Cutting edge technology

Introduction: Although these technology giants have different businesses and models are not close, they all flock to the same track. According to their origins, the market has clearly divided their flags into two genres: software genres based on Internet companies such as Amazon and Google, and hardware genres based on equipment manufacturers such as IBM, Hewlett-Packard, and Cisco.

This is a war that is destined to go down in history. It is not only about the survival of these participants, but also greatly affects the future direction of human technology development.

This is also a war that cannot be avoided after all. The market is surrounded by the development of technology and comes to the crossroads of time. Going left and going right must make a choice.

At the same time, this is an unprecedented commercial war, and the decision-making power of technology development issues has almost been handed over to the market. The names of the participating parties are familiar to us, Amazon, Microsoft, Google, Ali, IBM, Cisco, etc.

Although these technology giants have different businesses and models are not close, they all flock to the same track. According to their origins, the market has clearly divided their flags into two genres: software genres based on Internet companies such as Amazon and Google, and hardware genres based on equipment manufacturers such as IBM, Hewlett-Packard, and Cisco.

Matthew effect, strong Hengqiang

Cloud computing technology is becoming more and more mature, and its application scope has already exceeded the early online customers. Many large enterprises in traditional industries have begun to adopt public cloud product technology. To support the operations of its key businesses. Due to the dependence of cloud computing business on key technologies and capital investment, global cloud computing players continue to focus on a distinct trend.

The global cloud service market presents a "3A competitive landscape", that is, the first group headed by Amazon, Microsoft and Ali continues to expand its share, showing a development trend that other manufacturers are difficult to block in the cloud service field, monopoly super 70% market share.

The global public cloud magic quadrant issued by Gartner has always been regarded as an industry vane. They give the answer to the commercial war in the cloud computing field: there are 14 cloud computing vendors in 2017. In the Magic Quadrant of the Global Public Cloud, by 2018, eight companies have been removed from the list, and the number of companies in the quadrant has dropped to six.

Top five vendors under the general trendThe total market share has shown a trend of rising year after year, which has squeezed the living space of the remaining manufacturers.

Obviously, there is a Matthew effect in the cloud computing market in the world, and the strong is strong.

Who is the thigh, who is the hind leg

According to the latest data released by Gartner, in 2017, the global public cloud market represented by IaaS, PaaS and SaaS reached US$111 billion. The growth rate was 29.22%. It is estimated that the average market growth rate will be around 22% in the next few years, and the international cloud computing market is still a blue ocean with broad prospects.

The field of industrial data has always had a path choice of "M" and "I", M stands for Manufacturing, and I stands for Internet. Internet companies start from users, hardware vendors start from machines, I need less investment relative to M, more applicable production scenarios, and more flexible operations.

The industry leader Amazon has been involved in cloud computing since 2006. Microsoft and Ali also appeared in 2008 and 2009, and more than ten years of hard work and competition have finally become paper. Data, the market is voting with the feet, the software genre has won a great victory, and Amazon is firmly in the boss. Recently, IDC's global cloud market research data published in the media in the first half of 2018 is enough to prove this.

In this commercial war in the field of cloud computing, the tech giants took the lead and took the lead in winning the fruits of victory.

IBM, the only equipment manufacturer in the world's Top 5 cloud service provider, has been declining in recent years. Who is the elephant in the cloud service field is at a glance.

The Chinese market that has not been exempted

The overall size of China's cloud computing market is currently small, and the gap with the global market is still between 3-5 years. However, according to the "White Paper on Cloud Computing Development (2018)" issued by the ICT last August, China's public cloud market has maintained an annual growth rate of more than 50% in the past two years. It is expected to maintain rapid growth in the next few years. period. The current application of cloud computing is infiltrating from the Internet industry to traditional industries such as government, finance, industry, transportation, logistics, medical health, etc., and major cloud computing vendors have entered.

but the international market is stillAnd there is the Matthew effect, and the domestic market included in it is naturally not exempt.

Similar to the international market, the domestic market is also a game of only five people.

In the Chinese market, Ali's share is close to 50%, more than the total share of the second to ninth domestic manufacturers. It is worth mentioning that the number of players in the domestic market from the first to the fifth is as high as 73%.

In terms of vendor types, the domestic market is even more extreme. In the international market, hardware manufacturers still have IBM's unique seedlings to support, but in the domestic TOP 5 can not find any equipment manufacturers, are occupied by software companies.

If IBM can still scream "I also contributed to the growth of the market", then although the growth rate in China continues to slow down, the market is still steadily rising and the hardware manufacturers are thoroughly We have nothing to do with it.

Under the curtain of sadness, we can't help but figure out: What happened to the hardware giants? Perhaps the answer is as Ma Huateng said during the meeting. "It's not that you are wrong, but you are too old."

Different roads

actually represent the moment from the moment you step on the track. Internet software companies and hardware companies that represent traditional IT have chosen the same direction. The former chose independent research and development, while the latter chose Openstack. Perhaps today's results are doomed from the time the coin is thrown.

For example, companies such as Amazon and Microsoft often conceived the idea of ​​a very large-scale general-purpose computing operating system at the beginning of the project. Today they have their own cloud computing operating system and put it into practical use. In the business. Although the self-developed system has disadvantages such as long development cycle, high development difficulty, and large capital investment, the advantages are obvious:

Focusing on the current development of the operating system, the power of the operating system comes from the needs of the enterprise itself, so the successful system is developed. It is often able to fully and truly reflect the actual business needs of the enterprise, and quickly meet this need. It is highly targeted and efficient, and has sufficient security. From a long-term perspective, from the framework to the front and back. The developed system is extremely flexible in terms of upgrades, expansions, and optimizations.

Correspondingly, the majority of hardware manufacturers do not have independent research and development of cloud computingTechnology, often open source Openstack technology as a straw, IBM, AMD, Intel, Dell, Hewlett-Packard and other well-known hardware manufacturers have invested in its embrace.

OpenStack is a bunch of architectures rather than services, and public cloud as a service, supported by customer-facing software, is a powerful operational capability.

In terms of scale, there are still huge gaps in business clouds such as OpenStack and Amazon; in terms of continuous operation capability, availability, stability, and ease of use are also insufficient; in subsequent maintenance, it is even more Solve the problem of coordination with open source projects, not scalable.

Therefore, Openstack technology is suitable for cloud computing, but it is not suitable for the public cloud market, which is the inevitable result of its own characteristics. The facts also prove this - as the wheel of history rolls forward, the hardware companies that chose OpenStack are either fading or escaping. Today, only the IBM family is struggling to support the top five.

In the final analysis, the core competitiveness of the cloud computing business is software. The great success of software companies is more of the external representation of the ideas and experiences they have accumulated over the past few years. Vendors with Openstack may be able to take the opportunity to keep up with the pace of the first echelon, but when the next corner comes, they are destined to be left behind again.

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