In 2023, the scale of my country's cloud computing market is expected to exceed 300 billion yuan——
"Four Clouds" Bring New Opportunities
According to the 2021 China Cloud Computing Market Report released by Canalys, an international analysis agency, the size of China's cloud infrastructure market has reached US$27.4 billion. It occupies 80% of China's cloud computing market and holds a dominant position.
In recent years, my country has made great achievements in the construction of digital economy.
As an important part of the new infrastructure, the cloud computing market space will become larger and larger, the pace of technological innovation and industrial development will continue to accelerate, and the service model will become more diversified.
With the gradual advancement of cloud-network integration and cloud-edge collaboration, the application breadth and depth of cloud computing will continue to expand, and will play an important role in promoting the quality, efficiency, and power changes of economic development.
Rapid development momentum
In recent years, the annual growth rate of my country's cloud computing industry has exceeded 30%, which is one of the fastest growing markets in the world.
Especially since the outbreak of the new crown pneumonia epidemic, the demand for telecommuting, online education, and online conferences has exploded, which has further promoted the rapid development of the cloud computing market.
The latest report released by iiMedia Research shows that the size of my country's cloud computing market will exceed 230 billion yuan in 2021, and it is expected to exceed 300 billion yuan in 2023.
"After more than ten years of development, cloud computing has entered a new stage of active innovation, widespread popularization, and prosperous application from a concept." Jia Zijun, deputy director of the China Electronics and Information Industry Development Research Institute, said that the cloud computing industry structure has been continuously optimized, covering The industrial chain of consulting, design, deployment, operation, and maintenance has been gradually completed, and a number of key enterprises with global influence such as Alibaba, Huawei, Tencent, and Baidu have been cultivated in China.
Cloud computing technology is developing rapidly.
At present, domestic cloud computing backbone enterprises have made continuous breakthroughs in key core technologies such as large-scale concurrent processing and massive data storage, as well as emerging fields such as containers and microservices, and some indicators have reached the international advanced level.
For example, the 12306 railway ticketing website shares the query business to the cloud through hybrid cloud deployment, which can support up to 400,000 queries per second during the Spring Festival travel period while ensuring the security of local data.
Cloud computing application scenarios continue to expand.
With the widespread popularization of government affairs cloud, financial cloud, energy cloud, and transportation cloud, the proportion and application depth of government and enterprises have greatly increased.
For example, in the field of government affairs, over 90% of the provincial-level administrative regions and 70% of the city-level administrative regions in the country have built or are building government cloud platforms.
"At present, cloud computing has become the way that most application software provides software services, and cloud computing services are also changing from the basic data center services in the past to the service mode of outputting solutions. In addition, the willingness of individual users to pay among cloud computing users in my country It has risen, and private cloud space is becoming more and more important to individuals," said Pan Helin, co-director of the Digital Economy and Financial Innovation Research Center of Zhejiang University International Business School.
Enterprises have their own characteristics
Enterprise cloud migration is an inevitable trend in future development. Hybrid cloud and multi-cloud have become an important starting point for enterprises' digital transformation.
Yang Yirui, senior consultant of Zhongcheng Think Tank, believes that in the post-epidemic era, online office, remote collaboration and other services have become popular. In addition, with the launch of the new infrastructure project of "East and West Calculation", the acceptance of cloud services by enterprise users has been improved.
It is understood that the current "four clouds" focus on different areas.
Jia Zijun introduced that Alibaba Cloud started the earliest in China. At first, it was mainly used in Alibaba's e-commerce platform. In recent years, it has continuously launched and upgraded a number of self-developed products and technologies, and has established a complete set of cloud solutions from the underlying data center to the upper-level product solutions. Architecture.
HUAWEI CLOUD has integrated software and hardware delivery capabilities, and has always maintained a leading position in the field of government cloud and private cloud, and has continuously expanded the customer base of Internet companies.
Based on business accumulation and experience in social networking, gaming, video and finance, Tencent Cloud is mainly engaged in the audio and video live broadcast, entertainment and game industries, and ranks in the forefront of the financial cloud market.
