Cloud computing "disrupting" data center industry pattern

At the beginning of the 2013, the data center industry boom quickly hit. January 12, the Ministry of Industry and other five ministries issued a "data center for the construction of the layout of some guidance advice" to accelerate the data center in China, especially the large data center of the rational layout and healthy development. Shortly after January 23, Huatong joined hands with Aliyun to build a cloud data center.

In fact, in 2012, with the promotion of policy and market demand, the scale of China's data center industry continued to grow rapidly with double-digit growth. Internet, IT, broadcasting and other fields of enterprises have entered, and the rise of cloud computing model broke the old pattern of the market. such as Microsoft, IBM and so has begun to beach IaaS field, domestic Internet enterprises such as Sina, Tencent, Shanda, Ali, such as the use of cloud computing platform launched Cloud host, Huawei, ZTE and other large enterprises will also join the cloud services array.

Then, in the domestic IDC industry fierce competition situation, the new Internet enterprises How to change the traditional data center hosting and leasing business, innovative operation mode to explore the potential of IDC industry? What impact does the public capital enter the IDC industry to the present market pattern? How can telecom operators make use of cloud computing innovations and value-added applications to improve profitability?

The market is in a period of great development

In recent years, with the development of China's internet industry and the continuous improvement of enterprise informatization level, data center, as an important infrastructure of internet and social informatization, has been paid more and more attention. "For the current data center industry trends, the Ministry of Communications Research Institute deputy Dean Liu Do said," The data center market has been growing at a rate of 40%, mobile internet, cloud computing, Internet of things, large data and other areas of technology development, bringing to the entire IDC industry a new upsurge.

Throughout the 2012, the rapid development of China's data center industry, a number of industrial policies promulgated. June 2012 Ministry of Industry issued the "on the encouragement and guidance of private capital to further enter the telecom implementation of the views" to support private capital into the IDC market, December 2012 issued the "further standardization of Internet Data center business and access Services business Market access" program, Opened the application for IDC licence.

Why is the IDC industry now ushered in the era of great development? Ministry of Industry and Telecommunications Research Institute of the Internet Center Gao from the market demand, the first is because of the overall social demand for IDC. On the one hand, Internet users have been to more than 560 million, according to estimates, the demand for Internet traffic by 2015 than the end of 2011 increased by 7 to 10 times times. "This means that the industry needs to add more than 1.6 million servers, meaning that the capacity of the Internet Data center needs to be increased by one times to meet user needs." ”

On the other hand, enterprise and government informatization demand will grow. The level of domestic enterprise information is low, with tens of millions of of small and medium-sized enterprises, small businesses, but only 10% of them have their own web site. Although the information level of government has gone through more than 10 years ' development, it is in fact relatively low, only 9% of the government organization information application is more mature.

At the same time, 2012 is also the domestic cloud computing landing a year, operators, the Internet and other enterprises to build a number of "cloud" data center. In IDC expert Ti Xinhua view, the entire IaaS business 2012 years market scale only 500 million yuan, only 1% of the proportion is using cloud computing technology. "So cloud IaaS market space is very large, 2013-2014 years is the opportunity of many enterprises, is expected in 3 years China will have 3~5 a very large cloud computing company rise." ”

From the world IT industry development, more than 50% it needs are services and software, but more than 80% of the domestic demand is hardware, this is also the need to change the local, because a large number of enterprises own data center construction and can not be fully applied. Industry experts said that China's government in different occasions and channels to guide the current IT procurement, from the traditional hardware procurement mainly to it software procurement. "And these procurement services mean that there is a great opportunity for the IDC to grow." ”

Multi-enterprise Potence cloud Service

In this context, enterprises in the positive and rapid "grab position", the IDC field of increasingly fierce competition. As we all know, the three major telecom operators in 2012 vigorously develop cloud computing data center, launched Cloud host, cloud storage and many other business, and actively expand the market IDC cloud services.

At the same time, traditional internet companies are starting to enter the market. Sadie Consultant Cloud Computing Research Department general manager Wu Lizhi said that the foreign has Amazon, Google, domestic Baidu and Alibaba. Device manufacturers, whether they are enterprise-side or client-side, are also starting to launch cloud-based data center services. Microsoft, Ufida and other software vendors began to enter the field. Traditional IDC manufacturers are also doing a new alternative, such as the November 2012, the century interconnection announced the cooperation with Microsoft to open up the domestic public cloud services market.

Ti Xinhua says internet companies offer cloud services, making it possible to start with a "bag business" from scratch. Start-up enterprise IT resources deployment cycle can be very short, immediately enter the business operation phase. For example, on the cloud platform built by Amazon, a team built a company worth 1.2 billion of dollars a year or so. How can Chinese companies replicate this myth? This relies on the support of Internet companies ' cloud services.

