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On April 23, IDC released "China's Public Cloud Service Market (Second Half of 2022) Tracking", and the top four are Alibaba Cloud (40.6%), Huawei Cloud (11.0%), Tencent Cloud (11.0%), China Telecom (8.7%). Let's talk about the key points, as shown in the following figure:
Alibaba Cloud: decreased by 4.8% from 36.7% to 31.9%;
Tencent Cloud: decreased from 11.1% to 9.9% by 1.2%; dropped from second place to fourth place;
Huawei Cloud: increased by 1.3% to 12.1% from 10.8%; rose from third to second;
China Telecom (Tianyi Cloud): increased by 1.4% to 10.3% from 8.9%; rose from fourth to third;
Amazon (AWS): Up 1.2% to 8.6% from 7.4%.
Lu Songsong believes that the decrease in the market share of Alibaba Cloud and Tencent Cloud is due to the decrease in users of individuals and small and medium-sized enterprises. After more than 10 years of intensive cultivation, Alibaba Cloud and Tencent Cloud have a deep share in the cloud market, but starting from 2020, the use of individuals and small and medium-sized enterprises has decreased, and the growth rate has slowed down, which directly led to a decline in the market share of the two major companies.
In fact, as early as 2019, Lu Songsong often participated in the offline conferences of Alibaba Cloud, Tencent Cloud, and Baidu Cloud, and learned that they had turned their attention to the "government cloud". China Telecom is still a little bit worse than China Telecom. After all, China Telecom is a state-owned enterprise, and most government affairs will give priority to China Telecom.
In addition, I don’t know when Huawei has been labeled as patriotic, and most of Huawei’s products will be subconsciously supported by everyone. Including Huawei Cloud, so the government affairs system will also give priority to Huawei Cloud when choosing a cloud vendor. It is believed that Huawei Cloud's market share will continue to grow in the future.
A considerable number of customers and foreign-funded enterprises "going overseas" will use Amazon (AWS). With more and more entrepreneurs "going overseas" in the next few years, Amazon's (AWS) market share will further increase, but not too much.
But speaking of my personal experience, the current Alibaba Cloud and Tencent Cloud have better user experience. The user experience of Huawei Cloud and Telecom is slightly worse, but after all, they are not for individual users.
Article source: Lu Songsong blog, welcome to follow my account!