In the first half of 2023, with 80With a growth rate of 5%, the growth rate of mobile cloud ranked first among the "three clouds" of operators, with a revenue of 42.2 billion yuan, handing over a brilliant report card.
Today, mobile cloud has become the first cloud service provider in China, and has won the first place in many segmentsNo. 1 in the market share of edge dedicated cloud services.
1. The market share of edge cloud solutions is the first.
The cloud market is undoubtedly one of the businesses that operators are betting heavily on in the coming period.
As a leader in the communications industry, China Mobile occupies itMore than half of the market share of the communications marketWith the advantages of leading network scale, large user scale, and solid family background, it provides sufficient financial and talent support for the "growth" of mobile cloud.
At present, China Mobile Cloud has provided government cloud services for nearly 20 provinces and 150+ cities, and released the world's first "god machine" network, greatly improving the data transmission efficiency of supercomputing and intelligent computing.
And launched the world's largest computing power grid-connected action, and jointly built a "computing power tap water network" across the country, so that computing power is like tap water, one-point access, ready to use.
In order to make the mobile cloud "stand out from the encirclement" and meet the explosive growth of computing power demand, China Mobile continues to "increase" the construction of computing power network, and the scale of investment in computing power network is expected to reach in 202345.2 billion yuan, an increase of 11.7 billion yuan compared with 2022.
As of the first half of last year, China Mobile's total scale of its own computing power reached 94eflops, intelligent computing power up to 58eflops, providing a solid computing network foundation for mobile clouds.
Recently, IDC, a research agency, released the report "China Public Cloud Service Market (2023Q3) Tracking", mobile cloud(IaaS + PaaS) service market share ranking once again advanced one place to enter the TOP5, a year-on-year increase of 746%。
At the same time, in the third quarter of 2023, the size of China's public cloud (IaaS + PaaS) market will reach 5356.6 billion yuan, of whichAlibaba Cloud's market share fell by 58%, which was "divided" by Huawei Cloud, e Cloud and Mobile Cloud
Stimulated by the demand for computing power and artificial intelligence large models, the data of "Cloud Computing *** 2023" shows that by 2026, the global cloud computing market will exceed 10 trillion yuan.
In 2025, the overall market size of China's cloud computing will exceed one trillion yuan, and the operator cloud represented by the mobile cloud will surely get a lot of "cake".
In line with the goal of "creating a world-class information service technology innovation enterprise", China Mobile Cloud also refers to "a world-class cloud service provider" and is determinedAchieve annual revenue of 150 billion yuan within three years
Competing for the 10 billion track, China Mobile Cloud has built 31 provincial resource pools and 100+ edge nodes, creating a core technology system of one brain, one computing and five financial computing power networks, and the data center capacity covers all hub nodes of "Eastern Data and Western Computing".
Coupled with the advantages of network resources covering all parts of the country, compared with other Internet cloud vendors, mobile cloud hasThe advantages of rapid sinking and proximity deploymentIn the future, "Attack Mobile Cloud" is expected to surpass other operator cloud vendors and become a "dark horse" player in the cloud market.
In the first half of 2023, even though the growth rate of the "three clouds" of operators has declined, the growth rate of the "three clouds" is still far ahead of that of Internet cloud vendors.
Mobile cloud is expected to be high, after all, behind cloud computing is a huge amount of investment, "burning money while growing".Cloud business is a typical asset-heavy operationIt is difficult to achieve profitability in the early stage of development, and only in the middle and later stages can it slowly turn losses into profits with the expansion of customer scale, and the operator cloud naturally cannot escape this rule.
You must know that as a giant of Internet cloud vendors, Alibaba Cloud has achieved 11 for the first time after 13 years of "crawling".The profit of 4.6 billion yuan was still in a loss of 22 as early as 2021With the status of 5.1 billion yuan and the increasing uncertainty of the overall macro environment, it is not easy for mobile cloud to achieve this goal.
With the advantage of leading scale, Mobile Cloud will achieve revenue of 42.2 billion yuan in the first half of 2023, a year-on-year increase of 805%；e Cloud completed revenue of 45.9 billion yuan, a year-on-year increase of 634%, and China Unicom Cloud was 25.5 billion yuan, a year-on-year increase of 36%.
If it continues to develop at this rate, e Cloud will have a more and more sense of crisis, and one day in the future, mobile cloud is expected to surpass e Cloud and become the world's No. 1 operator cloud.