Hundreds of billions of dollars in cloud computing market where is the opportunity for China Cloud

March 26, Microsoft Cloud Computing Services from Windows Azure renamed Microsoft Azure, and announced the end of more than a year of trial operations, formal access to commercial areas.

Foreign capital "cloud" curve layout

china cloud market share

Limited to the Ministry of Industry on the telecom value-added Services policy related regulations, Microsoft cloud Services platform can not directly enter China, can only choose to cooperate with domestic service providers, curve into the Chinese market. Microsoft's approach is quick for foreign cloud service providers to learn from. At present, Amazon, IBM, SAP and so on in this way in China to carry out cloud computing business.

china public cloud market share

Foreign capital "cloud" in the Chinese market regardless of the curve layout of the background is the domestic cloud computing market over 40% annual growth rate, and the global cloud computing industry's composite annual growth rate of 23.5%.

china cloud providers market share

Last year, China's publicly-owned cloud computing market was more than 5 billion trillion yuan, not comparable to the size of the world's $47.4 billion trillion. But in the vast Chinese market, the weaker the foundation, the more it means unlimited market prospects.

china cloud market share 2019

According to IDC (Analysys Data Corporation), the Global cloud computing industry will reach $107 billion trillion by 2017.

alibaba cloud market share china

A commonplace but unavoidable question again--is China's local cloud computing company really ready for such a huge and high growth market, and where is the opportunity?

Where does China's "cloud" drift?

Now a very delicate phenomenon is that at present, in addition to a few such as Aliyun, music, such as cloud companies in the cloud to make real achievements, more contaminated with the local cooperation color of the cloud project either stop in the blueprint, or simply become a real estate investment projects.

Cloud computing is the Internet, the opportunity for things to network, is not a real estate advertising signs. In fact, if impetuous and frothy, China's "cloud" is ushering in the best industry opportunities.

Rick Villars, IDC's vice president for data center and cloud computing, has pointed out that the explosive development of mobile devices is the first major trend in increasing demand for cloud computing services, and "every mobile device must have a large data center to support it." Google, Verizon and other vendors are building massive data centers. ”

As early as last March, China overtook the US to become the world's largest market for smart mobile devices, with more than 500 million users in the smartphone market, close to 30% of the global smartphone market.

alibaba cloud china market share

In addition to smart mobile devices, is China's wind of wearable technology and home internet brought by the smart home industry is a huge demand for cloud computing.

Rick Villars that the future of cloud computing is the internet of things, and cloud computing is the foundation of the Internet of things. But Rick Villars points out that "there must be data centers and clouds before vendors can provide these services." ”

There is no doubt that sitting in the world's largest market is the best time for China's cloud computing companies.

At present, China's cloud computing companies are broadly divided into two categories, one is to provide a full range of cloud computing services, like Aliyun, while the other, like the all-inclusive cloud, is focusing on the video cloud, a huge vertical area of traffic throughput, in addition to the cloud computing resources needed to satisfy its own pleasure-viewing ecology, including television and mobile devices.

In mid-March, Aliyun announced the joint new Austrian, Huatong cloud data to create one of China's largest full media cloud computing platform, plotting to let the content of the TV station to cover every corner of the Internet, viewers use smartphones, PCs, pad and other terminals can be viewed anytime, anywhere, and interactive exchange.

The Aliyun subversion of television has been rife.

In fact, Aliyun only positioned itself as a platform operator, providing a stage for other less-powerful television stations to have the same sound volume as the strong brands such as Hunan TV, Oriental TV and Jiangsu TV. The outcome of this programme will require a time test.

To build an aggregation platform is the direction that Aliyun insists. In the future, the cloud will also have a vertical subdivision of this important market, such as the Internet's highest traffic requirements of the video service.

Video has become the Internet's first major service, and similar to the electric business, video services for computing resources demand is extremely flexible, peacetime and peak times will be more than 10 times-fold changes. Flexible expansion, pay-as-you-go cloud computing is now the best choice.

To Horse Spring Festival Gala Live, for example, CNTV Average daily request is roughly 40 million, but the Spring Festival evening when the request is soaring to the usual number of times. If you build a server, the cost is high, the long time aside, this huge investment in the future how to deal with the hot potato.

Eventually, CNTV adopted a cloud computing solution that saved 90% of the cost.

The vertical opportunity of the music view cloud

In general, the three main factors driving cloud computing development are flexible computing, high concurrency complexity, and faster connection access.

As one of founder's ads put it, "You can't see me, but I've been around." "In the area of video cloud, which is not well known to most users, low-key stealth has been firmly in the market for two years." It is reported that, in addition to music as its own users, it is also daily for other tens of millions of users to provide services.

Through simple and pragmatic "shooting, upload, transcoding, storage, distribution, playback," The overall video cloud services, as well as mobile phones, pad, PC, TV and other multiple-screen integration, the advanced concept of multiple-screen interaction, music and visual cloud vertically integrated the current popular use of video cloud of the electric quotient, games, education, animation, Vertical media and other industries all the elite customer coverage, and currently in a number of industries in the market share of more than 50%.

It is understood that, relative to the other cloud providers of the platform layout, Le Vision to take differentiated vertical segments of the market competition, has been targeted at users and television stations completed a set of design, as well as more than 50% market share.

At present, the services of le-vision cloud include Hunan satellite TV, Zhejiang satellite TV, Jiangsu TV and other satellite TV network platform. In other words, you see on the PC, mobile phone, tablet on the wonderful TV program, 50% of the possibility is from the music cloud services.

Domestic TOP10 website, such as Taobao, Cat, Jing Dong and other customers accounted for nearly 70%. In addition, in the customer list of the music cloud, more play, the perfect World, Beval, Rice, Bilibili, easy Car Network, Zhongguancun, Pacific, 58 with the city, Ctrip and other companies also impressively in the column.

To the outside world, the video cloud is just a cloud computing service provider but for the music company, the music is the cloud is to include music video, video super TV, music, video, music, shopping malls, network wine and other components of the whole of the ecological supply of computing resources source power.

As we all know, le Video network itself is the best in the first camp of the domestic video site, le view Super TV is to provide users with the most audio-visual experience of products, music video is the domestic film and television drama production of the first three strong.

This shows that whether from outside or inside, the brilliant position of the cloud is self-evident, and Le Yun also walk the two legs to meet their own needs as a fundamental to serve the customer as an extension, in China's cloud computing market out of a unique path of development.

In short, as a Chinese "cloud", Le Yun and foreign capital "cloud" spell is the service, and Aliyun such domestic giants than is the differentiation of market segments.

For other small and medium sized cloud computing companies in China, it is not possible to imitate the road of the cloud, but it is also worth learning from, for example, adhering to the vertical development planning of differentiation.

(editor: Heritage)