Cloud computing "keeping the promise"

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The western world , Microsoft market value breakthrough 2.5 Trillions of dollars , Surpass apple in one fell swoop , Microsoft Azure " ; Google 、 Amazon stands at the top of the global Internet technology giant , It is also inseparable from the support of cloud business .

Oriental Paradise , Alibaba 、 tencent 、 Three technology giants of Huawei , Alibaba cloud 、 Tencent cloud 、 Huawei cloud is becoming their new main force to open up the future world .

As the of the global digital economy “ infrastructure ”, The importance of cloud computing is self-evident , Countries around the world also attach great importance to the development of cloud computing business . Judging from the market scale of global cloud computing , At present, three major forces are forming , The United States 、 Europe and Asia Pacific . among , in 、 The development of cloud computing in the United States and China is the most representative .

One 、 Us Cloud Computing ： A pre-emptive strike

as everyone knows , Cloud computing in the United States started early . It's just because it started early , It has accumulated advantages over other countries in the world , There are also a large number of high-quality cloud computing technology companies . In public IaaS+PaaS market , Amazon has emerged 、 Microsoft 、 Google 、IBM And so on , stay SaaS market ,Salesforce、 Microsoft 、 Google 、Oracle And other enterprises are all powerful .

According to the consulting data of AI media ,2020 Global cloud computing (IaaS+PaaS+SaaS) The market size reaches 2245 Billion dollars , a 2019 Annual growth 19.22%,2021 Expected to reach 2654 Billion dollars . It seems , Although affected by the epidemic , The global cloud computing still maintains a high growth rate .

According to the Synergy Research released 2021 year Q2 data display , Amazon 、 Microsoft 、 Google's three cloud computing giants occupy the world 63% Market share （IaaS+PaaS）,IBM、Salesforce、Oracle The market share of cloud computing service providers in the United States also ranks among the top in the world 10 name .

Whether it comes from revenue 、 market share , From the perspective of the global influence of Cloud Computing , Cloud computing companies in the United States all have the first mover advantage .

Amazon's first mover advantage is 2006 Annual rate first AWS Open up the cloud computing market , At the same time, its e-commerce business also needs huge data support , And keep pushing Amazon AWS Improve cloud service performance , When their e-commerce traffic is at a low ebb, they will serve customers with idle data resources , So as to continuously realize the scale effect .

Microsoft Azure Microsoft's first mover advantage lies in Microsoft's powerful office software products , The user stickiness of these office software is strong , Microsoft Azure Once launched, it has been welcomed by its inherent loyal users , With Microsoft Azure Continuous improvement of user experience , It is not surprising that its market share has increased .

It seems , In Amazon AWS、 Microsoft Azure Under the leadership of , Cloud computing companies in the United States have the first mover advantage , The technology leadership and market occupation have been realized earlier , And let more American cloud computing companies take more market shares in the global market .

Two 、 China Cloud Computing ： Last serve first

Compared with other countries and regions in the world , The growth rate of cloud computing market in China is the fastest . Relevant data display ,2021 In the first half of the year , China's overall cloud service market is about 1620 One hundred million yuan , Year-on-year growth 38.3%. among , The growth rate of public cloud is 48.8%, The market size accounts for the overall cloud service market in China 76.2%.

Cloud computing companies in the United States to carry out the global market “ take cities and seize territory ” When , Chinese cloud computing companies have sprung up , And last mover first mover , Alibaba cloud 、 Hua Wei Yun 、 Tencent cloud has successfully ranked among the top ten cloud computing companies in the world . Besides , stay IaaS and PaaS field , And Baidu AI Cloud 、 Tianyi cloud 、 Jin Shan Yun 、 Jingdong cloud 、 Wave cloud 、UCloud Wait for a group of cloud service providers ; stay SaaS field , Kingdee 、 UFIDA and many other service manufacturers are rising .

