Author: Zhang Xue
There are wolves former Huawei cloud is at the moment, after the danger of the Tigers.
Chinese public cloud market, Matthew is being staged, especially in 2019, market concentration further enhanced.
As Huawei has just squeezed into the top five, we are at the moment there are wolves before, after the danger of the Tigers.
In 2019, although the growth of Huawei cloud in market share and ushered in a breakthrough with the outbreak, but Huawei cloud still can not rest on its laurels.
Externally, there is not only Tencent Ali clouds and clouds two mountains, clouds and mountain cloud also eyeing Baidu, internally, with the development of Huawei cloud, and some such as product positioning is unclear, confusing and too much force management and other issues are emerging, so how to continue "latecomers" invasion advantages of Huawei cloud now become an important proposition.
Now look, before Huawei have two paths, one to expand their own ecological partners circle of friends, and second, the carriers jointly co-spoiler, but no matter which one to select, Huawei both in terms of advantages and disadvantages.
First, Huawei's cloud ambitions: to do one of five global cloud
According to IDC's latest report, the first half of 2019 China Public Cloud IaaS and PaaS overall market level, Ali, Tencent, AWS, China Telecom and Huawei accounted for 74% market share, market concentration further enhanced.
Single IaaS market analysis, public cloud service providers increasingly competitive, Ali, Tencent, China Telecom, AWS, Huawei is still among the top five accounted for 75.3% of total market share; Jinshan, Huawei and Baidu market size quite close, Huawei's market share advantage is minimal.
On the other hand, according to official data cloud Huawei, Huawei's 2019 first quarter revenue growth of over 300% cloud, Huawei cloud PaaS market share growth rate of nearly 700%, the growth rate ranked first in the Top5 vendors.
Huawei announced the first three quarters of its earnings report pointed out that Huawei cloud innovation in the field of cloud infrastructure road speed up the run, committed to providing customers with reliable, safe and reliable, and sustainable development of cloud services.
Then, in the third quarter, Huawei released its first overall computing strategy, launched the world's fastest cluster Atlas900 AI training and Huawei cloud rising AI cluster services, based on section 112 Kunpeng and rising of new services, industrial agent and other innovative products, achieve a major breakthrough in the Internet, automobile manufacturing, finance and other industries; have three million business users and developers to develop cloud Huawei cloud.
"Remained stable strategic restructuring should be Huawei last two years, whether or 5G overall business, next year's performance may be more stable development. In comparison, Huawei Huawei cloud services may be the next 3-5 years, the biggest bright spot this can refer to Microsoft's successful transformation in recent years. "after the first three quarters of Huawei's earnings report came out, so the industry researchers told the media.
And before that, in the cloud, Huawei has long layout.
Officially, 2007, Huawei established virtualization Research Department, the predecessor of cloud computing. 2010 that "Yun-Fan Plan 2011" officially do cloud business. In 2015, Huawei's cloud computing for the first time as a strategic investment in one of the most important strategy for the future, and by 2020, the scale of its cloud computing industry more than $ 10 billion.
Love in 2017 after two years of full-join the conference, Guo Ping, Huawei rotating CEO of Huawei more directly to cloud services set up a "small target" that is: the world will eventually remaining five cloud, the cloud would become one of Huawei One. This also shows the confidence and determination of Huawei's cloud services. After two years of layout and development, today's Huawei cloud seems from its own goal to make "one of the five cloud world," goes a step further.
However, the growth in brutal brings beautiful fruits, but also brought the crisis hidden.
@ Bottle friends know almost as an "old company", but also participate in a cloud of Huawei's engineers have been in the online business, he wrote: "After all, in fact, the core of the cloud top online design out of the question."
In view of the users, Huawei cloud of problems mainly in three points:
First, the product positioning is not clear. I just feel in my heart the customer "Huawei" tricky, Huawei for the "cloud" goals and positioning has been wavering, the basic architecture, product terms change frequently, all product lines are moving forward, internal fighting products, internal staff are I do not understand.
Second, the entire management of confusion, this confusion married and move the client layer. Public and private cloud, this is the same product, but the responsibility of different departments, which will inevitably result in inconsistent direction of the entire construction project, wrangling with each other, friction, even in the customer-facing level, has become a competitor, complex technical vocabulary, quotation system made customers confused and disoriented.
The third is not out of the path-dependent business model transformation is not enough. Traditional hardware device to do the thinking, let Huawei stay in tackling technical and sold "equipment" on, such as Huawei is now the flagship of the traditional private cloud, or in order to sell hardware in nature. And in the public cloud design, but also stay in the platform layer, created a lot of product, but it is difficult to answer the core question, the lack of the Internet era of product thinking, which is actually less than the transformation of traditional business to the Internet's outstanding performance.
