| REVIEW | The first half of 2019, Chinese public cloud market concentration further enhanced in the IaaS market, the top 10 companies now occupy over 90% market share, showing a crowded scene of fierce competition. |
In September 1998, 24-year-old Sergey Brin and 25-year-old Paige turned in a garage creating a Google journey, due to shortage of funds, they can not afford good hardware, only with some outdated parts assembled into clunky servers, but these "junk" parts assembled server will obviously not easy to use, often fail. To this end, they decided to write a comprehensive disaster recovery software to overcome the hardware problem, the software will use these thousands of unreliable hardware organized into a stable and reliable IT systems.
By 2000, they already have several thousand such servers. So they use the network to connect to these servers, re-designed a new type of computing model to achieve high-performance computing. This is now known as "cloud computing" prototype. Those hundreds of servers even broken up with a network cable, plus disaster recovery software system that provides thousands of times per second search request service, is the "cloud computing" first mode.
On this basis, in 2002 Amazon launched AWS platform, which in fact marked the official birth of cloud computing services. And from 2003 to 2006, Google published about the Distributed File System (GFS), parallel computing (MapReduce), data management (Big Table) and distributed resource management (Chubby) of four papers, then laid a cloud computing development basis.
Since then, the cloud will not be closed, surging up development, according to world-renowned consulting firm Gartner predicts that by 2020 the global cloud computing market will reach $ 411 billion, such a large market, but also attracted many manufacturers entry, Amazon, Google, Microsoft, Alibaba, Tencent, Baidu, Huawei and other heavy industry manufacturers are betting on cloud computing, which is seen as an important direction for future development.
Global cloud computing IaaS market has become increasingly heated competition
However, throughout the entire cloud computing market, public cloud IaaS service continues to occupy the major market share, according to Gartner, the global IaaS 2018 reached 32.4 billion US dollars, an increase of 31.3% compared with 2017 to $ 24.7 billion. According to authoritative international research firm Frost & Sullivan Frost & Sullivan released the latest "China IT infrastructure industry White Paper" shows that as of the end of 2018, China cloud infrastructure market reached 92.41 billion yuan. The next five years, the next in the fast-growing mobile Internet era of large-scale operators and demand forces quickly publish and deploy demand-driven, cloud infrastructure in the enterprise user to be further spread. The next five years compound annual growth rate of China's cloud infrastructure market will reach 37.0%, and the market size reached 4,935.9 billion yuan in 2023.
This makes the public cloud IaaS market has become one of the public companies in the field of public cloud the most competitive market, the major cloud vendors have resorted to every means, we want to win a place in this market. However, you want to seize the opportunities in the future IaaS market is not an easy thing, need to have a wide range of capabilities and long-term accumulation and precipitation, is by no means short span of time.
As we all know, after nearly twenty years of development, the business has grown from the "cloud" to "a cloud," cloud computing into the second half from the first half, the first half if the cloud can also lower prices , effect size, general services to meet it, cloud computing second half, when the traditional enterprise began on a cloud and with the cloud when you need to cloud vendors have rich experience and long-term accumulation and enterprise services in ToB services. This is because the traditional enterprise requirements for cloud services, with respect to start-ups and new enterprises to many strict, their cloud service performance, reliability, stability, continuity, have a very high demand, because a small the failure will likely result in immeasurable impact on the business of these enterprises, for which no business experience and accumulated some cloud vendors, is actually a very serious challenge, and for having accumulated a wealth of experience and business services cloud vendors, this is a very good opportunity.
China's future public cloud services market who is the winner?
Recently, IDC released "Chinese public cloud services market (first half 2019) Tracking" report, the report shows, the first half of 2019, China overall public cloud services market size (IaaS / PaaS / SaaS) reached $ 5.42 billion, of which IaaS market growth steady speed, an increase of 72.2%, PaaS market growth has declined, an increase of 92.6%. 
Overall, the first half of 2019, Chinese public cloud market concentration further enhanced in the IaaS market, the top 10 manufacturers have now account for over 90% market share, showing a crowded scene of fierce competition.
The parts from this report can be found, in 2019 Q2, Ali cloud head Group, Tencent cloud growth has slowed, the market share has also reduced to varying degrees, the third of China Telecom growth was essentially flat, Huawei cloud IaaS + PaaS market as a whole grew more than 350%, the fastest growing in the TOP manufacturers. In addition, in 2019 Q2, Huawei's cloud IaaS market share rose to 6.7 percent, the growth rate of 368 percent, ranking first manufacturers, it is the first time beyond AWS.
On the one hand, TOP5 the overall pattern, the share has improved vendor must mean that other manufacturers fall. This result also verified the earlier conclusion that the cloud of the second half, in the enterprise services market has a wealth of experience and technology accumulated long-term full-stack cloud vendors will gradually occupy the market to gain competitive advantage of IaaS, the realization considerable development. Accordingly, in these two areas will be the lack of manufacturers will increasingly show signs of fatigue in the subsequent competition.
On the other hand, as the wave of the digital transformation of all walks of life, the future, the traditional enterprise cloud computing needs will be increasingly strong. For example, traditional manufacturing industries hope to catch the express train of cloud computing in industrial quality control, process reengineering and other traditional retailers hope to be able to build new digital marketing system, educational institutions, medical institutions in the cloud and even the government can hope on a cloud achieve cost savings, performance improvement, enhance service capabilities. Coupled with the Internet industry, the new trend of smart city, autopilot, new business and new retail and cloud AI, combined with 5G, with a strong business services companies as well as industry-specific gene technology solutions, will compete in the second half of the cloud computing acquired more and more advantage.
