Cloud computing is not only a new trend of terminal differentiation, but also an important practice for operators to transform their services and become computing network capability service providers.Recently, Citrix, an internationally renowned cloud computing manufacturer, withdrew from China, which is expected to lead to a significant decline in its market share in the next 1 to 2 years, but at the same time provide opportunities for other players in the market to expand their market share. Citrix's exit has actually become a new opportunity for the rise of domestic cloud computers, setting off a new wave of cloud office. However, more importantly, with the deepening of operators' cloud-network integration and computing-network integration, it will bring strategic opportunities for the development of cloud computers.
Ecology is emerging
At present, computing power has become a new productive force in the era of digital economy, and the scale of computing power in China continues to increase, ranking second in the world. In the process of maintaining an annual growth rate of about 30%, the terminal form is quietly changing under the empowerment of computing power network, and the rapid development of cloud computer, a new species of computing power, is confirming this distinctive change of the times.
According to the Ministry of Industry and Information Technology's 2022 desktop cloud market report,In 2022, the size of China's cloud computer market will be 1175900 million yuanFrom 2023 to 2025, the domestic cloud computer market will maintain a rapid growth rate of more than 20%.It is estimated that by 2025, the sales volume of China's cloud computer market will reach 6.73 million units.
In the era of computing power, the three major operators have entered the cloud computer market, striving to create a new experience form of borderless computing power and multi-form terminals. Before operators entered the cloud computer market, public cloud enterprises were one of the earliest pathfinders of cloud computers, and domestic cloud computing companies, including Alibaba Cloud, Huawei Cloud, Cloud, and Tencent Cloud, all had a layout in this field.
Alibaba Cloud released its first cloud computer "Wuying" in 2020. This year, Alibaba Cloud has upgraded to 20, its cloud computer "Wuying" has also carried out all-round reconstruction and innovation of the overall tool layer, architecture layer and application layer, optimized the streaming protocol and intelligent scheduling, and improved the customer experience in the case of weak network and high resolution. In addition, we will further open up the ecosystem and provide partners with an enterprise cloud platform to customize their own exclusive cloud computers or cloud computer solutions.
HUAWEI CLOUD entered the cloud desktop market earlierSince 2009, the research and development has been promoted to the present, which has lasted for more than ten years. Virtualized desktops, FusionAccess, and cloud-native desktop workspaces provide enterprise customers with continuously upgraded services. HUAWEI CLOUD Desktop serves more than 110 countries and regions around the world with advantages such as an all-cloud base, a smooth ultra-high-definition experience (up to 4K ultra-high-definition and a frame rate of 144 fps), smooth operation on weak networks, and all-round protection of enterprise digital assets.
In terms of cloud computer software and hardware vendors, companies such as Shengteng Weixun and ZTE are all early to deploy and actively develop new products.
Through 20 years of persistence and development, Shengteng Weixun revolves around desktop cloud 20 The product system continues to deepen, and the industry informatization upgrade is realized through "wisdom" + "integration", and it is one of the few manufacturers in China with the design, development, construction, operation and maintenance capabilities of desktop cloud projects. At present, more than 5 million desktops have been implemented, promoting the migration of education, healthcare, government and enterprise industries to the cloud.
Since 2008, ZTE has launched the research and development of cloud computer products, insisting on independent innovation of core technologies, with 100% independent intellectual property rights and more than 300 patents. We will continue to innovate the form of terminals and build innovative PCAAS services (PC as a Service) to fully meet the needs of multiple scenarios such as enterprise office, education, and home entertainment.
As a pivotal product connecting cloud computing enterprises, telecom operators, terminal enterprises and CHBN users, namely the personal market (C), the home business market (H), the government and enterprise business market (B) and the emerging business market (N), the cloud computer industry is in fact an "ecological industry", and it needs to work together with upstream and downstream to achieve the integration of supply and demand.
A new species spawned by computing power
In the cloud computer ecosystem, operators have unique conditions in the field of cloud computers.
