Is proprietary cloud really a universal antidote to the pain of enterprise digital transformation? Learn about cloud computing in an article

This is the 87 1 article of JD.COM Mathematics Department.

Cloud computing and cloud have something in common, and the cloud can freely scroll, just like the resource consumption of cloud computing, it can be flexibly expanded; Cloud can drift to different locations with the wind, and cloud computing, in many cases, users don't know where the data center is deployed, but it exists.

This cloud is still expanding-according to the White Paper on Cloud Computing Development (2020) issued by China Institute of Information and Communication, the global cloud computing market scale reached 654.38+0883 billion US dollars in 2065+09, with a growth rate of 20.86%. It is estimated that the average growth rate will remain at around 654.38+08% in the next few years. In the same year, the cloud computing market in China was 65.438+0334 billion yuan, with a growth rate of 38.6%.

There are two values worth discussing. First, the cloud computing market in China is huge, accounting for about 70% of the global market; Second, the growth rate is extremely fast. This means that the cloud computing market, which has been developed in China for more than ten years, has ushered in a new "clash of giants".

The new battlefield will shift from public cloud to private cloud, and the next decade will be dominated by private cloud.

Why is the digital transformation of traditional enterprises more suitable to be realized by proprietary cloud? How should enterprises choose the corresponding cloud service provider? How should players in the field of cloud computing seize this wave of opportunities?

When the consumer Internet has long been designated as "the development of traffic dividends has dried up", a new round of development dividends has turned to traditional industries, and their demand for computing and data storage in the process of digital transformation has brought opportunities for cloud computing. According to the report, 95% of enterprises believe that cloud computing can reduce the IT cost of enterprises, and more and more industry users, such as banks, real estate, aviation, retail, manufacturing, agriculture, etc., have the desire to go to the cloud.

In addition to the needs of enterprises themselves, policies have also begun to tilt toward cloud computing. This year, new infrastructure was written into the work report. Among the seven new infrastructure priorities listed by CCTV, big data center, 5G infrastructure, artificial intelligence and industrial Internet are impressively listed. The new infrastructure will undoubtedly greatly increase the demand for data storage and computing in the future, and cloud computing is needed as the foundation behind it. By July 2020, more than 20 provinces have issued new infrastructure plans, and Guangdong alone has proposed 590 million yuan of new infrastructure projects.

With the digital transformation of enterprises as the internal driving force and the promotion of new infrastructure as the external driving force, the new round of cloud computing market has its underlying logic.

From the evolution trend, at present, cloud computing has developed from a single private and public cloud form to a cloudy form dominated by private and hybrid clouds.

The main difference between them lies in the subject to which cloud resources belong:

① Public Cloud: Cloud products and services are directly provided by cloud service providers, and enterprises need to host data in the service providers' data centers, so their grasp of data is relatively weak. But it has strong flexibility, flexible resource consumption and low cost.

② Private cloud: Cloud service providers independently build service systems for enterprises, deploy computer rooms and servers, and provide customized solutions according to the needs of enterprises. It is more suitable for industries that require high data security, such as government departments. At the same time, the deployment cost is high and it needs regular operation and maintenance.

③ Hybrid cloud: the public cloud is too open and the data security is insufficient; Private cloud is too closed, complex operation and maintenance costs remain high, and data circulation scope is limited. Hybrid cloud combines the two. The service with low confidentiality is deployed in the public cloud, and the core sensitive data is deployed in the private cloud. A bridge is built between them to communicate through the private channel of the intranet.

④ Private cloud: Private cloud and hybrid cloud have one thing in common, that is, data is classified according to confidentiality and deployed in different resource pools. The difference between the two is that the hybrid cloud still needs to build a private cloud for the enterprise, and the private cloud is a cloud partition directly provided by the cloud service provider to physically isolate the virtualized resource pool. Private clouds are more similar to hybrid clouds in form, but at a lower cost.

In the past two years, the growth rate of proprietary cloud market has been obvious. According to iResearch's Insight Report on the Development of Private Cloud Industry in China in 2020, the private cloud market in China will be 5.92 billion yuan in 20 18, and the five-year compound growth rate is expected to be 56.7%. By 2023, the private cloud market is expected to reach 55.94 billion yuan.

The private cloud market is also growing, but the growth rate is relatively slow. The White Paper on Cloud Computing Development (2020) shows that its market scale will reach 64.5 billion yuan in 20 19, up by 22.8% year-on-year. It is estimated that the market scale will be around150 billion yuan in 2023.

