Explore the ambitions and dilemmas of cloud computing in China in southeast Asia

Source：Updated：2018-06-11 08:21:29

Recently, the rapid rise of the Internet in southeast Asia is like China in 2012. The demographic dividend is about to explode.

It is known that southeast Asia has a total population of about 2 billion (due to geoeconomic and cultural reasons, "India", "Hong Kong" and other places are classified as "southeast Asia"). According to the relevant data, the total investment in India and southeast Asia reached 18 billion us dollars in 2017, nearly triple that of last year. Reports by Google and temasek also show that southeast Asia's Internet economy is expected to grow to $200bn by 2025.

In this context, southeast Asia has become the central market of global e-commerce, Internet finance and social entertainment. The landing demand of a series of products also brings infinite imagination space to cloud computing, the underlying technology that supports the development of the Internet. In addition, compared with American Internet giants, Chinese cloud service providers have a greater geographical advantage in the southeast Asian market and are more conducive to market share.

Tilt! Towards southeast Asia

Recently, China IDC circle has released "2018 top 10 cloud data center construction layout overseas cloud services market", the layout of a few main cloud service provider's data center made simpler. Generally speaking, compared with international giants such as amazon AWS and Microsoft Azure, Chinese cloud service providers are more interested in southeast Asia and have already taken action.

Pictured above, China momentum in the center of the cloud services in southeast Asia layout data already can with cloud computing giants from the United States, which is dependent on the Chinese Internet giant continued in the southeast Asia market.

Division wisdom consulting (China IDC circle research center) "in 2017-2018 China IDC industry development research report shows that in 2017, in world market for IDC China, India and south-east Asian countries as a representative of the most significant growth in the asia-pacific region, and the region of the global distribution of more than 30 large scale data center. 3%, second only to 47 in North America. 4%, as shown below:

Today, alibaba and tencent have opened fire on southeast Asian markets in e-commerce, mobile payments and other areas. Relying on domestic practical experience, jd logistics has "copied" a complete set of e-commerce logistics infrastructure in southeast Asia.

In the field of financial science and technology, we have also focused our attention on the southeast Asian market. In the field of games, the overseas version of king glory was launched in Taiwan in October 2016 and ranked among the top selling apps in southeast Asia.

Although there is a huge demand at sea, but the UCloud development department general manager Wang Songping think go to sea, southeast Asia local IDC technology quality is not stable, many problems, such as the high cost of public cloud sea of Chinese companies are "water". This provides a huge market opportunity for Chinese cloud service providers to go to sea with their domestic customers.

Focus on policy dividend, develop cloud computing market virgin land

China cloud service providers to incoming southeast Asia time can be divided into two categories, the first kind of cloud providers, they start from 2013-2015 layout in southeast Asia, with earlier, for many years practical experiences abroad, to schindler clouds, Ucloud and the flight data, represented by ali cloud; The second type of cloud service providers, which started to enter the market from 2016 to 2018, are relatively late in development, but have corresponding advantages, such as jinshan cloud, huawei cloud and qingyun qingyun.

In the two types of service providers, although the progress of going to sea is different, some manufacturers have excellent cases of southeast Asia going to sea. No matter when they started working, these cloud service providers have gained some understanding of the southeast Asian market with the progress of the offshore project.

Some domestic Internet companies are going to sea in search of new business growth points in southeast Asia. Southeast Asia's cloud computing market also happens to be an undeveloped virgin territory, "right at the right place at the right time," says Lin yuan, vice President of operations at qingyun cloud.

All the way in the past two years, our country's "area" initiative is for the international development of the enterprise release the dividend policy, most of southeast Asia in the "area" the focus of the coverage, the flight data COO Yang Peifeng thought to be able to keep up with the national development policy dividend and the scale of the enterprise capital advantage form and effect of industry implementation strategy.

Hong Kong, India, Indonesia, Thailand, Malaysia, Singapore and other economy more developed, at the same time is also the area where the Chinese cluster, is currently China's cloud service power is the primary object. These areas have an objective demographic dividend, and because of their cultural proximity, some products or services that have been successful at home can be quickly replicated.

SpeedyCloud schindler cloud product director zhao an interview with China IDC circle, background and good infrastructure cloud service providers fall to the ground, the important factors such as Hong Kong, Singapore and other places, the open web strategy, rich resources of submarine cable can be connected to other countries, is the first selection of nodes at sea.

In addition, division wisdom consulting (China IDC circle research center), a senior analyst at cen li thinks, in southeast Asian countries, compared to the first occupied the international giant India, Singapore, Indonesia, Thailand, represented by developing economies, will leave larger sea opportunity of Chinese enterprises.

Inheritance of advantages, striving for new customers

Southeast Asia market to domestic cloud service provider and an enduring another heaven and earth, they mostly inherited the domestic products of excellent genes, on how to take the question of southeast Asia market, also divergent opinions.

Huawei cloud said it would continue to develop a deep and large customer strategy by continuing to play domestically. Huawei cloud in the private cloud market advantage of the transition to public cloud customers, such as the Hong Kong monetary authority have specific request for data security and compliance, enterprises should take physical isolation (cabinets, servers, storage isolation), huawei cloud private cloud just happen to have such experience, use the experience of public cloud huawei cloud can help the financial innovation of business customers quickly.

From a global perspective, southeast Asia can also be seen as a node for Chinese cloud service providers to try out water. While ensuring the smooth sailing of existing customers to southeast Asia, it is also the mentality of cloud service providers to strive for more new customers.

Whether in the domestic or foreign cloud computing market, the core competitiveness of public cloud is mainly reflected in three aspects: price, performance and service. According to these three points, cloud enterprises don't have to be on the existing cloud service provider binding, regardless of the enterprise in the domestic use which cloud service providers, in the sea in southeast Asia, the user can according to their own needs, make more flexible choice, that's challenging sailing competition - kingsoft cloud group international division general manager YanTao expressed such views.

Localization is still a challenge, and it will take some time for the ecology to come to fruition

Because of the "standardization" of the public cloud, cloud computing products can be accessed to customers in southeast Asia with little or no modification. But China's cloud providers will need to do more to address southeast Asia's regulatory policies.

In the technical environment, the network resources of Thailand and Vietnam are relatively closed and the network resources cover is poor. In the geographical environment, the location of Indonesia earthquake activity zone poses a challenge to the operation and maintenance of data center. As well as legal supervision and other problems that may occur in other regions, it is necessary for cloud service providers to gradually understand and investigate.

Under a series of localization challenge reversed transmission, ecological construction is essential to the business of public cloud, cloud service providers in China are trying to set up its own unique ecological system in southeast Asia, including the CDN and internationalization of vendors, local infrastructure providers, related solution providers to cooperate.

Take aliyun as an example. In March 2017, Malaysia's digital economy development agency (MDEC) announced a strategic cooperation with alibaba group, which includes access to aliyun feitian technology. In January, Malaysia announced the introduction of aliyun ET urban brain, which is the first time Kuala Lumpur has used artificial intelligence technology to comprehensively regulate the city.

To some extent, China's cloud computing to sea in southeast Asia, as the development of the Internet infrastructure is the escort clients, followed by a money maker, put out to sea to meet customer requirements, can foresee huge market is driving China's cloud computing motivation.

In the process of attracting new customers to the sea, the snowball is getting bigger and bigger, finally achieving the win-win goal of occupying the market.