中國公有云市場研究報告報告提供的任何內(nèi)容(包括但不限于數(shù)據(jù)、?字、圖表、圖像等)均系弗若斯特沙利?公司獨有的?度機密性?件(在報告中另?標明出處者除制、再造、傳播、出版、引用、改編、匯編本報告內(nèi)容，若有違反為發(fā)?，弗若斯特沙利?公司保留采取法律措施，追究相關(guān)?員責任的權(quán)利。弗若斯特沙利?開展的所有商業(yè)活動均使用“弗若斯特沙利?開展商業(yè)活動。GrowthPartnershipCompany GrowthPartnershipCompany GrowthPartnershipCompany 產(chǎn)業(yè)互聯(lián)?基本模式 18 1GrowthPartnershipCompany份?2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan2GrowthPartnershipCompany1.2名詞解釋。?2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan3GrowthPartnershipCompanyGGFifthGeneration每秒數(shù)?2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan4GrowthPartnershipCompany2.研究范圍2.1中國公有云市場定義及分類絡(luò)，彈助于減少成本和提?資源利用效率。 (見圖1)圖表1中國公有云模式分類來源：沙利文?2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan5GrowthPartnershipCompany2.2本報告研究范圍提供的公有云服務(wù)。?2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan6GrowthPartnershipCompany3.中國公有云市場概覽3.1發(fā)展歷程圖表2中國公有云發(fā)展歷程來源：沙利文?2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan7GrowthPartnershipCompany模式變得更重。?2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan8GrowthPartnershipCompany企業(yè)，圖表3中國公有云服務(wù)商融資信息，2018-2019B輪D輪D輪B輪B輪A輪A輪B輪B輪A輪B輪?2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&Sullivan9GrowthPartnershipCompanyB輪B輪B輪來源：沙利文?普惠階段(2020年?今)圖表4中國公有云服務(wù)商融資信息，2020-2021?2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&SullivanGrowthPartnershipCompanyB輪D輪E輪及以后D輪幣B輪B輪?2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&SullivanGrowthPartnershipCompanyB輪B輪A輪民幣?2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&SullivanGrowthPartnershipCompanyB輪A輪A輪A輪A輪D輪B輪來源：沙利文3.2中國公有云市場規(guī)模及預(yù)測 ?2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&SullivanGrowthPartnershipCompanyS圖表5中國公有云IAAS+PAAS市場規(guī)模，2016-2025預(yù)測?2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&SullivanGrowthPartnershipCompany3.3中國公有云市場驅(qū)動因素3.3.1安全技術(shù)不斷發(fā)展，推動企業(yè)安全上云、《關(guān)于依法從嚴打擊證券違法活動的意見》、全審查辦法(修訂草案征求意見稿)》、《中華?民共和國個?信息保護法》(見圖表6?絡(luò)安全及數(shù)據(jù)安全相關(guān)法律法規(guī)，2021政策名稱發(fā)布時間主要內(nèi)容個?信息》活動中的權(quán)利義務(wù)機制《?絡(luò)安全審查辦法(修訂草案征求意見稿)》查《關(guān)于依法從嚴打擊證券違《中華?民共和國數(shù)據(jù)安全出境安全管共和國境內(nèi)運境安全管理辦《關(guān)鍵信息基礎(chǔ)設(shè)施安全保來源：沙利??2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&SullivanGrowthPartnershipCompany應(yīng)多場景需求。云原?應(yīng)用保護平臺(CNAPP)通過整合多種云原??具和數(shù)據(jù)源，幫助保信任解決?案。?2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&SullivanGrowthPartnershipCompany3.3.2新?代數(shù)字技術(shù)突破，推動公有云市場發(fā)展T?2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&SullivanGrowthPartnershipCompany3.3.3產(chǎn)業(yè)互聯(lián)?落地深化，賦能公有云市場?2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&SullivanGrowthPartnershipCompany圖表7產(chǎn)業(yè)互聯(lián)網(wǎng)基本模式來源：沙利文?2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&SullivanGrowthPartnershipCompany3.4中國公有云市場發(fā)展趨勢3.4.1國資云崛起，推動公有云廠商角?