China SaaS industry panorama

In recent years , The development of cloud computing industry in China is highly valued by the state , among  SAAS  The domain has developed into the largest segment of cloud computing , The market scale is far larger than  IaaS  and  PaaS  field , Downstream application users have broken through  20  Thousands of families , However, its market structure is still relatively scattered . Besides ,SAAS  Industry investment “ tuyere ” There's a migration , Gradually incline to digital development .

SaaS  Overview of industrial development

SaaS（ Software as a service ） It is a service mode of cloud computing . stay  SaaS  In service mode , Service providers uniformly deploy application software on their own servers , Users do not need to manage and control the underlying infrastructure , Order specified application software services on demand through the Internet , And according to the service volume 、 Service time or other means of payment .

According to the scope of serving customers, we can  SaaS  The service is divided into

Universal  SaaS 

and

Vertical  SaaS

. Universal  SaaS  Applicable to the whole industry , We mainly use general management tools and technical tools , Including instant messaging 、 synergy  OA、 Financial management 、 Human resource management and other services . Vertical  SaaS  Serve specific types of industry customers , Provide more targeted 、 Software services closer to customers' business needs .

The industry has entered a stage of rapid development , Compound growth rate exceeds  40%

At home  SAAS  The industry started around  2004-2005  About years ago , Individual enterprises in the traditional  C/S  Architecture software  B/S  Architecture software , Become a domestic  SAAS  The prototype of the product . But because of  SAAS  The concept of is still a new thing in China , Most enterprises have very limited knowledge of this , The actual purchase is not much , The first round in China  SAAS  The tide soon calmed down .

To  2010  After year , The cloud computing concept that is suddenly being hyped will  SAAS  Once again, it has drawn people's attention . In recent years, people have paid more attention to “ cloud ” Our cognition is improving , The enterprise is right  SAAS  The acceptance of is increasing , Drive a new round of fashion ：

SAAS  A number of start-ups have sprung up in each segment of the , Although the overall market base is small , The service quality also needs to be improved , But it is in the stage of rapid development .

Compared with foreign mature markets , China's enterprises have a low degree of informatization , Especially small and medium-sized enterprises , The degree of informatization is  10%  about .

With the continuous popularization of the Internet , The degree of enterprise informatization has been continuously improved , The demand of small and medium-sized enterprises for public cloud services has expanded significantly .

According to the data of China Academy of communications ,2018  year , The scale of China's public cloud market has reached  382.5  One hundred million yuan , comparison  2017  Annual growth  44.4%. The demand of Internet enterprises keeps growing at a high speed , The process of traditional enterprises going to the cloud is accelerated , It has driven the rapid growth of the public cloud market .2019  China's public cloud market will continue to maintain a high growth rate in , The market size is expected to reach  521.1  One hundred million yuan .

In our country  SaaS  The market has begun to enter a stage of rapid development , According to the data of China Academy of Communications ,2018  In China  SaaS  The market size reaches  232.1  One hundred million yuan , Year-on-year growth  37.6%. according to  IDC  The report of ,2021  In China  SaaS  Market scale is expected to break through  323  One hundred million yuan ,2018-2021  The compound annual growth rate is expected to exceed  30%.

At present, leading enterprises  SaaS  Rich application products and platform foundation , Coupled with the high penetration rate of traditional software itself , So keep a high renewal rate .

among , Kingdee International and UFIDA network are domestic  ERP  Two leading manufacturers , Get into  SaaS  Earlier field , Respectively in  2007  Years and  2010  In, it began to transform into the cloud , And the cloud business is mainly based on  SaaS  Mainly . Both UFIDA network and Kingdee International have rich operating experience and solid customer base , In recent years, the customer unit price of cloud business has been reduced , But as the number of users grows , Cloud business revenue is growing rapidly .2018  year , The revenue growth rates of UFIDA cloud and Kingdee cloud are... Respectively  108.0%  and 49.5%. Besides , Guanglianda cost business  SaaS  The progress of transformation is accelerated ,2018  Annual cloud revenue  3.7  One hundred million yuan , Year-on-year growth  717%.

Three camps have been formed , The transformation of traditional software companies is obvious

After years of development , Present China  SAAS  The industry has formed three camps, including

startup

、

Internet giants

and

Traditional software transformation

. among , startup 、 Traditional software companies are more involved in relatively segmented markets to obtain barriers . And Internet companies are more from  IM  Start with collaborative function to create a platform ecosystem , Focus on the development of third-party applications on the basis of their own core applications , Cultivate the mobile office application ecosystem .

because  SaaS  Industry boom 、 High growth certainty , At home  SaaS  Enterprises learn from overseas  SaaS  The development path of enterprise experience and business model are more clear , The overall growth opportunity of the industry is gradually recognized by the capital market .

