2Kingsoft cloud group earthquake,The source in bytes？

来源：字母榜（ID:wujicaijing） 作者：赵晋杰 编辑：王靖

Big customers only for xiao yun manufacturers in spelling a lot.

China cloud services market is facing a new industry reshuffle.

On one side is giant rushed to incoming：After the byte at the end of last year launched their own cloud services,快手也在8Announced in early marchTo B领域,The upcoming enterprise sideStreamLake品牌,This is seen as well quickly cloud service is launched a prelude to a.

The other side is trapped as neutral independent cloud vendor development,Even a senior executives replacement.

The latest example is a kingsoft cloud group.8月8日晚,Part-time kingsoft cloud group chairman lei jun released a letter《Kingsoft cloud group to all colleagues》的公开信,The letter announced in2012Joined kingsoft cloud group as inCEOA Wang Yulin,Submitted resignation for personal health reasons,Kingsoft cloud group vice chairman zou will replace Wang Yulin,As the agentCEO.

Veteran Wang Yulin ran away,Also declared a belongs to independent cloud vendors during the golden age ended.

2012年前后,While smartphone triggered by the arrival of the new wave of mobile Internet,包括金山云、UCloud、青云QingCloud、Seven NiuYun has created a group of Chinese independent cloud manufacturers such as,Almost all of them choose to bet is closely related to the smartphone live、Video and games track,Service the most customers in the field of,如抖音、快手、拼多多等.

These customers are pulling up with China's independent cloud vendor's revenue growth.到2020年左右,They have started listing,Kingsoft cloud group to become“Will share the first pure cloud services”,UCloud化身“中国云计算第一股”,Qingyun laterQingCloud则打出了“混合云第一股”的概念.

但好景不长,As more and more giant turned to public cloud market,以华为、Three carriers as a representative of traditional communications giant eating into the share of independent cloud manufacturers soon.In the case of the kingsoft cloud group, the biggest of the,IDC数据显示,2017In kingsoft cloud group also in China's public cloud market third（仅次于阿里云、腾讯云）,Share accounted for about6.5%,到了2021年,Kingsoft cloud group has slipped to market the eighth,排在阿里云、腾讯云、华为云、中国电信、亚马逊AWS、百度智能云、中国移动之后,Share only2.89%.

更糟糕的是,In bytes after beating its own cloud services,Cloud market not only have one more new strong competitor,For kingsoft cloud group、UCloud来说,Also means that lost a big customer market.

The influence of the big customers such as the loss of bytes directly reflect on the results,As kingsoft cloud group revenue growth in the first quarter of this year from last quarter37.76%,下滑至19.87%,Compared with the loss also expanded45.3%;UCloudIn the first quarter of revenue growth is shifted from is negative,从上一季度的18.17%,转为-25.73%.

As companies have ma service,To Chinese independent cloud vendors to service the Internet giant less and less,Currently only the spell of a,And for the hope that the enterprise of the transformation of the track,The forward path already giant standing again.After 10 years of the development of Chinese independent cloud vendors,In the cloud market industry reshaping period,Had to face a severe test of survival.

01 

For China's independent cloud vendors,Missing bytes there,On ali cloud has been staged in advance.

自2015财年首度披露全年收入以来,阿里云过去7年间实现了一条曲线式增长,营收规模从12.71亿元增长至601.2亿元.But such growth in2022The first quarter of fiscal year began to be interrupted.财报数据显示,Ali cloud revenue160.5亿元,Rose a record low,从去年同期的58%下降至37%,Dropped for the first time rose also.

In addition to the affected by external outbreak,Bytes to beat under the overseas business is forced to give up ali cloud,It is one of the direct cause of the decline in growth.仅TikTok一项,Let ali cloud lost value of the year8亿美元的订单.