According to airy's data ,2021 In the first half of the year, China IaaS Public cloud market and China IaaS+PaaS Alibaba cloud in the public cloud market 、 Hua Wei Yun 、 Tencent cloud is in the top three , Market share is further improved , The trend of industry concentration to the head is more and more obvious , And the whole domestic cloud computing pattern is forming three echelons .

1. First tier ： Alibaba cloud 、 Hua Wei Yun 、 Tencent cloud takes the lead

It can be ranked among the top ten cloud computing companies in the world , Alibaba cloud 、 Hua Wei Yun 、 Tencent cloud does have two brushes .

It is said that Alibaba cloud was founded , It is Mayun, the founder of the company, who insists on taking cloud computing as the development strategy despite all opinions . When Alibaba cloud just started , In Oracle 、IBM Such as the domestic server market with a large number of giants , Domestic cloud computing is almost still in a blank state . Alibaba cloud is now launching , It also bears great pressure , There is pressure from internal public opinion , There is also competitive pressure from external traditional foreign server manufacturers . Alibaba cloud can catch up from behind , And once became the third largest cloud computing giant in the world , It's really laudable .

At the beginning of its establishment , Forced by internal e-commerce . Every year tmall double 11 Have to go through a huge user flow stress test , The peak orders are also increasing every year , But how to ensure the stability of platform transactions during peak business hours , It has become Alibaba cloud's biggest challenge . It is this challenge , It forces Alibaba cloud to continuously improve its technical strength . And then , Alibaba cloud has also been recognized by more and more enterprises , Include 12306 The Spring Festival transport ticket grabbing 、 The surge of microblog hot search traffic is running smoothly with the support of Alibaba cloud .

Later stage of establishment , Technological evolution combined with business innovation . from “ Tai Chung Tai 、 Small front desk ” Go deep into cloud native technology , Through self research AI chip 、 Optical modules, etc , The underlying architecture performance of Alibaba cloud has been continuously improved , The performance of many products even surpasses that of Amazon AWS. meanwhile , Alibaba cloud builds a hybrid cloud 、 Proprietary cloud , The proprietary cloud attacks the government and enterprise market , At the same time, the ability of cloud is combined with industry scenarios , Output digital upgrading and transformation scheme for the industry , It has won the recognition of many enterprises .

Compared with Alibaba cloud , Tencent cloud started later , More or less, it seems to be a bit of a hindsight . But fortunately, when Tencent turned to the industrial Internet , Finally realized the importance of cloud , And then in a relatively short period of time, it became the number two in the cloud market in China , At the same time, it has become one of the top ten cloud computing enterprises in the world . that , What does Tencent cloud rely on for its late start and early arrival ？

On the one hand, it benefits from Tencent's huge investment ecosystem , In particular, Tencent has invested in a large number of Internet companies , There are many meituan in these companies 、 JD.COM 、 A lot of spelling 、 Well quickly 、 Big names like didi , There are also many industrial unicorns . Many partners in these Tencent ecosystems , They have become customers of Tencent cloud , It also opened the market for Tencent cloud in an instant .

On the other hand, it benefits from the accumulation of advantages of Tencent cloud in the vertical segmentation field , It is different from Alibaba cloud's accumulated advantages in e-commerce , The advantages of Tencent cloud in the game industry are naturally unmatched , This has also established the foundation for Tencent cloud to enter the game cloud segment .

Compare Alibaba cloud 、 Tencent cloud , Huawei cloud gives full play to its ability of "last mover, first mover" . Actually , Huawei cloud got up early in the morning , In time for the late show , Only in these two years did they suddenly come out , And in IaaS The public cloud market ranks second in China , Fifth in the world , It has surpassed Tencent cloud in one fell swoop .

firstly , The consumer business is at the bottom , Cloud business is superior . With the gradual saturation of smart phones , Huawei began to realize that it urgently needed new revenue to support its business , The cloud business has become the focus of Huawei in line with the times . So from the 2017 Year begins , Huawei cloud has officially become an important business line invested by the group , These years are also the key breakthrough years for Huawei cloud .

