Electronic Enthusiast Original Zhang Ying

Recently, Gartner just released the data on the global cloud computing IaaS market share in 2021, showing that the global IaaS market size is 90.89 billion US dollars. Alibaba Cloud’s market share is 9.55%, and in 2021, the top five IaaS providers will occupy more than 80% of the market share.

“The IaaS market continues unabated as cloud-native becomes the dominant architecture for modern workloads,” said Sid Nag, a vice president analyst at Gartner. “The cloud supports the scalability and composability required for advanced technologies and applications, while also enabling Enterprises are able to address emerging needs such as sovereignty, data integration and enhanced customer experience.”

According to a recent report released by Canalys, an international analysis agency, the scale of China’s cloud infrastructure will reach US$27.4 billion in 2021, and the top four of Alibaba Cloud, Huawei Cloud, Tencent Cloud and Baidu Smart Cloud will occupy 80% of the Chinese cloud computing market. . The growth rate of China’s cloud computing market exceeds 30%, making it one of the fastest growing markets in the world. According to the latest report released by iResearch, the scale of China’s cloud computing market has exceeded 230 billion in 2021, and it is expected to exceed 300 billion in 2023.

In 2022, in the cloud computing market, what new products and services will Amazon Cloud, Alibaba Cloud and Huawei Cloud bring? What innovations are there in data integration and enhanced customer experience? This article is explained in detail.

Amazon Cloud: Intelligent IoT + Cloud AI Service Capabilities Help Chinese Smart Hardware Go Global

Even Zeng, a senior analyst at Gartner, said that China’s cloud service market will grow by 50% in 2021. The epidemic has led to a large number of enterprises going to the cloud. In 2022, China’s cloud service market will continue to grow, but the growth rate will decline. AWS has a high coverage rate in the world and a wide range of ecology, including in China, Amazon Cloud may bring its overseas ecology to the Chinese cloud platform.

On June 29, Yu Daomin, director of the South China Region of Amazon Cloud Technology China Commercial Market Division, said that since 2006, Amazon Cloud Technology began to provide cloud infrastructure services to enterprises. The latest data shows that Amazon Cloud Technology has more than 275 edge sites and 13 regional edge cache sites in 25 regions, 81 availability zones, and 245 countries and service regions around the world. According to Amazon statistics, as of November 2020, Amazon Cloud Technology Government and Public Utilities has customers in more than 190 countries and regions around the world.

He noted that the proliferation of IoT devices is constantly generating connected device data, and that collecting and analyzing these is a top priority for transformation in 2023. The AI ​​capabilities of the terminal are constantly improving, but as the application scenarios of IoT devices become more and more complex, a large number of AI capabilities still need to be realized by the cloud. After the cloud model is trained, the data is collected on the cloud for training, and then returned to the terminal after the training is completed. End-to-end intelligence. Amazon’s cloud capabilities have been applied by customers in smart homes, automobiles, and industries.

Figure: The surge in IoT device data has boosted digital transformation and the implementation of smart manufacturing. Shooting by electronics enthusiasts

Amazon’s cloud business is based on two points: first, how to improve efficiency; second, how to do business growth?

Amazon Cloud Technology starts from data collection on the front-end IoT and edge side, to the terminal transmission to the cloud platform for data analysis, and finally integrates machine learning and artificial intelligence to process data and provide business insights. Amazon Cloud Technology has corresponding solutions for all links. Services are provided to help customers turn technology into business value. “We see that customers have higher and higher requirements for end-to-end intelligence, more and more data, and increasingly higher requirements for proactive intelligence; secondly, end-end intelligence can bring product evolution. Some of Amazon’s partners in Shenzhen are doing Camera companies, how to use AI capabilities to achieve new business value.” Yu Daomin pointed out.

As the leader of global cloud vendors, Amazon’s team in China has been established for nearly 10 years in 2013, serving hundreds of customers, first serving smart home appliances, smartphones, smart cities, and a complete set of IoTAI based on AWS to expand customers’ business. to the world.