The working principle of the cloud computer is to put data processing, calculation, storage and other operations on the cloud server, and then feedback the processing results to the user terminal interface in the form of ** or **. Therefore, cloud-network resources have a direct impact on the quality of cloud computer services.
Operators are the main force in the construction of computing infrastructure. China Unicom is transforming from a "DC-centric" resource layout to a "computing power-centric" resource layout, building a new "5+4+31+X" data center pattern with cloud-network-edge integration. Relying on China Unicom cloud resources, China Unicom Cloud Computer can call the cloud pool resources of 4 major bases, 31 provincial backbone pools, and 174 prefecture and city cloud pools to achieve low-latency nearby access, support multi-account and multi-terminal switching, and centrally store system data in the cloud, which does not occupy local space and prevents data loss.
Based on the unified planning of mobile cloud "4+N+31+X" and the diversified heterogeneous computing power of CPU and GPU, it provides full-stack products of public cloud, private cloud, and edge cloudChina Mobile has invested in the construction of more than 10,000 servers, realizing the resource layout of one province and one pool of cloud computers, extending from the central node and provincial node to the edge node. Build a latency loop as low as 20ms. With the adaptive adjustment of time-based resources and the collaborative scheduling technology of computing resources of the whole network, the efficient utilization of resources is realized.
On the basis of the "2+4+31+x+o" e cloud layout, China Telecom has built a four-level computing power system of "center-province-edge-end".It has covered more than 100 resource points across the country.
It is estimated that in the next five years, the annual growth rate of public cloud will exceed 25%, and the annual growth rate of private cloud will exceed 8%, and the annual investment in domestic cloud computers will exceed 50 billion yuan. In the era of cloud computing, PC hosts have entered the distributed era, and computing power has moved from terminals to the cloud. The carrier's multi-center resource nodes cover the whole country, and the computing resources of the whole network can be co-ordinated, which can realize the ready-to-use and unified scheduling of cloud computer services. As the first entry point for computing network services, cloud computers provide a new terminal form for operators to build core capabilities and differentiated competitive advantages of computing products.
A new experience for cloud-network services
Let's talk about service and product design. The operator has a nationwide integrated operation and grid service system, covering the whole country with business halls and after-sales support, providing strong support for the nationwide scale implementation of cloud computers. For example, China Unicom has more than 18,000 business halls with the advantage of a four-level operation service system, which can achieve nationwide coverage.
The mobile cloud computer provides mobile cloud support services based on channels such as ** and work ordersProvide self-service based on network detection and system reinstallation tools. Realize end-to-end support services for the whole process and all scenarios, and quickly respond to customer inquiries and problem handling.
According to the latest statistics from the Ministry of Industry and Information Technology,The total number of fixed-line broadband subscribers in the three major operating networks has reached 63.3 billion householdsAmong them, the number of fixed-line broadband users with access rates of 1000Mbps and above is 1500 million households, accounting for 23 total users7%。Powerful network capabilities provide strong support for operators to promote cloud PCs in the To C, To H, and To B scenarios.
From the product design,China Unicom Cloud Computer has launched a single product, such as a single cloud account and a single terminalMulti-product portfolio sales, such as convergence, cloud acceleration, whole-house optical broadband, etc., support users to open new or use existing **, users can access the cloud computer environment anytime and anywhere through the Internet, without time and geographical restrictions. It supports single-terminal multi-cloud switching and multi-terminal single sign-on, combined with China Unicom's unique cloud terminal package, to achieve monthly and annual Internet access at a low rate, and users can access it anytime and anywhere on demand.
Mobile cloud computer and terminal companies jointly build a cloud computer industry terminal libraryIt is deeply integrated with internal and external characteristic services such as cloud disks, cloud space, private lines, enterprise broadband, terminal security, and application centers to achieve multi-service collaboration and multi-functional aggregation. Focusing on the needs of users in different scenarios, we provide a package of services of "cloud computer + terminal + ecology" to create low-cost and high-efficiency information solutions. It has created a variety of product forms such as office, information and innovation, and industry, fully covering the scenario needs of different groups.
