From the perspective of business logic, the transformation of traditional enterprises by the Internet is no longer limited to information and channels, but began to affect the operation management and strategy formulation of enterprises when the mobile Internet began.
Take Data Plus, which was launched by Alibaba Cloud not long ago, as an example. It provides a one-stop cloud computing solution for traditional enterprises, lowers the threshold for traditional manufacturing enterprises to use cloud computing, and guides the formulation of business strategies through cloud computing results. Traditional enterprises have entered the cloud computing industry in large numbers. How much market capacity will this be? From the perspective of the cloud computing industry, although cloud computing was in full swing before, domestic enterprises, especially large state-owned enterprises and relevant government departments, have always been cautious about cloud computing.
In the era of IOE, data hosting is monopolized by overseas companies, and there is a great risk of data leakage. After Alibaba Cloud took the lead in completing the IOE, it dispelled the concerns of these customers and fully activated the large institutional market. Since last year, 12306, customs, and the General Administration of Meteorology have all become cloud computing customers, which is of great significance to the entire cloud computing industry. From the perspective of the application field of cloud computing, cloud computing enterprises are expanding the applicable field of cloud computing through the advantages of software and hardware, and have achieved good results. The animation rendering of the previously released movie "Little Door God" was supported by Alibaba Cloud. If traditional Internet companies are small rivers and lakes, the full use of cloud computing will be the only way for all companies to be Internet-enabled in the future, and everyone can estimate how big the market capacity is.
Looking at the rapid development of public cloud in recent years, the growth rate of traditional software outsourcing is about 3%, and the growth rate of cloud services is five times that. Because cloud services simplify IT services and make businesses run more efficiently. The global public cloud services market size was $152.8 billion in 2014, $175 billion in 2015, and is expected to reach $204 billion this year (2016), and this momentum will continue into 2017. Among them, the fastest growing is IaaS (Infrastructure as a Service), and by the end of this year, the IaaS market is expected to reach 22.4 billion US dollars. Looking at Amazon, we can see from the financial report that Amazon’s cloud computing revenue reached $7.88 billion last year (and only a small part of the entire cloud ecosystem).
In 2014, the scale of China's cloud market was only US$3.6 billion, equivalent to only 2.3% of the global market. China is just getting started. Alibaba Cloud is the leader of China's cloud service providers. In the entire cloud computing market, it has only a 30% share. The entire cloud computing is a huge ecological environment. From the perspective of Alibaba Cloud's revenue, it has experienced three consecutive After the quarterly triple-digit growth, the current revenue can be seen from the financial report. In the last quarter of 2015, it was only more than 800 million RMB, and the whole year was about 2 billion RMB.
Cloud computing must be an ecosystem. Alibaba Cloud fully understands this point. As the basic service provider of cloud computing, Alibaba Cloud cannot take all, nor can it serve all enterprises. In August 2014, Alibaba Cloud officially proposed the "Cloud Partnership Program" ecological strategy, and in June 2015, the "Global Partner Program" was launched. Within three years, the Alibaba Cloud ecosystem plans to attract 100 large-scale service providers, 1,000 regional and medium-sized service partners, and 10,000 small-scale cloud service partners.
Under the cloud ecosystem, a new business model will be formed, which will change the previous zero-sum game situation of enterprises, and also change the consumption habits of users, which will create new opportunities for “windows”. The time window and response speed will lead to A "winner takes all" situation emerges.