The hottest technology giant competes for the five

2022-08-20
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Technology giants compete for the five main lines of cloud computing, looking for the Chinese version of Amazon

from the disclosure of more than half of the financial reports, the growth momentum of U.S. corporate performance in the third quarter is sufficient. In addition to the rebound in the profits of large banks, technology giants' big profits in cloud computing business has become a new growth point. Among them, Microsoft's share price rose sharply after the release of the financial report, precisely because Microsoft's smart cloud business performance was eye-catching. In China, Alibaba cloud, as a representative of China's cloud computing industry, has maintained a three digit growth in revenue since the second quarter of last year, and the annual growth rate in fiscal 2016 reached 138%, becoming Alibaba's new growth pole. It can be seen that the global cloud computing industry is entering a stage of rapid development

Microsoft's smart cloud performance is eye-catching. The technology giant snapped up the cloud business

according to the news on November 1, last week, apple, Amazon, Google and other top five companies in the world by market capitalization collectively announced their third quarter results, but the most eye-catching performance is undoubtedly Microsoft, which released financial statements before them. After the announcement of Microsoft's financial report, its share price once rose to a maximum of $60.74 per share after hours. Since December 1999, Microsoft's share price has never stood above $60 per share

according to the financial report of Microsoft for the first quarter of fiscal 2017, s-constant, that is, as of September 30, 2016, the adjusted earnings per share was 0.76 dollars, which is a kind of subsidy motor indirect transmission device. The adjusted revenue reached $22.3 billion, both exceeding analysts' expectations. According to the financial report, the revenue of its smart cloud business increased by 8% year-on-year, the revenue of azure cloud business increased by 116%, and the revenue of productivity software increased by 6% year-on-year, reaching US $6.7 billion

it is not difficult to see that since Satya NADELLA became the CEO of Microsoft in 2014 and decisively adopted the cloud first strategy, Microsoft's cloud services have been growing at a high speed. Now Microsoft's cloud services have surpassed the windows business and become the main revenue source of Microsoft

the financial report of Amazon, another cloud service leader, shows that the cloud service business is still Amazon's most profitable business. The third quarter operating revenue of this business was 861million US dollars, with a year-on-year increase of more than 50%, and the profit margin was stable at 26%

Google cloud business also had highlights in the third quarter. According to the financial report, the total revenue of parent company alphabet in the third quarter reached US $22.5 billion; Google's advertising revenue accounts for 89.1% of the parent company's total revenue. However, Google said that other revenue in the third quarter was $2.433 billion, and the growth of non advertising revenue mainly came from the contribution of cloud business

in front of Microsoft and others, Apple's performance seems bleak. According to the financial report, Apple's annual revenue fell year-on-year for the first time since 2001. Among them, iPhone sales declined for the third consecutive quarter, with MAC sales down 17% and iPad sales down 6%. The only highlight is the service business (including apple music, apple pay and apple care), with service sales up 24% to $6.3 billion

Tim Lesko, portfolio manager of granite investment advisors, an American investment consulting company, commented on the performance of technology companies that the new battlefield is cloud based enterprise services, and Microsoft is now at the forefront

the cloud business has great potential, and the industrial development has entered a golden period

according to Cisco's segmented field prediction, by 2018, SaaS has a high compound growth rate of 33%, and the market share has increased from 41% in 2013 to 59%, while IAAs tends to be stable, with a compound growth rate of 13%

cloud computing is divided into public cloud and private cloud. According to the 2015 China public cloud service development survey report released by the China Academy of information and communications, the size of China's public cloud service market reached 7.02 billion yuan in 2014, with a growth rate of 47.5%, higher than the 35.9% growth rate in 2013. It is expected that the domestic public cloud service market will maintain a high-speed growth trend in 2015, and the market scale will exceed 10billion yuan

in the segment, the IAAs market size exceeded 2.6 billion yuan, with a growth rate of 150%. The SaaS sector still maintained a growth trend, but due to the slow renewal of services and the low acceptance of large enterprises, the growth of market scale slowed to 15.2%

the infinitely favorable prospect provides an opportunity for the upgrading and transformation of cloud computing enterprises. Statistics show that the market scale of cloud computing in China reached 35billion yuan in 2010, 90billion yuan in 2013, and more than 100billion yuan in 2014, with an average annual growth rate of 37%. In terms of industry, cloud computing provider solutions are becoming more and more mature, the application fields are expanding, and the industrial chain is basically formed

analysts from CSC said that China's public cloud market will maintain rapid growth from 2015 to 2018. From IDC (Internet content provider), CDN (content distribution) to cloud computing, the high growth of the industrial chain benefited from the explosion of mobile Internet. Cloud computing leads the IDC industry onto a new stage and ushers in rapid development. IDC has a compound annual growth rate of more than 30%, CDN has a compound annual growth rate of more than 40%, and the year-on-year growth rate of the leading cloud computing enterprises is about 3 times. In addition, he predicted that during the 13th Five Year Plan period, China's network construction investment is expected to be about 1.75 trillion yuan, of which big data, cloud computing and IPv6 networks will show explosive growth

giants have attacked the five main lines of cloud computing to explore the layout of cloud computing

comprehensive Chinese intelligent manufacturing and other media news. A few days ago, Yiyun just held a strategic conference and officially announced its entry into the public cloud market. Then the global cloud computing conference was held in Shanghai as scheduled. Cloud computing enterprises from all over the world flocked to it, and a global cloud computing war seemed to be imminent. Looking at the current domestic cloud computing market pattern, although Alibaba cloud and Amazon AWS have grabbed the limelight, they are far from completely taking all the world. The whole market is forming six forces