Similarly, the radio and television industry operators also lonely. It is reported that the new building of the cloud data center in Zhejiang province is the first cloud computing industry park in Zhejiang Province, the entire province has formed a large-scale social, corporate, family and personal cloud services, cloud application layout and capabilities.

It is understood that in order to promote the "cloud computing" industry's all-round development, Hua number group, Aliyun, net new technology and other well-known enterprises powerful joint, composed of "cloud application development of the Commonwealth" to China Group Network and cloud computing infrastructure resources, Aliyun cloud computing platform, as well as the network of new technology software technology advantages, in "Cloud network, Cloud resources, cloud technology , cloud platform, cloud application and so on to play their respective advantages, to create a full range of resources, comprehensive cloud application services.

"China has launched the ' three cloud ', including personal cloud, SME cloud and government cloud, these businesses are gradually flowering, generating revenue." If we have recently won the Hangzhou municipal government's desktop cloud project, deployed 3,000 mobile phone cloud desktop, later added together there will be 20,000 of the scale. Said the Chinese number of people concerned.

Private capital entering IDC market

A Microsoft source said that the IDC industry chain before the telecom operators and IDC Enterprises to provide data center hosting business, Sina, Sohu, Tencent, Alibaba, etc. based on the business want to end consumers or corporate users to provide Internet services. At present, with the increasing competition, the development of cloud computing technology, IDC value began to change. As long as the internet and other non-traditional IDC business providers will be data center racks, bandwidth, power supply, provide low-cost and high-quality it resource leasing services, there will be users or companies willing to pay to use.

Few enterprises are willing to be the bottom of the IDC value chain, or to expand their business on the basis of their existing customers. "Alibaba, Shanda has launched Cloud host business, they have mastered a large number of customers, but also mastered the need for more money, why not earn?" ”

However, in the past few years, the industry has accumulated a large number of investment in the telecommunications industry demand, because the IDC operating licence is discontinued, so some enterprises can only through a not very compliant way to carry out the relevant business, or to enter the field in the form of licensing transactions.

June 27, 2012, the Ministry of Industry issued the "on the encouragement and guidance of private capital to further enter the implementation of the telecommunications industry," the door to enter the telecommunications sector has been opened, telecommunications industries to the diversification of operations, technology integration and other trends. December 2012 Ministry of Industry issued a standardized data center and Access Services implementation program, means that the door to the IDC business Access officially opened.

"The entry of private capital brings great vigor to the whole industry." In this respect, Ministry of Industry and Telecommunications Research Institute deputy Dean Liu Do said, the information on the data center is also put forward a lot of, very high requirements, therefore, the IDC industry should be diversified to the operating body, customer market diversification direction to carry out development. New market rules and market environment will be gradually established, so that the development of China's IDC market and the pattern of competition will certainly bring very far-reaching impact.

Telecom operators want to complement private enterprises. Cannan, deputy general manager of China Unicom IDC Operations Center, said that in the future, China Unicom may have to cooperate with private enterprises in cloud hosting and cloud storage business. "Because now the government for private enterprises to open value-added telecommunications services in the network interoperability of the quality of our work to do, so for small and medium-sized Enterprises cloud host, cloud storage services, we can next step through cooperation, increase the promotion efforts." ”

"But this development from the Government's point of view, or from the user's point of view, from the IDC operator's point of view, should promote the quality of business growth, rather than blind growth." "Gao, senior engineer of Internet Center, Ministry of Telecommunications Research Institute.

Cloud Platform Innovation Telecom IDC mode

The traditional IDC business includes the provision of racks, bandwidth, such as resource-oriented business, telecom operators due to network base, scale effect and state-owned enterprise background to occupy the advantage. With the advent of the cloud computing era, IDC's traditional business is facing the competition of it vendors and Internet enterprises, and the innovation application of IDC industry is imminent, especially for telecom operators.

For operators to respond to market challenges, Cannan said that from the perspective of future industrial change, the form of IDC as an infrastructure may be more prominent, the new business is no longer a simple traditional hosting and bandwidth access business form, "the next 2-3 years, our business model to move to the cloud service model, And the traditional IDC as its only infrastructure.

From the perspective of cloud computing IaaS (infrastructure, service), Cannan said that IaaS is still biased at the bottom, service value and profits are not too high. "The future we will consider also to extend to the PAAs layer, in the entire cloud platform industry hatch angle, we want to innovate business model and service model, build China Unicom's ability Cloud incubation platform, build one-stop incubator environment." ”

In the "Software" package, China Unicom to gradually improve the partner incubation service flow and operating base mechanism, mainly reflected in the first from the market demand to the end of the product end-to-end process to be quickly established; the second is bundling, including marketing bundling, solution bundling, in terms of platform, resource capability availability, China Unicom helps partners reduce development costs and stimulate the incubation of the entire industry.