A reflection on cloud computing Industry: A comparative analysis of Sino-US cloud computing industry

"Editor's note" reproduced in this article from the micro-letter public number "Rai".

The concept of cloud computing from the birth to now 6 years, I have been in this field of research has 4 years, cloud computing in the United States has been basically popular, and China's cloud computing industry is still ready to be, but still delayed, the reasons for the controversy.

This one months around Aliyun industry content discussion of the uproar, today, Microsoft will release its Chinese cloud computing services in Shanghai, at this point in time, I would like to say some of my views.

It is well known that the Internet in the world can be divided into two separate spaces and markets:

One is the American-led global internet, another is China's autonomous development of the Chinese Internet, due to special policy and technical means (omitted a few words here), China has become the world's only born to compete with the United States of the Internet giants, the development of cloud computing is the same, when Europe, Asia and other markets by the Amazon , Google, Microsoft and other sweeping times, China's cloud computing has shown a different face.

In Europe and the United States, cloud computing services have become popular, IT services have been fully to the cloud services transformation, cloud computing is not a mysterious concept and technology, but the real products and services;

In China, the consumer market can be basically synchronized with the United States, the relevant personal cloud storage services, such as basic, but in the Enterprise services market, has not yet seen a system of the emergence of ecosystems, why? I think we should start with the basic technologies of cloud computing, the level of users ' it usage and the service environment.

Technology

Cloud computing is a tricky technique to work with, so I'll start by comparing the differences in terms of technical fundamentals.

In the basics of cloud computing, the United States is a undisputed leader, including server virtualization, network Technology (SDN), storage technology, distributed computing, OS, development language and platform core technology is basically in the hands of American companies, the United States strong innovation and capital conversion capabilities, support the continuous emergence of new technologies, Each leading enterprise has a long-term accumulation before the rise, short 4-5 years, long 7-8 years, for example:

vmware,98, 07 years after the establishment of profits, big development

NICIRA,07 was founded in 12 and was acquired by VMware

Citrix, Virtual Desktop research 20 years, after 07 years to usher in real development

FACEBOOK,05, 11 years of profit, listed in 12

In every subdivision, there is a leading enterprise, at the same time in the formation of a perfect industrial chain, to virtual as an example, VMware, Microsoft, Red Hat and other virtual manufacturers, and related servers, network cards, storage and other companies have close cooperation, reflected in the product, is the perfect driver support, A wide variety of solution integration to meet the requirements of the use of various scenarios.

China, most of the product development is two routines, one is in the United States Open source software based on the modified use, the second is the introduction of products sales, packaging after the formation of solutions.

In the past 10 years, although there are bat three giants, ZTE, Huawei and other companies in vigorously invest in research and development resources, many startups are also in the technical research, but can really grasp the core technology of the cloud company is still too little, accumulation is still insufficient, it is difficult to form a leading industrial chain.

Therefore, when the United States with the Amazon as the representative of the IaaS service provider to build a vibrant public cloud ecosystem, we are still the building of private cloud mainly, why? Because the construction of the public cloud must be independent research and development to do, have to have the core technical capabilities, no ready-made products can be used (there are also cost factors), there is no shortcut to go, and private cloud construction can buy American companies mature products.

Even if the Aliyun, from the current point of view, its technical capabilities and service level from the user's expectations are still a big gap.

Finish the technology, below to look at the market and users.

My personal point of view is that there are at least 10-20 years of gap between the IT skills and level of domestic companies and the United States, and the gap is comprehensive, involving ideas, business management and IT skills.

First of all, the IT department of Domestic Enterprises has long been less attention, there is a general lack of it awareness in the leadership of the enterprise. Second, China is a manufacturing powerhouse, mostly small and medium-sized enterprises, the industrial form of the primary, low demand for it and lack of awareness; At present, most of the enterprise's IT skills are limited to the office, or simple production process management, Financial management, general IT skills and poor level.

Remember the last two days in the "business value" saw an article "big data, not optimistic", which refers to the wide use of large data, may pull the gap between China and advanced countries. Because of the analysis and understanding of the data, the most important thing depends on the habit and the degree of cognition (i.e., the sensitivity of the data).

So in the application of cloud computing, the products for Chinese users are simpler, more direct, and the price is lower, which I will discuss later.

Finally, talk about the industrial environment.

Cloud computing in the United States has been widely used, penetrated to the IT industry in every corner, by various enterprises widely use.

Among them: Amazon has become the fact of the IaaS market standards, the open source organizations OpenStack, Cloudstack also to claim to be compatible with Amazon, PaaS, SaaS Services, a variety of services around the cloud based capacity, very flexible, including hybrid cloud management, etc. The entire IT industry is being refactored.

And China's cloud computing is just beginning to move to the real application, but stay in the relatively primary stage, the lack of suitable for enterprise applications, the current industry focused on IaaS services, PAAs platform services, the basic vacancy, personally think Sina, Tencent, and so far from the real PAAs, they are more like the ability to call and application convergence platform, More to attract developers to the promotion channel advantage, and SaaS services to slow down, especially the enterprise market.

At present, there are some fundamental problems restricting the development of cloud computing industry in China. Needs the government, the industry, the user solves together.

First, the protection of intellectual property is not enough;

Second, China's users traditionally heavy hardware light software, but the future software is the core of competition, is the value of the place;

Third, all over the development of cloud computing, greatness, no one is willing to do long-term projects, is willing to sincerely support to do technology research and development of small enterprises;

Four is the lack of high-end talent.

Five is the lack of domestic credit trading market, affecting the development of cloud computing.

(Responsible editor: The good of the Legacy)