全球领先的新经济产业第三方数据挖掘与分析机构
关于“云live”的报告
艾媒咨询|2021上半年云计算行业研究报告
本报告研究涉及企业/品牌/案例:阿里云,青云科技
2020年中国云计算市场规模达到1776.4亿人民币,2021年有望增至2330.6亿人民币。首先是新基建、数据化进程的推进,使行业得到新的发展动能。其次,新冠肺炎疫情的出现和延续,缩短了市场云服务的应用周期,行业迎来全面大爆发。iiMedia Research(艾媒咨询)数据显示,2020年全球企业更大程度地集中布局混合云领域,布局企业高达87%。艾媒咨询分析师认为,传统型企业、互联网企业的业务边界被打破的同时,传统型企业和私有云、互联网企业与公有云之间原有的紧密关系也随之被打破,混合云成为了大势所趋。同时,青云科技成功上市,映射了混合云市场价值被逐步释放。此外,云计算将全面覆盖于全行业,成为基础设施。同时,云计算将大面积与各产业之间进行深度融合,构建新的数字生产力,发挥协同效应,为企业和社会的发展提供新的动力。
The size of China's cloud computing market will reach 177.64 billion RMB in 2020, and is predicted to reach 233.06 billion RMB in 2021. First of all, the new infrastructure and the advancement of digitalization have given the industry new momentum of development. Secondly, the novel coronavirus pneumonia epidemic situation and the continuation, shortened the cycle of cloud service application in the market, the industry will be a full-scale explosion. As the data of iiMedia Research showed, 87% global enterprises invested in the field of hybrid cloud in 2020. The consulting analyst of iiMedia Research believe that while the business boundaries of traditional enterprises and Internet enterprises are broken, the original close relationship between traditional enterprises and private cloud has been broken and the relationship between Internet enterprises and public cloud has also been broken. Hybrid cloud has become the general trend in the industry of cloud computing. At the same time, the company called Qingyun technology successfully landed on STAR Market , which reflects the gradual release of hybrid cloud market value. In addition, cloud computing become an infrastructure in a whole industry. At the same time, cloud computing will be deeply integrated with various industries in a large area, build new digital productivity, create a synergistic effect, and provide new power for the development of enterprises and society.艾媒研报|优刻得(UCloud):夹缝中谋成长,机遇挑战并存
本报告研究涉及企业/品牌/案例:优刻得、华为、腾讯、盛大、亚马逊、阿里巴巴、紫光华山科技有限公司、电信、浪潮集团有限公司、曙光信息产业股份有限公司、北明软件股份有限公司、北京北明伟业科技有限公司、鹏博士电信传媒集团股份有限公司
iiMedia Research(艾媒咨询)数据显示,2018年全球云计算市场规模达3058亿美元,同比增长17.52%,其中,公有云市场规模增长到1392亿美元,同比增长25.41%,预计2019年全球公有云市场规模将达到1710亿美元。相比全球市场,中国云计算市场规模仍较小,行业整体发展速度依然保持在较高水平,优刻得作为中国云服务商第二梯队企业,享受着行业发展快速增长带来的红利,其2018年营业收入高达118,743.32万元,同比增长41.39%,毛利46,878.79万元,同比增长53.08%。虽然优刻得已实现盈利,但营收过分依赖公有云业务的问题依然较为突出,在公有云市场竞争不断加剧的情况下,公司要对抗头部厂商的低价竞争策略,盈利不确定性增强。艾媒咨询分析师认为,优刻得较头部厂商存在一定差距,发展仍面临诸多挑战,但其第三方中立属性以及较强的定制化服务能力在垂直细分领域的竞争优势也不容忽视。
According to iiMedia Research, the global cloud computing market in 2018 reached US$305.8 billion, up 17.52% year-on-year. Among them, the size of the public cloud market grew to US$139.2 billion, up 25.41% year-on-year. It is estimated that the global public cloud market will reach US$171 billion in 2019. Compared with the global market, China's cloud computing market is still small, and the overall development speed of the industry remains at a relatively high level. As the second echelon enterprise of China's cloud service providers, UCloud enjoys the dividends brought by the rapid growth of the industry. Its business income in 2018 reached 118,743.32 million yuan, an increase of 41.39%, gross profit of 46,878.79 million yuan, an increase of 53.08%. Although UCloud has achieved profitability, the problem of excessive dependence on public cloud business is still prominent. With the increasing competition in the public cloud market, the company has to confront the low-price competition strategy of the head manufacturer, and the uncertainty of profitability has increased. iiMedia Consulting Analysts believe that there is a certain gap between the top manufacturers and the top manufacturers, and there are still many challenges in the development. However, the third-party neutrality and strong customized service capabilities can not be ignored in the field of vertical segmentation.
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