From the perspective of market demand and technology, at this stage, the giants in the cloud service sector have not yet enjoyed the real dividend in this market. In general, the domestic cloud service market is still in the stage of staking and accumulating strength. Three Phase Prepaid Energy Meter Three Phase Prepaid Energy Meter,3 Phase Prepaid Meter Installation,3 Phase Prepaid Electricity Meters,Phase Prepaid Electricity Meters TRANCHART Electrical and Machinery Co.,LTD , https://www.tranchart-electrical.com
One is the strategic investment of Haiyun Jiexun on September 20th. The other is that on July 23, Tencent led Yonghong Technology's 200 million yuan C round of financing, Yuansheng Capital, Oriental Fuhai, Jingwei Venture Capital, and iResearch Capital. This seems to be a relatively rare thing in Tencent: investing in the same field within three months, and all for the enterprise market.
Coupled with the recent completion of the global cloud computing giant AWS, Baidu and NetEase have entered the market in the near future, and the entire cloud computing market is very lively. Basically, it can be judged that the real war in this market will begin in the next two or three years, and the war will continue to escalate. 
Why did Tencent invest in these two companies?
What are the two companies? According to the public information, Haiyun Jiexun was established in 2010. When OpenStack was still inconspicuous in 2012, it began to transform into OpenStack, which is one of the earliest companies in the field in China. The previous round of financing came from Intel's investment of 10 million US dollars.
The so-called Open Stack, an open source software standard jointly developed by NASA and Rackspace, helps any company or individual to build their own IaaS cloud environment, aiming to break the monopoly of a few cloud enterprises such as Amazon AWS. In just a few years, OpenStack has gradually become one of the most popular free software and open source projects.
Tencent's direction of OpenStack is also very reasonable. OpenStack is a large and comprehensive Solution that is designed with extreme flexibility in mind and will do a lot of work for expansion and improvement wherever possible.
Including Tencent Cloud, OpenStack is a reliable supplement for many companies that promote their own cloud platforms. On the one hand, it integrates and enhances the ecological service capability in the cloud computing industry chain. At the same time, this is another way to accelerate the ecological closed-loop construction of partners in the cloud computing industry chain.
In the past two years, in the face of the development momentum of Open Stack, news about the acquisition of OpenStack startups has continued, Piston Cloud CompuTIng and Blue Box were acquired by Cisco and IBM respectively. Earlier, Cisco also acquired MetaCloud. At the beginning of this year, Alibaba Cloud also reached a strategic cooperation with the openstack service company Kyushu Cloud to jointly develop an enterprise-level hybrid cloud platform. This trend is actually very obvious.
Another company of Tencent Investment is Yonghong Technology. Founded in 2012, it is a one-stop big data analysis platform manufacturer. It currently has more than 500 partners, more than 2,000 corporate customers and more than 40,000 paying users.
Vendors that continue to force cloud computing generally have big data intent. While broadening their cloud services, the giants are also arranging and using data analysis to mine the value-added of their own business, and then output big data capabilities. After all, big data services are very attractive to users in terms of performance and efficiency.
Moreover, for cloud computing, Xiaoma Ge mentioned earlier, at the application level, SMEs can cooperate with Tencent to jointly serve the 100 billion-level market and achieve a win-win situation.
Therefore, Tencent invested in these two companies at this time. In short, one is to improve the ability at the IaaS level, and the other is to lay out big data—the advanced functions of cloud computing. Within two months, two investments in the same field were announced. It can be seen that Tencent has been in the cloud service field.
The competition has intensified and Tencent Ali has fought.
On September 7th, the cloud service in AWS China (Beijing) area was determined to be operated and provided by the new optical network, which means that the world's cloud computing boss joined the Chinese battlefield. Originally, Alibaba Cloud and Tencent Cloud have been developing as the two main forces. Together with Baidu and NetEase, they have also announced their recent entry into the cloud market. The entire market is quite lively.
Relatively speaking, Internet manufacturers have more foundations and desires to lay down this market. Internet vendors naturally have many advantages in content, channels, users, etc. The key work they need to do is to further improve their technology and functions (this is why Tencent recently invested in two investments in the cloud) and further lay out its own ecology.
For Internet companies that previously focused on the consumer market, entering the enterprise level will undoubtedly increase the market value. Oracle, SAP, and Salesforce, which provide cloud services in the United States, have a combined market capitalization of more than $300 billion.
From the actual situation, Baidu announced its open cloud strategy in July this year. It is still in its infancy and has not yet matured. The same is true for Netease's logic. Ali and Tencent are undoubtedly the strongest cloud computing players among domestic Internet vendors.
