中国中国公有云市场研究报告

Growt h Pa r t n e r s h i p Compa ny

目录

1. 方法论............................................................................................................................................1

1.1研究方法.................................................................................................................................1

1.2名词解释.................................................................................................................................2

2. 研究范围........................................................................................................................................5

2.1中国公有云市场定义及分类................................................................................................5

2.2公有云服务生态圈................................................................................................................6

2.3本报告研究范围....................................................................................................................7

3. 中国公有云市场概览...................................................................................................................8

3.1发展历程.................................................................................................................................8

3.2国家政策及监管分析..........................................................................................................11

3.3产业链分析...........................................................................................................................12

3.3.1上游分析服务器企业议价能力较弱.................................................................13

3.3.2中游分析知名公有云服务商多为转型企业.....................................................15

3.3.3下游分析企业为公有云市场主要客户.............................................................16

3.4中国公有云市场驱动因素.................................................................................................17

3.4.1技术发展推动行业发展..........................................................................................17

3.4.2经济环境驱使企业使用公有云..............................................................................17

3.4.3互联网的普及与数据量的持续增长.....................................................................19

3.5中国公有云市场发展趋势..................................................................................................20

3.5.1安全问题成为未来公有云服务关注的重要领域................................................20

1

Growt h Pa r t n e r s h i p Compa ny

3.5.2人工智能在公有云服务应用趋势增强.................................................................21

3.5.3公有云应用市场将逐渐渗透各行各业.................................................................22

3.5.4全栈云构建全景生态实现服务全面化.............................................................22

3.6中国公有云市场发展面临的挑战.....................................................................................23

3.6.1安全技术不完善.......................................................................................................23

3.6.2网络宽带不足限制云计算发展..............................................................................24

3.6.3公有云尚未确定统一的服务标准.........................................................................24

3.7生态圈案例分析..................................................................................................................25

3.7.1阿里云生态圈案例分析..........................................................................................25

3.7.2腾讯云生态圈案例分析..........................................................................................26

3.7.3华为云生态圈案例分析..........................................................................................27

3.8中国公有云市场规模及预测..............................................................................................28

3.8.1中国整体公有云市场规模及增长预测.................................................................28

3.8.2IaaS的市场规模及增长预测..................................................................................30

3.8.3 PaaS的市场规模及增长预测.................................................................................31

3.8.4SaaS的市场规模及增长预测.................................................................................32

4. 中国公有云行业竞争格局分析................................................................................................34

4.1中国公有云市场份额及市场集中度分析.........................................................................34

4.1.1中国公有云IaaS市场格局....................................................................................35

4.1.2中国公有云PaaS市场格局...................................................................................36

4.1.3中国公有云SaaS市场格局...................................................................................38

2

Growt h Pa r t n e r s h i p Compa ny

4.2中国公有云市场典型企业..................................................................................................39

4.2.1阿里云......................................................................................................................39

4.2.2腾讯云......................................................................................................................41

4.2.3华为云......................................................................................................................42

4.2.4金山云......................................................................................................................43

4.2.5京东云......................................................................................................................44

4.2.6UCloud.....................................................................................................................45

4.2.7 AWS..........................................................................................................................46

4.2.8 Salesforce...............................................................................................................47

4.2.9 Microsoft.................................................................................................................48

4.2.10IBM云....................................................................................................................49

4.2.11金蝶云....................................................................................................................50

4.2.12 Oracle....................................................................................................................51

4.2.13天翼云....................................................................................................................52

4.2.14 SAP.........................................................................................................................53

4.2.15ZOHO.....................................................................................................................54

4.2.16用友云....................................................................................................................55

4.2.17 Red Hat.................................................................................................................56

4.2.18 Mendix..................................................................................................................57

4.2.19青云........................................................................................................................58

5. 结论..............................................................................................................................................59

3

Growt h Pa r t n e r s h i p Compa ny

5.1中国公有云市场进入壁垒分析.........................................................................................59

5.1.1政策壁垒...................................................................................................................59

5.1.2技术壁垒...................................................................................................................59

5.1.3资金壁垒...................................................................................................................60

5.1.4客户壁垒...................................................................................................................60

5.2中国公有云行业市场关键成功因素分析.........................................................................61

5.2.1技术成熟...................................................................................................................61

5.2.2用户规模大...............................................................................................................61

5.2.3品牌价值...................................................................................................................62

5.3选择公有云服务商的建议..................................................................................................62

5.3.1选择至少2家以上的全栈公有云服务商.............................................................62

5.3.2选择头部的全栈公有云厂商..................................................................................63

5.3.3选择契合企业自身业务生态及未来发展的云服务商........................................63

附录1中国私有云市场概览...........................................................................................................64

1中国整体私有云市场规模及增长预测...............................................................................64

2中国私有云市场份额及市场集中度分析...........................................................................64

附录2中国云服务市场竞争格局...................................................................................................67