The public cloud is a "big cake", which is almost carved up by the giants, so it is difficult for long-tailed players to overtake in corners. The market scale of China public cloud in 20 19 is 68.9 billion yuan. Although the current growth rate is still considerable-57.6% in 2065438+09-there is still resistance to the development of public cloud in the future.

First of all, data security issues. Even Alibaba Cloud, the industry leader, has had many downtime accidents. At the beginning of 2065438+2009, IO HANG broke down, which led to the paralysis of a large number of domestic Internet companies, and then two failures occurred one after another. The customers of public cloud are generally Internet companies and small and medium-sized enterprises. However, the market customer base is changing, and traditional industries such as industry, government, medical care and finance are accelerating to the cloud. They have higher requirements for data security and service controllability, and prefer proprietary and private cloud solutions.

Secondly, the problem of time delay. In the past, public clouds were mostly based on large data centers, and all data were transmitted from a large number of terminal devices to the "center" for processing, which consumed a lot of bandwidth resources and delayed the return of data, resulting in time delay. To this end, cloud vendors build physical and virtual resource pools near the enterprise, extend computing power to the edge, and provide faster, end-to-end edge cloud computing services. In the "center+edge node" ecology, private cloud is the concrete embodiment of near-end distributed cloud, which naturally conforms to the direction of public cloud reform.

At this point, the development advantages of the proprietary cloud market have become as clear as the clear sky after the rain.

Compared with public cloud, it can effectively solve the problems of data security and delay. The deployment of near-end devices makes the access speed faster, but the flexibility of expansion has not weakened. Compared with private cloud, it not only has the advantage of flexible business architecture, but also avoids data islands, opens up the cloud and local data, and realizes two-way data transmission.

No manufacturer doesn't want to do incremental. In order to occupy the incremental market, vendors turned to private cloud and hybrid cloud. At the same time, based on the advantages of the past, we launched industry customized solutions.

It seems that the dust has settled, and the cloud computing field in the "post-Jianghu market" has revived.

① Huawei Cloud and Tianyi Cloud: A hybrid cloud is launched to meet the flexible expansion needs of government and enterprise users.

Privacy and security are the first considerations for government departments and large enterprises to go to the cloud. However, the most secure private cloud gradually exposed the problem of insufficient flexibility in use, which gave birth to the use demand of hybrid cloud.

At present, China Telecom has cooperated with more than 236 cities in 3/kloc-0 provinces to build 1 1 provincial government affairs cloud platforms and more than 100 prefecture-level government affairs cloud platforms. IDC ranks first in China. Under the national resource layout of "2+4+3 1+X", there are more than 700 data centers.

Under the existing layout of government resources, Tianyi Cloud's hybrid cloud business transformation naturally comes.

Huawei Cloud went one step further by directly stopping a single private cloud service. Before the innovation, Huawei communicated with past customers such as People's Bank of China, Audit Office, Industrial and Commercial Bank of China and Emergency Management Department. Internet-driven services change rapidly, and it is difficult to solve the functional and architectural innovation required by users with annual regular upgrades. Hybrid cloud is more suitable for long-term use.

However, in the process of transformation, the situation faced by Huawei Cloud is more complicated than that of Tianyi Cloud. It started from private cloud and accumulated a large number of private cloud-related customers. If existing customers want to upgrade to hybrid cloud, the lowest cost way is to open up private cloud and public cloud through data channel. However, such "assembly" will increase the difficulty of R&D operation and maintenance in the process of continuous superposition of components and multiple system upgrades, resulting in a decline in experience.

To achieve the stability of long-term experience, cloud service providers need to readjust their systems based on public cloud architecture. Under the great innovation, how to prove that it is enough to catch up with competitors in the hybrid cloud business and maintain its past data security advantages is the key issue that Huawei Cloud needs to verify with customers.

On 20 16 and 20 17, Huawei Cloud rapidly expanded government customers and built local clouds for 660 cities. After abandoning a single private cloud, how to help former government and enterprise customers transform and win their long-term support will become the core breakthrough point of Huawei's hybrid cloud business.

② JD.COM Digital Finance Cloud T 1: Providing financial industry solutions.

Compared with the government business department, the financial industry urgently needs to go to the cloud.

