Counting cloud computing in 2016, the multidimensional war of Internet giants

Closer to 2017, Alter will take stock of more than one year of industry observations, take stock of major events in the fields of cloud computing, VR, mobile phones, e-commerce, etc., and look forward to the future of the industry, bringing you a good industry. Dry goods.

2016 is not over yet, and many cloud computing vendors have begun to take the initiative.

First, Amazon at the AWS Re: Invent conference high-profile said that its cloud computing business value is more than 100 billion US dollars, Nadella also in the Microsoft annual shareholders meeting in 2018 cloud computing business revenue reached 20 billion US dollars swearing. At the same time, Alibaba Cloud has stepped up its global distribution of data centers. Tencent Internet giants such as Tencent, Baidu, NetEase and Jinshan have been active in the field of cloud computing.

Different from entrepreneurs in live broadcast, VR and other fields, although there are UCloud, Salesforce and other well-known startups in the field of cloud computing at home and abroad, it can be recalled that the entire cloud computing market is more like a battlefield between giants. Here, the author carries out an inventory from the existing dimensions of cloud computing, globalization strategies, and future trends.

Platformization and scenario, different choices of Internet giants

Interestingly, in the past year's layout, the Internet giants who have swarmed up have shown three different options compared to the favor of operators and IT giants for infrastructure services.

One is a manufacturer that mainly provides IaaS services on behalf of Alibaba Cloud. Thanks to Ali's consistent platform thinking, in 2016, Ali finally chose platformization as a business model in the field of cloud computing. To put it simply, Alibaba Cloud mainly provides services such as networking, computing, storage, etc., and is used to attract partners in PaaS and SaaS. At the same time, it plays the role of “application supermarket” and will be the PaaS or SaaS of its own and partners. The service is sold on demand to the customers who need it on the cloud computing platform it builds.

Counting cloud computing in 2016, the multidimensional war of Internet giants

The other category is the provider of scenario cloud services represented by Netease and Jingdong. For this type of business model, each has a different statement, or a solution or vertical service, and "scenarioization" seems to be more popular in 2016. For example, Jingdong Cloud chose e-commerce cloud, logistics cloud, intelligent cloud, financial cloud, etc. as the main service, and it is not difficult to find a specific location. Coincidentally, Netease Cloud has been on the line of NetEase Hive, Yunxin, Seven Fish, Yidun, etc. with the same plan, based on its own Internet research and development experience for more than ten years, targeting IM communication, intelligent customer service, anti-spam, live broadcast on cloud services. And other fields.

The third category can be seen as the combination of the first two categories. After all, "completion" has long been a familiar strategy for Internet giants. Typical representatives of this category are Tencent and Baidu. On the one hand, trying to catch up with Ali and moving frequently on the data center nodes, with this foundation, network, storage, computing, etc. naturally become core services. On the other hand, under the layout of domestic cloud computing “one super and many strong”, Tencent and Baidu also saw the business opportunities of scene cloud services, especially the Baidu cloud in the second half of this year, targeting entertainment, finance, marketing and other industries. A series of solutions have been introduced.

It is worth mentioning that, whether it is platform or scene, most of the Internet vendors have different choices to enter the market in the early stage, especially in the case of Alibaba Cloud, Baidu, Jingdong, NetEase, Jinshan, etc. The intention of competition is already very obvious. What is certain is that the support of platform players such as Alibaba Cloud to PaaS and SaaS partners will inevitably harm the interests of other Internet giants. In addition, when these Internet companies entered the cloud computing field, or for security reasons, most of them chose the self-built infrastructure platform, and as the cloud computing matured, they also cut into infrastructure cloud services. For example, Jingdong Yunguan Online uses flexible computing, network, database, etc. as its main products. NetEase Cloud also borrows Netease Honeycomb, a container cloud product, to continuously enrich the database, CDN, object storage and other curves to enter infrastructure cloud services.

This also confirms a saying: "The future public cloud market will not survive dozens, but several." It seems that a pre-judgment is made for the existing market structure, and the next five years, cloud computing Competition in the market will gradually heat up. In fact, it is not difficult to understand the possible outcomes from the perspective of customers. In the case of the popularity of cloud services, cross-platform will undoubtedly increase the cost and stability of services. Whether it is scenario or platform, the cloud computing competition driven by ambition will eventually come to the same goal. The different choices made by Internet giants in 2016 are just beginning.

