China's cloud services market tends to develop rationally

A few days ago, the Ministry of Industry and Information Technology, deputy dean of the Institute of Telecommunications Liu Do detailed information on the development and situation of public cloud services at home and abroad. Liu Do pointed out that 2012 China's public cloud services market size is only 3.5 billion yuan, which is not only far less than the United States and Japan and other developed countries, but also less than Amazon cloud computing revenue one-third.

In the cloud services market 3.5 billion yuan large plate, PAAs and IaaS services accounted for relatively small, more than 80% or enterprise-class SaaS services, Internet companies have become the main force. Although the scale is still small, but it is gratifying that the industry's recognition of cloud computing is gradually increasing, and the construction of related infrastructure is gradually becoming rational.

Cloud services in Infancy: Market size is only 3.5 billion yuan

On a global scale, public cloud services should be said to have become the most dynamic growth point in the global ICT sector, and a 25.3% growth rate has become a strong driver of overall it growth. By 2015, public cloud services are expected to account for 46% of the new growth in the overall IT spending.

Public cloud services, including IDC, have become an important part of the Internet infrastructure. Of the top 500,000 sites in the world ranking, there is already some use of the services provided by the public cloud service, up to 50%, "in particular, Amazon, a contribution to the North American Internet traffic share of 1% of the world's internet users, every day One-third visits will be structured on the Amazon AWS Platform." ”

At the same time, public cloud services have become entrepreneurial incubators for internet start-ups and startups. New internet companies in the United States, for now more than 90% are using cloud services as the basis for entrepreneurship, so the entire cloud services to the global ICT contribution is very large. "Liu Do said.

But Liu Do also pointed out that, from the global public cloud services market, has not reached the point of full outbreak. "On the one hand, the share of public cloud services in the total IT market is still relatively small." According to Gartner, the market for global cloud computing in 2012 will reach 107.2 billion, with IaaS, PaaS, and SaaS as the market size of the entire three categories of business is $ more than 20 billion trillion. The size of the global IT market reached 3.67 trillion in 2011, so the share of public cloud services in the overall IT market is still very low. On the other hand, the global cloud services market development is very uneven, mainly in Europe, America and Japan and other developed countries and regions, of which the United States now accounts for 60% of the share. ”

Whether from the absolute value of market scale or relative values, China's cloud services market is also at the initial stage of development. 2012 China's public cloud services market scale is only 3.5 billion yuan, compared with more than 20 billion U.S. dollars business, the absolute value is relatively small; relative value, the public cloud services in China is only one-fifth of Japan, the United States One-thirtieth, still less than the Amazon Enterprise Cloud computing turnover of One-third.

Data Center Construction Fever: Internet enterprises become the main force

"The influence and contribution of our public cloud service to the ICT industry pattern is very limited." But in such a limited, initial growth process, the public cloud service enterprise groups are constantly forming and growing, and Internet enterprises are the main force of the market. "Liu Do said.

At the PAAs level, China's market size is about 184 million, mainly in some large Internet enterprises. "In the process of providing business, PAAs profit model has not been formed, the real profitability of the enterprise-level application is still relatively small, and the revenue is smaller." ”

In the IaaS level, China's market size of about 500 million, at present the initial formation of two large and small pattern, including Aliyun and Sheng, the small is a large number of IDC and cloud computing start-ups, their size may be less than 100 units or hundreds of units.

At the SaaS level, our market size is about 2.8 billion yuan and the largest of the three levels. Mainly enterprise-class software services, although the scale of the platform is generally not large, but the revenue relative to the first two business or better.

In response to the industry's widespread concern over the phenomenon of cloud computing overheating, Liu said that the industrial recognition of cloud computing is gradually improving, and the construction of related infrastructure is gradually becoming rational. "The boom in data center construction in our country, last year was very hot in fact, it should have cooled down, from the number of projects and investment significantly decline can be seen." The other is the transfer of the main infrastructure construction, gradually from the government-led to the enterprise-led construction, are the three major operators and large Internet enterprises, the entire cloud services market in the rational. ”

(Responsible editor: Fumingli)