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从阿里云、腾讯云,看中国公有云市场竞争格局

摘要: 彩票平台 中国公有云市场的走向,份额以及竞争格局。

图片来源@视觉中国

tupianlaiyuan@shijuezhongguo

wen | laotie

xianchengrenbiaotishiyoudianbiaotidang,biaotijinshixuetouzhongdianzaihoumian。

zaizhuanxiebenwenshi,caipiaopingtaicengbuxiasanciyouguofangqideniantou,yuanyinjiuzaiyuyunjisuandeduojiafenxijigouzhong,guanyushichangfenebiaoshuyouzhexiangdangdadechabie,danyiyinyongyifangshujuhennandechujingzhundeshichangpanduan。

canalyszuijindebaogaopilu,2019nianzhongguogongyouyunguimodadao107yimeiyuan,tongbizengzhang63.7%,qizhongaliyunrengranweijudiyi,zhanju46.1%deshichangfene,tengxunyunzewei17.3%。

yicipanding,2019nianaliyundegongyouyunshouruwei346yiyuan(meiyuanrenminbihuilvshedingwei7),tengxunyunwei130yiyuan,genjuliangjiagongsicaibao,aliyunzai2019zirannianzongyingshouwei355yiyuan,tengxunyunzewei170yiyuan,shengyubufenshouruzaihechu。

caipiaopingtaiyouzixihuikanlesigejiduyilaicanalysdebaogao,dazhiwei:

彩票平台1.zai2019nianq2,aliyunfenenadaole43%dedidian,tongqitengxunyunzhandao17.2%,chajusuoxiao;

彩票平台2.zaiq4,aliyunzengzhangxunsu,nadaole46.4%deshichangfene,ertengxunyunzaiq3nadao18.6%degaofenehou,q4faneryousuoxiahua,q4keweishiyunjisuanjingzhengxiangdangjiliedeyigejidu。

dangcaipiaopingtaijuedezheisihukeyidangchengjielunzhishi,youkanleqitajigoudebaogao。

zaiidcbaogaozhong,2019shangbannianzhongguogongyouyundeiaas(jichusheshijicaipiaopingtai)deshichangfenejianxiatu:

suiranshichangdazhigejuyucanalysxiangtong,dankeyikandaozaiq2,tengxunyundeiaasshichangfeneshidiyushanggejidude,aliyunyelveyouxiadiao。

zhidezhuyideshi,iaaszuoweigongyouyunjichusheshidezuizhongyaozuchengbufen,2018nianqiguimozhandaogongyouyundeyibanyishang(zhongguoxintongyuanshuju,2018niangongyouyunshichangguimowei525.4yiyuan,qizhong270yiweiiaas,22yiweipaas,saaswei145yiyuan),youyualiyunbiaoshiguozijibuzuosaas(zuokaifangpingtai),paasyouzaiqibujieduan,iaasdeguimodazhikeyifanyingchuqigongyouyunzhengtidedazhizoushi。

genjubutongjigoudeshujuzuoxingyefenxi,youyujichuxinxidepianchakenenghuidechuwanquanxiangzuodejielun,ruhekeguanpanduanzhongguogongyouyunshichangdezouxiang,feneyijijingzhenggejuni?

看各家报告最大公约数: 行业暗藏变化

butongjigouzaicaiyangjichushujushi,youyuxinxiyuan、fenximoshi,shenzhishikoujingdebutong,duishujudejingzhunxinghuidayidingzhekou。

彩票平台duixingyedequshixingpanduan,caipiaopingtaibufangxiankangejiabaogaodezuidagongyueshu。

caipiaopingtaizaiduofenbaogaozhong,junkandao: paas(pingtaijicaipiaopingtai)jiangchengweizhongyaozengzhangdiandemiaoshu。

