2. Tencent Releases Start Cloud Game
3. The Ministry of Industry and Information Technology issued a 5G license, and the formation of 5G related concept industries driven by 5G commercials
Q3, the next big time in 2019, what are the major events in the industry that will be concerned?
Huawei Cloud’s business cooperation progress in cloud games, the localization process of ARM hardware ecology, the entry mode of other big platforms for cloud games and derivative products (such as playable advertisements), 5G related telecommunication tariff changes.
Q4, 2019, what kind of competition pattern will the industry in which the company is located present?
2019 As the first year of domestic cloud games, based on the underlying hardware, middle-tier services and upper-level products will form an early team structure. On the ground floor, Huawei and Qualcomm-based ARM hardware ecosystem and AMD, Intel, Nvidia X86 ecosystem and other excessive hardware solutions, middle-tier service traditional cloud service company ( Huawei Cloud, Tencent Cloud) and various vertical cloud service companies (such as qiyun), upper-level applications are more to cultivate the market, advertising and channel distribution will be the first to cooperate with mature technology and share the cloud The first wave of bonuses brought by gaming technology.
Ciyun has a complete set of solutions from the underlying hardware, rom and interfaces for the top-level business forms. Qiyun is relatively Huawei, and Qualcomm has more resources and brand value for other brands. Vendors have more resource allocation capabilities. Qiyun’s advantage lies in the current focused investment, mature commercial application, and certain first-mover advantage in cost, scale, and stability. For this reason, many giants entered this year. In the case of the qiyun business, it will not increase.
In the future, more research and development in the underlying computing power, transmission, codec, terminal compatibility, and commercialization.
Q5, 2019, will the company have some milestone nodes?
The milestone of 2019 is mainly the commercialization scale of the company’s cloud services, and realizes the daily tens of millions of instance services.
Q6, 2019, the company on the track where the company is located, what must be done or the market for competition?
1. Balance of technical update iterations and commercialization capabilities
2. Grasping important cooperation opportunities (business and capital cooperation of platform-level companies)
PS:
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