At present, China's cloud computing market has attracted much attention. Compared with the market pattern in Europe and the United States, people from all walks of life in the industry have different views on China's cloud computing market. This report aims to answer a series of key questions about China's cloud computing industry through research and analysis.
·Question 1: why is China's cloud computing market concerned? What are the driving factors for the rapid development of the market?
In 2020, the national development and Reform Commission defined the content of new infrastructure, including three aspects: information infrastructure, in-depth application technology, integrated infrastructure formed by supporting the transformation and upgrading of traditional infrastructure, and innovative infrastructure with public welfare supporting scientific research, technology development and product development. It clarified the key points of new infrastructure from the perspective of technology, application and industrialization. Among them, cloud computing is included in the new technology infrastructure, and data center and Intelligent Computing Center are included in the computing power infrastructure.
At the beginning of the year, the large-scale public health events sharply accelerated the explosive growth of market education, telecommuting, digital transformation of offline stores and other markets, and the efficiency and quality of cloud are related to the survival of enterprises. The strong performance of the secondary market has also driven the hot investment in the primary market.
·Question 2: what are the characteristics of the domestic cloud computing market? How about industrial concentration?
The upstream suppliers of cloud computing are mainly IDC enterprises, as well as infrastructure providers such as server manufacturers, network operators and network equipment manufacturers. The middle and upper reaches are mainly composed of data centers, with high industry barriers and high concentration, which makes it difficult to break the market pattern; The midstream is cloud ecology, including basic platforms and cloud native applications. Cloud computing manufacturers are responsible for providing IAAs, PAAS, SaaS and other services.
Domestic market awareness of cloud computing and enterprise services started late. Compared with the market pattern in Europe and America, China still has great potential in SaaS and PAAS layers. In contrast, the underlying facilities of cloud computing have been relatively perfect under the giant ecology. The giant's product layout extends from the bottom to the upper application, which is easier to gain advantages in the general scenario.
·Question 3: what are the pain points to be solved in the industry? What are the current solutions?
Due to the high mortality and weak payment awareness of domestic small and micro enterprises, their cloud penetration is low. With the large-scale implementation of policies such as digital infrastructure, the digital transformation of small, medium-sized and micro enterprises is imperative. For manufacturers, it is necessary to improve product standardization and flexibility on the basis of in-depth understanding of customer business, effectively help small and micro enterprises improve production efficiency, realize the value of business data and point out the business direction.
The development strategy of small, medium-sized and micro enterprises is flexible, and the demand changes often faster. Manufacturers need to understand not only customers, but also customers, extend to the downstream, strategically deploy the product matrix, and help customers seize the first opportunity in the market competition through intelligent solutions.
In the future, enterprises will pay more attention to the combination of Cloud Architecture and business processes, optimize cloud management costs, and incorporate cloud strategy into enterprise vision strategy. Cloud will become an important part of enterprise organizational structure.
·Question 4: what new opportunities brought by technology deserve attention? What impact will these new technologies have on the overall cloud computing market?
In the field of cloud computing, technology changes rapidly, and the integration of industry, University and research plays a vital role in promoting the implementation of technology. Research institutions cooperate closely with large factories, and the entrepreneurship of technical experts has become the main trend of technology commercialization. At present, investors and industry experts pay more attention to underlying technologies and applications closely integrated with the industry. In the technical field, edge computing, quantum computing, IOT platform, distributed cloud, AI cloud services, cloud native, container management and underlying open source projects gain the most attention.
The combination of edge computing and industrial Internet of things equipment can form a smart supply chain. Because it processes data in real time at the edge, it can obtain insight from interconnected equipment and systems more quickly, help organizations effectively improve operation response ability, reduce operation costs, and help solve the problems caused by today's growing amount of data The combination of IOT has become the current re investment area of the market.
Based on the increasing amount of data, quantum computing, as the most likely breakthrough to improve computing power, is gradually going out of the laboratory and towards commercialization. However, due to the high cost and limited landing scenarios, it takes a long time to form a mature industry.
As a new it concept, cloud native makes the application services of enterprises highly decoupled and reduces the development cost of enterprises. The open source ecosystem formed based on this is still a blue ocean. Under the multiple advantages of market maturity, policies and talents, it is likely that products and technologies defining global standards can appear in the domestic cloud native application market to realize curve overtaking in the cloud computing market.