As we all know, in the era of cloud computing, cloud on the business needs is not hardware-oriented form can be satisfied, more importantly, software and services, so as an IT hardware manufacturers, manufacturers from hardware to cloud services, cloud Huawei faced The first gap may be the product of thinking.
Huawei cloud had also frankly acknowledged that the Internet is different from the manufacturers in advance layout, Huawei cloud belongs to "lose at the starting line" of the child. All along, Huawei also trying to continue to increase investment, to build a cloud platform, to the era of digital transformation, to establish a complete and stable ecosystem, padded short board on time.
Although admission later, but Huawei has the entire cloud computing market clear judgment: Second competition has just begun, the next three years, local industrial structure will stabilize, after three to five years, there will be some manufacturers out of service.
But, now left to catch up with Huawei cloud time is running out.
Two, 5G wind from the "cloud" Chung, in cooperation with the operator or to a good selection of Huawei
A With the advent 5G, cloud usher in a new development opportunity, 5G era Jieyun of things in the world, to the great change in the industry, small to daily work and life, affect clouds everywhere.
Zhu Glenn IDC China public cloud services research manager, said: "Cloud computing open the second half, China's digital economy is moving towards a new level. At present, a new generation of information technology is moving in the direction of the depth of integration, of which the cloud + AI + the combination of the most representative 5G cloud + 5G can accumulate data resources for strategic business intelligence, AI also require the development and popularization of cloud + 5G can bridge. cloud service providers can be considered around a few key points as follows: cloud + AI + 5G is an important engine, the cloud is the time between government and enterprises, cloud eco-opening win is the key. "it is understood that the operator has a huge advantage in cloud computing, a powerful network, data centers and other infrastructure capabilities help it become a cloud computing important players on the market, and even occupy leading edge in market competition.
The operators also embrace cloud computing is not new, one is the trend of convergence of ICT, needs to upgrade itself, the other is the era of mobile Internet business transformation needs.
From the industry point of view, the Internet industry is still occupy half of the public cloud market, but growth has stabilized.
The major cloud service providers have also set his sights on a non-Internet industries, such as government, finance, manufacturing, and service. Accompanied by a shift of business focus, cloud services providers begin a new round of competition, and sometimes smoke everywhere.
However, due to the government and financial data and sensitive safety, government and enterprise customers of all ages want to get is not easy, but carriers believe that they own "national team", "central enterprises' background, and have a certain credibility, in large customer market is clearly advantageous.
On the other hand, government and enterprise customers know that operators roots in the IT field for many years, the one-stop shop "cloud + green" fusion have certain advantages over solutions to meet medium and large enterprise cloud computing personalized and specific needs.
But had to admit that rely on the operator's own cloud-computing capabilities, even has certain advantages, himself alone to the market is still somewhat aggressive attack, after all, in addition to cloud Tianyi China Telecom, China Unicom "fertile cloud "China mobile and mobile cloud in technology and market awareness vendors there not a small gap with the mainstream cloud computing.
An industry observers told CV intellectual, operators face the fact that, in a way just to Huawei cloud cooperation with operators who are working to expand the market and create an opportunity.
The current cloud computing market into the deep water, the competition becomes more intense in the various competition this year focus in the background, want to better compete in the market, players need to come up with comprehensive vertical and horizontal strength.
And Earlier, China Mobile, China Telecom, China Unicom has just set foot in the public cloud, Huawei itself is operational solutions provider cloud service behind it.
As we all know, Huawei's products in the field of digital transformation, technology, ecology has gradually matured. Meanwhile, Huawei is a carrier partner for many years, providing the core support for the operator's communications network, based on this background, it can be said, operators 5G era of cloud computing needs of Huawei, Huawei also know most operators.
Therefore, between operators and Huawei this intricate relationship, creating a perfect match between their means: the operator has a strong industry clients accumulate, marketing channels and service capabilities, which forms with Huawei's technical innovation complement each other; Huawei has many years of experience in the ICT solutions that fully meet the diverse demands of operators.
Third, the old partners of the new cooperation
Communications analyst Ma Jihua had thrown a problem, operators do cloud computing, Huawei should be vertical and horizontal, or even Ali Tencent? From a business perspective, or whether it is Huawei Ali Tencent and other Internet companies, and operators have greater cooperation demands.
The operators and Huawei on cooperation in the field of cloud computing, Huawei executives have also been asserted.