Figure: Amazon Cloud’s ability to display in the field of IoT. Shooting by electronics enthusiasts

Around the AIoT market, the services provided by Amazon are mainly distributed in four parts: first, device software, which can realize the effective connection between end devices and the cloud; second, connection and control services, there are billions of devices connected on the Amazon cloud, Amazon Cloud helps customers to achieve effective connection and good control; 3. Data service, how to collect data and transfer it to the cloud? How does data analysis match? Is it a database or mass data storage? Fourth, the AI ​​service based on scene requirements, video recognition is the most used now. Video, picture recognition and speech processing.

In response to the problem of intelligent hardware going overseas, Tian Longqiang, head of the IoT ecosystem of Amazon Cloud Technology, believes that overseas markets have diversified characteristics, such as the United States, Thailand, and India. , Made in China responds quickly to overseas orders, and Amazon can provide a one-stop service for the entire life cycle of hardware intelligence going overseas.

He introduced that Amazon Cloud Technology provides a full range of ecological services for intelligent hardware development: 1. Allin Amazon Web Service’s solution from chip to cloud, the application of chips in the intelligent hardware industry will be more and more, from chips, modules IDH to ISV’s Integration helps the developer to quickly develop and certify; 2. After the product of the brand owner is produced, it needs to be promoted to consumers in the market. Through the bottom layer based on the Amazon cloud, it can have basic interconnection; 3. The brand customer is based on the Amazon cloud. , build an interconnected system from different suppliers, and realize one-stop supply of interconnected multi-category intelligent hardware. He said that the optimal combination of the AIoT international industry chain is China’s hardware industry chain + Amazon cloud technology + localized brand services.

Alibaba Cloud: Profit for the first time in 13 years! Build a new generation of cloud computing architecture system and promote the implementation of industry applications

On the evening of May 26, Alibaba Group announced the results of the fourth quarter of fiscal year 2021 (corresponding to the first quarter of 2022 in the calendar year) and fiscal year 2022 (corresponding to April 1, 2021 to March 31, 2022). In fiscal 2022, Ali Group’s total revenue was 853.062 billion yuan, a year-on-year increase of 19%. In fiscal 2022, Alibaba Group’s second largest business segment is cloud business, with revenue increasing by 23% year-on-year to RMB 74.568 billion, accounting for 9% of total revenue.

It is worth noting that Alibaba Cloud’s EBITA profit has greatly improved from a loss of 2.251 billion yuan last year to a profit of 1.146 billion yuan this year, achieving the first annual profit in 13 years. From 1.271 billion yuan in fiscal year 2015 to 74.568 billion yuan in fiscal year 2022, Alibaba Cloud’s revenue has increased by 57 times in 8 years.

On June 13, at the 2022 Alibaba Cloud Summit, Zhang Jianfeng, president of Alibaba Cloud Intelligence, said that Alibaba Cloud’s most important strategy this year is “B2B”, which is “BacktoBasic”, returning to the essence of cloud computing. He pointed out that cloud computing has entered a critical period. Once the next generation of cloud is defined, China’s cloud computing will have the opportunity to overtake. Alibaba Cloud will focus on building the underlying technology and core product competitiveness, and further promote the integration of cloud nails and the internationalization strategy.

Zhang Jianfeng said that the new generation of cloud computing should make systematic innovation from the inside of the data center, from the previous CPU-centric architecture to the CIPU-centric architecture.

Alibaba Cloud has released its self-developed cloud infrastructure processor CIPU, which is a dedicated processor designed for new cloud data centers, which can replace traditional CPUs and become the core hardware of a new generation of cloud computing. The CIPU is connected downward to physical computing, storage, and network resources, and is quickly cloudized and accelerated by hardware; it is connected to the Feitian Cloud operating system upward to manage and control Alibaba Cloud’s millions of servers around the world, reducing the loss of computing power virtualization to zero. And through the large-scale application of RDMA network technology, accessing the cloud is faster than accessing local hard drives.