Going out and coming in, the competition and cooperation between China and the United States in cloud computing

In addition to the actions of the domestic cloud computing platform, Amazon, Microsoft, Oracle and so on finally officially landed in the Chinese market this year. Cloud computing's “going out” and “walking in” have become the two major labels for the domestic cloud service market in 2016.

It may be premature to use the globalization strategy to describe this trend. There are only a few global data centers that are widely deployed in the country, such as Alibaba Cloud and Tencent Cloud. Only Amazon AWS, Microsoft Azure, etc. are officially entering the Chinese market. The head of the cloud computing vendor. Even so, China and the United States cloud computing can see two major trends in the competition and cooperation in 2016.

First, the localization properties of cloud computing.

Start with walking. Amazon AWS finally obtained "legitimate identity" three years after entering China, which is destined to be a landmark event in the history of cloud computing in China, and also labeled localized for cloud computing. Similarly, Microsoft Azure targeted the Chinese market in 2010, but it was not until the end of 2012 that Microsoft officially landed in China after signing a cooperative operation agreement with Shanghai Municipal Government and 21Vianet. In other words, foreign cloud service providers who want to enter the Chinese market must find local partners with licenses and capabilities.

Similarly, Chinese cloud computing vendors face the same problem when they enter overseas markets. For example, Alibaba Cloud has recently used data center nodes in Australia and the Middle East, and still has to comply with local laws and regulations and cooperate with local operators. This also points to another problem. Under the trend of globalization, cloud computing vendors still face localized competition. For example, Alibaba Cloud’s market share in China is over 30%. At the same time, Amazon and Microsoft’s market share is Less than 5%, but also face "intimidation" from Tencent, Baidu, Huawei, Netease and other manufacturers. One has intensified the competition situation of cloud computing. On the other hand, it has left enough room for growth in the new field of cloud computing such as Netease and JD. At least at this stage, it has opened up potential competitions on cloud platforms such as Amazon and Microsoft. By.

Second, Chinese companies are still the gold owners of “globalization”.

Amazon, Microsoft and so on have spared no effort to enter the Chinese market. You can see that it is a cherish for the big cake in the Chinese market. After all, no matter the number of SMEs or the size of the market, the Chinese market can no longer be ignored. In terms of actual actions, Microsoft is currently in the Chinese market. In addition to Azure as an infrastructure cloud service, Office 365 has captured domestic multinationals, large and medium-sized enterprises, small and medium-sized enterprises, entrepreneurs and individual users, and has become an important source of revenue. It is not difficult to understand why Oracle and Tencent Cloud signed a strategic cooperation agreement and cooperated with Alibaba Cloud to sell its cloud services.

For players who are planning overseas markets, such as Alibaba Cloud and Tencent Cloud, Chinese companies are still their main target customers in the early days. From the perspective of the big environment, more than half of large and medium-sized enterprises have begun to deploy overseas strategies. Such enterprises also have the demand for cloud services in overseas markets. In contrast, China's cloud service providers seem to be more popular in terms of payment methods, native language communication, business response, laws and regulations, and cost control. This is the advantage of the domestic cloud computing platform, but it is also a last resort. For Chinese cloud computing vendors, 2016 is the "first year" of global launch, and it also gives warnings, not only for data center construction, brand marketing and partners are the bigger shortcomings of Chinese manufacturers.

To be sure, 2016 will be the beginning of the global competition for cloud computing, and this competition is not just between the giants. After Amazon and Microsoft gain a foothold in China, PaaS or SaaS service providers such as Salesforce and Oracle will also enter the Chinese market. Similarly, once Alibaba Cloud and Tencent Cloud have plundered a certain market share overseas, in addition to cooperating with local cloud service providers, excellent partners accumulated on the domestic platform will also be exported. Even NetEase, Jingdong, Jinshan, etc., which are currently focusing on domestic cloud vendors, should be prepared for danger, not only to form an irreplaceable competitive threshold in technology and services, but also to expand their business in the time window before cloud computing competition heats up. Scope and accumulate enough loyal users.

