Can cloud really save traditional software vendors?

Cloud computing has been on the conceptual basis for the past few years and there are few mature application cases that can be said to have landed correctly. Ufida recently released the third quarterly report, its net profit fell 96.5% Year-on-year, loss level further intensified, only the third quarter of the loss of 131 million yuan. Although the company's chairman Wang Wenjing shot nearly 200 million yuan repurchase stock bailout, can not save Ufida share price continued to fall.

Although the use of cloud computing strategy transformation, but clearly did not achieve the desired goal. Zhang Benhou, research director of the ITC Business Department at HC, said the market demand for cloud computing in China may not have reached the level of the outbreak.

Kingdee loses up to 286 million in the first three quarter

Zhang Benhou told reporters that because the macroeconomic situation is not very optimistic, most enterprises will continue it investment to save costs, which caused the loss of Ufida. For net profit decline and huge losses, Ufida also explained in earnings, the main reason is this year is affected by the domestic macroeconomic environment.

"It is not tenable to explain in the context of the macroeconomic downturn alone, because the net profit of Ufida has fallen far beyond the industry average, either in the previous three quarters or in quarterly data from the third quarter." "said a software industry analyst who asked to be anonymous.

Qihoo 360 People told reporters that in the context of broadband rapid popularization, the internet has been speeding up, the traditional software industry will be more and more network integration, including large enterprises private cloud, such as enterprise-class cloud services are also booming, through the network online solutions, is gradually eroding part of the traditional software market.

In fact, in the industry, the decline of Ufida is the cloud is represented by a variety of new models and new application impact. Can be proved that, not only ufida, the entire traditional software industry has generally been plunged into losses, such as Kingdee in the first three quarters of this year, the loss degree is as high as 286 million yuan.

Traditional software will eventually be replaced by SaaS

For the future of traditional software, Dan, vice president of research and Development of North Sen company, gave a definite negation.

As a standard software services company operating in accordance with SaaS mode, North Sen is also facing temptation. Dan told our correspondent, "Prior to the customer directly asked the North Sen for its customized set of talent management software, gave 3 million-5 million yuan development costs." We finally rebuffed. ”

"If we do, we become a traditional software company," he said. "In Dan's view, North Sen can not backtrack," the traditional software is a direction of no way out. ”

Dan told reporters, "Traditional software to promote the cycle relatively long, do the needs of people to do half a year, do research and development of the person to do six months, a year later you use the time to find that the customer's needs have changed, but this time you use is always based on a year ago survey of product results. ”

She further said that now the Internet has changed the entire research and development model, North Sen can be all customer needs in the first time to collect, at the same time set up a customer center, the first time the customer's information into the platform many details of the function of the expansion. Therefore, does not need the customer to propose, the North Sen will in the first time pushes many functions to the customer before and provides the corresponding training support. "including a newly launched customer success Manager is a cloud-based service based on business consulting. ”

"For the development of the traditional software industry, mature architecture and historical accumulation will sometimes become a burden." As early as 360 launched Cloud security products, some anti-virus manufacturers did not update the technical framework in time, hindered its development of cloud security products. "In this respect, Qihoo 360 said.

Zhang Benhou that, in the short term, in the absence of large-scale use of the situation, the cloud service model is difficult to the Ufida to bring practical results, but have to continue to burn money for storage. It is reported that only by the end of 2011, Ufida has invested in cloud computing business 1 billion yuan; this May, Ufida also announced the non-public offering of shares raised 1.88 billion yuan into the cloud project.

Cloud computing looks beautiful.

China's cloud computing is mainly SaaS (software as a service), PaaS (Platform-Service) and IaaS (infrastructure services) three forms, "Twelve-Five" during the overall scale of the cloud industry chain will reach trillion. Gartner's latest study also shows that the global public cloud services market is expected to reach $109 billion trillion, an increase of 19.6% per cent year-on-year.

"At present, cloud computing is mainly government-led and supported, which is the need of national informatization strategy." The reality is that cloud computing may not have reached the level of the outbreak. You can look at the companies that touch, and there's not a lot of real use of cloud computing. Zhang Thick in an interview with reporters said.

In the national "Twelve-Five" development plan, the State Council "on speeding up the cultivation and development of strategic emerging industries decision" and the Ministry of Science and Technology "China Cloud Science and technology development" Twelve-Five "special Planning", the National cloud computing industry layout is being formed.

However, a cloud computing services business told reporters that they have made a lot of effort in host security, the biggest concern of customers is data security. Although the cost-saving effect is obvious, because the "cloud" server is located in someone else's room, most customers are not acceptable, fearing that their privacy will be leaked.

In Qihoo 360, President Xiangdong, Cloud computing is not a technology, but a service. In other words, the nature of cloud computing should be to meet the specific needs of customers tailored to customer applications. In the past few years, cloud computing has been stuck in the concept of speculation, there are few mature application cases.

Industry and Information Technology Department of Software Services division Chen Wei also said that cloud computing at present there are many aspects of the problem, including the lack of security standards, the lack of strong driving applications, such as two of problems.

Zhang Benhou that Ufida want to use cloud computing to achieve breakthroughs, must be in the product design to come up with very convincing things, and patiently waiting for the outbreak of the market.

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