Traditional software companies to  SAAS  There are many cases of transformation , UFIDA network  2010  In, a subsidiary changjietong was established to engage in software and cloud services for small and medium-sized enterprises . Kingdee International has set up an Internet business department to independently operate cloud service business . By the visible on , Traditional software giants at home and abroad have adopted a relatively independent organizational structure  SAAS  Business transformation . This will help to improve the efficiency of business development within the enterprise .

The market is highly fragmented , The competition pattern is relatively unstable

According to the  IDC  data display ,  Kingdee is here  2018 H1  Chinese enterprise class  SAAS  Proportion of sales revenue of manufacturers  5.1%, It's domestic  SAAS  Brands account for the largest share of sales . The second is Microsoft  5.0%,SAP  Of  4.3%,Salesforce  Of  4.0%, Oracle  3.8%.

In terms of concentration ,2018H1  In our country  SAAS  industry  CR5  by  22.2%, a  2017  Year of  23.6%  Declined  1.4  percentage . among , Kingdee International, with the largest market share, has seen rapid development of cloud business in the past two years , But the market share has also changed from  2017  year  7.2%  Drop to  2018  year  5.1%.

On the whole , At present, China  SAAS  The industry pattern is relatively scattered .

Segments “ The unicorn ” Not yet appeared , cloud  CRM  Compound annual growth  40%+

Compare with developed countries , China  SaaS  The market is still in the primary stage of rapid development , There are relatively mature market segments  CRM、OA、IM  And collaborative application market , also , Each segment does not appear “ The unicorn ” The benchmark enterprise of class . among  CRM  and  OA  It is a large-scale segment , The birth of  Salesforce  and  Workday  And other heavyweight companies , There are other areas such as  APM/  Customer service, etc , There are also corresponding listed companies, such as  Newrelic  as well as  Zendesk.

China in the future  SAAS  Industry development trend analysis

After research and Analysis , Forward thinking , China in the future  SAAS  The industry will show the following development characteristics ：

——

Horizontal and vertical mixed development

,

future  3-5  year , China  SAAS  The product will be further expanded to “ Verticalize ” Development

. Enterprise class  SAAS  General manufacturers will increase customized services for specific industries in the future . The major vertical industry segments will continue to emerge  SAAS  Vendors and traditional software transformation vendors .

——

Small and medium-sized enterprises are still the main battlefield

, Due to the process of small and medium-sized enterprises 、 The standardization level is lower than that of large group enterprises （ according to  36 Krypton data , The informatization level of small and medium-sized enterprises is only  10%  about ）, As well as cost and efficiency considerations , Yes  SAAS  The acceptance of products is much higher than that of large enterprises . therefore , future  3-5  year , Small and medium-sized enterprises are still  SAAS  The main demand market of the industry .

——

The industry is growing rapidly , Focus on tapping potential leaders in vertical segmentation

, Up to now , stay  ERP、CRM  And other core enterprise management software  SAAS Service area , Compared with the international market , Our country still lacks strong domestic leaders . But as the  SAAS  Rapid growth of the market , In recent years  SAAS  The cloud business of enterprises with layout in the field has achieved good growth . For listed companies , Most of them are cloud transformation enterprises . Professional vertical type SAAS  Potential leaders and industry verticals  SAAS  Longtou has already possessed product advantages and rich product experience , More handy in the process of cloud transformation , And the transformation process is expected to be  SAAS  Manufacturers bring incremental market for small and medium-sized enterprises , It is expected to become a potential leader in the subdivided field .

Last

From the above our country SaaS View of industrial panorama map , The informatization level of small and medium-sized enterprises in China is low , So we need to

Strengthen the informatization construction of small and medium-sized enterprises

.

Strengthen information construction , Further said that , Enterprises should do well in knowledge management . In the era of information management ,

Knowledge is put in a database , Call it a knowledge base , Like a warehouse or library .

Build a knowledge base

Baklib Is an online help document & Knowledge base production platform , Help enterprises make knowledge base online , Assist enterprises in knowledge base management , And through the systematic knowledge management system , Reduce the training cost of employees 、 Labor time cost , Improve work efficiency , So as to enhance the competitiveness of enterprises .

Source of the article ：https://mp.weixin.qq.com/s/I7v8HmjXf_xsUxze-IFDMg