Earnings in the first quarter of this year,阿里巴巴集团董事会主席兼CEOZhang yong again,Cloud computing as one of the three strategic,Also undertake the task of the ali globalization strategy,需要“To capture opportunities in overseas markets”,But how to find the nextTikTok大客户,Also will be new challenges in front of Mr. Zhang.

就在TikTokRegulated abroad2020年,Volcanic bytes to beat at home which started engine,并在2021Launched by the end of bytes cloud services,This also means that future bytes in domestic product,如抖音、今日头条等,Will switch to the familyIaaS服务,Ali cloud has obviously in Chinese independent cloud vendor again again.

Through kingsoft cloud group results,在2020年之前,Kingsoft cloud group had the highest seen72.6%的营收增速,But then all the way down.Cloud service launched in bytes after the first quarter of this year,Kingsoft cloud group revenue year-on-year growth has dropped to the lowest ever19.87%.

Decline in revenue growth for the current is still losing money the kingsoft cloud group down.今年第一季度,Kingsoft cloud group net loss to5.53亿元,Net loss rate of-25.25%,又创新高.

With the kingsoft cloud group at the same tierUCloud,Keep abreast of the development trend is also almost as kingsoft cloud group.经历2020Years ago after brief growth,Its share price has not only the plunging,In the first quarter of this year's revenue growth began by positive turn negative,从上一季度的18.17%,转为-25.73%,Also in red.

To do your own cloud services bytes,Abroad, puts forward the become ali cloud、腾讯云、华为云之外的“中国第四朵公有云”口号：一方面围绕To B方向广泛挖人,On the other hand, with the aid of investment,Want to use money in time.

通过收购公司,开拓新业务、Looking for new market,Has become a usual bytes to beat play,Such as byte beating overweight education industry acquired the north lighting,后续进军游戏领域陆续收购了墨鹍、沐瞳、有爱互娱,去年元宇宙大火之际,Snap up againVR厂商Pico.

盯上云服务的字节跳动,从2020年至今,Successively invested in or purchasing a vendor list includes provide large data services to retail customers the singularity of cloud,专注B2B营销AIThe service of the refined intelligence,Provide cloud to cloud technology,And provide data for the enterprise collaborative management of the products and services to the black cloud, etc.

02

Lost a byte big customer,Maybe is just a beginning.For China's independent cloud vendors,Now may will also face lost quickly again bitterness.

进入8月初,Well quickly foreign officer xuan will be8月10日发布StreamLake品牌,The brand will provide basic services,Including vod cloud、直播云、Intelligent audit and virtual people, etc,Scope includes video、Live related companies such vertical,This is seen as well quickly into formalTo BA large signal circuit.

And quickly the selected video、直播领域,Also is the main field the kingsoft cloud group contribution revenue.对它们而言,Not only means lost quickly so a big customer,Also represents in the vertical one more powerful opponent.

StreamLakePlans are undoubtedly become well quickly cloud service is launched a prelude to a.According to the insiders to《界面新闻》爆料,Well quickly cloud services business has been at the testing stage,At the end of this year or early next year is expected to market.同时,Quickly set up around the block may be years relevant management framework of cloud services,At present the product and the team set up in each preparation.

As the business size bigger,Internet companies to launch its own cloud services has become a consensus.From the earliest ali、腾讯,To the middle of the jingdong、美团,And, more recently, the byte and quickly,莫不如此.

背后的原因也不难理解.一方面,Self-built cloud services will reduce the enterprise external manufacturers rely on,To avoid the leakage of sensitive data;另一方面,When scale cost enough to cover the cloud service construction cost,Self-built cloud plan will also help enterprises to reduce costs.以快手为例,自2020年12月31日-2021年6月30For half a year of day,Fast worker pay tencent cloud services、Technical service fee respectively15.59亿元和11.11亿元.

而且,After its own cloud services launched,Compared with the external third-party cooperation,In data processing and business synergy,Could also lead to better software and hardware to cooperate,从而提升整体运营效率.

