After the collective breakthrough, where is the next step of China's public cloud?

International data corporation （IDC） A recent report shows that , stay 2018 Top 10 public clouds in the world IaaS Among service providers , Four Chinese companies were shortlisted , Including Alibaba cloud 、 Tencent cloud 、 China Telecom 、 Jin Shan Yun . And in the 2014 year , This honor only belongs to Alibaba cloud .

In just four years , China's public cloud service providers have achieved a collective breakthrough . Especially jinshanyun , Make everything clear —— So far, at least , Internet companies have dominated the cloud service market in China .

With the rapid growth of China's cloud service market , We can expect Chinese companies to perform even better in the future , But this requires the players of the public cloud to be strategic 、 technology 、 ecology 、 Continuous breakthroughs in the industry .

Public cloud IaaS The scale effect of

When talking about the reasons for the collective breakthrough of Chinese cloud service providers ,IDC Think , Compared with other regional markets in the world , China's Internet industry is developing rapidly 、 The policy strongly promotes 、 Active market demand 、 The service provider invested heavily in , The public cloud service market has achieved rapid development , It also brings the possibility of development and expansion for more public cloud service providers in China .

The rapid growth of China's public cloud service market , It is supported by data .IDC Data show that , In recent years , China's public cloud IaaS The market growth rate is much higher than that of the world ,2018 The annual growth rate is as high as 86.1%.2018 China's public cloud IaaS The market share in the world has reached 12.9%, comparison 2014 Year of 6.3%, It has doubled in four years .

Consider the motivation for rapid development and for change , The trend is in 2019 It will continue for years and even longer in the future .

Results show that ,2019 First quarter , All major cloud service providers have achieved rapid growth . The growth rate of Alibaba cloud is 76%, The growth rate of Tencent cloud and Jinshan cloud has reached 100%.

among , At IDC (IDC) The latest season released 《2019Q1 China's public cloud service market tracking report 》 in , Ali 、 tencent 、 China Telecom 、AWS And Jinshan still occupy the top five positions .

The collective efforts of the three major Internet cloud service providers in China , Obviously, I hope to take the opportunity of the rapid growth of the overall market , Quickly seize the public cloud IaaS Market share .

Public cloud is a market with strong scale effect , Especially in IaaS aspect . Throughout IT Application ,IaaS What it does is IT The role of infrastructure , The degree of homogenization is relatively high , So for those service providers who are interested in this , First and foremost, we must rely on scale to win .

stay “ Great is Evergrande , Winner takes all ” Of IaaS On the market , Only by quickly becoming a market leader , Only then will we have the opportunity to gain a place in the future global competition .

Worthy industry market

While growing at a high speed , We should also see that there is a big gap at present .

As you can see from the picture above ,AWS and Azure Occupy the world IaaS The vast majority of the market . If Chinese companies want to make a large-scale breakthrough in share , We still need to find new growth points , Continue to narrow the gap , Form a stronger counterweight .

The gap is both a difficulty and an opportunity , It's pressure and power .

Gartner Statistics display of , In the Chinese market , Public cloud expenditure accounts for the whole IT The proportion of expenditure is only 1.8%, The global figure is 5.65%.

It's not hard to imagine , As long as the proportion of the Chinese market is close to the global level , Domestic cloud service providers will get several times the growth opportunities . For public cloud service providers , There is a huge difference in the proportion of expenditure between China and the global market , Full of Matthew effect imagination space and growth space .

The good news is , You have found the future growth point of the domestic public cloud market —— Enterprise applications in the industry market .

For quite a long time , The main customers of the three Internet cloud giants are the Internet and individual users , For example, Alibaba cloud e-commerce 、 Tencent cloud video 、 Game video of Jinshan cloud, etc . In recent years , People have turned their attention to the industry market , Alibaba cloud's smart city 、 Tencent cloud's financial healthcare , As a latecomer, Jinshan cloud , Also in government affairs 、 Finance 、 Medical care 、 Major breakthroughs have been made in manufacturing and other industries .

Drive enterprise class IaaS Market growth , It is the gradual cloud deployment of enterprise applications . Oracle 、SAP、 UFIDA and other application software , More and more are being deployed in the cloud , And from CRM、HRM And other peripheral applications penetrate ERP、 Core applications such as finance . These Cloud Applications , Need to be IaaS Support .

All this has promoted the emergence of consensus —— At home IaaS Service providers should keep close cooperation with these enterprise software manufacturers , Promote more industry users and enterprise applications to the cloud . It should be used for pulling force , To keep IaaS The rapid growth of the market .

Emerging technologies that require sustained attention

New technology , New applications have always been IT The core driving force of the market .

After Cloud Computing , big data 、 The Internet of things 、 Artificial intelligence 、 Blockchain 、 Edge of computing 、5G New technologies emerge in endlessly , Not only pull IT Market growth , It also brings great opportunities to cloud service providers .

In the past year , Artificial intelligence has become the focus of public cloud service providers . Alibaba cloud has renamed itself Alibaba cloud intelligent 、 Baidu cloud is renamed Baidu intelligent cloud. . Jinshanyun is in “ cloud +AI” On the basis of , It's also released “ cloud +AIoT” Solutions for , take AIoT The technology is deeply applied to the fields of smart housing and smart park .

This idea of combining a variety of new technologies for application innovation , Worth promoting in the future . obviously , Enterprise users are not concerned about the new technology itself , It is about what new applications these new technologies can bring to us , What innovations can be brought to the business and customers .

Public cloud IaaS Service providers have inherent advantages in integrating new technologies , Continue to pay attention to the development trend of emerging technologies , Increasing investment in this area is almost a future trend .

In addition to artificial intelligence ,5G It is a new technology field that we must devote ourselves to . With 5G In next year's full commercial ,5G The characteristics and advantages in the enterprise level market will gradually emerge , And will penetrate into all industries and markets , Bring mobile medicine 、 Industrial control 、 Intelligent meter reading, etc 5G Unique industry applications . If you seize the opportunity , The public cloud can support these applications , And get the corresponding business growth .

meanwhile , Investment in emerging technologies and applications , It will also benefit the public cloud IaaS Service providers form differentiated competitive advantages , Avoid excessive homogeneous competition .

Chinese enterprises are in overall synchronization in the field of new technologies 、 Local leading position , This will help domestic IaaS An upward breakthrough for the service provider group , So as to truly form the strength to compete with the market leader .

IDC Also think , Next few years ,IaaS How can service providers cope with the complexity and diversity brought about by the enterprise's multi cloud demand 、 How to deal with the opportunities and challenges brought about by more traditional enterprises on the cloud 、 How to deal with the rapid upgrading iteration of information and communication technology , Is whether it can maintain sustainable competitiveness 、 The key to consolidating the market position .

【IT Chuang Ji Ji 】 Creating the future of Technology . Founder Qi Meng , For senior technology we media people , Previous appointment 《 Business partners 》 Deputy editor-in-chief 、《 Computer business newspaper 》 Editor in chief 、 Urban media reporters , More than 14 year . The column with the same name has been settled on various mainstream media platforms .