Competition and cooperation in cloud Computing's three main camps

Cloud computing has never lacked the participation of large Internet companies, and with the development of cloud computing, the field has initially formed three major competing camps, the Internet camp, the It camp, and the telecom operators ' camp. The Internet camp is led by the foreign Amazon and domestic bat, mainly for the public cloud market, the IT camp mainly in IBM, HP, Huawei and other representatives, mainly for the enterprise-class customers; Finally, the main representatives of the telecom operators ' camp are at&t and the three major domestic operators, This article comes from Internet weekly.

At present, cloud computing industry has initially formed three mainstream competition camp, namely Internet camp, it camp and telecom operator camp.

In these three camps, the Internet camp mainly for the public cloud market, for small and medium-sized enterprises and independent developers to provide public cloud services. The IT camp provides private cloud products and solutions for major customers. Telecom operators also enter the public cloud and private cloud market, providing IaaS public cloud services, government and industry cloud hosting and custom services.

Internet Camp: Amazon a single show BAT "horse race Enclosure"

The market for cloud computing among internet companies is focused on small businesses and the primary user market, and may be followed by a virtual proprietary cloud and government cloud market, in collaboration with Governments and large enterprises.

In the area of IaaS, internet companies are working with software vendors to provide basic services for software development, and in the PAAs sector, providing platform services for Third-party development, providing intermediate interfaces for developers, and in the SaaS domain, by combining with end customers and channel vendors, Provide system integration services with a good user experience.

From the global cloud industry, Amazon is the top-class enterprise. IDC expects all cloud computing services in the Amazon to be 56 billion dollars by 2014. Still, as Amazon aggressively expands its cloud computing business, it has to contend with a successor, such as IBM and Microsoft, trying to feed Amazon's share of the market.

In comparison, Google has long been providing cloud computing services. As early as 2008 launched a Google App Engine cloud computing Services, and later in 2012 launched another sister version of the service, Google Compute Engine. But even so, more than half of Amazon's cloud-computing market share has kept Google in the way. At present, Google is still playing catch-up role. On the whole, Google's services are not ripe for Amazon's services.

As the pioneer of the domestic Internet cloud computing, as early as 2011, Aliyun and Sheng launched the IaaS service, and quickly attracted the major media and developers, small and medium-sized stationmaster's eyeball. After that, Baidu Cloud, Tencent Cloud, Beijing East Cloud, Sina and other Internet enterprises such as SAE.

At present, domestic Internet enterprises in the cloud industry wrestling, mainly focused on the "happy Enclosure." As the main bat (Baidu, Alibaba, Tencent) three, they provide cloud services, the surface of the circle is the user and business, its ultimate essence, the circle is the industrial value of the cloud ecological chain. With bat three as the representative of the Internet companies, the opportunity to carry out cloud computing business is that they can gather computing, network, storage services based on the basic cloud, data, user and capacity-oriented integrated cloud, as well as equipment, security, operators and other companies such as the sale of the model to merge, Assume the role of integration in the cloud industry.

It camp: A massive takeover of extensive cooperation

At present, the IT camp's larger cloud computing enterprises, mainly in the mainstream of it, software, network equipment and systems providers mainly, including Microsoft, IBM, HP, Oracle, Cisco, Huawei and so on.

In the cloud industry's it camp, the focus is on enterprise-class customers, which are both providers of services and consumers of services (end-users are internal users of the enterprise). Only some it vendors, transformed into public cloud service providers, and Internet cloud computing enterprises to compete.

Since most of the cloud market is dominated by Amazon in the Internet camp, IBM, the IT service provider, is partnering with Google in its technology research and business in order to snatch its share from its hands. At the same time, IBM and Google also plan to jointly explore the global technical observation and a large number of people to build a global network.

As for HP, Oracle and Cisco, they have transformed the previous business architecture by aggressively acquiring small and medium-sized vendors in cloud computing and partnering with large cloud computing professionals to adapt to the cloud computing industry's development model. This includes both Cisco and EMC, the strategic partnership between Oracle and Intel, and Oracle's acquisition of cloud computing customer service provider RightNow and cloud marketing software provider Eloqua.