2010 Huawei founder Ren Zhengfei has said, "Huawei do different cloud computing and traditional IT companies, telecommunications operators must hold, otherwise it is a dead end."
April 21, 2015, Huawei Vice Chairman, rotating CEO Xu Zhijun, referring to future market competition in cloud services and telecommunications operators, had publicly said, "Now they did not do it, if we do a good job operators will be our important partner in the future we can work together to develop business with operators. "
Today, Xu Zhijun, then the phrase into a pro.
Focused on the carrier market, Huawei cloud build a complete ecosystem, maintained a close partnership with operators.
Among them, the industry widely recognized Tianyi cloud 3.0, a collaboration between China Telecom and Huawei to build, which is targeting business-critical enterprise level.
Prior to this, China Unicom and Huawei also announced, the two sides completed the fertile cloud SDN network commercial deployment by joint innovation, "Wal-cloud" will be the first to provide global operators in infrastructure services, customized services, value-added business service, reliable service and butler service, integrating services.
In addition, China Mobile Worldwide Partner Conference this year on November 15, China Mobile and Huawei announced the completion of the world's largest commercial deployment of cloud private network through joint innovation.
SR-based SDN and cloud technology, network integration solutions, China Mobile may offer cloud line, broadband and cloud Internet cloud the three services, while the construction of Huawei's core router NetEngine 5000E China Mobile cloud private network, as the current maximum capacity of the industry cluster router, provide strong support for China mobile cloud network integration business development.
Mobile Cloud said that as operators compared to other cloud service providers, China Mobile is the biggest advantage of the first to build a cloud network integration system, to build a nationwide high-reliability, high performance, low latency cloud private network. Especially in the era 5G, by virtue of which a nationwide network, the user can open up a unified entrance, simplify, and business spot reception.
China Telecom Beijing Research Institute Zhang ChengLiang also said, " cloud network integration is the operator biggest competitive advantage and competitive differentiation means. This is mainly implemented in two ways, one is the ability to open the network to Ali cloud or Tencent clouds and other third parties to do cloud network integration business, the other is their ability to combine and build package, but this requires intelligent network transformation, network-demand function, that is, to reconstruct the network, and this requires conventional CT vendors for their support. "
It now appears that Chinese operators chose the latter, chose to cooperate with Huawei cloud.
In fact, in recent years, operator transformation in the public cloud market is not successful, this way, will have to find partners to jointly enter the market demand.
But regardless of who to partner with operators who have the ability to increase its own core technologies accumulated, such as telecommunications Tianyi cloud began to independent research and development, the formation of cloud also moved Competence Center, to form their own core competitiveness further industry cooperation already formed a consensus.
Deputy general manager of China Unicom Group, the Ministry of Information, Chief Architect Fan Jian said. "In a few years before the arrival of big data, cloud computing is all operators in the world as the restructuring and development of new opportunities and the New World. Operators invested . the one hundred billion of material and financial resources but the actual effect is losing ground; from the foreign market, several major US carriers have quit the public cloud market. Therefore, the operators in order to make a difference in the cloud services market , it is necessary to change the concept, looking for partners, aiming direction . "
Operators in order to market in the public cloud, like Ali Baba is in full blossom as unrealistic.
An operator insider on condition of anonymity, said based on the moment, the idea of the nature of Chinese operators and Huawei is consistent, is to expand the cooperation will focus on cloud services and traditional small and medium customers in key industries, to play their own cloud network integration, localization service, customized solutions, self-control and internal and external consistency, and other advantages.
IV Conclusion
A data show that by 2020 the global digital transformation-related lines added value will reach $ 18 trillion, more than 46 percent of enterprises will be digital business development as the top priority in the coming year, and this proportion is 69% in China .
In 2020, China predicted cloud computing market, Deutsche Bank released, Deutsche Bank will Ali cloud, cloud and Huawei Tencent cloud top three that will form "ATH" a new pattern.
In the current industry environment, there is no pure competition and cooperation, the only constant optimization of competing relationship. Huawei relationship in cloud computing and operators, as the relationship between the operator and the BAT, is seeking more and greater and deeper cooperation in the competition.
Today, when all the gunfire cloud vendors have focused cloud headed towards the government and financial fields when the cloud, but let the relationship between operators and Huawei has become more closely.
Operators need one to hold onto their original territory, and secondly, Huawei cloud has urgent need of rapid expansion, but also to present their solidarity in these two areas frequently rebuffed Internet cloud vendors added new difficulties.
It is so, industry analysts said it was the operator of the finalists last chance, Huawei is one of the few opportunities to be able to turn around.
(Source: CV intellectual )