This article is from the WeChat public account: All Weather Technology (ID: iawtmt) , author: Yaoxin Lu, editor: Luo Lijuan, from FIG title: IC photo

The domestic cloud computing market has increased giant players.

Every indication is that byte bounce is marching toward cloud computing. “Recently received a beating invitation for byte beating,” a cloud computing company sales told All Weather Technology. “From the communication process and career description, this is not an internal project. It is To B ’s cloud computing business.” < / p>

Since the last year, ByteDance has taken actions in cloud computing trademarks, domain names, etc. Recently, it has launched cloud computing related positions on multiple recruitment websites, and it is suspected that it will get involved in the field of cloud computing.

In this regard, Byte Beat has not yet given a positive response, but said to All Weather Technology: “There are currently no plans for a public cloud.”

The byte bounce that started with C-end services such as today’s headlines and Douyin is marching into the To B field, and vigorously promoted its office software Flying Book during the epidemic. Will cloud computing be the next move of this emerging giant in the To B field?

Dive into cloud computing

In July 2019, BYTE submitted a trademark application for BYTE Cloud. The trademark registration inquiry showed that this trademark includes three categories of social services, scientific instruments and education and entertainment. As of now, BYTE The “cloud” trademark is still under review.

The bytecloud.com domain name corresponding to the meaning of “byte cloud” was registered in 2004. In January 2019, this domain name was transferred from an overseas registrar to eName China, and privacy protection was opened.

On March 13, according to the domain name registration system of the Ministry of Industry and Information Technology, bytecloud.coThe domain name of m domain name has been completed. Its main body is Beijing Feishu Technology Co., Ltd., a wholly-owned subsidiary of BYTE.

Bytecloud filing situation

In addition, Byte Beat also has two domain names cloud.bytedance.com and larkcloud.com. The former means cloud + byte beat, and the latter means “flying book cloud”. At present, both domains point to a website called “Light Service”, and the official introduction is to provide “cloud services ahead of the times.”

In March last year, the last user who knew that the previous tag was a beating tag posted a job ad “Hard and Wide!” ——Recruitment of Byte Beat Cloud Computing Posts “, which shows that Byte Beat is hiring cloud computing R & D engineers and senior engineers in the direction of resource scheduling, container kernel, and back-end development.

Recently, many recruiting platforms such as hunting and recruiting and pulling hooks have also launched byte-beating recruitment requirements for cloud computing, reaching a total of dozens of job categories.

Taking the recruitment network as an example, in addition to R & D engineers, its recruitment needs include private cloud architects, IaaS solution engineers, and private cloud computing technology leaders. In his job description as an IaaS solution engineer, his work includes: responsible for the solution architecture and design of byte-beating private clouds, scenario expansion, and customization of byte-beating private clouds, supporting small-scale deployment and maintenance.

Recruitment website about the job description of IaaS solution engineer


Join a private cloud battlefield?

Judging from the above signs, byte jump into the cloud computing has become a high probability event. The question that arises is, is the cloud computing of byte beating internal and external? Is the direction private or public?

The job advertisement published by Zhihu shows that its “engineering team is responsible for the resource scheduling and management of the underlying cloud computing engine, and is responsible for the underlying infrastructure construction and management of cloud engine products.”

However, the aforementioned sales analysis of cloud computing companies believes that, “It ’s not like internal business. I ’ve seen most of the recent recruitment requirements of ByteDance. Most job descriptions have typical external characteristics. And they found me and said ByteDance is conducting a talent reserve in this area, and sales itself is an external post. “

In the domestic cloud computing market, there are currently two camps, public cloud and private cloud, both of which are growing rapidly. According to IDC statistics, in the first half of 2019, the domestic public cloud IaaS market size reached US $ 3.36 billion, a year-on-year increase of 72%. In 2018, China’s public and private cloud annual investment totaled 12.01 billion yuan, an increase of 74.7% year-on-year.

In the public cloud market, a more stable pattern dominated by Ali has been formed , and the top five market shares exceed 75%. Analysis of many cloud computing practitioners believes that under the market structure of giant oligarchs, it is difficult to have new players’ development and survival space. “The final pattern is probably composed of the first three or five companies headed by Ali. Now it may be difficult for small and medium manufacturers in the market to survive.” One practitioner said.

In contrast, the private cloud market is more fragmented. In the industry, there are not only Huawei, Xinhua III and Inspur represented by traditional IT vendors, entrepreneurial Qingyun, Kyushu cloud, but also systems. Integrators such as Neusoft, Digital China and other camps.

In the report of the Ministry of Industry and Information Technology of 2018, 19 companies led by Huawei and ranked at the bottom of ZTE are listed on the list. Public cloud giants such as Alibaba Cloud and Tencent Cloud have not formed similar ones in the private cloud market. Oligopoly pattern.

“Private cloud investment has a clearer return, the scale effect is not so large, and the market can accommodate more enterprises.” An analyst familiar with cloud computing said.

This may also be the direction of byte-beating cloud computing. Among the previously mentioned byte-beating recruitment positions, there are also multiple posts that clearly define the direction of “private cloud”, and mention customization and miniaturization deployment. And so on.

In response, ByteDance officially responded to All Weather Technology saying that there is currently no plan to do public cloud.

Byte To B Battle

Private cloud is not the first To B business of byte beating.

In fact, in the broad sense of cloud computing, there are three service models: IaaS, PaaS, and SaaS. At present, the public cloud and private cloud markets are generally IaaS and PaaS based on underlying infrastructure and platforms. ; Products such as office software, which belong to the SaaS level of cloud computing, can also be simply referred to as “cloud services”.

In the past year, ByteDance has opened two SaaS services that originally served the company.

Last April, BYTE released the SaaS enterprise office software Lark for overseas markets. In September, the product was opened to the domestic market in the name of “Feishu”. During the epidemic this year, during the overall popularity of remote office products, Byte Beat was a vigorous promotion of Feishu, and announced that its basic version is free for all enterprises.

Another SaaS service launched by ByteDance last year was called “Lingju (ByteAir) “, which is the core algorithm team of today ’s headline The service product launched is positioned as “the world’s leading enterprise-level algorithm service provider”.

Schematic diagram of Lingju’s recommendation system

Many mainstream SaaS services in the market are compatible with their cloud computing.

For example, Alibaba Cloud ’s benchmark product, Alibaba Cloud, is behind Alibaba Cloud. During the outbreak of this year, Alibaba Cloud continued to expand 100,000 cloud servers to ensure the stability of Aegina during the outbreak of Alibaba Cloud ’s traffic. The competitive product of the horse is Baidu’s intelligent recommendation engine BRS, which is supported by Baidu Cloud and sold with Baidu’s traditional in-app search service. The business model and services are also more complete.

If you look at it this way, it’s logical that ByteDance entered the field of cloud computing. This means not only taking a share in the private cloud market, but also based on cloud computing and cooperating with SaaS products such as Feishu to form a stronger competitiveness in the enterprise service market.

To B’s ambitious byte ambition is emerging in a more complete posture.

This article is from the WeChat public account: All Weather Technology (ID: iawtmt) , author: Yaoxin Lu, editor: Luo Lijuan