Panoramic scanning of cloud computing industry chain in 2020 From Jinguo securities
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The following is the Panoramic scanning of cloud computing industry chain in 2020 From Jinguo securities recommended by recordtrend.com. And this article belongs to the classification: cloud computing, Brokerage Report.
The public cloud market pattern has been determined, the adoption rate of hybrid cloud has been improved, and the intelligent cloud is becoming mature. The deepening of mobile Internet, the acceleration of digital transformation of traditional industries, and the scale replication of the Internet of things are the three core driving forces of the current cloud computing market. From the perspective of global and Chinese market trends, public ownership is still the main force of cloud computing market growth, and the proportion of public cloud in China is expected to increase to 60% in the next three years. More enterprises are turning to multi cloud deployment, and nearly 60% of users prefer to adopt rightscale. The IAAs market has basically ended its enclosure, and the Cr5 of Chinese market will exceed 76% in 2019, and the concentration will continue to increase in the future. Cloud giants have been transforming to AI. In the cloud 2.0 era, the focus of competition has shifted to AI, and cloud + AI has become a standard configuration.
The cloud computing market is full of water and fish, and the de stocking cycle of cloud giants is over, and the upstream industrial chain such as IDC, server and optical module will continue to be high. The capital expenditure of large cloud manufacturers shows obvious signs of recovery. The total capital expenditure of overseas famga has rebounded for four consecutive quarters, with Q1 yoy reaching 40%. Domestic bat total capital expenditure bottomed out in 2019q2, and began to become a regular since Q4 in 19. Cloud computing industry chain ushers in a new round of accelerated development opportunities: 1) in the field of IDC, the domestic market is still in the stage of rapid development, and the scale growth rate is expected to reach more than 30% in 2020. Learning from the development experience of overseas markets, the concentration of domestic IDC market will increase, the third-party IDC manufacturers are expected to rise, and the industry income will gather in the core cities. The tightening of IDC policy in the first tier cities will still be the normal, and the competitiveness of third-party IDC manufacturers holding scarce resources will be prominent. 2) In the server field, the revenue of the data center of the chip giant on the upstream supply side has returned to high growth, the capital expenditure of the cloud giant on the downstream demand side has been increased, the construction of 5g and edge computing has been promoted, and the process of AI industrialization has been accelerated. 3) In the optical module market, the cloud giant’s capital expenditure is expected to continue to grow with 400g demand and the increasing share of Chinese manufacturers.
China’s SaaS market has ten times the space, and the epidemic situation accelerates the enterprise cloud process, which is still a good opportunity to lay out high-quality standards. The epidemic has brought a blowout of SaaS applications such as online office and video conference, and greatly reduced the popularization and education cost of enterprise digital transformation. In 2020q1, in the case of a sharp decline in traditional it demand, the expenditure on cloud IT infrastructure products is still growing positively. At present, domestic substitution, market acceptance, policy support and technical reserves in place, and channel awareness are resonating. The industry has begun to have quality growth, and will still be in a high-speed development stage in the next 3-5 years. We believe that with the advent of 2B era in domestic cloud computing industry, market concentration will continue to improve in the future, and it is still a good opportunity to lay out high-quality SaaS standards.
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