Since the introduction of Tencent Cloud in September 2013, China's cloud computing market has officially entered the Three Kingdoms era. Although Microsoft, Amazon Cloud services have been in China, the three major Chinese operators also have cloud computing products, Beijing East, Sina and other "small giants" also have cloud products, but compared to the three big internet giants, they do not have much sense of existence. Cloud computing is no longer just the provision of basic computing power, but the service of cloud power and resources. Given that Chinese Internet resources are highly concentrated on a handful of giants and have formed a pattern around several camps, the future of cloud computing will also be in the pockets of these giants, with overseas giants, operators and traditional IT vendors drinking the leftover soup of their giants. BAT is in the cloud computing market enclosure, the play has been clear.
Ali: IaaS alone, looking for a middleman
If an entrepreneur wants to deploy a website or app, his first thought should be Aliyun. Aliyun has become the first choice of application deployment, virtual server, CDN, domain name record, security and other basic services Ali can be a package to solve, the essential after-sales service is also relatively standard, which is very important for developers-imagine if the site deployed in the cloud suddenly inaccessible, cloud service provider and ignore, Entrepreneurs must be worried. Besides, Aliyun is doing well in managing the usability of the backstage, and sometimes doing promotional activities and so on, as a whole, it has really realized that cloud computing has been made into consumer goods.
However, IaaS is just one of the most typical cloud computing, with PAAs, SaaS, and personal clouds in addition. PAAs provides more application-level interfaces and capabilities; SaaS is the consolidation of upper-level services for users. Ali is already a big one in the IaaS, but it needs to be strengthened on PAAs and SaaS, and the acquisition of a gold map will help to make up for some of the deficiencies in the application-tier services.
Recently, the Aliyun developer Conference was held in Hangzhou, the organizer of the Congress for the Hangzhou municipal government, Guizhou province, Zhejiang Water Conservancy Bureau is a guest of the developer conference. Including Zhejiang government service system, the China Meteorological Bureau and other institutions have been deployed to Aliyun information systems. This is Aliyun cloud computing's hot focus: government. Ali, one of the three core strategies of finance, will not miss the big market of finance, the cloud. Tianhong Fund is the successful use of Aliyun financial case, it can be based on the results of the Aliyun flexible funds, so that funds in the Investment account and consumer accounts between the barrier-free flow, similar cloud services will eventually be applied to banks, securities, insurance and many other institutions. In a word, Aliyun is in an industry to cut into, the focus is big customers.
Big clients rely on Aliyun one after another to negotiate is not realistic, it chose the middleman to landing. Before long, Ali's "cloud-hop plan" was such a thought. The core goal of "cloud-integration Program" is to introduce the traditional software developers, integrators, subcontractors, such as "information providers" to Aliyun, so that their customers are Aliyun customers. Prior to this, Aliyun has cooperated with China Soft international and so on to deploy the information products to Aliyun. Even in order to seize the smart hardware such a small ecology, Ali also chose to work with mxchip This module manufacturers to gather mxchip inside products.
Aliyun now the biggest gap is the personal cloud. Baidu, Tencent have consumer-oriented personal cloud products. Aliyun had tried to cut into the personal cloud from the operating system level long ago, and it proved to be a failed plan. Now cooperate with the Charm clan, release YunOS3.0 don't know whether can revive. Ali hair in Business-to-business, hing in Consumer-to-consumer, Sheng in the business, overall more adept at doing enterprise-oriented market, social, search, entertainment and other consumer products are not so good at, Aliyun do IaaS and enterprise market is the natural choice, "cloud" is Ali's business.
Baidu: The King of PAAs, master developer
Baidu Cloud started early, in 2012 Baidu World Congress launched the "Seven kinds of weapons." Includes personal cloud storage PCs, multiple screen screens x technology, cloud Application generation Services site App, lbs Cloud, mobile Cloud Test MTC, Baidu application engine Bae and browsing kernel engine. In addition to PCs, it is a developer-oriented PAAs (platform-service).
