Perspective Cloud Computing: The space of the cloud's leveraged end

Basic conclusion Research ideas: in the "cloud", "tube", "end" of the new round of ICT Industrial Revolution, the transition of China and China's ICT industry will make a difference. The continuous technological innovation ability, the increasingly perfect management ability, the vast market with abundant funds will be driven by the national will to realize the rise of China's ICT industry. In the process, a large number of great Chinese ICT enterprises will be produced.

Stock options: First, we are optimistic about the global trillions of dollars in the integration of terminal market space, more optimistic for the terminal to provide fusion chip independent innovation vendors, national technology is a provider based on RF, communications, security, integrated chip solution Provider, industry opportunities, Independent innovation and management capacity is our optimistic long-term development trend of the core logic; second, we are optimistic about the mobile internet and cloud computing convergence trend, the former competition focus is the content platform contention, and the latter is the PAAs platform contention, We believe that the Shenzhou-Yue is fully equipped with the ability to migrate and transfer from the mobile Internet platform provider to the cloud based PAAs platform; Thirdly, in the new wave of ICT industry revolution, which is driven by the cloud tube end, we believe that ZTE is expected to rely on diversified technology innovation, rapid delivery capability, International market expansion and other factors to achieve a comprehensive breakthrough, and the company's current value seriously underestimated.

Portfolio: Small selection of national, medium-sized Select Thai Yue, large-scale election ZTE, referred to as "Cathay-Thailand ZTE."

Main Content The leverage effect of the cloud tube end: The lower the cost of unit information processing and the higher the cost of unit message transmission, the greater the leverage effect. The cloud and end are like the ends of a lever, fulcrum is broadband, cloud computing processing efficiency and broadband transmission speed together determine the leverage effect ratio, the essence of the lever effect is the unit information processing cost continues to decline will lead to the end of the scale of horizontal expansion and application types of vertical extension, scale and application types of expansion speed will be several times the decline in cost , this is the lever effect of the cloud tube end. Looking back on history, we found that the application of electricity in the transition from life to production, from lighting to power and the field of electrical and chemical industry has been more than 10% of GDP growth over 30 years, which means 30 years 87.5 times times the benefits!

Similarly, we predict that the cloud computing market will achieve an average annual growth of 18% in the next 5 years, with a market size of $60 billion trillion in 2015. In 2016-2020, we expect the growth rate to grow by 26% per cent annually with the advent of IoT-driven computing and storage-resource demand, to $600 billion trillion in the cloud market by 2020.

-Side space: We believe that the spread of cloud will also pry into the vast "end" of the market: one is that cloud computing will make information as ubiquitous as electricity, and ubiquitous means a huge scale of demand space; the second is that cloud computing will make information "cheap", which means that its popularity will be the same as electricity to pry downstream, so that a large number of finalEnd calculation, storage resources move to the cloud, resulting in greater demand; the third is that the inflection point of cloud computing should be the same as electricity, which is the popularization of the technology in the field of non-life. We believe that the popularization of the technology of the Internet of things will bring a huge amount of data processing demand, only the cloud We estimate that cloud computing will grow at an average annual rate of 18% and ten years (2016-2025) per year for five years (2011-2015). By 2025, it will pry into the downstream 4.5 trillion dollar market, marking the arrival of the new ICT technology revolution!

(editor: Heritage)