转自公众号：云大号
2022年第三季度，中国大陆的云基础设施服务支出同比增长8%，达到78亿美元，占全球云支出总额的12%。年增长率已连续三个季度放缓，现在首次降至10%以下。尽管业务活动最近恢复，但运营仍受到 COVID-19 大流行的影响，导致企业客户缩减 IT 服务以降低运营风险。本季度中国云市场的前四名仍然是阿里云、华为云、腾讯云和百度人工智能云。在增长8%之后，它们合计占总支出的80%。
The aftermath of the COVID-19 pandemic continues to linger in the Chinese market, and cost reduction remains a priority for enterprises. Even digitally-rooted customers with high cloud usage rates downsized their cloud consumption in Q3. And increasing cloud demand from traditional verticals (which historically have less digital consumption) failed to make up for the slowdown.
COVID-19大流行的后果继续在中国市场挥之不去，降低成本仍然是企业的首要任务。即使是具有高云使用率的数字根客户也在第三季度缩减了云消费。传统垂直行业（历史上数字消费较少）不断增长的云需求未能弥补放缓。
The overall China cloud market is entering a new era. Significant changes are taking place in the competitive landscape and customer structure. Carriers like China Telecom are making investments and gaining share in the cloud services market by taking advantage of infrastructure costs and breadth of coverage.
整个中国云市场正在进入一个新时代。竞争格局和客户结构正在发生重大变化。像中国电信这样的运营商正在利用基础设施成本和覆盖范围的广度进行投资并获得云服务市场的份额。
“Around 60% of the top three cloud vendors’ customers in the global cloud services market come from traditional verticals,” said Canalys Research Analyst Yi Zhang. “In the next phase, we predict the Chinese cloud market will be driven by enterprise customers from traditional verticals. However, Chinese cloud vendors struggle to convince traditional sectors to migrate to the cloud, especially those with lower digitalization levels.”
“全球云服务市场中排名前三的云供应商客户中约有60%来自传统垂直行业，”Canalys Research分析师Yi Zhang表示。“在下一阶段，我们预测中国云市场将由传统垂直行业的企业客户推动。然而，中国云供应商很难说服传统行业迁移到云，尤其是那些数字化水平较低的行业。”
Alibaba Cloud led the cloud infrastructure services market in Q3 2022. It accounted for 36% of total spend after growing 4% year-on-year. It is the first time Alibaba Cloud fell to single-digit growth. Growth was mainly driven by renewal execution, but the cloud consumption and deal sizes were lower than expected, especially for customers from the Internet and retail industries. Alibaba Cloud is seeking new business opportunities to drive growth. Customer demand from the automotive and electronic industries showed strong growth momentum. In July 2022, Alibaba Cloud launched a service center in Portugal, the first outside China, to capitalize on the growing digitalization in EMEA. There are two other service centers planned to be launched in Mexico and Kuala Lumpur to penetrate the North American and Southeast Asian markets.
阿里云在 2022 年第三季度引领云基础设施服务市场。它占总支出的36%，同比增长4%。这是阿里云首次跌至个位数增长。增长主要由续订执行推动，但云消费和交易规模低于预期，尤其是互联网和零售行业的客户。阿里云正在寻求新的商机来推动增长。来自汽车和电子行业的客户需求显示出强劲的增长势头。2022 年 7 月，阿里云在葡萄牙推出了服务中心，这是中国以外的第一个服务中心，以利用欧洲、中东和非洲地区日益增长的数字化。另外两个服务中心计划在墨西哥和吉隆坡推出，以渗透北美和东南亚市场。
Huawei Cloud accounted for 19% of the market and was the second-largest cloud service provider in Q3 2022. Its growth rate exceeded the overall growth of the cloud services spend in China this quarter, resulting in share gains. Huawei Cloud launched some small-scale general solutions, targeting SMB customers with low IT budgets and cloud consumption. The model was scalable, driving significant growth in revenue from SMBs. Huawei Cloud’s new partner program announced in April brought a large number of partners into Huawei Cloud’s channel ecosystem. The cumulative number has reached 41000 in this quarter. In terms of overseas activities, Huawei Cloud launched new data centers in Indonesia and Ireland and announced a €150 million (around US$145 million) investment in Ireland, its first data center in Europe.
华为云占市场份额的19%，是2022年第三季度第二大云服务提供商。其增长率超过了本季度中国云服务支出的整体增长，从而增加了份额。华为云推出了一些小规模的通用解决方案，针对IT预算和云消费较低的中小企业客户。该模式具有可扩展性，推动中小企业收入大幅增长。华为云4月宣布的新合作伙伴计划将大量合作伙伴带入华为云的渠道生态系统。本季度累计人数已达41000人。在海外活动方面，华为云在印度尼西亚和爱尔兰推出了新的数据中心，并宣布在爱尔兰投资1.5亿欧元（约合1.45亿美元），这是华为云在欧洲的第一个数据中心。
Tencent Cloud captured 16% of the Chinese cloud market in Q3 2022. Tencent Cloud remained committed to scaling back loss-making projects and focusing on profitability. Its cloud business is still in a phase of adjustment, but revenue growth is slowly returning. It continues to have an advantage in the financial industry because of its database products. Tencent Cloud recently announced a joint venture with China Unicom, engaging CDN business and edge cloud business. This initiative may have limited economic benefits in the short-term, but is bullish on long-term growth prospects.
腾讯云在 2022 年第三季度占据了中国云市场 16% 的份额。腾讯云仍然致力于缩减亏损项目，并专注于盈利能力。其云业务仍处于调整阶段，但收入增长正在缓慢恢复。由于其数据库产品，它在金融行业继续具有优势。腾讯云最近宣布与中国联通成立合资公司，从事CDN业务和边缘云业务。这一举措在短期内可能经济效益有限，但看好长期增长前景。
Baidu AI Cloud ranked fourth, taking 9% of the market and growing by 12% yearly. It has continued to grow at a faster pace compared to the overall Chinese cloud market for three quarters. Notwithstanding the smaller existing base, the steady growth stemmed from Baidu AI Cloud's cross-industry customer structure, making it less reliant on key customers. It gained a foothold in some traditional industry verticals, namely manufacturing, energy, and transportation. Its smart mobility solution has been adopted by 63 cities, a significant increase in coverage, compared to just 24 cities a year ago. Baidu merging its cloud and AI technologies has shown some success, making the adoption of cloud solutions more accessible and versatile. This also allows for scale through the replication of solutions across industries.
百度AI云排名第四，占据9%的市场份额，每年增长12%。与整个中国云市场相比，它继续以更快的速度增长三个季度。尽管现有基础较小，但稳步增长源于百度AI Cloud的跨行业客户结构，使其对关键客户的依赖程度降低。它在一些传统垂直行业站稳了脚跟，即制造业、能源和运输业。其智能移动解决方案已被63个城市采用，与一年前的24个城市相比，覆盖范围显著增加。百度将其云和人工智能技术合并取得了一些成功，使云解决方案的采用更易于访问和通用。这也允许通过跨行业复制解决方案来实现规模。
Canalys defines cloud infrastructure services as services that provide infrastructure-as-a-service and platform-as-a-service, either on dedicated hosted private infrastructure or shared public infrastructure. This excludes software-as-a-service expenditure directly but includes revenue generated from the infrastructure services being consumed to host and operate them.
Canalys将云基础设施服务定义为在专用托管私有基础设施或共享公共基础设施上提供基础设施即服务和平台即服务的服务。这不包括直接的软件即服务支出，但包括为托管和运营这些服务而消费的基础设施服务产生的收入。
转自公众号：云大号
