The demand is wide and the growth rate is not diminished. The wave of cloud computing is running forward

Edit | Yu Bin

Produced | Chaoqi.com "Yu See Column"

Under the leadership and promotion of digital transformation needs, my country's digital new infrastructure is accelerating planning and deployment. In the future, thousands of industries will be more and more dependent on data drive. At the same time As for, this is undoubtedly a huge market with a very imaginative for cloud computing companies.

The application is wide and the potential is unlimited. PaaS and SaaS are the next blue ocean

Nowadays, more and more enterprises have begun to understand and adopt cloud computing technology to gradually improve the operating efficiency of the enterprise themselves, resolve the threat of network and information security, and alleviate the challenges brought by the global supply chain pressure to enterprises.

In April of this year, Gartner released data that the global cloud computing market value last year was 90.89 billion US dollars, which was increased by more than 40%year -on -year. The clouds are ranked two or three.

The overall strength of domestic enterprises in this regard is not bad. Alibaba Cloud's market share is 9.55%, which has achieved a steady share growth for 6 consecutive years. In addition to Alibaba Cloud, there are Huawei Cloud and Tencent Cloud ranked in the world five or six respectively. Essence

Synergy Research Group data shows that the global cloud service market increased by 34%in the first quarter of this year to $ 53 billion. Amazon AWS continued to make its top spot with 33%of the market share, followed by Microsoft Azure and Google Cloud.

In the Asia -Pacific market, Alibaba Cloud ranked first with a market share of 25.53%. After that, the rankings were Amazon AWS, Microsoft Azure, Huawei, and Tencent. Compared with the global market, the Asia Pacific region has a large demand for the IAAS basic service of cloud computing. Last year reached a scale of more than 30 billion U.S. dollars, a year -on -year increase of 47.92%, the growth rate was higher than the global average.

Correspondingly, the Asia -Pacific region has also made rapid progress in the construction of cloud service infrastructure. As of last fourth quarter, the global proportion of cloud infrastructure in the Asia -Pacific region reached one -third, and the growth rate was much higher than other regions of the world.

In June this year, the People's Daily Research Institute released the "China Mobile Internet Development Report (2022)", which pointed out that under the influence of new infrastructure and digital transformation needs, the market size of domestic cloud computing in 2025 will be expected to exceed trillion Yuan.

In the future, cloud computing will become the basic project of digital technology. It will integrate cutting -edge technology such as big data, artificial intelligence, and blockchain on it to achieve an ecological environment of integrated and coordinated development. Digital technical services of its internal core business.

For example, the 12306 railway ticket purchase website has moved the data query business to the cloud. While reducing the pressure of the booking system, it is better to meet the data query requirements of up to 400,000 times per second during the Spring Festival.

The primary application level of the cloud computing ecosystem is IaaS, that is, cloud computing infrastructure, such as computing power, storage resources, large investment, slow returns, and low profits. At present Cloud and Baidu Smart Cloud's hands.

The advanced application level is PaaS and SaaS, mainly providing systems, software, database and other services. In contrast, this level has higher requirements for the system software service capabilities of cloud computing service providers. Of course higher.

At present, in the revenue of domestic cloud computing services, IaaS accounts for about 70 % and is dominant. The United States is exactly the opposite in this regard. Its PaaS and SaaS account for more than 80 %.

Specifically, Alibaba Cloud has focused on IaaS business, that is, basic resource services related to cloud computing, such as cloud storage, the overall profit is not high. Now through optimization of cloud service structures, Alibaba Cloud has initially formed PaaS and PaaS and PaaS and The ability of SaaS's overall service solution, Alibaba Cloud's independently developed Feitian is also a leading cloud operation system in the world.

However, in general, there is still a large gap in domestic cloud computing service companies compared with foreign companies. Of course, this also shows that in the field of domestic cloud computing services, huge growth potential also contains great growth potential.

In particular, PaaS and SaaS will become the key development direction of domestic cloud computing services in the future. Cloud computing service providers should take this as a positioning to seize opportunities to grow bigger and stronger, and use the wave of digital transformation and upgrading to achieve common growth with enterprises.

The industry concentration is high, 4 golden flowers lead, cloud services should be closer to corporate needs

The domestic cloud computing market has also been in high -speed growth. The data released by Canalys show that the scale of the cloud basic service market in the first quarter of this year was more than $ 7 billion, an increase of 21%year -on -year. Among them, Alibaba Cloud, Huawei Cloud, Tencent Cloud and and The market share of the four companies in Baidu Smart Cloud is close to 80 %, which shows that the domestic cloud computing market has a high concentration.

Alibaba Cloud has a highly adaptable cloud service solution and architecture. Huawei Cloud focuses on government affairs clouds and private clouds. Highlight the characteristics of intelligence and widely apply it in the industrial field.