For China's independent cloud vendors,Once well quickly business is entirely towards their own cloud services,To them to compete for a spell, many Internet companies only,Under the not enough,竞争只会更加激烈.

03

开发更多非互联网行业客户,Is becomes all cloud vendors, including independent cloud vendors, a trend of.其中,The enterprise market has become main force to promote the growth of cloud services continue to field.

艾瑞咨询在中国政务云行业研究报告中预测道,到2023年,政务云整体市场规模将达到1114.4亿元,未来四年的年复合增长率为20.6%.从更长远来看,政企数字化转型有望创造一个万亿规模的大市场.

但这个市场,Also begins to be big favor.

阿里云从2021Years begun an internal adjustment.去年5月,President ali cloud intelligence Zhang Jianfeng disclosed to the media for the first time a new organization adjustment details：细分18大行业,设立行业总经理,负责垂直领域的数字化创新;成立16个区域,任命16个分公司总经理,在本地化运营基础上,建立本地化生态.

面对政企市场的激烈争夺,这是阿里云历史上第一次组建划片儿式的直营管理模式.在新能源汽车成为大趋势之后,Ali cloud specially add auto industry,成为第19个细分赛道.

2023The first quarter of fiscal year earnings on,阿里云营收176.85亿元,同比增长10%,Once again became the highest ali year-on-year growth in the business sector business.据张勇介绍,Push ali cloud revenue growth is no longer the Internet industry customers,But the Internet industry of financial services、Public services and the telecommunications industry.

腾讯云所在的CSIG事业群,也在去年5In the organizational structure adjusted,于今年7On the knife again,正式成立政企业务线,To focus on consolidatingTo B、To G市场重要阵地.据36氪报道,此次调整后,腾讯To G业务线和To BLines of business for the comprehensive integration,The original administrative department is belong to the newly established enterprise business line in,And subdivided industrial、能源、文旅、农业、地产、体育、运营商等领域.

2017Years from private to public clouds huawei,Have been contact the boss of the enterprise market,Huawei is talent today but also as the cloud vendors have coveted objects.

今年4Cause attention to ali cloud executives in turmoil,阿里云全球销售总裁蔡英华和阿里云中国区总裁任庚,Are from huawei enterprise business.

In addition to the need to face to face with giant competition,For Chinese independent cloud vendors,The cloud market competition pattern is changed.

为客户带来低成本、The test of valuable behind cloud computing services,One is no longer a cloud vendor technology battle,而是全方位的横向对比——涵盖芯片、计算架构、系统存储、数据库等等.

The cloud vendor request is the comprehensive ability,Both the research chip、服务器、操作系统等底层技术,Then make big ecological,Let cloud more simple and easy to use and use the product rich.

在阿里、百度、腾讯、Huawei have since developed chip,Late last year to launch its own cloud services bytes,Also started since the research plan of chip.According to the byte beating head volcano engine、Data on China, vice President of Yang Zhen in“2022Volcanic engine motivity assembly”上的解释,Bytes of the research related to video decoding chip、The cloud reasoning accelerate scene,Similar to tencent route,There are currently no developmentCPU、GPUSuch as general chip plan,And for internal use only,No foreign sales.

As a line of cloud services domestic manufacturers executives to express letter list,No matter how many manufacturers investment future chips,Cloud service competition spell will be“Long board strategy”,“哪个不行就没人选你,客户最终买的是一个服务.Which things you can't,你就麻烦了.”

这也意味着,The future of public cloud market concentration,一定会越来越高,Opportunities for independent cloud vendors may be smaller and smaller.

参考资料：

1、《China's big data platform for public cloud services market share,2021》,IDC

2、Kingsoft cloud group results

3、UCloud财报

4、《Trill quickly one after another into trillions of cloud market》,电商报

5、《字节跳动确认自研芯片：Recommended for video,不涉及CPU、GPU等通用芯片》,界面新闻