A more prosperous cloud computing format is already on the horizon.
According to the previous plan of the Ministry of Education, the “National Primary and Secondary School Network Cloud Platform” will be launched on February 17. On February 13, the Ministry of Industry and Information Technology made arrangements for the security work of the “National Primary and Secondary School Network Cloud Classroom”, requiring China Telecom, China Mobile, China Unicom, Ali, Baidu, Huawei, and China Netcom to establish special working groups and Target requirements, do a good job of implementation, and ensure stable operation.
In the planning of the Ministry of Education, “National Primary and Secondary School Network Cloud Classroom” is the main way to ensure the smooth implementation of the “non-stop classes”. The related technical support needs to be provided by China Telecom, Ali, Huawei and other companies. The technical support provided by these companies is mainly cloud computing services.
Online education and online office drive massive cloud demand
On January 27, the Ministry of Education officially issued the “Notice of the Ministry of Education on the Extension of the Spring Semester of 2020”. According to relevant requirements, “suspending classes without stopping schools” has become the main prevention and control measure for education administration departments and universities, schools, and schools in various regions. .
The news came out that dozens of well-known online education institutions, including New Oriental Online, Xueersi and Ape Coaching, have started to announce that they will provide live courses for free to users across the country. During the epidemic, the “donations” of educational institutions brought more warmth to elementary and middle school students across the country.
On the other hand, in the frenetic pursuit of the capital market, online education has become a new outlet. On the first A-share trading day on February 3, the online education sector’s gain was second only to pharmaceutical stocks, and online education popular stock Fangzhi Technology had a daily limit for six consecutive trading days.
The long-term benefit of the epidemic to online education is undeniable, but after calming down, we should be aware of more problems behind the surface phenomenon.
When online education explodes, we should first realize that, aside from adult education, online education must provide services to 276 million students at all levels across the country and more than 16.7 million full-time teachers. The information and data need to be processed.
Because of the epidemic, it is not just online education, but also online office. Worry-Free Career recently conducted an interview and survey on the people who have resumed work in the first week. The results show that only 21.5% of the respondents’ companies chose to work from home in the first two days of the resumed work. This figure rose to 38.8% on the fifth working day of the first week.
In this special period of the nationwide fight against the epidemic, in order to reduce the flow and concentration of people, online office has become the preferred solution for employees of tens of millions of enterprises and more than 200 million enterprises. For online office service providers, the current opportunities can indeed be described as inaccessible.
But the huge flow is like the tide, and the huge amount of data also brings huge challenges.
In fact, whether you are dealing with the massive data of online education or the massive amount of online officeFor data, the only suitable and reliable technical means is cloud computing.
Under the current situation, the data computing challenges encountered by online education and online office are similar to those encountered by e-commerce platforms such as Tmall and Pinduoduo at the “618” and “Double Eleven” shopping festivals. Cloud computing relies on Alibaba Cloud and Pinduoduo cloud computing relies on Tencent Cloud. Therefore, the current online education and online office provide cloud computing vendors such as Alibaba Cloud and Tencent Cloud with unprecedentedly broad application scenarios.
Behind the nails, the collapse of corporate WeChat: A new test for Alibaba Cloud and Tencent Cloud
Frost & Sullivan recently released a research report on the Chinese public cloud market. The results of the report show that in 2019, the Chinese public cloud Q3 market reached 19.71 billion yuan, a year-on-year increase of 64.3%.
Among them, Alibaba Cloud, Tencent Cloud, and Jinshan Cloud are the top three Internet cloud companies. Together with Tianyi Cloud and Huawei Cloud, they have become the TOP5 and major players leading the rapid development of the Chinese cloud computing market. In the IaaS market, the top 5 vendors have a highly concentrated market share, occupying an overall market share of 73.8%. Alibaba Cloud continues to maintain its leading position, and Tencent Cloud ranks second. Alibaba Cloud and Tencent Cloud are still the two cloud computing giants in China.
Corporate WeChat and Dingguo are online office software products that rely on Tencent Cloud and Alibaba Cloud. In theory, they should be very reliable. Unfortunately, on the first day of the Spring Festival rework, two The giants rolled over at the same time.
On February 3, many netizens reported on Weibo that the video conferencing system of corporate WeChat collapsed, some netizens said “can’t get in in an hour”, and some netizens said “continuous people fall out of the meeting and can’t enter, Re-establishing a complete crash. “At the same time, Ding Ding also experienced temporary network traffic restrictions, and some users said that they could not use it normally.
Responding to this official Weibo post, the network has temporarily restricted traffic due to the massive number of companies and organizations simultaneously launching conference live broadcasts.
On the following February 4th, Alibaba further stated that in order to ensure the smooth network and user experience, Naked Technicians urgently expanded the network and computing resources on Alibaba Cloud, using the elastic computing resource orchestration service in 2 10,000 cloud servers were newly deployed in the hour.
The rollover of Dingding and Enterprise WeChat can be regarded as a fiasco for Aliyun and Tencent Cloud. Technically, Alibaba Cloud and Tencent Cloud are undoubtedly domestically leading, but they may have underestimated market demand, which has led toBad results this time.
In particular, Ali Dingguo, in addition to providing online office services, is also the designated online education client in many provinces and cities. The booths are too open. Maintaining the customer experience becomes a difficult challenge for Alibaba Cloud. .
In recent days, the rumor that “Ding Ding APP was removed from the market by malicious comments” has been rumored. Ding Ding has been removed from the OPPO software store.
After verification, we can see that Dingding can be downloaded and used normally in all major app stores, but from the comments and posts under the application, Dingding has indeed been badly evaluated by some student groups.
Alibaba Cloud and Tencent Cloud’s technology level and service capabilities are indeed domestically leading, and they are also among the top ten in the world. But judging from their performance over this period of time, they did not perform well when they stood the test of the market.
Jinshan Cloud and Huawei Cloud follow the trend
When Ali Dingguo and enterprise WeChat roll over, Ali Cloud and Tencent Cloud are a little bit busy, and other cloud service vendors have ushered in opportunities.
Jinshan Office is a pure office software company. It has been listed for less than three months. The stock price has increased from more than 100 yuan at the beginning of the listing to more than 200 yuan, which has almost doubled.
It is Jinshan Cloud, which is Jinshan’s own, to provide cloud service technical support for Jinshan office. According to Frost & Sullivan’s “Investigation and Research Report on the Chinese Public Cloud Market”, Jinshan Cloud currently ranks among the top three companies in the Internet cloud, behind Aliyun and Tencent Cloud.
The impact of the epidemic on Jinshan Cloud is obviously positive, and In the cloud computing market, the rapidly growing Huawei Cloud cannot be ignored.
According to the “China Public Cloud Service Market Tracking (First Half of 2019)” released by IDC in November, Huawei Cloud continues its strong growth momentum, with the IaaS + PaaS market growth rate in China’s public cloud exceeding 350%, and IaaS market revenue growth as high as 368%, surpassed AWS and Baidu Cloud to rise to fourth place.
Alibaba Cloud and Tencent Cloud have huge advantages, especially Alibaba Cloud, which started to do cloud computing in 2009, is a well-deserved pioneer in the Chinese cloud computing industry, but now the cloud computing market is still in a period of rapid development and still contains endless variable.
In the current special environment, the concentrated outbreak of cloud computing demand will undoubtedly greatly stimulate the popularization of education in the market. In this context, a more prosperous cloud computing industry has been forthcoming, and the cloud computing industry is about to usher in an era of more turbulent competition.