Recently, the latest “China Edge Cloud Market Tracking Research, 2022H1” report released by the international data company IDC shows that in the first half of 2022, China’s edge cloud market totaled 3.07 billion yuan, a year-on-year increase of 50.8%. Among them, edge public cloud services, The market scales of edge-only cloud services and edge cloud solutions reached RMB 1.71 billion, RMB 4.4 billion and RMB 920 million, respectively. Internet audio and video distribution based on edge resources, cloud game solution deployment, security monitoring video storage and view computing are the core driving forces of the market in this period.
As the cloud computing service market continues to flourish, Chinese cloud computing users are using cloud computing in a more mature and rational way, and are more closely integrated with business, which is giving birth to a variety of non-central cloud computing application scenarios and demands. According to IDC Futurescape predictions, by 2026, 50% of Chinese enterprise CIOs will require cloud and telecom partners to provide secure cloud-to-edge connection solutions to ensure the performance and consistency of data collection.
IDC believes that edge cloud is a service or solution formed by service providers or users extending public cloud services or private cloud solutions from a small number or a single computing node (central node) to edge nodes based on business needs. Typical forms include edge There are two types of cloud services and edge cloud solutions. According to the way resources are used, edge cloud can be divided into different modes such as edge public cloud service, edge dedicated cloud service, and user-built edge cloud solutions to cover the needs of more users, especially enterprise users. Several forms of public/private services and self-built solutions give customers the possibility to use edge clouds flexibly. In terms of resource types, it covers cloud service provider/IDC service provider edge resources, CDN service provider L1/L2 node resources, operator MEC resources/MAN computer room resources, and user-built resources; in terms of usage methods, it includes The multi-tenant sharing mode and the single-user exclusive mode take into account economic efficiency and data asset sensitivity; from the network, it covers the Internet (including wired and mobile access), private network, and local area network.
Driven by the joint needs of service providers and customers, the edge cloud market has gradually increased in popularity in 2018. In 2019, mainstream service providers began to release and improve their product systems, becoming the “first year” of edge cloud. The number and scale of commercialization cases in 2021 and 2022 Substantially improved.
At present, the edge cloud has really begun to bring many conveniences to users, laying the foundation for exploring more edge application scenarios in the future, but in terms of value exploration, it is still necessary for service providers and customers to work together to build a better edge collaboration architecture to Realize business innovation; at the same time, new business requirements will also drive the continuous evolution of edge cloud products and services.
In the edge public cloud service market, four types of service providers, including Internet-based cloud service providers, telecom operators, sinking edge service providers, independent third-party cloud and CDN service providers, have all entered the market, and rely on their own advantages to occupy market positions; In the short term, the four types of service providers will maintain a state of full competition and go hand in hand. At the same time, relying on the first-mover advantage, leading manufacturers will maintain their leading market positions before the outbreak of new application scenarios; as an emerging market, the share of service providers may change rapidly in the short term. Among them, Alibaba Cloud ENS, Baidu Smart Cloud Infrastructure products such as BEC, Mobile Cloud EIC, Wangxin Technology SEC, Tianyi Cloud ECX and edge containers are still the main components of the market, but function computing, view computing, and security services based on edge cloud resources also have strong capabilities. growth potential.
In the edge dedicated cloud service market, the products and services currently on the market are relatively single, mainly including infrastructure and platform services provided by operators based on the MEC edge computing platform, and dedicated cloud-as-a-service provided by cloud service providers such as Alibaba Cloud Cloud Box, Huawei Cloud IES, etc., as well as technical products extended by some hosting and exclusive cloud service providers; with the expansion and innovation of application scenarios and business models, there is still the possibility of drastic changes in the future market.
In the edge cloud solution market, software and service providers only need to provide edge cloud software or custom development services in the project, which is more friendly to emerging service providers who focused on edge platform technology in the early stage; make the platform software under the edge public cloud system private It is the main evolution mode of various technology platforms and technology stacks in this subdivision, or iterative solutions based on the IoT platform that can cover light and heavy edges at the same time, including Mobile Cloud, Kyushu Cloud, Tianyi Cloud, Alibaba Cloud, Baishan Cloud, etc. All types of service providers already have relevant technical products or delivery capabilities.
According to the latest forecast, the average annual compound growth rate of the edge cloud market will reach more than 40% from 2021 to 2026. In addition to the transmission and distribution system based on edge cloud resources, more and more multi-edge cloud collaboration scenarios are emerging, and users in traditional industries are demanding “as a service”. “The increased acceptance of the model is continuing to inject vitality into the market. From cost reduction to experience improvement to business innovation, edge cloud has brought many conveniences and possibilities to users. More and more customers are building a distributed IT architecture with center and edge collaboration. Based on extensive edge node resources, Refactor some or all of the IT functions to achieve edge-based data closure.
