(1) Primer
1. Transformation of the three major operators
1. 1990-2000: Development of fixed-line operators
2. 2000-2010: Carry out wireless phone operators and transform wired Internet data transmission operators
3. 2010-2020: Carry out wireless Internet data transmission operators
4. 2020-2030: Transformation of cloud computing operators
The three major operators used to purchase equipment from telecom equipment manufacturers and do their own operation and maintenance (network construction, high stability-high performance-high security operation and maintenance guarantee). Now the three major operators purchase server equipment and storage equipment on the basis of the IDC computer room and network bandwidth in the past, and do their own cloud computing operation and maintenance.
2. Three basic components of public cloud
1. Calculate
2. Storage
3. Network
Computing is provided by chip manufacturers, and cloud vendors do O&M (high stability, high performance, and high security, just like the three major telecom operators).
Storage is provided by storage device manufacturers, and cloud vendors do O&M (high reliability, high performance, and high security, just like the three major telecom operators).
The network is provided by the three major operators.
What application consumes the most of these three resources?
(2) Games: 2010-2015
In 2010, Alibaba Cloud wrote the first batch of codes, which can be regarded as a landmark event that opened China's cloud computing industry.
In 2011, the Xiaomi smartphone was released, and the super app WeChat for smartphones was released. This all happened in the same year. This is the first year of China's mobile Internet. Although it has been 4 years since the release of the iPhone.
At the end of 2013, China issued 4G licenses, which really kicked off China's mobile Internet boom. This year, WeChat also released the game application store entrance, and the major version released by WeChat that year was launched with a small game of playing airplanes, which marked the beginning of the first year of Chinese mobile games (Honor of Kings was released in 2015).
Online games are an application type that is sensitive to network transmission and has high CPU computing power. (High requirements for storage performance and high requirements for database access performance).
(3) Video: 2015-2020
Games are multimedia applications that integrate pictures, music, and videos. There is still a certain possibility of extension from the technical support of game applications to the technical support of pictures, videos, and sounds.
Douyin was released in 2016. That year, Douyu and other live broadcasts were also very popular.
1. Video playback
1. Long video: such as variety shows of film and television dramas
2. Videos in short videos: such as station B
3. Real-time live broadcast: such as Douyin live broadcast
Video encoding and decoding requires computing resources. Video beauty processing and background processing require computing resources.
Video storage requires storage resources.
Video transmission requires network resources and CDN resources.
2. Video conferencing
1. Conference live broadcast: only broadcast without interaction
2. Real video conferencing: real-time interactive discussion among multiple people is required
In the 2020 epidemic, children are studying at home and parents are holding meetings online. There is a large need for live broadcasting and video conferencing.
(4) Artificial intelligence: 2020-2025
It is easy to transition from visual processing to image processing.
Artificial intelligence is divided into:
1. Vision: image recognition, image generation
2. Speech: speech recognition, speech synthesis
3. Text: code generation, copywriting generation, machine translation
Vision and voice are both multimedia, requiring large storage, network transmission, and GPU processing. It is said that the epidemic has been prevented and controlled for three years, and the demand for face recognition is quite large, but the revenue of China's CV Four Tigers declined last year. why? The government has no money - is it difficult to get the money back? Or is the contract itself tightened?
Originally, the text storage and network transmission requirements are not large, but in 2023, the boom of large models broke out, mainly language large models, so the GPU processing requirements of the large models themselves are large.
(5) Small tail
In the past few years, the Internet dividends have been exhausted, and anti-Internet capital has expanded in an orderly manner. China's cloud computing giants have shifted from Internet giants to three major operators: In the past three years, the three major operators have transformed smoothly under the guidance and support of new infrastructure.
China's cloud computing giants have also shifted from the Internet customer market to the Chinese government, central enterprises and state-owned enterprises, and competed with the three major operators. Moreover, the information system does not consume much computing resources, storage resources, and network resources.
