"Cloud" beauty, profit still have to wait five years

No matter where you are in the industry, high-end equipment manufacturing, or it, medical, even if you are only a small shoe-making workshop boss, meeting with business partners if not to talk about "cloud", will be absolutely outdated.

It's not going to be that long, just 35 years.

Although many people still feel a little foggy about "cloud computing", it has been given important meaning by the industry to the fourth it Industrial revolution after mainframe computers, PCs, and the Internet.

For China, this is the only time to stand with the world at the same starting point of the IT industrial revolution.

"Cloud computing changes the rules of the IT industry, its technical framework, market patterns are different from the past." China likes this kind of change and we want to shuffle again. NI, academician of Chinese Academy of Engineering, told China Economic Weekly, "No one has too much of a leading edge on the cloud-computing runway." It is entirely possible for us to form an autonomous and controllable cloud computing industry in this wave of transfers. ”

The big trend over the next five years is that smart devices, such as smartphones, smart cars, medical sensors, and so on, can interoperate, and cloud computing will bring a new way of life.

If there is demand, there will be a market. IDC consultancy forecasts that spending on cloud computing services will reach $42 billion trillion by 2012, with a total value of 452 billion dollars in related industries. More importantly, spending on cloud computing will enter a phase of accelerated growth that could grow 3 times times over the next five years.

People "cloud" also "cloud" risk

For a time, cloud mobile phone, cloud video, Cloud search, Cloud blog, Cloud home appliances ... "cloud" as if become a panacea, anyone can dip a little. How many of them are old bottles of new wine?

More noteworthy is that under the banner of industrial transformation, all over the "cloud computing industry Park" surging, in full swing.

"To be honest, as we know in the industry, most of the cloud computing projects are now in the investment phase, and the quality is not too high duplication of construction, infrastructure." First buy a millions of server to say, but what to do, and did not think well. "Beijing Network Qin World Technology Co., Ltd." (hereinafter referred to as "Network Qin", NQ. NY CEO Lin Yu said, "The investment strategy of emerging industries, there are risks, the key to see who investment, see how business planning." The reason why America's technological development is so successful is that it puts capital and resources in the hands of the people who are best suited to do it. ”

Unlike foreign cloud computing, which is mainly driven by companies, the main force of domestic cloud computing needs seems to be local governments.

In October 2010, the NDRC and the Ministry of Industry jointly issued the "notice on the pilot demonstration work on the innovative development of cloud computing services", and put forward "according to the principle of autonomy, controllable and high efficiency, first of all five cities in Beijing, Shanghai, Shenzhen, Hangzhou and Wuxi to carry out the pilot demonstration of cloud computing

In fact, there are far more than five cities in the cloud project. Only with the dawn of the building or construction of cloud computing Center in the city will include Shanghai, Wuxi, Chengdu, Chongqing, Nanjing, Ningbo, Harbin and so on.

Jiang Guiping, deputy director of Beijing Economic and Information Technology Commission, said: "At present, Xiangyun Project has nearly hundreds of enterprises to participate in this year's cloud computing services revenue reached more than 15 billion yuan, driving chip, system integrators, server manufacturers, data centers and many other types of enterprise transformation and upgrading." ”

But not all of the city's cloud computing centers are so fortunate. According to industry insiders, the current domestic some so-called cloud computing operations center is lack of business model, and some even the electricity costs are not back, and some of the so-called cloud computing projects circled large tracts of land, into a disguised real estate projects.

"Local government investment in cloud computing should say inefficient. American science and technology projects are often run by venture capitalists, who know more about the industry and have a stronger sense of risk. "Lin Yu said.

In addition, some and cloud computing is not associated with the enterprise, the reason for the scramble to "cloud" to packaging their own, often in exchange for government support.

In the forefront of cloud computing in Shanghai, is starting to standardize the development of cloud computing industry, the establishment of cloud computing enterprises to determine standards. For example, Shanghai Yangpu District has issued the "Cloud Computing enterprise Application Form", want to declare cloud computing enterprises must fill in a very detailed description of materials, including the development or adoption of key technologies such as cloud computing.

Where is the business model?

In NI's view, at present, China's policy-making departments, cities, central enterprises, China's cloud computing will be the main market.

"The advantage of urban cloud computing is that it can meet the needs of the public, the enterprise, the Government, and share the resources, improve the efficiency." Central enterprises are also a huge market. For example, the National grid, using cloud computing, has been effective in energy conservation. "Ni said.

In the long run, small and medium-sized enterprises may be the larger blue ocean of cloud computing.

"Small and medium-sized enterprises need cloud computing. Big companies are not so sensitive to the advantages of cloud computing because of their size and strong capital. For example, cloud computing can save investment in IT infrastructure, but big companies may not care at all, and SMEs have the incentive to save costs. "Shuguang Information Industry Co., Ltd. President Lichun told China Economic Weekly," The dawn of cooperation with local governments, one of the most important link is to serve local SMEs. ”

In March this year, Microsoft released the 2011 SME Cloud Services Adoption Study, which shows that 39% of SMEs want to buy more than one cloud service within 3 years. In the next 3 years, the number of small and medium-sized enterprises buying cloud services will grow nearly one times in most countries. Within 3 years, SMEs will be buying an average of 3.3 cloud services.

"There are now at least three types of cloud computing business models that are fairly clear: one is for small and medium-sized enterprises, with large-scale services as a feature, I call it the hypermarket mode; one is the government and industry background of cloud computing services, called Department store mode, and a data center for large enterprises, can be called Boutique Street. Sun Huihui, director of the Institute of Computing Technology, CAS.

Companies that serve as providers of cloud computing services are also looking for their own business model.

AMD China technical Support director Liu Wenzhoo told reporters: "It equipment depreciation is conclusive, 35 years a server depreciation." Therefore, it companies to do cloud computing, the first is the scale effect. Now we are all in happy enclosure, until the dust settles within 35 years, no tens of thousands of servers on hand will certainly be eaten. The second is economic benefits, including the enterprise's own procurement costs and the user's use costs. So, AMD is committed to doing two things: one is to provide very low CPU, and the other is to reduce power consumption. It is a serious problem to put a lot of servers together and how much is the electricity charge. ”

As China's first overseas listed mobile internet company, NetQin intends to continue to take deep roots in mobile devices in the future cloud era. "The development of cloud computing, there must be a strong industrial relevance." The combination of mobile phone and cloud is such a cloud application. The more intelligent the phone, the more powerful computing power is needed to support it. Computing power can't all be on the phone, which requires a strong cloud capability. "Lin Yu said.

India's Wit.ny, the world's largest third-party research and development service provider, has also seen China's "cloud" business opportunities. "In the development of cloud computing in China, the role of carbonized is to provide evaluation implementation services, such as the recommended customer should use what mode, what kind of system should be built, and the other is to build, run data centers, leasing to customers, while helping to develop cloud platforms and applications." Of course, evaluation and consulting services are carbonized. "Rajan Kohli, the company's global chief market officer, told China Economic Weekly."

The military believes that at present, companies are still in the layout, the preparation stage, to see the economic return of cloud computing, at least five years to go.

The expected benefits of cloud computing

Save Hardware Investment 68%

Faster Infrastructure Deployment 66%

Reduce system Management Burden 57%

On-demand (resilient scalable delivery capability based on requirements) 51%

Automation Capacity 42%

Avoid cumbersome procurement procedures 19%

(Responsible editor: Lu Guang)