Bet the B -side, can you send it first after you can get it?

Author | Chu Yilong

Source | Insight New Research Society

Video has been an irreversible trend in the past few years and the next few years, including short videos and live broadcasts will become important carriers for communication for a long time. For companies that lack video technology, it is undoubtedly a big investment to make video.

The video cloud service solves the dilemma of these companies well, so the Chinese video cloud market has grown rapidly. According to the IDC report, the scale of 2021 reached 50.04 billion US dollars, a year -on -year increase of 32.7%.

At the same time, more and more Internet companies have also joined the video cloud track to try to occupy a place.

On August 10, Kuaishou held a press conference to launch the StreamLake brand, audio and video+AI products and full -link solutions for various industries, and officially announced the entry into the B -end market.

01 Internet giant "grab" cloud service

"Shangyun" has become a corporate consensus, and providing cloud services has become the consensus of more and more Internet giants.

In 2009, the same day of Alibaba's tenth anniversary, Alibaba Cloud was established. After that, BAT discussed the cloud computing, and the three big brothers' attitude towards cloud computing also laid the current pattern of BAT in the cloud computing market today.

According to Canalys Unite Tencent, Baidu and other companies released the 2021 China Cloud Computing Market Report, the size of China's cloud infrastructure market has reached US $ 27.4 billion. "Cloud" accounts for 80%of the China Cloud Computing Market and has a dominant position.

Even if the status of the "Four Clouds" is difficult to shake, there are still many challengers who are willing to try them in the market.

In 2020, the bytes beating the volcanic engine and officially entered the cloud service market.

Just in late July, the volcanic engine also held an original power conference to launch a series of product solutions with the cloud as the base. Following the launch of the IAAS cloud (infrastructure is service) basic products last year, the volcanic engine once again increased the TOB and the cloud market.

Therefore, in August of this year, it was not surprising that the official announcement entered the cloud market.

After all, cloud services can be considered a good business.

On the one hand, the cloud services of these giants can find a safe ending point for their own data and information, so as not to flow out, do not worry about the disclosure of user privacy data.

Last June, byte beating to terminate the transaction storage data on Tiktok on Alibaba Cloud, which can prove that giants want to master the initiative in terms of cloud services.

On the other hand, these giants do not need to rely on third -party cloud service agencies to reduce operating costs. Especially the larger the data, the higher the cost.

Data show that from December 31, 2020 to June 30, 2021, the cloud services and technical service costs paid to Tencent's cloud services and technical services to Tencent reached 1.559 billion yuan and 1.111 billion yuan, respectively.

It can be speculated that the richer the data information in the future, the greater the needs of cloud services.

In addition to its own data information security and reduction of operating costs, cloud services can also "increase income" for giants, which is a "second growth curve" that has been proven by the market.

According to the financial report data, as of the 2022 fiscal year on March 31, 2022, Alibaba Cloud revenue was 100.1 billion, Huawei Cloud 201 billion, and Baidu Smart Cloud 15.1 billion. At present, the China Cloud Service Market is still in its development period and the growth rate is objective.

According to the Chinese cloud computing blue book data, the overall market size of my country's cloud computing in 2020 was 209.1 billion yuan, a year -on -year increase of 56%.

According to Canalys, by 2026, the size of the cloud infrastructure market in mainland China will reach $ 85 billion, with a five -year compound annual growth rate of 25%.

For "latecomers" like Douyin and Kuaishou, as long as the market is still growing and the penetration rate is sufficient, it cannot be said that there is no chance.

It's just compared to Douyin, the fast hand is indeed a "slower step."

02 Kuaishou TOB, focus on video cloud

In fact, the fast -handed Streamlake business has been brewing since 2020, but it has been explored in 2021 and did not become an independent business until this year.

In the past 2021, Kuaishou experienced ups and downs.

From listing to the stock price plummeted, then Cheng Yixiao took over the position of Suhua CEO, large -scale layoffs of multiple departments, and almost stagnant user growth ...

From the perspective of financial report data, fast-handed losses have been loses year. From 2018 to 2019, the annual loss of fast hands is about 10 billion yuan to 200 billion yuan; in 2020, fast-handed losses were about 116.6 billion yuan; in 2021, the loss was 78.077 billion yuan. In addition, revenue growth is also declining, and advertising, live broadcast, and e -commerce revenue are shrinking.

Today, Kuaishou has entered the TO B market with high profile. The purpose is self -evident.

Layout cloud services, Quick hands obviously know that I have been backward, so I chose to take a different approach and do not do the "large and comprehensive" cloud service. Instead, they focus on the segment of the video cloud. After all, audio and videos are things that Kuaishou is good at.

This is actually similar to Douyin. In the process of entering the "cloud service" to enter the B -end business, you choose to use video cloud as the entrance.