Baidu Cloud combines AI technology with cloud infrastructure services, focuses on intelligent services to highlight differentiation, and actively practices in manufacturing, finance, energy and other fields based on "integrated cloud and intelligence" technologies and products.
"Currently, the development models of cloud computing with different emphasis make each segment have leading computing power supply." Pan Helin said.
In the financial field, Qiu Yuepeng, vice president of Tencent, chief operating officer of the cloud and smart industry business group and president of Tencent Cloud, introduced that Tencent Cloud's enterprise-level distributed database TDSQL has served nearly half of the top 20 domestic banks.
In the field of energy, Li Qiang, vice president of Tencent and president of Tencent's smart industry and service industry, introduced that Tencent leverages its digital twin capabilities and digital connectivity capabilities to unite companies in the energy industry to jointly create multi-scenario carbon neutral solutions and help more companies throughout the chain Road improvement and efficiency.
In the industrial field, Baidu Smart Cloud Kaiwu Industrial Internet has been deeply expanded and implemented in about 10 regions including Guiyang, Chongqing, Tongxiang and Suzhou.
In terms of industrial quality inspection, Baidu Smart Cloud occupies the first market share, and has established cooperation with more than 300 enterprises in more than 18 industries such as automobile, equipment manufacturing, and steel, including Geely Automobile, Hengyi Chemical Fiber, Sany Heavy Industry and other industry leaders .
intense market competition
Yang Yirui believes that at present, the differences in cloud service supply are small, the supervision is becoming more and more standardized, the industry is accelerating "involution", and the market competition will be more intense in the future.
Not satisfied with the existing market, leading companies are trying to expand their areas of advantage.
According to Qiu Yuepeng, in the past three years, Tencent has invested more than 120 billion yuan in research and development, and continued to build a complete self-developed system including chips, servers, operating systems, and databases.
In 2021, the three major products of Tencent Conference, Enterprise WeChat, and Tencent Documents will be officially integrated.
On these foundations, Tencent Cloud helps many users in government affairs, finance, industry, energy, retail and other fields to go to the cloud and accelerate the realization of digital transformation.
HUAWEI CLOUD, which has always maintained a leading position in the government affairs market, released the "Cloud-Cloud Collaboration" strategy in 2021, further expanding its competitive advantage for users in the Internet field.
So far, HUAWEI CLOUD has launched more than 220 cloud services and more than 210 solutions, gathered more than 30,000 partners around the world, developed 2.6 million developers, and launched more than 6,100 applications on the cloud market.
In China, HUAWEI CLOUD has served more than 600 government clouds and more than 140 industry clouds, helping more than 35 city government clouds upgrade to cloud native.
The Canalys report pointed out that in 2021, Huawei Cloud will account for 18% of the Chinese market, with an annual growth of 67%.
"The market structure of cloud computing is undergoing profound changes. In addition to the 'four clouds', telecom operators, Kingsoft and other cloud service providers are also increasing their investment, driving the market competition to become increasingly fierce." Jia Zijun said.
For example, based on JD's digitally intelligent social supply chain, JD Cloud, which "knows the industry better", has carried out in-depth digital practice in retail, logistics, urban, finance, energy, transportation, automobile and other industries.
At present, JD Cloud has provided industrial digital upgrade services for more than 1,500 large enterprises such as BAIC, Zoomlion, and Sany Heavy Industry, as well as more than 1.52 million small, medium and micro enterprises.
"Currently, the supply capacity of cloud computing technology products and services is still insufficient, the solutions for specific industries are still limited, there is no effective solution for cross-cloud platform application migration, and the differentiated and personalized needs of enterprises cannot be effectively met." Jia Zijun believes that , to support cloud service providers, software manufacturers and industry enterprises to strengthen the connection between supply and demand, promote the migration of more information systems to the cloud platform, popularize and deepen the application of cloud computing, and effectively improve the development level and comprehensive competitiveness of enterprises.
"It is necessary to continue to increase relevant R&D investment, and use technological innovation and innovation to solve the individual needs of cloud enterprises." Yang Yirui said.
(Economic Daily reporter Huang Xin)