IDC:上半年內地公有雲服務市場整體規模近166億美元 增長放緩
國際數據公司(IDC)最新發布的《中國公有雲服務市場(2022上半年)跟蹤》報告顯示,今年上半年內地公有雲服務市場整體規模(IaaS/PaaS/SaaS)達到165.8億美元,其中IaaS市場按年增長27.3%,PaaS市場增速為45.4%。從IaaS+PaaS市場來看,今年上半年按年增長30.7%,與去年同期增速(48.7%)相比下滑18%。
今年上半年,在疫情、供應鏈短缺、宏觀經濟增長動力不足等諸多不穩定因素的影響下,內地公有雲市場壓力加劇,發展態勢逐漸從高增長趨於較快穩定增長。其中,疫情對公有雲市場的刺激效應已不明顯。雖然大規模核酸檢測、亮碼等場景一定程度上驅動政府對公有雲服務的需求,但疫情之下企業IT投資和業務創新趨於保守,而除了業務互聯網化、內外部協同需求外,創新型業務是企業公有雲需求持續湧現的重要驅動因素。
此外,互聯網行業對公有雲市場的貢獻度持續下降,而非互聯網行業上公有雲的格局有待打開,公有雲服務商尋求多元化高質量發展。
如果僅統計內地企業或跨國公司使用內地公有雲資源的業務,阿里雲、華為雲、天翼雲、騰訊雲、移動雲分別佔據內地公有雲IaaS市場的37.2%、12.4%、11.9%、11.1%和5%;如果僅統計內地企業使用海外公有雲資源,且計收在內地的業務,AWS佔據近四分之三的市場份額。
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