On the one hand, the traditional banking business has been severely impacted by the Internet, Internet finance is carving up the market, and users are migrating online. The Report on Banking Services in China in 20 19 shows that only 10.23% of the banking business was completed through the counter last year. On the other hand, the development of the financial industry has not yet touched the ceiling, and wealth management, insurance and securities are still in the initial stage of development in China, and practitioners have the intention of digging for gold.

The market environment determines that financial enterprises must reach users online. Their rigid demands are: adopting an open architecture like internet companies, which is convenient for flexible adjustment and modification of products; At the same time, it can provide more support in user drainage and viscosity maintenance.

In order to solve these pain points, JD.com launched T 1 Financial Cloud, covering financial proprietary cloud, digital operation platform U+, data intermediate platform, technology intermediate platform and distributed relational database StarDB.

From the perspective of cloud computing, financial proprietary cloud ensures data security and flexible expansion. The "one-stop mobile R&D platform" of U+ platform provides the ability to develop apps and applets in the form of PaaS, which greatly shortens the deployment cycle. It also provides application lifecycle management, including performance monitoring, crash analysis and message push. It is understood that the PaaS platform can reduce development resources to 38% and improve performance by more than 50%. With its support, Suzhou Rural Commercial Bank quickly launched the online loan system, intelligent customer service system and mobile banking within a few months.

For financial customers, it greatly reduces the difficulty of development and operation and maintenance of China-Taiwan and APP, and reduces the cost of digital transformation of banks.

Of course, this is not the end. "Financial Industry Solution Exporter" T 1 Financial Cloud also provides more in-depth operational services-the key contact point of "MILVE" intelligent marketing decision-making system, records user behavior, provides refined operational strategies for multiple business scenarios, provides A/B testing, and analyzes and rechecks the effectiveness of the strategies. Not long ago, at the Global Science and Technology Explorer Conference in JD.COM, Cao Peng, vice president of JD.COM Digital Technology Group, also mentioned the "intelligent voice outbound robot". The daily call volume of digital robots in JD.COM exceeds one million, and the conversion rate is 63% higher than that of manual calls. In addition, solutions such as Hawkeye SMS marketing, Yan Liang user survey, intelligent customer service, live broadcast and work order system are also improving user stickiness.

Is in a period of rapid growth. According to China Financial Cloud Market Tracking (First Half of 2020) released by International Data Corporation (IDC), JD.com T1Financial Cloud has established a 9.5% market share in the financial cloud market within one year. It is foreseeable that this number will continue to grow.

③ Alibaba Cloud and Tencent Cloud used their past advantages to incite new business.

The essence of business is to rely on the advantages of the past, create leverage, and incite greater profits and markets. Huawei Cloud is like this, and so are Alibaba Cloud and Tencent Cloud.

The biggest trend of Alibaba Cloud this year is to transform the original products, combine them with the foundation of cloud platform, and then build a digital native operating system, and then transform it into an enterprise application development platform. This operation is not only conducive to diversion, but also smoothly sinks cloud market services to small and medium-sized enterprises. It is worth mentioning that for large and medium-sized enterprises, Alibaba Cloud mainly promotes private cloud.

Tencent Cloud proposed the ecological strategy of the Internet of Things, set foot in the fields of automobiles and smart hotels, and upgraded the business management system for enterprises with products such as proprietary cloud and public cloud. Its Internet of Things strategy is 2B2C, and the important starting point of its development lies in WeChat traffic, which replaces all kinds of apps with low opening rate and improves the activity of Internet of Things devices.

As a part of the new infrastructure, cloud computing is pouring into more and more industries, and its service forms are becoming more and more detailed and grounded.

From the user's point of view, it is more and more common to adopt multiple cloud service providers and multiple cloud forms. According to the data in the 2020 Flexera Cloud Status Report, 93% of enterprises have adopted the cloud strategy, while 87% have adopted the hybrid cloud strategy. Respondents use an average of 2.2 public * * * clouds and 2.2 private clouds.

Under the cloud strategy, the demand of multi-network convergence arises at the historic moment, that is, open the cloud across service providers, so that the data deployed by the same enterprise in different cloud service providers can interact. At present, Tianyiyun has achieved "first-line cloudy". After going to the cloud, you can connect to other cloud service providers by using a dedicated line.

The road to cloud computing optimization is endless. Cloudy convergence and multi-network convergence are becoming a new trend. Once this process is completed, it will be difficult for cloud service providers to borrow past data to retain customers, and the competition will eventually return to the effectiveness of the solution.

# Cloud Computing #