At present, Alibaba Cloud’s future core growth point is shifting from the Internet market to the government-enterprise (government, telecommunications, finance, energy, manufacturing, and other industries that require digital capabilities) markets. Industry cloud and hybrid cloud based on vertical industries will be an important competition point for leading digital enterprises such as Alibaba Cloud and Huawei Enterprise Business in the domestic government and enterprise market.

Even Zeng, a senior analyst at Gartner, said that in 2021, cloud computing will be an innovation in computing. This year, we will talk more about industry clouds. Industry clouds focus on industry applications and add compliance requirements. Applications in key industries will become industry cloud products and businesses. Mainstream of innovation.

The reporter found that the Alibaba Cloud product page has displayed nine industry clouds, including the media industry cloud, power service cloud, public service industry cloud, automobile industry cloud, manufacturing industry cloud, government affairs industry cloud, new retail industry cloud, health industry cloud and Transportation industry cloud.

HUAWEI CLOUD: Accelerating SaaS into the Golden Decade! Top 15 Innovative Services Drive Digital Transformation of Multiple Industries

On July 5, Huawei Senior Vice President and Huawei Cloud CEO Zhang Ping’an said at the Shenzhen Business Conference: “The outstanding enterprises in the future must be digital and data-driven enterprises. Cloud just solves your data sharing and builds a unified large-scale enterprise. The inherent problem of data services. We believe that cloud-based technology, in the future, must be data-driven and AI-based.”

“Huawei has accumulated more than 30 years of experience in digital transformation from all walks of life around the world on HUAWEI CLOUD, so that you don’t have to repeat words or make repeated detours. Huawei officially released fifteen new cloud service capabilities today. These new capabilities Including industrial aPaaS, government aPaas, heating aPaas, coal mine aPaas, education aPaas, KooMessage (one-stop rich media messaging service), KooMap, KooGallery (digital human service), and new cloud stores, etc.; in technology and services In the field, Huawei brings four innovative services from four production lines, including data governance production line DataArts, digital content production line MetaStudio, AI development production line ModelArts, and software development production line DevelopCloud; in the field of infrastructure and services, Huawei continues to strengthen the global network Deploy, deploy three major services today, including global one network KooVerse, global business Boosting, IESSaaS localization.” Zhang Ping’an analysis said.

Zhang Yihui, a senior ICT expert at Huawei, believes that the automation and intelligence of a single system is not true digitalization. The Industrial Internet is a digital upgrade of informatization. It deeply integrates OT and IT to open up the product chain, value chain and asset chain. Last year, Huawei and the National Energy Group released the Mining Hong operating system for the mining industry. This is the vertical expansion of the Hongmeng system from toC to toB, and it is the landing of its industrial Internet field. It is reported that Huawei’s smart mining solution adopts a layered decoupling architecture, based on Huawei Cloud and Minehong Ecology, enabling the intelligentization of coal mines.

Now HUAWEI CLOUD is working with partners and developers to build industrial aPaaS to accelerate industrial software development and SaaS. Huawei released the data model-driven engine service-DataModel, which has accumulated 24 industrial data models, including materials, electronics, and processes. Partners and developers can use these models for rapid development. In addition, HUAWEI CLOUD has established more than 40 industrial Internet innovation centers to help 17,000 manufacturing companies with digital transformation.

EvenZeng, a senior analyst at Gartner, believes that many enterprises will now choose a cloud platform as a strategic supplier. They develop their own architecture on the public cloud based on the strategic supplier’s architecture and native environment. In the future, 50% of enterprise applications will be deployed on On a limited number of public cloud platforms, or deployed on the distributed cloud of cloud providers, the current penetration rate of distributed cloud in China is not as high as in Europe and the United States, and there is still a lot of room for development.

In 2022, China’s cloud service providers will continue to increase. In addition to Amazon Cloud, Huawei Cloud, Alibaba Cloud, and Tencent Cloud, JD.com, Inspur, Kingsoft, Ping An, and the three major operators have all entered the market, and the market competition will become more intense. After more than ten years Development, cloud computing has sunk into various applications. In addition to strengthening technology accumulation and service innovation, manufacturers can truly grasp customer needs, whose cloud platform ecology can solve customer pain points, and who can master the development leadership in the next stage. right.

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