However, compared with Douyin, fast -handed business resources and traffic are almost concentrated on a main app, and the lack of "product matrix". From the perspective of public information, "StreamLake" includes "streamLake-Video" and "StreamLake-ai". The former is responsible for "on -demand cloud", "live cloud", "real -time audio and video" business, etc.; The latter includes a number of services such as "intelligent review", "intelligent special effects", "portrait beautification", and "virtual person".

In popular vernacular words, it is to use the fast -handed video cloud service to ensure that the video does not take up space after compression. It can also be clear enough, balance the network speed and sharpness.

From a user perspective, the interaction, beauty effect, online trial, and online K song you use during live broadcast must be achieved based on real -time audio and video technology, artificial intelligence algorithm, and cloud infrastructure.

These technologies are not difficult for fast hands, but for companies such as Zhihu, Xiaomi, China Unicom, it is tantamount to opening up the new continent. Three -party cloud service cooperation.

So at present, Kuaishou has cooperated with Zhihu, China Unicom, CCTV, Xiaomi, etc. to explore in the field of video and intelligence.

The opportunity of fast hand lies in places where the "four clouds in China" have not yet penetrated.

Based on my own technical accumulation in the field of audio and video and the accumulation of marketing cooperation resources for too many years, fast -handed video cloud services still have enough customers to digest in the short term.

However, the TO B industry has strong users in the industry, and cloud services are a slow business. It requires manufacturers to negotiate and tenders, and gradually overcome customers. General customers choose which cloud service manufacturer will not change easily after cooperating with them.

The timeline is long. Later, the large -scale cloud service manufacturers such as the resource and cost advantage brought by the scale effects brought by the scale effect have more customer bargaining capabilities than small and medium -sized cloud service manufacturers.

Before that, the fast hands could not be "slowly hurried".

03 Video Yun Qunxiong cuts, how can "latecomers" break through?

According to the "China Video Cloud Market Tracking (2021)" released by IDC, the Chinese video cloud market size reached 4.37 billion US dollars in the first half of 2021, a year -on -year increase of 38.7%. Alibaba Cloud has ranked first in the overall market share of China Video Cloud for four consecutive years, and the overall market share accounts for 25.9%.

In addition, IDC estimates that from 2021-2026, the Chinese video cloud market will remain rapidly growing. The average annual growth rate of the market is expected to reach 31.0%, and the market size of video cloud infrastructure and solutions in 2026 will reach US $ 36.4 billion.

Indeed, the needs of Shangyun brought by digitalization are still certain, and the long -distance running of the digital economy track has just begun.

However, for fast -handed video clouds, private companies have Alibaba Clouds, government -enterprise customers have Huawei Cloud, and customers in the audio and video field have bytes to beat volcanic engines, even games, social, and finance, there are Tencent.

So the fast -handed video cloud can be described as a strong enemy.

Kuaishou said that in the cloud service business, it will not burn money to the market, but to take a steady line to ensure profitability.

However, in the opinion of Xinyan Society, it is not that fast hands do not want to be aggressive, but the business of cloud service, which is a huge investment in the early stage, non -short -term profitable business. You know, Alibaba Cloud, as the only profitable cloud manufacturer in China, was also the first quarter after the fourth quarter of 2020 after burning twelve years in a row.

The fascinating fast hands in the to B market have only received the entry voucher so far.

As for bytes beating, before the TO B -end of the Great Gas Bad, a group of loyal B -end customers had attracted a group of loyal B -end customers, including Haier Zhijia, Midea, CITIC Bank, Blue River Dairy and Goku car rental. These companies have no exception, and have previously conducted advertising cooperation with byte beating APPs.

So can you really catch your hands when you really get your hands? Not that.

First of all, the three major scenarios, including online sound and video interactive entertainment, e -commerce platform live broadcast, online education, and online education. It is still the core driving force for driving the growth of the video cloud market in the second half of the year.

Among them, interactive entertainment and e -commerce live broadcasts are fast -handed business. In these two scenes, fast hands are not lacking in customers. They have their own customer pool resources. Customers who have advertising cooperation and live cooperation on the fast -handed platform are fast hands. Potential customers of video cloud. Digging this group of customer resources will be an important breakthrough point for fast -handed video cloud business in the short term.

As for the online education scenario, in fact, before the official launch of the video cloud service, Kuaishou cooperated online with the school to become a technical support platform for the online teaching activity of teachers and students during the epidemic.

Secondly, based on the past experience of the past, the technical, talent and brand influence accumulated by fast -handed audio and video and live broadcasts, it is also difficult for other small and medium -sized manufacturers to catch up in a short time except for large manufacturers. Poly or slightly roar.

All in all, there is not much time for the market to leave fast hands, and the industry Matthew effect is getting more obvious, but it is undeniable that the fast -handed video cloud has its own advantages. Moreover, Kuaishou just got the cloud service voucher. The recognition of subsequent enterprises and service agencies is the long -term development of fast -handed videos.

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