What the public cloud market competition is the competition in the final?
Throughout the entire domestic cloud computing market, although Ali, Tencent with first-mover advantage and quickly occupied the electricity supplier ecological voluminous market share, but its customers are mainly to innovative, non-traditional type of Internet-based business, and in this section, after several years of rapid growth, the stock market is increasingly unable to meet the rapidly growing demand, which is like Ali, Tencent most direct cause of the slowdown of the head manufacturers such as cloud computing. With traditional enterprise cloud irreversible trend of cloud computing in the second half of the competition we will focus on the traditional enterprise market, and this market, its potential for scale, cloud computing should be far beyond the first half. Therefore, various cloud vendors are making determined efforts, gearing up, you want to achieve greater success in the larger market, which from organizational restructuring Ali, Tencent in recent years and huge investment and focus on the traditional enterprise market can seen that look, while the second half of the traditional enterprise cloud computing cloud computing market competition may compete with cloud computing very different in the first half of the current cloud vendors to gain advantage in the second half does not necessarily sure of success of cloud computing, therefore, the major cloud companies will spend lots of money into this market.
And specific to the IaaS market competition, in order to achieve the traditional enterprise cloud services provide a competitive advantage in, the final competition is the ability IaaS service providers in three areas: reliability and performance, full-stack capability, business services.
Reliability and Performance
Relative to the first half of the users of cloud computing, enterprise users are most worried about the traditional and most concerned about things, reliability and performance of none other than non-cloud services. Although people will also discuss the cost and scalability of services and so on, but if the service is unavailable or difficult to use the service, then people will choose other services. Especially for traditional enterprise even more so, if even the basic service availability, reliability can be guaranteed, why should companies pay for cloud services do?
In fact, due to the universal application of the system operating systems, databases, etc. are usually mainstream choice, there is no significant difference in the differences of each platform, therefore, critical IaaS service reliability and performance, is that IaaS service providers in the computing, storage, network and other infrastructure level competition and interoperability of hardware and software. While at the same time to have great strength in terms of computing, storage, networking, software and hardware collaboration, not only need to have insight into the cloud, control, the ability to end the whole process, but more profound understanding in computing, storage, networking and solid long-term precipitation and accumulation of technology.
Full-stack capability
With the Internet, mobile, the rise of big data, networking and AI technology, the traditional industry is facing the challenge of the digital transition, companies need to consider on the one hand the original cloud of traditional business, on the other hand need a cloud-based platform that combines various innovative application of new technologies to develop distributed species. This requires more comprehensive, flexible and long-term evolution of the full-stack cloud platform can provide strong and effective support for the digital transition from traditional enterprise at all levels of the chip, hardware, software, solutions, helps traditional enterprises realize business value.
The ability to have a full stack would require the underlying IaaS service providers not only have the ability, but also the upper platform capabilities, but also the need and then from the chip to hardware and software, to the complete integration of applications, including various business sectors profound understanding, so in order to provide users with a true full-stack capability.
Enterprise service capabilities
IaaS service enterprise service capacity is likely to be neglected by a key option. The so-called enterprise service capabilities, is the cloud service providers to have the ability to continue to cloud types and user enterprise to provide technical support and services, especially for traditional enterprise users, this capability even more indispensable. The ability to have this service and technical support, you need IaaS service provider for business services has a deep understanding, have long-term accumulation of technology in the field of business services, as well as abundant precipitation profound practical experience in enterprise services, has a strong line service team and service support around the world for the job on the next line.
Therefore, only in these three areas IaaS service providers are able to have outstanding performance, possible upper hand in the competition in the final. In China offers many IaaS cloud services vendors, simultaneously in these three areas have a strong strength of the cloud provider, cloud computing in the current domestic semi-finals, it should be said that Huawei only one. In terms of reliability and performance, Huawei's long-term experience of operators, thirty years of precipitation and accumulation in the industry as well as hardware and software from the chip to the cloud, pipe, end the ability of the whole process, so that Huawei can provide cloud users on the enterprise comparable reliability and performance carrier-class.
In terms of full-stack capability, Frost & Sullivan based on research and analysis of the full-stack AI market, released the latest "China's full-stack AI market research report." Report for the full stack AI artificial intelligence capabilities to the mainstream Chinese vendors competitiveness rankings, which Huawei the most competitive in terms of the whole stack, from which a side also shows the ability of Huawei in terms of the whole stack.
In the services business, far, including the State Council, the Ministry of Education, Ministry of Water Resources, Development and Reform Commission, Ministry of Natural Resources, the National Tax Administration and other state-level ministries and 30+ use Huawei cloud, the construction of 350+ government cloud, there are 30 Internet Top50 chose Huawei cloud, such as: Sina, Netease, the only product, the domestic top ten car manufacturers in the practice nationwide 10+ 500+ industry project with Huawei cloud, AI, and this is the best recognition of Huawei's enterprise cloud service capabilities.
Who Controls the second half of cloud computing?
To sum up, the cloud of the second half, the Competition is not just technology, price, product, is more important to have a powerful enterprise service capabilities, have a deep understanding of the future of traditional enterprise cloud services and has extensive experience in corporate service experience, the only way to millions of business together in the future on the cloud, cloud computing success in the market place, and cloud computing in the second half of the competition has only just begun, who decides what, let us wait and see!
This switched: https://www.linuxprobe.com/who-is-the.html