彩票平台zaizhongguoxintongyuan2019niande《yunjisuanfazhanbaipishu》zhong,yuji“paas shichangguimorengjiangbaochijiaogaodezengsu”,idcde《zhongguogongyouyuncaipiaopingtaishichang(2019shangbannian)genzong》zhongrenweidangqipaastongqizengzhangdadaole92.6%,chaoguoiaastongqide72.2%,shaliwenzeyugu2022nianpaascengshichangguimojiangcong2017niande12.2yiyuandadao242.9yiyuan,jiejin20beideguimozengzhang。

qitajigoubaogaodoushiciqushi,buzaizhuishu。

congdagaiguimokan,ruoyizhongguoxintongyuanshujuweicankao,iaasceng270yiyuandeguimotongbizengsuruozai70%,ze2019nianwei459yiyuan,2018nianpaascengde22yiyuan,dao2019niandagaiwei45yiyuan。

IaaS+PaaS两部分共计504亿元。

虽然对分季度的数据略有出入,但全年总规模IDC和Canalys大致在同一区间,前者认为2019上半年总规模为54.2亿美元,后者则判断全年为107亿美元,彩票平台判断2019年中国公有云总规模大致在750-780亿元这一区间。 

彩票平台zaixunzhaoguanyushichangfenedegongyueshu。

idchecanalyssuiranzaishujuxijieshangyousuochabie,dandourenweialiyundeshichangzhanbishichaoguo40%de(qizhong,canalysrenweialiyunduigongyouyunquannianzongzhanbiwei46.1%,idcpanduanzaiiaasyijiiaas+paascengzhanbiwei42%shangxia)。

以此判断,阿里云的IaaS年收入大致为193亿元,PaaS层为19亿元左右。

彩票平台jiaozhiquannian355yiyuandezongyingshou,shengyu100duoyidazhiyoushaoxudesaas(rudingding)yijizhengwuyunhejinrongyundenglingyudezhuanyouyunbufen,ruzaizhengwuyundehezuozhong,dingdinghegaodeditukaishichengweizhulichukou,yuhebeizhengfudehezuozhong,gaodeditudechukoujiazhikaishitixian,jinxingle “yizhangdituyouhebei”gongcheng。

zheidagaishialiyunzai2019niandezhuyaofazhanmailuo。

tengxunyundepandingjiuyaofuzaxuduo:

1. canalysbaogaopandingtengxunyundegongyouyunnianduzongshourujinyou130yiyuan,zainiandu170yiyuanzongshouruqiantixia,shengyude40yiyuanyouzaihechuni,haishicanalyswuchayourucizhida;

2. canalysheidcduitengxundefenepandingyeyoujiaodapiancha,qianzhezai2019shangbannianpandingzongzhanbiwei17%shangxia,erhouzhezezai12%shangxia。

但粗略看,无论是何等标准数值,腾讯云IaaS+PaaS的年度总规模大致在60-80亿这一区间,是全年170亿总收入的一半不到,也低于Canalys判断的130亿这一规模。

zheiyoushiweihe?

caipiaopingtaifenxiyuanyindazhiwei:

相较于阿里在C端出口相对较弱这一事实,腾讯在C端优势较为明显,这使得腾讯云在诸多的项目中往往承载了由IaaS+PaaS向SaaS转移的功能,与云南政府合作的“一部手机游云南”项目,也是将云南省旅游数据整合,以微信和小程序为主要出口,提高政府彩票平台水平,SaaS在腾讯的占比明显加大。

ciwai,zhengwuyunbufendezhuanyouyunhuohunheyunyehuizhanxiangdangbili。

彩票平台jiehezhongguoxintongyuan、idcyijicanalysdengjigoubaogao,2019nianzhongguogongyouyundesaasguimodazhizai200yiyuanshangxia,tengxunyunbaoshouqijianzaicishujudazhiwei50yiyuanzuoyou,zhanbidagaizai20%,chaoguozongguimozhanbi。