4

Growt h Pa r t n e r s h i p Compa ny

图表目录

图2-1云计算服务模式分类.....................................................................................................5

图2-2中国公有云生态圈.........................................................................................................7

图3-1中国公有云市场发展历程.............................................................................................8

图3-2中国云计算服务商融资信息......................................................................................10

图3-3中国公有云市场相关政策...........................................................................................12

图3-4中国公有云产业链.......................................................................................................13

图3-5中国服务器行业毛利率 2013-2017.....................................................................14

图3-6中国名义GDP增长率 2013-2022预测..............................................................18

图3-7中国互联网用户数量与渗透率 2013-2017.........................................................20

图3-8阿里云生态体系...........................................................................................................26

图3-9腾讯云生态体系...........................................................................................................27

图3-10华为云生态体系.........................................................................................................28

图3-11中国整体公有云市场规模 2013-2022预测.....................................................30

图3-12中国公有云IaaS的市场规模 2013-2022预测...............................................31

图3-13中国公有云PaaS的市场规模 2013-2022预测..............................................32

图3-14中国公有云SaaS的市场规模 2013-2022预测..............................................33

图4-1中国公有云市场份额 2017H1-2017H2..............................................................35

图4-2中国公有云市场份额 2018H1-2018H2预测.....................................................35

图4-3中国公有云IaaS层前五服务商市场份额 2017H1-2017H2...........................36

图4-4中国公有云IaaS层前五服务商市场份额 2018H1-2018H2预测.................36

5

Growt h Pa r t n e r s h i p Compa ny

图4-5中国公有云PaaS层前五服务商市场份额 2017H1-2017H2..........................37

图4-6中国公有云PaaS层前五服务商市场份额 2018H1-2018H2预测................37

图4-7中国公有云SaaS层前五服务商市场份额 2017H1-2017H2..........................38

图4-8中国公有云SaaS层前五服务商市场份额 2018H1-2018H2预测................38

图4-9阿里云主要产品...........................................................................................................39

图4-10腾讯云主要产品.........................................................................................................41

图4-11华为云主要产品.........................................................................................................42

图4-12金山云主要产品.........................................................................................................43

图4-13京东云主要产品.........................................................................................................44

图4-14UCloud主要产品.....................................................................................................45

图4-15 AWS主要产品...........................................................................................................46

图4-16Salesforce主要产品.................................................................................................47

图4-17 Microsoft主要产品................................................................................................48

图4-18IBM云主要产品........................................................................................................49

图4-19金蝶云主要产品.........................................................................................................50

图4-20Oracle主要产品.......................................................................................................51

图4-21天翼云主要产品.........................................................................................................52

图4-22 SAP主要产品............................................................................................................53

图4-23ZOHO主要产品........................................................................................................54

图4-24用友云主要产品.........................................................................................................55

图4-25Red Hat主要产品.....................................................................................................56

6

Growt h Pa r t n e r s h i p Compa ny

图4-26Mendix主要产品......................................................................................................57

图4-27青云主要产品.............................................................................................................58

附录图1中国整体私有云市场规模.......................................................................................64

附录图2中国私有云前五服务商市场份额 2017H1-2017H2.....................................65

附录图3中国私有云前五服务商市场份额 2018H1-2018H2预测............................65

附录图4中国云服务前五服务商市场份额 2017H1-2017H2.....................................67

附录图5中国云服务前五服务商市场份额 2018H1-2018H2预测............................68

7

Growt h Pa r t n e r s h i p Compa ny

1.方法论

1.1研究方法

沙利文研究院布局中国市场深入研究10大行业 54个垂直行业的市场变化已经积累了近50万行业研究样本完成近10,000多个独立的研究咨询项目。

 研究院依托中国活跃的经济环境从信息科技行业大健康行业新能源行业等领域着手研究内容覆盖整个行业的发展周期伴随着行业中企业的创立发展扩张到企业走向上市及上市后的成熟期研究院的各行业研究员探索和评估行业中多变的产业模式企业的商业模式和运营模式以专业的视野解读行业的沿革。 研究院融合传统与新型的研究方法采用自主研发的算法结合行业交叉的大数据以多元化的调研方法挖掘定量数据背后的逻辑分析定性内容背后的观点客观和真实地阐述行业的现状前瞻性地预测行业未来的发展趋势在研究院的每一份研究报告中完整地呈现行业的过去现在和未来。

 研究院秉承匠心研究砥砺前行的宗旨从战略的角度分析行业从执行的层面阅读行业为每一个行业的报告阅读者提供值得品鉴的研究报告。

 弗若斯特沙利文本次研究于2018年11月完成。

©2018 Frost&Sullivan All rights reserved This document contains highly confidential information and is the sole property of Frost&SullivanNo part of it may be circulated,quoted,copied or otherwise reproduced without the written approval of Frost&Sullivan

1