Look at Ali first. After Ali acquired Wanwang in 2009, it began to introduce the concept of cloud computing. The benchmark is actually the way Amazon operates. In the first quarter of fiscal 2017, Ali’s cloud computing business revenue reached 1.243 billion yuan, a year-on-year increase of 156%.
As an e-commerce company, Ali needs to bear the peak of the promotion period such as Double 11 and also face the peaks and valleys of the off-season. More importantly, Ali also needs data capabilities to understand the trends of different categories, open computing power is inevitable.
Look at Tencent Cloud again. In the second quarter earnings report, Tencent disclosed the growth data of payment and cloud services for the first time. The revenue of this part of the business increased by 275% year-on-year to 3.479 billion yuan.
The advantage of Tencent Cloud lies in Tencent's ecology and product technology genes. While building an open platform, Tencent Cloud shared Tencent's accumulated advantages in the Internet industry over the past decade, including technology, capabilities and experience. Ma Huateng once said that with Tencent Cloud, it will get the entire Tencent platform. This platform includes capabilities such as security certification, wide-access resources, application resources, and WeChat payment.
Within Tencent and Ali, the strategic position of cloud services has risen to the highest level. In July last year, Ali announced a $6 billion increase in Alibaba Cloud. Then in September, Tencent announced that it would invest 10 billion yuan to develop Tencent Cloud in the next five years. At the same time, the two companies made a big effort to "Internet" at the same time. By this year, they have added more industries, technologies and products, and the market forces of both sides have become more and more active.
The difference between the two giants is also the means of promotion. Ali has a strong commercial gene, and its sales army can expand the market in a short period of time; while Tencent promotes technology, it uses ecological synergy to attract customers and promotes it through sales channels.
In the future, the main battlefield will be launched between Ali and Tencent. But cloud computing is ultimately a technological innovation that requires technical capabilities and software and hardware development capabilities, as well as a belief in technology.
The market dividend has not yet been released.
As mentioned above, cloud computing wars will be in the next two or three years. This is because cloud computing has been fired for many years, but similar to the emerging fields of domestic virtual reality, big data, and big entertainment, external speculation is often 5-10 years away from the real market explosion. This may be related to the domestic investment environment.
In terms of the environment, as of the beginning of 2016, the number of SMEs in the country was about 42 million, accounting for more than 95% of the total number of enterprises. However, only about 10% of SMEs have implemented ERP and CRM programs, and about 6% have implemented SCM programs. The informationization level of most enterprises still stays at the stage of office automation and labor and personnel management such as word processing and financial management.
Compared with the United States, 54% of enterprises use cloud computing, and the proportion of Internet companies is more than 90%. The domestic enterprise-level market space is quite broad.
In addition, domestic labor costs are growing at a rate of 10%-15% per year, gradually reaching a turning point. For enterprises, it means that it must greatly improve operational efficiency to compensate for the rise in labor costs, and the demand for cloud services will gradually be released before this turning point.
According to the Ministry of Industry and Information Technology, during the “Twelfth Five-Year Plan†period, China’s cloud computing industry has an average annual growth rate of more than 30%. In 2015, it has reached about 150 billion yuan. By 2018, the total scale is expected to reach 800 billion yuan. The big market is at the rear.
From the industry point of view, cloud computing demand in many industries is gradually erupting in 2016. The penetration of cloud computing is gradually starting from the customers in the Internet field to customers in traditional fields such as banks, insurance, manufacturing, government and enterprises. This part of the user belongs to the head industry of the entire economy, which is the domestic enterprise market. The key industries at the moment.
The players in the market are always quite keen. For example, Tencent Cloud’s “Cloud+Partners†program has focused on the development of social, gaming, video, O2O, etc., and will work with partners to develop smart cities, finance, transportation, and medical care. , education, real estate and other industrial fields.
But from the perspective of market demand and technology, at this stage, the giants in the cloud service sector have not yet enjoyed the real dividend in this market. It is gradually infiltrating from the field of customers in the Internet field to the field of traditional industries. Even Alibaba, the earliest domestic entry, has won a lot of market share at this stage, but only tasted the previous meal.
In general, the domestic cloud service market is still in the stage of staking and accumulating strength. The main thing manufacturers do is to establish their own ecology and constantly update their own technology. The full battlefield will really break out in the next two or three years.
Of course, the key elements of the cloud service of Internet vendors will ultimately depend on whether they can solve the problem of realizing the informationization of Chinese enterprises in real life, and truly connect external customers and enterprises to open up the inside and outside of informationization.