security Group and Li Qiang, then vice president of the company, led the team.

This has created a dramatic scene of the domestic cloud computing market: On the one hand, cloud manufacturers such as Alibaba Cloud, Tencent Cloud, and other cloud manufacturers are bound to obtain the government and enterprise market. On the other hand, the concept of "state -owned cloud" was born, and she wanted to come to the government department. , State -owned enterprises, state -owned enterprises, etc. seem to have doubts about market brands, and the choice of Shangyun is still swaying.

Especially according to the requirements of the Tianjin State SASAC, local state -owned enterprises should gradually stop using public cloud platforms including Alibaba Cloud, Tencent Cloud, Tianyi Cloud, and move to the "State -owned Cloud" platform -this requirement is accustomed to business for business. For the competitive cloud manufacturers, it is really embarrassing.

Earlier, "state -owned asset cloud" was only a local independent behavior. As a result, this year we ushered in a more loud "national cloud". Although from the perspective of relevant information, "National Cloud" does not have compulsory monopoly behaviors, from the frequent appearance of "state -owned asset cloud" to "national cloud", the cloud computing industry must be included in the state -owned supervision, which is already a general trend. Essence

It is certain that the barbaric growth of the cloud computing industry will pass.

Cloud manufacturers' "competition" and "combined"

The manufacturers squeezed on the cloud computing track eliminated a batch of batches, but after all, more and more players left, and the ingredients were more complicated. It is a more realistic commercialization path in front of cloud manufacturers. It is no longer desirable for competition or cooperation. Especially after the "national team" enters the market, the competition relationship is rewriting.

On the one hand, competition for peers is obvious. When the official data security considerations are required to migrate to the "state -owned cloud", the market advantages of third -party public owners such as Alibaba Cloud and Tencent Cloud are destined to be squeezed.

On the other hand, cooperation can't hide it. The main body of the construction of Sichuan's "state -owned assets" is a subsidiary of the Sichuan Energy Investment Group. The operator is also Sichuan Energy Investment Group and Sichuan Telecom, but the technical provider behind it is Alibaba Cloud. Similarly, the technical side behind Chongqing's "state -owned assets" is a wave, and there is also Tencent behind the "digital Guangdong".

With the emergence of the "state -owned cloud", the system behind it has become clearer, and the positioning and value of the construction of the main body, operating party, technology party and other related entities have gradually taken shape. For cloud manufacturers such as Alibaba Cloud and Tencent Cloud, although they cannot directly hang their own brands, if there are still technical advantages, they can still be able to stand behind the scenes as the technical party and continue to cut into the construction of "state -owned cloud" construction. in progress.

However, after the concept of "national cloud" came out, this growth space seemed to be squeezed again. According to public information, "State Cloud" is led by China Telecom, and it is jointly constructed with China Electronics, China Electronics, China Chengtong, and China Guoxin.

What kind of signal is this? You know, at the stage of "state -owned assets cloud", Tianyi Cloud, Alibaba Cloud, Tencent Cloud, etc. are attributed to third -party cloud manufacturers, which require state -owned enterprises to migrate from it.

Under the market system, although Tianyi Yun also has the "national team", it is generally on the same competition as Alibaba Cloud and Tencent Cloud.

Nowadays, under the leadership of China Telecom, Tianyi Cloud has become the basic cloud structure of "National Cloud". The brand location rose several times at once, occupying the advantage of public opinion. Although the "National Cloud" has no mandatory behavior and more value is positioned as "central enterprise cloud", it still challenges the future development of Alibaba Cloud and Tencent Cloud with strong oppression. According to the "China Public Cloud Service Market (2021) Tracking" released by IDC, in the Chinese public cloud IaaS+PaaS market, Tianyi Cloud ranked fourth with a market share of 8.9%. In recent years, the deployment of Tianyi Yun has continued to accelerate, not only the "2+4+31+x+O" resource layout has been established, but also the world's largest operator cloud in the world.

As a representative of the "national team", Tianyi Yun continued to enter the hinterland of Alibaba Cloud and Tencent Cloud. It was obviously not just a name, but also really divided the cakes of the cloud manufacturers.

Although "National Cloud" is a virtual name, as soon as the name comes out, major central enterprises have responded, and the future development potential is difficult to estimate.

Reflection on the eve of change

As the theme of the Digital China Construction Summit this year, the volume of the common cloud of clouds has become increasingly louder, and the "national team" moves frequently, which has continuously led the trend of the domestic cloud computing market.

The reason behind it is not difficult to imagine. From "state -owned assets" to "national cloud", it is always inseparable from a topic, data security.

It is not difficult to understand that the government -enterprise market (especially government departments, state -owned enterprises, state -owned enterprises, and other units) need an authoritative and safe cloud manufacturer to promote the cloud process, which greatly promotes the "state -owned cloud" and "national cloud" and other countries. The appearance of the concept of clouds.

In this trend, the probability of government -enterprise markets should also usher in more refined development, leaving the share of third -party cloud manufacturers such as Alibaba Cloud and Tencent Cloud will become clearer.

The first is the field of government affairs. With the rise of the "national team", this piece of cake is likely to be divided into most of them. What Alibaba Cloud and Tencent Clouds can do are nothing more than the "national team" based on technical advantages. Purchase.

Second, state -owned enterprises and state -owned enterprises. The high probability of this part must be the "national team". Most cloud manufacturers in the market can only participate in it as a technology party. How to interconnect and interoperate between "national teams" is another key issue.

Third, large private enterprises. Enterprises are the most important benefits and complicated demand. Like Alibaba Cloud and Tencent Clouds are closer to the market, and they understand industry demand and market services. This will be the most intense area for third -party cloud manufacturers. It is not necessary to ignore that international cloud manufacturers such as Amazon Cloud Technology have also continued to promote brand localization in recent years and are snatching the share of domestic cloud manufacturers.

Fourth, small and medium -sized enterprises. This type of enterprise is also a big test for the operation capabilities of third -party cloud manufacturers.

Fifth, foreign companies and private enterprises that want to go to sea in China. Under the international circulation system, a group of international cloud manufacturers such as Amazon Cloud Technology have a high popularity globally, have been widely deployed, and are more popular with such companies. But at the same time, this piece is still the blue ocean market, which is still an excellent growth opportunity for domestic cloud manufacturers such as Alibaba Cloud and Tencent Cloud.

As a result, the entire domestic cloud computing market seems to have intensified competition, and it is actually developing. The emergence of "state -owned asset cloud" and "national cloud" gradually eliminated Shangyun's concerns still using traditional IT state -owned enterprises and government affairs fields, and accelerating government -enterprise and clouds. At the same time, the team also expanded the plate for third -party cloud manufacturers who provided technology; and in large enterprises, SMEs, foreign -funded enterprises and other fields, they were affected by the major environment of Shangyun. Chance.

In the process, the domestic cloud computing market pattern is becoming clearer, and the division of labor and competition brings is becoming more and more clear. On the one hand, it comes from the joining of the "national team". If further guarantee, on the other hand, the direction of the third -party cloud manufacturer is the high probability that only technical breakthroughs are also forcing cloud manufacturers to break through the technical level, which is more conducive to the development of the domestic cloud computing industry.

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