Each reporter Jiang Peifang Wang Jing edited by Lu Xiangyong The reason why many government affairs cloud low-price successful bid events can cause industry disputes reflects the fact that China’s government affairs cloud service market has entered the market outbreak period, and the speed of the migration of government services to cloud computing platforms has been accelerating. Cloud computing has become an important guarantee for our country to improve the level of government affairs management and tap the economic potential. In fact, apart from the government affairs cloud, current cloud computing applications are gradually being penetrated and integrated into the traditional industries such as manufacturing, finance, transportation, medical and health, and broadcasting and television, and have promoted the transformation and upgrading of the entire traditional industry. In the face of huge market demand, how can domestic technology companies not make every effort? The initial setting of domestic cloud computing The “2016 China Cloud Service and Cloud Storage Market Analysis Report†recently released by the operator World Network shows that in 2016, the scale of China’s cloud service market exceeded RMB 50 billion, reaching 51.66 billion yuan. It is expected that the market share of cloud computing in China will reach 2017. More than 69 billion yuan. The first Chinese companies such as Alibaba and Huawei that entered the cloud market, as well as Amazon, Microsoft, and other companies, all made money in the cloud market and earned a soft hand. Divided by market participants, cloud services come from operators (telecom, mobile, and China Unicom), traditional IDC (from the original engine room business to cloud), foreign companies (such as AWS and Azure), and domestic traditions. IT vendors (such as Huawei, Inspur), BAT, and domestic native cloud computing companies (such as UCloud). It can be seen that today it is embarrassing to say that you are a technology company. "Now, the domestic cloud computing industry is dominated by Ali. Tencent and Baidu are all chasing. Tencent hopes to catch up with Ali as soon as possible. Secondly, operators do not do much in this regard, because operators There are no ways to fight with Ali from the perspective of funding or direction. Therefore, in some projects, operators even pull in partners (Microsoft, Huawei) to participate; while traditional enterprises, such as Inspur and Shuguang, mainly do private clouds in public clouds. There is not much to do," an industry veteran told reporters. Public cloud usually refers to the cloud that third-party providers provide to users and is considered to be the main form of cloud computing. On the evening of January 24, Alibaba Group announced its financial report for the third quarter of fiscal year 2017 ending December 31, 2016. In the quarter, the cloud computing business continued to expand its market leadership position, doubling the number of paying users in the same period last year, and promoting Alibaba Cloud’s revenue growth for three consecutive years in the seventh quarter. Data show that the cloud computing business revenue for the quarter was 1.764 billion yuan, an increase of 115% over the same period of last year, and the number of paying subscribers reached 765,000, an increase of 100% year-on-year. Historical data shows that since the second quarter of 2015, Alibaba Cloud has maintained a three-digit revenue growth rate, and achieved revenue of 1 billion in the first quarter of 2016, reaching 1.764 billion yuan this quarter. The number of paying users increased from 500,000 in the first quarter of 2016 to 765,000 in the quarter. According to a February 28 report by the Financial Times of the United Kingdom, the continued rapid growth of Alibaba Cloud led to a "bullish" trend in the investment community. This cloud computing service provider, which holds more than 40% of the Chinese market, is extending tentacles to the global Internet. The market, with Amazon, Microsoft formed "3A" (Alibaba, AWS, Azure) race has just started, technical strength will determine who is the winner. Tencent's cloud service momentum is also very rapid. According to Tencent’s fourth quarter 2016 financial report, “Teng's other business revenues increased by 289% from the same period last year to RMB 6.385 billion in the fourth quarter of 2016. This increase was mainly due to Tencent’s growth in payments related services and cloud service revenue. †On September 20, 2016, NetEase, which has been relatively low-key for the first time, released a cloud strategy, launched “NetEase Cloudâ€, and positioned its cloud computing strategy in a “scenariod cloud serviceâ€, with the initial investment amounting to several billion renminbi. According to the "Daily Economic News" reporter, cloud services have been Huawei's fastest-growing service. At the press conference held earlier, Huawei's rotating CEO Xu Zhijun said, "Huawei will build an open public cloud platform based on public cloud services, and will focus on key industries and work together to build a cloud ecosystem." According to the strategic goals announced by Huawei, Huawei Cloud Computing will contribute more than US$10 billion in revenue to Huawei by 2020. Foreign capital cloud service development In the world of public cloud services, Microsoft Azure and Amazon AWS are in the first tier. Alain Crozier, Microsoft’s senior vice