From the perspective of the market share of the leading enterprises, Alibaba Cloud and Huawei Cloud have declined. Last year, Alibaba Cloud ranked first in China with a proportion of 38.3%, and Huawei Cloud's share accounted for 18%. Strategy, with more than 400 cloud services and cloud service solutions, more than 6,000 cloud applications, and more than 30,000 partners around the world and 2.6 million developers. The share of Tencent Cloud and Baidu Smart Cloud continued to rise, especially the share of Baidu Smart Cloud has increased by 43%, and the growth rate has reached about 2 times the domestic average.

Last year, it was also the year of the most fruitful construction of domestic cloud service infrastructure. The scale of cloud infrastructure services reached more than 27 billion US dollars, a significant increase of 45%year -on -year. It is expected that by 2026, the market size in this field will reach 85 billion The US dollar, from last year, has a average annual compound growth rate of 5 years as high as 25%.

"Yu Jian column" believes that in general, the gap between the service capacity between domestic cloud service companies is continuously narrowing, and competition is becoming more homogeneous, especially many IT service providers have gathered in the field of IaaS basic service in cloud computing For cloud computing service providers, the urgent problem that needs to be considered at present is how to use digital technology to better meet the needs of enterprises?

In the long run, the construction of a digital economy is inseparable from the various technical and scenarios of cloud services. Service providers need to establish a richer cloud application scenario to achieve deep integration with corporate needs. At the same time, we must continue to explore the diversified growth path.

With the gradual deepening of digital applications, the demand for PaaS and SaaS, especially the traditional real economy, will inevitably increase significantly, and its penetration rate will also be steadily increased. In the next ten years, the prosperity of PaaS and SaaS will be prosperous.

Among Alibaba Cloud's customers, the proportion of traditional industries has reached 52%, but this is not easy to grasp the service providers. It also needs a lot of funds as a backing, and it has enough patience to make technical accumulation. Essence

Slowness is fast, steady and steady, technological innovation is the way to solve

"Yu Jian column" believes that there is still a gap in the current domestic cloud computing service companies to meet the differentiated and personalized needs of various industries. The diversification and adaptation of service solutions is still limited. Computing services, and the lack of effective support in the migration of cross -cloud platform applications, these require cloud computing service companies to adjust their strategic tactics, increase investment in R & D, and use technological innovation to solve them one by one.

Not long ago, Ali, Huawei, Tencent and other cloud computing service providers have released the company's latest strategic planning. For example, Huawei has completed the organizational structure adjustment of the cloud business in two years, and puts forward all the person in charge of the service strategy. Zhang Ping'an became Huawei Cloud CEO.

This shows that within Huawei, cloud services have been set at an important strategic level. Not long ago, Huawei Cloud launched a new APAAS service to focus on serving government affairs, education, coal mines, heating, industrial manufacturing and other industries.

Tencent has also completed the organizational structure of the organization in almost the same time. The cloud and smart industry business group (CSIG) was established, which was directly promoted by the senior executive vice president of Tencent Group and CEO of Yun and the smart industry business group.

Changes are not only reflected in personnel and levels. Whether Huawei and Tencent, they no longer take revenue and profits as the focus of short -term attention and performance assessment. Both companies have turned their attention to the proportion of technical independent innovation in the long run.

In the past three years, Tencent has continued to make efforts in cloud services, and its R & D investment has exceeded 120 billion yuan. Cloud computing service providers have realized that they cannot be at the speed of a moment. Ability, as long as the moat, which is a technology, including cloud services including hardware, software, systems, databases, cloud platforms, etc., it is only sooner or later.

The digital transformation of an enterprise is already a general trend. The "Fourteenth Five -Year Plan" Digital Economic Development Plan released recently, which emphasizes that "accelerate digital development and build digital China". The penetration rate must reach 45%. To this end, it is necessary to encourage enterprises to rely on the cloud platform and actively promote the integration of cloud network collaboration and calculation network.

With the guidance and encouragement of policies, it is not difficult to foresee that the construction of cloud computing will be further accelerated in the next few years. In the field of government affairs, more than 90 % of the provincial administrative regions in China and about 70 % of the prefecture -level administrative districts are under construction or or in the construction of the prefecture -level administrative district. The government cloud platform has been built.

In particular, it is worth mentioning that the domestic east counting and western calculation projects in China at the beginning of the year were officially opened. It rely on cloud integration and cloud cooperation. In the future, the needs of the computing power in the east will be guided in the west. It can also greatly improve the infrastructure construction level of the cloud computing industry in the western region.

There is no doubt that this is a great benefit for the cloud computing industry. It is very beneficial.

Conclusion

In recent years, the development momentum of the cloud computing industry has developed rapidly, with an average annual growth rate of more than 30%. Data from Ai Media Consultation shows that the market size of domestic cloud computing last year has exceeded 230 billion yuan. It is expected to exceed 300 billion yuan next year. Cloud computing under conditions will be an important help in my country's future economic development.Various new economic formats including the Industrial Internet, and even our daily life, cannot be separated from it. As the east counting project gradually begins, the cloud computing industry in the western region will usher in policies and funds.Help, its future development is also inestimable.

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