China Telecom launched the cloud computer thin terminal**, providing 4 cores 8G, 80G system disk + thin terminal + broadband. e Cloud Computer is divided into basic version, standard version, and elite version, and integrates a variety of collaborative application software in different fields such as office and teaching to create a new experience of office and learning Xi on the cloud.
In terms of cloud computer form, operators have launched dozens of cloud computer terminal forms, such as card machines, cloud terminals, cloud laptops, all-in-one machines, thin terminals, cloud pads, and cloud desktops, separating computing power and storage capacity from physical devices, and covering the whole platform through one-number access, breaking the limitation of PC on the form of terminal products, and completely releasing the form of PC terminals.
A powerful tool for transforming a tech company
At present, telecom operators are transforming from traditional pipeline operators to new digital technology companies, and cloud computers are the culmination of operators' technological innovation achievements, and also inject new vitality into China's independent and controllable development of science and technology.
China Unicom's self-developed cloud computer can realize connection mode negotiation and imperceptible fast reconnection based on network quality, improving access stability, optimize the ** stream coding and compression scheme, achieve a minimum of 120kbps normal access for light office, and support a frame rate of more than 60fps h264/h.265 encoding, enhance the high-definition** experience.
China Mobile's cloud computer tackles key cloud computer core capabilities such as multi-system terminal SDK, ** codec, weak network adaptability, security protection, and peripheral redirectionAt present, key technical indicators such as frame rate, bitrate, and end-to-end latency have reached the industry-leading level, bringing users a smoother user experience.
As a "chain length" enterprise in the national modern security industry chain, China Unicom also integrates security genes into cloud computer product technology. China Unicom Cloud Computer integrates Unicom's own security management platform and multi-dimensional security capabilities of security services, encrypts data transmission in the whole link, and centralizes data storage in the cloud to prevent loss and ensure the security of cloud computer data.
China Telecom Cloud Computer newly launched 2Version 0 upgrades a series of security value-added capabilities such as file encryption, winged guard, and wingchaAt the same time, it integrates low-quality development platforms and instant messaging tools to provide users with more smooth, secure and collaborative digital office capabilities.
Cloud computers are developing from emerging products and strategic products to star-level products for operators. China Unicom Cloud Computer Salon from 10 to 60, has been upgraded from the collision of the industrial chain to the feast of partners. Operators in the butterfly change are transforming from selling voice and traffic to providing computing power services and cloud services.
The cloud computer service saves hardware costs for B-side SMEs and individual merchants, C-side workplace elites, and school students, accelerates the digital development process of thousands of industries, and provides new opportunities for operators to reshape their own business structure and transform the digital economy.
The data shows thatIn the To h marketThe penetration rate of cloud computer services among home broadband users is increasing year by year, and will exceed 10% by 2027. In the To B marketIt is estimated that by 2027, more than 70 million domestic PCs will be replaced, and the conversion rate of cloud computers will not be less than 30%. The number of new cloud PC users will exceed 60 million.
The broad market prospect of cloud computers has expanded new ideas for operators to innovate computing power consumer products. Cloud computing is not only a new trend of terminal differentiation, but also an important practice for operators to transform their services and become computing network capability service providers.
Written by: Cui LiangliangEditor: XiaoyanGuidance: New text
Ready: The 2023 Communications Industry Conference shares our industry with youCountdown to 10 days!Communicate the New Year's Eve to share our industry with you
Registration is closing!Progress bar of the 2023 Communications Industry Conference
A feast of ideas: "Spoilers" 2023 Communications Industry Conference
Salute to the forerunners!The 2023 Golden Purple Bamboo Award survey is coming to an end
Invitation: At the New Year's Eve Reflections, share our industryBlockbuster: The 2023 Golden Zizhu Award research was launchedNew Year's Eve Meeting: The 2023 Communication Industry Conference will be held on December 19