中国公有云市场研究报告

中国公有云市场研究报告报告提供的任何内容(包括但不限于数据、⽂字、图表、图像等)均系弗若斯特沙利⽂公司独有的⾼度机密性⽂件(在报告中另⾏标明出处者除制、再造、传播、出版、引用、改编、汇编本报告内容，若有违反为发⽣，弗若斯特沙利⽂公司保留采取法律措施，追究相关⼈员责任的权利。弗若斯特沙利⽂开展的所有商业活动均使用“弗若斯特沙利⽂开展商业活动。GrowthPartnershipCompany GrowthPartnershipCompany GrowthPartnershipCompany 产业互联⽹基本模式 18 1GrowthPartnershipCompany份©2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan2GrowthPartnershipCompany1.2名词解释。©2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan3GrowthPartnershipCompanyGGFifthGeneration每秒数©2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan4GrowthPartnershipCompany2.研究范围2.1中国公有云市场定义及分类络，弹助于减少成本和提⾼资源利用效率。 (见图1)图表1中国公有云模式分类来源：沙利文©2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan5GrowthPartnershipCompany2.2本报告研究范围提供的公有云服务。©2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan6GrowthPartnershipCompany3.中国公有云市场概览3.1发展历程图表2中国公有云发展历程来源：沙利文©2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan7GrowthPartnershipCompany模式变得更重。©2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan8GrowthPartnershipCompany企业，图表3中国公有云服务商融资信息，2018-2019B轮D轮D轮B轮B轮A轮A轮B轮B轮A轮B轮©2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan9GrowthPartnershipCompanyB轮B轮B轮来源：沙利文Ø普惠阶段(2020年⾄今)图表4中国公有云服务商融资信息，2020-2021©2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&SullivanGrowthPartnershipCompanyB轮D轮E轮及以后D轮币B轮B轮©2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&SullivanGrowthPartnershipCompanyB轮B轮A轮民币©2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&SullivanGrowthPartnershipCompanyB轮A轮A轮A轮A轮D轮B轮来源：沙利文3.2中国公有云市场规模及预测 ©2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&SullivanGrowthPartnershipCompanyS图表5中国公有云IAAS+PAAS市场规模，2016-2025预测©2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&SullivanGrowthPartnershipCompany3.3中国公有云市场驱动因素3.3.1安全技术不断发展，推动企业安全上云、《关于依法从严打击证券违法活动的意见》、全审查办法(修订草案征求意见稿)》、《中华⼈民共和国个⼈信息保护法》(见图表6⽹络安全及数据安全相关法律法规，2021政策名称发布时间主要内容个⼈信息》活动中的权利义务机制《⽹络安全审查办法(修订草案征求意见稿)》查《关于依法从严打击证券违《中华⼈民共和国数据安全出境安全管共和国境内运境安全管理办《关键信息基础设施安全保来源：沙利⽂©2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&SullivanGrowthPartnershipCompany应多场景需求。云原⽣应用保护平台(CNAPP)通过整合多种云原⽣⼯具和数据源，帮助保信任解决⽅案。©2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&SullivanGrowthPartnershipCompany3.3.2新⼀代数字技术突破，推动公有云市场发展T©2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&SullivanGrowthPartnershipCompany3.3.3产业互联⽹落地深化，赋能公有云市场©2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&SullivanGrowthPartnershipCompany图表7产业互联网基本模式来源：沙利文©2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&SullivanGrowthPartnershipCompany3.4中国公有云市场发展趋势3.4.1国资云崛起，推动公有云厂商角⾊转变©2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&SullivanGrowthPartnershipCompany月C3.4.2元宇宙时代开启，推动云计算基础设施建设©2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&SullivanGrowthPartnershipCompany互动玩法，为每个角⾊创建单独的云游戏实例，主要负责每个角⾊的渲染和运⾏,并将©2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&SullivanGrowthPartnershipCompany3.4.3传统⾏业数字化转型深⼊，云边协同是⼤势所趋©2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&SullivanGrowthPartnershipCompany在云边协同的⼤趋势之下，国内外云厂商也响应需求推出了多样化的产品与解决⽅案。e时延、数据本地留存等价值优势。部分创新业务(如虚拟现实VR、⼯业控制、物联⽹IOT©2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&SullivanGrowthPartnershipCompany3.5中国公有云应用案例分析3.5.1基于国资云PaaS平台的应用案例分析应用案例⼀:华为云通过低代码PaaS平台，降低应用构建门槛⼤单PaaS字化转型©2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&SullivanGrowthPartnershipCompany0核3.5.2基于元宇宙概念的应用案例分析应用案例⼀：阿里云提供云游戏服务，助⼒云游戏业务快速成长家提©2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&SullivanGrowthPartnershipCompanyP到腾讯云机房的游戏服务(内⽹)，实现玩家与游戏服务器之间的加速访问，为全球游戏玩件预拉热等服务，提升针对不同游戏类型的CDN服务质量。腾讯云CDN提供的优质下P©2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&SullivanGrowthPartnershipCompany3.5.3基于云边协同技术的应用案例分析应用案例⼀：中国电信联合中兴通讯为雄安新区提供智能交通体系AI、云应用案例⼆：IoT终端天猫精灵基于阿里云边缘计算节点，实现终端应用迁移。©2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&SullivanGrowthPartnershipCompanyENS应用所需的服务，使每⼀个云应用在ENS上对应其⼀个影⼦设备(虚拟设备)，利用云计算的能⼒，可以做应用快速发展的基础。终端本地应用迁移对天猫精灵的价值体现在打破低成本IoT设备导加简单容易。4.中国公有云市场竞争分析4.1中国公有云市场竞争格局及趋势分析©2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&SullivanGrowthPartnershipCompany图表8中国公有云IaaS层市场份额，2021和⾦⼭云分别位列第四和第五(见图9)。图表9中国公有云IaaS+PaaS层市场份额，2021©2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&SullivanGrowthPartnershipCompany4.2中国公有云市场典型企业分析4.2.1阿里云2发展现状 ©2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&SullivanGrowthPartnershipCompany4.2.2腾讯云1公司简介。2发展现状©2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&SullivanGrowthPartnershipCompany©2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&SullivanGrowthPartnershipCompany4.2.3华为云1公司简介2发展现状©2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&SullivanGrowthPartnershipCompany©2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,