According to IDC data, the Asia-Pacific region in 2019 believes that PaaS accounts for only 10.7% of cloud computing, and predicts that SaaS will be in the range of 35%-40% in the next quarter. In the second quarter of 2019, suppliers will be public. Revenue from the sale of hardware infrastructure in the cloud environment decreased by 0.9% from the previous quarter and plummeted 15.1% year-on-year to US$9.4 billion. This also indicates that the growth rate of IaaS in the Asia-Pacific region will generally be different in the global market. increase.
This is also reflected in Alibaba Cloud’s data. IDC believes that Alibaba’s IaaS growth rate in Q2 in 2019 is 47%, which is lower than that of similar companies, but the overall growth of Alibaba Cloud Financial Report in the current period is 66%. ,PaaS growth rate is a partial victory over IaaS.
PaaS has become the main growth point of cloud computing, and has become the main competition point of Alibaba Cloud and Tencent Cloud.
Today, both Tencent and Alibaba have established certain barriers in their respective fields. They have also entered into strategic cooperation agreements with various governments through strong BD capabilities, thus entering the “sole source” of some cloud computing businesses. “In the catalogue (that is, targeted bidding), this aspect avoids the occurrence of the 1 cent price war in Xiamen’s external network bidding. The government can choose suppliers that meet their long-term cooperation without interference, and on the other hand, government state-owned assets. Background is more inclined for cloud computing vendors to set up joint ventures to share industry dividends.For example, Tencent’s “Yunnan Tengyun Information Industry Co., Ltd.” in Yunnan has accounted for 49% of Yunnan’s state assets., Ali’s cooperation in Henan and Hebei has plans to set up branches in the local area, and does not rule out the injection of local government capital in the details.
Overall, the government is more interested in cloud computing, and it needs more in-depth cooperation in capital, bidding, and operations. Ali and Tencent Cloud have also carried out comparisons with some governments in their respective fields. Strong binding relationship.
The size of the government cloud in 2017 is 29.2 billion yuan. By 2021, it will grow nearly three times to 81.3 billion yuan. Under the existing external environment, this is the most cost-effective market for cloud computing vendors. In the competition, the two major manufacturers of Alibaba Cloud and Tencent Cloud will compete more fiercely in the government cloud. We also look forward to who the winner is.