During the
anti-coronavirus epidemic prevention and control period, the demand for online office, online entertainment, and online education has skyrocketed. The surge in online business has placed higher demands on the data center, and the importance of cloud computing has been highlighted. In addition, in order to stabilize the economic growth and employment situation, the country proposed "accelerating the construction of infrastructure such as 5G networks and data centers", which laid the tone for the policy side for the development of
cloud computing.
In this context, cloud computing has great growth potential in the future. For start-up companies, where are the cloud computing market opportunities? This article will cut into the market pattern and analyze the opportunities of different service models in the cloud computing industry.
First, a simple science popularization of cloud computing and cloud computing service models. In simple terms, cloud computing allows users to access configurable computer resources (servers, network devices, storage, systems, development tools, applications, etc.) through the network, and hand over computing tasks that need to be processed to these remote computer resources. Cloud computing provides users with three service models (as shown in the figure below), which are infrastructure as a service (IaaS), platform as a service (PaaS), and software as a service (SaaS), where IaaS provides IT hardware, and PaaS provides based on SaaS provides software services for IT hardware development systems and platforms.
Relationship between cloud computing deployment architecture and service model
IaaS market opportunities
According to Gartner statistics, in 2018, China's IaaS market formed an industry pattern of "one super four", with Alibaba Cloud accounting for 39.0%, leading the market with absolute advantages. IaaS has strong capital barriers and requires enterprises to have high-quality large-scale data center resources, so the industry concentration effect is more obvious. In addition, the technical barriers of the IaaS layer are high, and the first entrants can take the lead in completing the technology accumulation, which has a first-mover advantage.
China's IaaS market share in 2018
For the IaaS market, start-up companies want to gain a place in this field, avoid the "One Super Four" business area, and actively seek cooperation. At present, in order to occupy the market faster, IaaS head vendors mostly provide comprehensive public cloud services with a high degree of standardization, such as cloud hosting and cloud storage services suitable for all walks of life, and are more involved in customizing private clouds and characteristic industry clouds. less. Therefore, on the one hand, startups can enter the market by providing customized private
cloud services and collaborate with public
cloud vendors to create hybrid cloud services; on the other hand, they can enter the market by creating cloud solutions for special industries or focusing on a certain functional module, such as focusing on research Industry areas such as video cloud, financial cloud, or game cloud, or focus on functional areas such as cloud storage and network distribution.
PaaS market opportunities
According to IDC estimates, in the first half of 2019, China's PaaS market is still dominated by Alibaba Cloud, accounting for 37.30%. The PaaS service is based on the hardware equipment provided by IaaS, which extends upward from IaaS. The advantages of the giant are still very obvious.
China PaaS market share in the first half of 2019
PaaS, as the middle layer connecting IaaS and SaaS, is generally divided into two categories: IPaaS and APaaS. Among them, IPaaS is extended from IaaS. The main service is to provide the underlying platform of development tools. This part of the market is relatively concentrated. The traditional IT giants (Ali, Tencent, Huawei, etc.) are the first to distribute and divide the market; APaaS is extended from SaaS The main service is to provide a platform for application deployment and operation. This part of the market is preempted by SaaS vendors, and IT giants will come up later, but there are many subdivisions and the market gap is large.
Opportunities for startups in the PaaS market are currently concentrated in APaaS. There are many segments in this segment, and customized services are required for different segments. Therefore, the needs of a segment are deeply explored to be specific and precise. Company is expected to break out.
SaaS market opportunities
According to IDC estimates, there are currently many SaaS participants at home and abroad. The first few are traditional software vendors (such as Kingdee, Microsoft, Salesforce, etc.). There is no significant difference in market share between each other, and the market pattern is fragmented.
China's enterprise-level SaaS market share in 2018
As an application service layer, SaaS is divided into two major categories: industry vertical SaaS and business vertical SaaS. At present, the vertical SaaS business is occupied by many companies that started with traditional software, and competition is becoming fierce. However, due to the high standardization of this part of the business (applicable to various industries), it is difficult to meet the individual needs of high-end customers. Seize the core business demands of the industry, dig deeply into the individualized needs of enterprises, and propose personalized solutions, and still have the opportunity to occupy a place; the vertical SaaS industry started late, the market is in a fragmented stage of rapid growth, and the opportunities for new entrants are more Large, start-up companies can provide a complete set of business closed-loop services in a specific industry through in-depth understanding of the business logic and business model of the specific industry.
Conclusion
In general, for startups, the core of whether they can catch up with the development trend of
cloud computing is the following two points:
1) Avoid the business fields of the initial manufacturers. At present, the business standardization of the head manufacturers is relatively high. Start-up companies can choose to focus on a specific segment, deeply understand the core business logic and demands, and provide professional and personalized services. ;
2) Cooperate with the head manufacturers. At present, customers' demand for personalized services is increasing.
Startups can provide personalized services in a certain field on the basis of standardized services, and cooperate with head manufacturers to develop products.