In addition, Microsoft is not outdone in the battle over the cloud computing market. In competition with other companies in the industry, Microsoft focuses on the layout of Hadoop. Hadoop, the Open-source version of Google's core technology, is at the heart of cloud computing technology. Microsoft hopes to explore the advantages of its cloud computing business by embracing Hadoop fully and blurring the IaaS and PAAs lines in Windows Azure.

Perspective to domestic it vendors, with Huawei's most prominent cloud computing. Huawei's cloud computing layout, focused on its many years of operation in the field of operators, in response to the needs of operators, Huawei launched a "cloud-tube-end-control" strategy, in helping operators to achieve transformation, while firmly grasp this professional market. Huawei has no limits on competition strategy. For example, on the Huawei website Cloud Computing module, listed in the "partner" list, you can see such as IBM, Hewlett-Packard, Dell, Microsoft and other companies and Huawei in the cloud computing domain is both partners and competitors of traditional it vendors.

Carrier Camp: Transforming tradition and constructing ecological parallelism

In cloud computing services, the advantages of operators mainly in the network, data center, large-scale reliability, operational capabilities, corporate reputation, enterprise customer resources and relationships, at the same time through the original business structure optimization and cloud transformation, for small and medium-sized enterprises, government and industry customers to provide public cloud and private cloud hosting and custom services.

Traditional operators focus on the basic network and voice services, with the advantage of resources in this area, and gradually expand to the enterprise-level IT services, but because of large volume, slow transition, is currently mainly limited to network and system integration business.

In the transition to cloud computing, telecom operators, represented by At&t and Verizon, have captured the opportunity more keenly than domestic operators.

At&t, the US telephone and telegraph Company, has abandoned the "either-or" (all-or-nothing) strategic vision, which takes into account not only the flexibility of cloud computing itself, but also its ability to adapt to business needs and its growth with the enterprise. In view of the lack of flexibility and scalability required for traditional managed solutions, the public cloud is deficient in enterprise-class security, reliability, and scalability required by most large enterprises, at&t a hybrid cloud solution based on the current carrier status and enterprise reality requirements. A hybrid cloud is defined as a combination of shared server assets and private server assets. This cloud computing model not only plays a powerful role in the enterprise network, but also improves the utilization of existing technology investment, and increases the rapid scalability and flexibility of the cloud.

Unlike At&t's clear positioning in the cloud industry, the three domestic operators, whether China Telecom's "Nebula Project" or "The Big Cloud Project", are generally adopting a "tall" industrial strategy, trying to build a cloud computing industry base in the country by constructing a broad cloud computing industry chain. Comprehensive layout provides cloud computing services for IaaS, PAAs, and SaaS tiers.

Before, China Unicom issued a series of enterprise cloud services products, clear cloud host, cloud storage, exclusive cloud, cloud integration, cloud incubation, such as the five major service direction, focus on the ten key applications, become the first provider of enterprise cloud services operators. After that, China Telecom also launched the relevant services and worked with SAP to build the ecosystem of Chinese cloud services.

However, because operators in the technology and innovation of congenital defects, far less than internet companies and it vendors. This short board will result in operators in the IaaS and PAAs areas, will be difficult to compete with the industry's mainstream providers for a long time. The only way to make up for it is to work extensively with internet companies and it vendors to focus on the business of government cloud and industry cloud to make up for and circumvent the disadvantages of the operator cloud industry.

Summary

With the expansion of the three camps in the cloud computing industry, the market competition between the three camps began to become increasingly complex, the original division of the market positioning clearly, in mutual infiltration began to become blurred.

The future cloud industry market will face more complex competition and cooperative relations, the three camps will be more and more integration between each other, cloud computing services in the IaaS, PAAs and SaaS three areas of competition will gradually eliminate the boundaries.