In the developer-oriented cloud services, Baidu has the exclusive capabilities of LBS, cloud testing, and so on. Baidu is China's most technical gene enterprises, some of its technology still has a unique advantage, especially voice and image recognition, intelligent recommendation, in-depth learning, large data mining and prediction of emerging technologies, these are the application level of the ability rather than infrastructure, It's not hard to explain why Baidu is a PAAs and why it can do the best of PAAs.
Baidu and the government departments also have a lot of cooperation, although Baidu is also trying to enter the big customer market, but no one can deny that its advantage is PAAs and developers, directly provide virtual server such as the basic cloud services on Baidu slightly less than Ali. Baidu itself has the largest developer ecology, on the one hand, it can provide developers with a variety of capabilities based on Baidu Cloud, on the other hand, Baidu can provide access to the application of the distribution portal and PC traffic access to various resources, Baidu Network Alliance for developers to provide liquidity support.
That is, Baidu Cloud has been as a consumer business to do. Baidu Cloud The core goal of the developer, in essence, to get the developer's app for the data and users. The more developers call Baidu Cloud lbs, based on Baidu lbs Big Data forecast can do more accurate, Baidu map if you want to do marketing there are more show location. Similarly, Baidu Open voice, open image recognition, open large data engine, are to make their data more substantial and then can carry out large data business. This seems to be a confirmation of Baidu's marketing genes, because the final big data will return to marketing. In the smart hardware popular today Baidu has launched a smart health device for the Dulife cloud, the future Baidu will inevitably have more for the vertical developer Domain cloud services. Developers, will be Baidu Cloud center of gravity.
Tencent: Pianan a corner, this year to break through
Contrary to Ali, Tencent left the impression that the outside world is acting low-key. From the company's style to see Tencent more product advantages, rather than technology. So Tencent Cloud last year in Baidu, Ali several years before the launch of Tencent Cloud is not surprising, because cloud computing is a technical job. Can say Tencent Cloud is behind Baidu, Ali a big cut.
Personal Cloud is an exception, Tencent micro-cloud has been introduced in 2012 years, including the network disk, album, transmission, Clipboard and other functions, and in the last year to achieve a number of users broken billion, this time node than Baidu Cloud earlier. Can realize this is Tencent will QQ offline files, QQ mailbox near the cloud storage products do a good integration, Tencent in the promotion of personal consumer products have always been very strong.
Tencent has self-knowledge, in the cloud services start a little later, choose to focus on their best industry: games. Through the carrier pigeon push, application reinforcement and other products for game developers to provide cloud services, in view of the advantages of Tencent in the field of gaming, in the stability, concurrency, security to the game developers a good guarantee, but also in the game on the maintenance of some of the precipitation to share to the developer.
Another point for developers is very attractive, that is, the application of treasure and wide access to these two platforms, one for developers to provide user resources, a developer to provide the support, Tencent Cloud as a middle docking, nature can attract developers to come in. Now that Tencent has been successful in the game arena, the next step is to put developers ' horizons in more developers ' fields.
However, the traditional business customers are not Tencent will ignore the dishes. Compared with the competition for the Internet developers, finance, education, communications, retail and other traditional industries are the big cloud computing, rather than in the Red Sea market and Baidu are anxious to go to the blue sea market together. This year Tencent micro-credit enterprise, micro-letter cloud and other business has begun to the traditional industry to throw olive branch, but there is not a comprehensive, systematic and traditional enterprise-oriented cloud platform. A few days later, at Bo ' ao in Hainan, the Tencent Partners Conference should announce the answer.
For Tencent Cloud, this year is undoubtedly the breakthrough year. To find more developers outside of the game or to go into the traditional industry? Either way there seems to be a small challenge, developers are Baidu Hill, the traditional industry Ali has been starting for a long time. But there is no doubt that the cloud market will be more interesting next.