the three traditional Internet giants represented by bat

for cloud computing, Alibaba, Tencent and Baidu are all in the layout. From the perspective of development momentum, Alibaba cloud is indeed one step ahead for the time being. At present, Alibaba cloud occupies the highest market share in China's public cloud market. Based on Alibaba's own genes, Alibaba cloud does have certain advantages in e-commerce cloud and 128 concrete construction joint sealant financial cloud, but this is not the reason why Alibaba cloud can grow rapidly

the most fundamental reason why Alibaba cloud was able to get ahead of the market at the beginning was that Alibaba had previously acquired Wan. Wan has been engaged in domain name and server services in the past. Over the years, they have accumulated a considerable number of enterprise customers and service experience, which have made great contributions to the smooth launch of Alibaba cloud. It is also based on this foundation and Alibaba's strong government public relations ability that Alibaba cloud successfully won the cloud computing business of more than 10 provincial departments in Zhejiang, Hainan, Guangxi, Guizhou, Hebei, Guangdong, Ningxia, Xinjiang and so on. Of course, there is another reason, that is, the government itself is unwilling to hand over the data to foreign cloud service providers

Tencent cloud is not inferior to Alibaba cloud. It has successively competed with Alibaba in many fields, such as game cloud, financial cloud, video cloud, mobile cloud, etc

as for Baidu, its cloud computing development is based on Baidu cloud disk. Then they launched Baidu Open Cloud for developers, and launched a series of cloud services such as personal cloud storage PCs, multi screen screenx technology, cloud application generation service siteapp, LBS cloud, mobile cloud test MTC, baidu application engine BAE and browsing kernel engine. Baidu cloud has certain technical advantages in emerging technologies such as voice and image recognition, intelligent recommendation, deep learning, big data mining and prediction, but it is still a long way from the market scale of Tencent cloud and Alibaba cloud

the vertical cloud service platform represented by jd.com, e-commerce and LETV

jd.com has launched products such as jd.com Zeus, jd.com cloud engine, jd.com cloud peak, jd.com cloud Ding, jd.com service provider portal and jd.com cloud hub since 2011, launching an all-round attack on the e-commerce cloud. JD cloud is entirely based on its own business and intends to help e-commerce and retail enterprises comprehensively upgrade and transform. With JD's resources in the e-commerce field, it still occupies a certain position in the e-commerce cloud field despite the competition between Amazon AWS and Alibaba cloud

Yiyun is designed to serve enterprises in Internet and Internet related fields. In the eyes of many people, it was a little late for Yiyun to officially announce its entry into the public cloud until the day before yesterday. In fact, it was not. Yiyun had taken root as early as 2006. In 2006, Amazon officially entered cloud computing, and e-hangzhou Research Institute was also officially established. Then e-private cloud was gradually well used in e-group's Internet products such as Kaola Haigou, E-Cloud music, E-Cloud classroom, e-game, etc.

LETV cloud. By combining years of service, LETV hardware, LETV app and other large-scale video operations, LETV cloud focused on the field of video cloud. Especially for the current popular mobile live broadcast, LETV cloud has joined hands with more than 30 live broadcast platforms to establish a live broadcast alliance to jointly promote the technological development of the domestic live broadcast industry. For cloud video only, LETV cloud has seven technical scenarios, including standard live broadcast, mobile live broadcast, VR live broadcast, satellite live broadcast, standard on-demand, video authentication, cloud copyright, which can realize 360 VR panoramic live broadcast, multi slot, 9-channel streaming, multi perspective, 4K HD, multi terminal full screen coverage, etc

Chinatelecom, represented by telecom and China Unicom, has entered the field of cloud computing by relying on its own network operation strength, especially the broadband China Optical city project launched by them, so that Chinatelecom can rely on the large-capacity high-speed interconnection, transmission and optical fiber broadband network covering the whole country to realize the high-speed interconnection between cloud data centers and the high-speed and convenient access of users, and can integrate cloud computing and broadband

China Unicom launched Dios distributed intelligent open system based on the idea of cloud computing services. This is a system architecture based on the transformation of telecom operators' business model. D energy saving of more than 30% IOS is the abbreviation of distributed, intelligent, open and unified system. Its goal is to integrate unified resources through the cloud based on distributed storage, distributed computing resources, distributed database and file system, form the ability of elastic expansion on demand, and provide services

of course, China Mobile, the largest operator, is not willing to lag behind. China Mobile is also the first of the three operators to start in the field of cloud computing. Although its current market share in cloud computing lags slightly behind that of Chinatelecom and China Unicom, its strength cannot be underestimated

it giants represented by Huawei and Lenovo

in 2012, Huawei had only 3000 researchers and engineers engaged in data center technology, but this year, the number has sharply increased to 16000. Huawei is moving from hardware equipment to cloud services. Like IBM and other giants, Huawei quickly occupied a dominant position in the field of cloud computing, relying on the user resources, hardware capabilities and channel advantages accumulated in its previous main business with electronic equipment as the core

compared with Huawei cloud, Lenovo cloud is also actively deploying. The overall strategy of Lenovo cloud is to deepen and strengthen the personal cloud and steadily develop the enterprise cloud. Recently, they joined hands with leading enterprises and institutions in the super integrated industrial chain, such as the China Institute of electronics, nutanix, Huasan, smartx, maxta, Shenxin, huayunji, SOHO China, mellanox, Nantah general motors and Wenhua, to establish a super integrated industrial alliance with the intention of cooperating with finance, medical

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