second , The government affairs cloud is advancing by leaps and bounds . Huawei cloud can achieve rapid development , And gradually surpass Jinshan cloud 、 Tianyi cloud 、 Tencent cloud and other players , The rapid development of the government affairs cloud has contributed a lot . according to IDC Recently released 《 China's Government cloud infrastructure market share ,2020： be quite distinct from each other 》 According to the report , The total scale of China's Government cloud infrastructure market has reached 270.6 One hundred million yuan , Among them, Huawei cloud Stack Market share in the government cloud 32.2%, Year on year growth of about 20.3%, It ranks first in the share of domestic government cloud infrastructure .

2. The second tier ： Tianyi cloud 、 Baidu intelligent cloud 、 Jinshan cloud follows

And Alibaba cloud, the first tier 、 Hua Wei Yun 、 Tencent cloud is different , The cloud computing companies in the second echelon have realized "late start, first come" by virtue of their unique advantages .

The biggest feature of Baidu AI Cloud is “ intelligence ” The word on , By focusing on the advantages accumulated in the field of artificial intelligence for a long time , Baidu AI Cloud “AI” Play to the extreme , Formed its own unique competitiveness , This has won the recognition of users .

Tianyi cloud is a telecom operator , In infrastructure 、 Customer channels and other aspects have the first mover advantage , By means of “ The cloud and the net are one ” First card position .

Jinshan cloud is quite self aware , Avoid Alibaba cloud 、 Huawei cloud and other leading manufacturers are good at government cloud , Instead, they chose to break through the market segments , One is the game cloud , The other is video cloud . By winning the recognition of market segment users , Jinshan cloud has gradually gained a firm foothold in the cloud market .

3. Third echelon ： Jingdong cloud 、 Wave cloud 、UCloud Chase after

Cloud service providers in the third echelon have their own characteristics , They closely follow the leading cloud service providers .

Inspur cloud is a traditional server manufacturer , It has a relatively complete cloud computing industry chain , With the advantages accumulated by traditional server manufacturers , In the cloud market . However, there is a growing gap between Inspur cloud and leading manufacturers , We can only pursue them .

JD cloud's origin , You have great intention to copy Alibaba cloud , By means of 618、 double 11 Wait for e-commerce section output to be more stable 、 A smoother shopping experience , And then deeply integrate cloud technology and industry , Promote the digital upgrading of the industry .

as for UCloud, As a start-up company in the cloud service field , It was really hard to walk . On the road of pursuing the cloud giants ,UCloud We have also achieved good results , But the heart disease of losing money for years also needs to be removed .

Shopping malls have always been a war without gunpowder , Cloud computing is no exception . On the way to the domestic cloud computing companies that are late starters and first movers , They are also facing fierce market competition .

Inside guard ： It is difficult to keep one's career

We can see from the previous data , In China, IaaS+PaaS In the public cloud market , Amazon AWS、 Microsoft Azure They have reached the second echelon and the third echelon respectively , It shows that Amazon and Microsoft have long been eyeing the domestic cloud computing market . As the two largest cloud computing companies in the world , Their invasion should not be underestimated .

according to IDC《 China's public cloud service market （2021 In the first half of the year ） track 》 The report , Amazon is currently in China PaaS market , It has reached the second place in China , stay IaaS market , Currently ranked in Alibaba cloud 、 Hua Wei Yun 、 Tencent cloud 、 Behind the sky wing cloud . It shows that Amazon cloud computing has a lot of lethality , For domestic cloud computing companies , It's not hard to be a professional .

Amazon cloud helps Chinese customers go to sea , It also helps overseas customers root in the Chinese market . Obviously , In terms of serving multinational enterprises , Amazon cloud has more practical experience . Amazon cloud has millions of customers around the world , It covers all sizes 、 All walks of life 、 Various types of enterprises and institutions .

