Canalys recently released the 2021 China cloud computing market report. It shows that the scale of China’s cloud infrastructure market has reached US $27.4 billion. There are ‘four clouds’ in China. First,Alibaba cloud; And second, Huawei cloud; Tencent cloud comes as the third. Last but not least, Baidu AI Cloud. They take up to 80% of China’s cloud computing market. In addition, they have remained the dominant position for years.
In recent years, China has made great achievements in the construction of digital economy. Therefore the market space of cloud computing is becoming larger and larger. Moreover, it’s accelerating the pace of technological innovation and industrial development. In addition to that, it diversify the service modes. For instance, cloud network integration and cloud edge collaboration are advancing. Therefore the application breadth and depth of cloud computing continue to expand. And they will play an important role in promoting the quality change of economic development.
Rapid development momentum
China’s cloud computing industry has grown at an annual rate of more than 30% in recent years. Proudly speaking, it’s one of the fastest growing markets in the world. The reason behind it is partly due to the outbreak of COVID-19. There are explosive growth on the demand for telecommuting, online education and online conference. After that, they are further promoting the rapid development of the cloud computing market. According to the latest report by AI media consulting, the scale of China’s cloud computing market has exceeded 230 billion yuan in 2021. And it is going to exceed 300 billion yuan in 2023.
Cloud computing technology is developing rapidly. At present, domestic enterprises have made breakthroughs in key core technologies. To name a few,large-scale concurrent processing and massive data storage. And also emerging fields such as containers and micro services. As a result, some indicators have reached the international advanced level. For example, 12306 railway ticket website shares the query business to the cloud through hybrid cloud deployment. It supports the query demand of up to 400000 times per second during the Spring Festival transportation.
Cloud computing application scenarios continue to expand. With the wide popularity of government cloud, financial cloud, energy cloud and transportation cloud, the proportion and application depth of government and enterprises on the cloud have increased significantly. For example, in the field of government affairs, more than 90% of provincial administrative regions and 70% of prefecture and municipal administrative regions have built or are building government cloud platforms.
Enterprises have their own characteristics
It is an inevitable trend for enterprises to go to the cloud in the future. Hybrid cloud and multi cloud have become an important starting point for enterprise digital transformation. In the post epidemic era, online office, remote collaboration and other services are popularized.
The ‘four clouds’ focus on different areas. Firstly, 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 variety of self-developed products and technologies. and has established a complete Cloud Architecture from the underlying data center to the upper product solutions. Secondly, Huawei cloud has the ability of software and hardware integration and delivery. Therefore it always maintains a leading position in the field of government cloud and private cloud. Furthermore it continues to expand the customer base of Internet enterprises.
Thirdly, Tencent cloud is mainly engaged in audio and video live broadcasting, entertainment and game industries. For now it ranks in the forefront of the financial cloud market. Lastly, Baidu cloud combines AI technology with cloud infrastructure services. And it focuses on intelligent services and actively practices in manufacturing, finance, energy and other fields.
In the financial field, Tencent cloud has served nearly half of the top 20 banks in China. In the field of energy, Tencent gave full play to its digital twinning ability and digital connection ability.
In the industrial field, Baidu AI Cloud has deeply implemented in about 10 regions. For instance, Guiyang, Chongqing, Tongxiang and Suzhou. In terms of industrial quality inspection, Baidu AI Cloud occupies the first market share. In addition, it has established cooperation with more than 300 enterprises in more than 18 industries. Names of clients include Geely Automobile, Hengyi chemical fiber, Sany Heavy Industry, etc.
Fierce market competition
Leading enterprises are trying to expand their advantageous fields. For instance, Tencent has invested more than 120 billion yuan in R & D. In addition, it will continue to build a complete self-research system including chips, servers, operating systems and databases. In 2021, Tencent officially integrated the Tencent conference, enterprise wechat and Tencent documents. On this basis, Tencent cloud helps many users in government affairs, finance, industry, energy, retail and other fields.
Huawei cloud has always maintained a leading position in the government market. And it released the cloud collaboration strategy in 2021. It aims at further expanding its competitive advantage for users in the Internet field. So far, Huawei cloud has launched more than 220 cloud services and 210 solutions. Moreover, it has gathered more than 30000 partners around the world. And also it has developed 2.6 million developers and put more than 6100 applications on the cloud market.
There are also new players in the market. For example, JD cloud. JD cloud 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 upgrading services for more than 1500 large enterprises. To name a few, BAIC, Zoomlion and Sany. In addition to that, there aremore than 1.52 million small, medium and micro enterprises.
At present, the supply capacity of cloud computing technology products and services is still insufficient. And there are limited solutions for specific industries. So are cross cloud platform application migration. In a word, we should continue to increase relevant R & D investment.