zheiyekeshiweialiyunhetengxunyunzaifazhanshangdeyidafenshuiling。

从发展路径看,IaaS仍然是阿里云的最重要拉动力,IDC认为2019上半年该部分增长了68.7%,同周期阿里云总收入同比增长70%。

jubujihuyuzhengtitongbuzengzhang,genjucaipiaopingtaiqianwencesuan2019nian193yiyuandeiaaszongshouruzhantongqialiyunzongshourude60%zuoyou。

tongqitengxunyundeiaas+paaszhanquannianzongyingshouyejiushiyibanshangxia。

换言之,根据双方所处赛道和优势不同,阿里云现阶段则侧重于IaaS为主的基础设施彩票平台,也进行了向C端的尝试,但仍处于起步阶段,腾讯云在不占此部分先发优势前提下,在进行组织架构调整之后,率先从C端下手,提高市场占比,并借此摊薄摊销成本。

云计算接下来又会怎么走? 

2018nianduiyunjisuanxingyeshiyigezhidejiniandeyinian,benniandugongyouyunchaoyuelesiyouyun,yunjisuandegongxiang、danxing、gaoxiaoliniangengjiashenrurenxin。

彩票平台genjuquanqiujingyan,yunjisuanfazhanguilvdazhiwei: qianqiiaasladong,zhongqipaas+saasxunsujueqi,youqisuizhezhongduosaaskaifazhejiaru,tongguoerp、crm、bangongtaojiandengqiyecanyutuidongyunjisuanxiangcduanshentou,qihouiaaszaiduchengzhang,ladongzengzhang。

彩票平台shaliwenzaicizhiqianduizhongguoyunjisuandezengzhangcengzuoyixiayuce,jianxiatu:

2017-2022年该机构的主要判断为: IaaS仍将保持最大份额,但速度将有所下降,SaaS维持在40%左右同比增速,PaaS增速放大。

根据2019年的发展与前文彩票平台对数据的推演,与此趋势大致相同,也就是说,当前的中国云计算市场确实在进行发展的换轨周期.

duiyualiyun,xianjinxuyaodeshizaizengsushangyaohuanjieduiiaasdeguofenyilai,gaibufensuiranbizhongjida,danxindezengzhangdianyinggaizaipaasyijizaiqihoubujudesaaszhishang(aliyunzijibuzuosaas,dankaifangpingtaidewanshanyouliyuwanshanzhenggeshengtai),yejiadalezhinenghuadeyanfa,qibufenmudeyezaiyutigaokaifapingtaidexiyinli,aliyunzaiiaasfangmianzeqibujiaoman,danxiwangtongguoyoucduanxiangiaasduanshentou,zuijindezhengfuhezuonengkanchulai,ciwai,caipiaopingtaizaiidcdebaogaozhong,kanchuleyixieduanni,jianxiatu:

在加入PaaS部分后,阿里云的市场占比降低0.2个百分点,腾讯云增加0.1个百分点,也就是说,PaaS对腾讯云的贡献要大于阿里云。 

genjushaliwenyuce,paascengzai2022nianjiangjiejin600yiyuandeguimo,jieshigaibufenshichangxianranjiangchengweiliangjiajigouzhengduodejiaodian。

paokai“yazhi”zheiyicubaoshichangxingrongci,zailixingpanduanyunjisuandeshichangguimohezouxiangshi,caipiaopingtairenweidazhishang:

彩票平台1.duanqineialiyundelingxianyoushibuhuigaibian,zaiyiqingqijiandingdingzaibangong、jiaoxuefangmiandafangyicaiyehuijiaqiangqihouzaixinlingyudebuju;

2.xiangjiaoyudingdingdebangongruanjianshuxing,weixin、qqzechuyurichangshejiaodehexinweizhi,zaiyigonggongcaipiaopingtaiweidaoxiangdezhaoshangzhongyoushimingxian,ruzhengwuyun、youduiwaiyewudeqiyeyunbufen,qiyualiyundechajuhuizhujiansuoxiao。(benwenshoufataimeitiapp)

注: 具体数据或有争议,本文不做解释,只做趋势性判断,不针对第三方机构。

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