Behind choices and trends, cloud computing still has these uncertainties

2016 is destined to be a watershed in the development of cloud computing in China. Prior to this, most of the domestic enterprises' perception of the cloud was still in the foggy stage, such as the battle between public and private clouds, the smashing of personal cloud services, and the hang of cloud computing. Signboards do IDC business, and so on. After that, there are still many uncertainties in the domestic cloud computing market.

First, the "standard" battle for cloud computing.

Regarding the standards of cloud computing, almost every time cloud computing appears, it is constantly debated, not only technical standards, but also service standards. Unfortunately, whether it is OpenStack, Eucalyptus or the Docker that emerged in 2016, cloud vendors from China are all users of open source technologies.

Even so, a typical phenomenon that emerged in 2016 is that the "new standard" that may be formed has become an important weapon in the field of cloud computing. Take Docker as an example. Although it started to be a big fire in the open source community in 2013, the development in China in 2016 officially culminated. Classes such as NetEase Hive will use the container cloud as a new generation cloud computing infrastructure. Alibaba Cloud, which has not paid attention to containers before, has begun to lean toward Docker. The Docker technology parent company also announced the relationship between the two at the Yunqi Conference this year. Cooperation. With the maturity of cloud computing technology and the emergence of new technologies, in addition to capital and scale, the future of cloud computing will be new technologies and new standards.

Second, the concept of cloud computing.

Wu Bofan of "Winter Wu's Theory of Relativity" has such a description of Chinese and foreign cloud computing: "Domestic enterprises still understand cloud computing under the original industry and technology framework, and do not realize that cloud computing is a kind of catastrophic evolution of the whole ecology and the whole species. "Surely, in the domestic cloud computing camp, operators have gradually become accustomed to the identity of "pipeline", Huawei, Inspur, Lenovo and other voices in cloud computing are getting bigger and bigger, but the most external impression is still selling servers, etc. IT vendors of hardware products, the Internet giants who seem to be the most restless will be "destroyer"?

Unfortunately, most Internet publics are still stuck in the development of products and lines of business in the layout of cloud computing. Perhaps the most famous one is Baidu Cloud, which seems to be “following up” in 2016. It was first renamed, and then launched four platform solutions, Tianyi, Tianxiang, Tiangong and Tianzhi, respectively, and big data, multimedia, Internet of Things, Artificial intelligence is linked, but it is still superimposed on IaaS and SaaS services in cloud computing. The technology of highlights is still successful in other fields. That is to say, this seemingly ambitious layout, the core is still products and business, and has become a common phenomenon in the domestic cloud computing market. Of course, we have also seen Alibaba Cloud's reputation for its "flying" system. Perhaps after the scale reaches a certain level, the concept of cloud computing by domestic Internet giants can really shift to the innovation of technology and architecture.

Finally, the value of cloud computing is there.

According to data released by Gartner, the global public cloud service market is expected to reach US$208.6 billion in 2016, up 17.2% from US$178 billion in 2015, with IaaS and SaaS increasing by 42.8% and 21. 7 respectively. %, the wide range of applications from cloud computing is only a short trip. The anxiety of Mr. Wu Bofan is more of an answer in the macro environment, and focusing on the level of customers and even developers, where is the value of cloud computing? From 2016, the domestic action of increasing cloud computing vendors seems to be one of the two.

Whether it is Ali, Tencent, Huawei or Netease, the “support plan” has been chosen without exception. Especially for cloud computing vendors with Internet background, customers are mainly concentrated in Internet entrepreneurs, SMEs and even individual developers. Cloud computing has been reduced. The threshold of entrepreneurship and the cost of spending, and the various “support programs” seem to be very tempting. Taking Netease Cloud's “knowledge system output” as an example, in the form of online and offline training, we provide training courses for R&D, operations, products and career planning. This kind of “granting fish is also taught to fish” The idea seems to be more in line with the value of cloud computing. Regardless of the status of cloud computing vendors, it is essentially to liberate productivity and ultimately liberate developers. It is foreseeable that more cloud computing vendors will focus on support and training systems after 2017.

At the end of the year, 2016 is an extraordinary year for China's cloud computing. Internet giants have begun to “divide their way” in strategic choices. The Chinese and American cloud computing vendors are facing a growing trend of smoke, and cloud computing is growing. The platform itself is also facing problems of one kind or another. I hope that in this multi-dimensional competition, more Internet giants will become the ultimate survivors in the field of cloud computing.

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