轉(zhuǎn)變?2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&SullivanGrowthPartnershipCompany月C3.4.2元宇宙時代開啟，推動云計算基礎(chǔ)設(shè)施建設(shè)?2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&SullivanGrowthPartnershipCompany互動玩法，為每個角?創(chuàng)建單獨的云游戲?qū)嵗饕撠熋總€角?的渲染和運?,并將?2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&SullivanGrowthPartnershipCompany3.4.3傳統(tǒng)?業(yè)數(shù)字化轉(zhuǎn)型深?，云邊協(xié)同是?勢所趨?2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&SullivanGrowthPartnershipCompany在云邊協(xié)同的?趨勢之下，國內(nèi)外云廠商也響應(yīng)需求推出了多樣化的產(chǎn)品與解決?案。e時延、數(shù)據(jù)本地留存等價值優(yōu)勢。部分創(chuàng)新業(yè)務(wù)(如虛擬現(xiàn)實VR、?業(yè)控制、物聯(lián)?IOT?2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&SullivanGrowthPartnershipCompany3.5中國公有云應(yīng)用案例分析3.5.1基于國資云PaaS平臺的應(yīng)用案例分析應(yīng)用案例?:華為云通過低代碼PaaS平臺，降低應(yīng)用構(gòu)建門檻?單PaaS字化轉(zhuǎn)型?2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&SullivanGrowthPartnershipCompany0核3.5.2基于元宇宙概念的應(yīng)用案例分析應(yīng)用案例?：阿里云提供云游戲服務(wù)，助?云游戲業(yè)務(wù)快速成長家提?2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&SullivanGrowthPartnershipCompanyP到騰訊云機房的游戲服務(wù)(內(nèi)?)，實現(xiàn)玩家與游戲服務(wù)器之間的加速訪問，為全球游戲玩件預(yù)拉熱等服務(wù)，提升針對不同游戲類型的CDN服務(wù)質(zhì)量。騰訊云CDN提供的優(yōu)質(zhì)下P?2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&SullivanGrowthPartnershipCompany3.5.3基于云邊協(xié)同技術(shù)的應(yīng)用案例分析應(yīng)用案例?：中國電信聯(lián)合中興通訊為雄安新區(qū)提供智能交通體系A(chǔ)I、云應(yīng)用案例?：IoT終端天貓精靈基于阿里云邊緣計算節(jié)點，實現(xiàn)終端應(yīng)用遷移。?2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&SullivanGrowthPartnershipCompanyENS應(yīng)用所需的服務(wù)，使每?個云應(yīng)用在ENS上對應(yīng)其?個影?設(shè)備(虛擬設(shè)備)，利用云計算的能?，可以做應(yīng)用快速發(fā)展的基礎(chǔ)。終端本地應(yīng)用遷移對天貓精靈的價值體現(xiàn)在打破低成本IoT設(shè)備導(dǎo)加簡單容易。4.中國公有云市場競爭分析4.1中國公有云市場競爭格局及趨勢分析?2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&SullivanGrowthPartnershipCompany圖表8中國公有云IaaS層市場份額，2021和??云分別位列第四和第五(見圖9)。圖表9中國公有云IaaS+PaaS層市場份額，2021?2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&SullivanGrowthPartnershipCompany4.2中國公有云市場典型企業(yè)分析4.2.1阿里云2發(fā)展現(xiàn)狀 ?2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&SullivanGrowthPartnershipCompany4.2.2騰訊云1公司簡介。2發(fā)展現(xiàn)狀?2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&SullivanGrowthPartnershipCompany?2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&SullivanGrowthPartnershipCompany4.2.3華為云1公司簡介2發(fā)展現(xiàn)狀?2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenapprovalofFrost&SullivanGrowthPartnershipCompany?2021Frost&Sullivan.Allrightsreserved.ThisdocumentcontainshighlyconfidentialinformationandisthesolepropertyofFrost&SullivanNopartofitmaybecirculated,quoted,