Besides , Amazon cloud has offered two killer maces: technology and low price . Cloud computing , It is a technology that is constantly updated 、 Areas of constant iteration , Amazon cloud has obvious advantages in the technology field , Many domestic cloud computing companies are afraid to catch up with it in a short time ; Even if the technology is advanced , Amazon cloud also offers low-cost killing moves , It's killing , For domestic cloud computing companies , Head on challenge , It will inevitably lead to a decline in profits , Don't challenge , The market share may be swallowed up .

Compared with Amazon cloud , The pace of Microsoft cloud in the Chinese market is obviously slow , However, this still does not prevent the world's second largest cloud computing giant from entering the Chinese cloud computing market on a large scale . This year, 6 It was reported in June that , Microsoft plans to 2022 Newly built in China before the beginning of the year 4 Data centers , Add the original 6 Data centers , Its cloud service data center in Asia has reached 10 individual , This undoubtedly shows Microsoft cloud's ambition to enter the Chinese market .

Unlike Amazon , Microsoft used to rely on windows System and a series of office software , It has also accumulated a large number of customer resources in the Chinese market , These will also lay a solid foundation for Microsoft cloud to enter the domestic market .

Except Amazon cloud 、 Outside the Microsoft cloud ,IBM And other traditional server manufacturers are also salivating at the Chinese cloud computing market, which is growing rapidly every year , How can domestic cloud computing companies keep their market share , This is bound to be a difficult war .

Outside attack ： The risk of going to sea

Although our cloud computing companies rely on the domestic cloud computing market to achieve a late start first come , But compared with the global layout of American cloud computing companies , There is still a big gap between our cloud computing companies . Even our leading cloud computing companies, such as Alibaba cloud , At present, it only focuses on a few overseas markets such as Southeast Asia , The European 、 Most overseas markets such as North America are basically controlled by Amazon AWS、 Microsoft Azure、 Gu Geyun and other leaders .

Attack the overseas market , For our domestic cloud computing companies , The challenge is not small . Although we should strategically despise all our enemies , But tactically we have to pay attention to our competitors . Go to sea to compete , There is still a big gap between us and the US cloud computing giants .

First of all , The layout of overseas data centers is obviously insufficient . According to market research organization Synergy Research The latest data from , end 2020 end of the year , The global 20 The total number of super large data centers operated by two major cloud and Internet service companies has increased to 597 individual , yes 2015 Twice as many years . But in terms of the regional distribution of countries , The proportion of the United States is as high as 40%, At the top .

second , The brand appeal is not as strong as that of the international cloud computing giants . In terms of brand awareness and user recognition in overseas markets , In the past, American technology companies had a wide recognition in the overseas server market and technology market , Overseas users have a higher degree of technical recognition for them . If our cloud computing companies want to seize positions in overseas markets , It takes a long time to break the user's cognition .

Third , There is a certain gap in product strength . Compared with domestic cloud computing companies , Amazon AWS、 Microsoft cloud Azure、 Gugeyun and other overseas giants' technologies in transnational cloud services 、 Service experience 、 Product ecology and many other aspects , Also stronger than our domestic cloud computing companies , We also need to cultivate products better 、 Technical and service skills .

Fourth , Geopolitical factors . as everyone knows , National data security is becoming more and more important to all countries and regions in the world . Our cloud computing company wants to enter the markets of Europe, America and other countries , Geopolitical factors must be broken , And break the trust barrier of data security .

At the end

Cloud computing is a trillion dollar or even 100 billion dollar super track , It will not reach its ceiling in a short time . On the way of the global digital economy , The importance of cloud computing will also become increasingly prominent .

From Alibaba cloud 、 Hua Wei Yun 、 Tencent cloud to Tianyi cloud 、 Baidu intelligent cloud 、 Jin Shan Yun , Go to JD cloud 、 Wave cloud 、UCloud And many domestic cloud computing companies , At home , How to keep our market share from being swallowed up by international cloud giants , It will be a tough battle ; Overseas , How to break through the fortress of overseas market , Fight with international cloud giants , It will also be a difficult and dangerous battle .