Industry key players: Neusoft Corporation (600718), ZTE Corporation (000063), China Telecom (00728.HK), NetSuite Technology (300017), Huawei Technologies, Ali Cloud Computing Company Limited, UFIDA Networks (600588)

The core data of this article: China's cloud computing market size, China's segmented cloud computing market size,

Currently in the high-speed growth stage

Since 2007, the development of China's cloud computing has gone through four phases: the first phase is the market introduction stage, the concept of cloud computing has just appeared in China The first stage is the market introduction stage, the concept of cloud computing has just appeared in China, customer awareness of cloud computing is relatively low; the second stage for the growth stage, the user has a better understanding of cloud computing, and more and more vendors began to enter the industry; the third stage is the maturity stage, this time the cloud computing vendors have basically formed the pattern of competition, vendors began to start from the more mature and excellent solutions, SaaS mode of application has gradually become the mainstream; the fourth phase of high-speed growth Stage, in this stage of China's cloud computing market overall scale is small, lagging behind the global cloud computing market 3 to 5 years, and from the point of view of segmentation, the domestic SaaS market is still a lack of industry leaders.

Market size of more than 180 billion yuan in 2020

In recent years, China's cloud computing, especially the Internet of Things and other emerging industries are advancing rapidly, and a number of cities have carried out pilot and demonstration projects involving power grids, transportation, logistics, smart homes, energy-saving and environmental protection, industrial automation, medical and health care, fine agriculture and animal husbandry, financial Services, public **** security and many other aspects, the pilot has achieved initial results, will produce a huge application market.

According to the data of the 2020-2021 China Cloud Computing Market Research Annual Report released by Saidi Consultant, China's cloud computing market scale has maintained faster growth year by year since 2017, and in 2020, China's overall cloud computing market scale reached 192.25 billion yuan, with a growth rate of 34%, of which, the public cloud market scale reached 104.77 billion yuan, compared with 2019 growth of 32.74%.

Huawei Cloud Ranks No. 1 Private Cloud Operator in 2020

In terms of the private cloud market, the size of China's private cloud market reached 87.48 billion yuan in 2020, an increase of 35.59% compared with 2019, and private cloud providers are expected to continue to benefit from the process of sustained high-speed development of the cloud computing market. According to the China Academy of Information and Communication Research released the "China Private Cloud Development Survey Report", in 2020, Huawei Cloud, Ziguang Cloud and other companies in the security and controllability of the performance of the more excellent.

Public cloud vendors in the Ali cloud accounted for the highest

Vendor market share. According to the China Academy of Information and Communications Research survey statistics, Ali cloud, Tianyi cloud, Tencent cloud occupy the top three public cloud IaaS market share, Huawei cloud, halo new network (in no particular order) is in the second group; Ali cloud, Tencent cloud, Baidu cloud, Huawei cloud is located in the forefront of the public cloud PaaS market.

IaaS is the largest branch module of the public cloud

Currently, the domestic cloud computing applications are mainly enterprise computing market, which is divided into large enterprise customers and small and medium-sized enterprise customers. Large enterprise customers are currently the main business is the upgrade of existing server systems, such as IBM to Sinochem Group to implement the cloud computing platform, belonging to the construction of enterprise private cloud; SME customers are mainly seeking IaaS, PaaS and SaaS services, and its main purpose is to save costs. Market pattern, the large enterprise IaaS market is mainly dominated by IBM, HP, etc., some system integrators are also involved in it, such as customer products and solutions provider - Fujian Shengteng Information Co., Ltd. and IT service provider Digital China strategic cooperation signed a contract to open up the field of cloud computing; small and medium-sized enterprise IaaS market is mainly dominated by vendors originally involved in IDC and CDN, such as CenturyLink.

Taking the public cloud market as an example, in 2020, China's public cloud IaaS market size reached 68.1 billion yuan, accounting for 65% of China's overall public cloud market, accounting for 3 percentage points compared to 2019, is expected to be affected by the impact of the new infrastructure and other policies, the IaaS market will continue to climb higher; public cloud PaaS market size of 10.48 billion yuan, accounting for 1 percentage point, driven by the demand for enterprise digital transformation, the demand for PaaS services such as database, middleware, microservices, etc. will continue to grow in the next few years, and it is expected to maintain a higher growth rate; the size of the public cloud SaaS market reached 26.19 billion yuan, an increase of 14.47% compared with 2019, with a slightly slower growth rate.