president and chairman and CEO of Greater China, once stated that “under the guidance of the “Driven by innovation-driven development†strategy, China is becoming an excellent stage for promoting digital transformation with technological innovation. Gives Microsoft, partners, and developer ecosystems a broad opportunity for growth." According to "Daily Economic News" reporter, building a smart cloud platform is the core of Microsoft's three visions, and it is also a solid foundation for big data and artificial intelligence. At present, Azure Public Cloud has covered 38 regions in the world and has achieved commercial use in 30 regions. Among the Fortune 500 companies worldwide, 85% of companies use Microsoft cloud services. In China, there have been successive Microsoft Azure cloud technologies such as Azure, Office 365 and Power BI based on Microsoft technology. How does Amazon AWS view China's cloud service market? In an interview with “Daily Economic News†reporters, AWS said, “We are still in the initial stage of the Chinese cloud industry. In the active cloud environment in the future, all cloud providers have much room for growth. Compared to traditional IT The solution, cloud computing has unparalleled advantages. AWS will be called a long-term participant in China, I believe that they have a very strong competitiveness." According to AWS, mature and advanced technologies at home and abroad will be publicly clouded to provide customers with open choices. For example, whether the operating system is Microsoft's operating system, or the Linux operating system, including China's independent Kirin Linux operating system, all support; database whether it is Oracle, Sybase, Informix or China's independent SequoiaDB giant fir database, AWS also supports. Of course, AWS continues to cooperate with Chinese local ISVs (integrated software developers) and system integrators to help them go abroad. For example, Kingdee's K3 Cloud services SaaS to customers on AWS. Leading system integrators in China, such as ChinaSoft, Neusoft, HAND, Fortis, etc., all build and manage architectures on the AWS platform. However, subject to domestic policies and regulations, foreign cloud major customers are still overseas. Domestic customers have information security requirements, so the government-affiliated cloud project did not send relevant materials to foreign companies. That is to say, the foreign-funded cloud has not yet participated in market competition on a large scale, and it is hard to see them in government project bidding. However, foreign-funded clouds will enter China through cooperation with domestic companies. On the evening of March 19th, IBM and Wanda Networks jointly announced that the two parties had reached a strategic cooperation agreement. In the future, Wanda Networks will provide IBM's public cloud services in the Chinese market. Aliyun cut prices 17 times a year With more and more competition, "cutting prices" to grab the market has become a key word in the field of cloud computing. Looking at the global market, Amazon AWS has never stopped cutting prices, setting a record of more than 50 cuts in a decade. Alibaba Cloud has a lot of actions in this area. At the Yunqi Conference in Hangzhou in October 2016, Aliyun announced that the price of cloud products in China will be lowered across the board, with the core cloud products dropping by 50%. The latest price drop for Aliyun was in December 2016. Alibaba Cloud announced new users in South China. With a discount of 30% on cloud servers, the cloud database in all major regions of China is adjusted by an average of 20%, and the exclusive instance of cloud servers has a maximum drop of 30%. At that time, Alibaba Cloud explained that the reason for the continuous price reduction was that after continuous technical upgrading and resource optimization, the scale effect of Alibaba Cloud began to show, in addition to the technical upgrade of the Flying Operating System. According to the statistics. In the year from October 2015 to October 2016, Alibaba Cloud had lowered prices 17 times in order to attract more SMEs and developers to accelerate embrace of cloud computing. In addition, Alibaba Cloud also announced the launch of the “Free Package†plan in December 2016, opening a total of 34 products in 13 categories, including mainstream products in over 100 products. According to He Yunfei, Alibaba Cloud Product Manager, “All we have to do is continue to reduce the threshold and promote the popularization of cloud computing, a popular technology, to bring support to small and medium startups and engineers. The free package program will continue to expand in accordance with progress. Product coverage." However, not all companies put prices first. UCloud is among the earliest participants in cloud computing in China. Currently, UCloud has become a mainstream cloud computing service provider in China, forming a stalemate with Alibaba Cloud and Tencent Cloud. In an interview with a reporter from the "Daily Economic News", UCloud said that UCloud will not focus on "price wars," but will choose to be introverted, focusing on its own technology upgrades, product development, and solutions. , Deeply dig customers' vertical industry demand and customer business pain points, and provide targeted products and services. UCloud expressed that this approach has also been highly recognized by many customers.
August 16, 2022