Youkede Huakun: dont use the word traditional to define traditional enterprises. The industrial Internet has not yet reached the outbreak period

category:Internet
 Youkede Huakun: dont use the word traditional to define traditional enterprises. The industrial Internet has not yet reached the outbreak period


Compared with the popularity of the new infrastructure concept, Huakun pays more attention to how the new infrastructure is combined with the actual landing scene. In fact, people in our industry have been accumulating corresponding technologies and products according to the landing scene of new infrastructure needs.

Moreover, he thinks that the concept of new infrastructure is not new. This concept was put forward in 2018. The central economic work conference at the end of that year pointed out to accelerate the pace of 5g business and strengthen the construction of new infrastructure such as artificial intelligence, industrial Internet and Internet of things. Since then, we have been very concerned about the new infrastructure.

Hua Kun, co founder and COO of ucloud youkede

I dont want to use the word traditional to address traditional enterprisesu201c

Ucloud youkedes attention to new infrastructure can be traced back to the layout of industrial Internet. The business of ucloud Youke in its early years was games. However, with the entry of more cloud computing players, especially the first battlefield of Tencents cloud game, ucloud Youke must maintain the existing situation, carry out differentiated layout and expand the incremental market. Entering the industrial Internet and serving traditional enterprises is the new track they have found.

From the industrial Internet to the new infrastructure, traditional enterprises are the customer groups that ucloud Youke pays attention to. However, Hua Kun was reluctant to use the word traditional. In the future, there will be no traditional enterprises. All enterprises will use the Internet, and they will all be Internet enterprises. Its just that different enterprises use the Internet in different stages and degrees, and some enterprises may take a longer time.

Taking a very typical cloud scenario as an example, in Hua Kuns view, it is unrealistic for a traditional enterprise to go to the cloud and let him accept the public cloud all at once. It must take a long time. This transition may be a private cloud or a hybrid cloud.

Since the launch of hybrid cloud service by ucloud youkede in 2014, the proportion of its hybrid cloud revenue has increased year by year. According to the financial report of ucloud youkede in 2019, the revenue of public cloud in 2019 increased by 187 million yuan compared with the same period last year, and the proportion of public cloud revenue in the main business income decreased from 85.36% in 2018 to 79.11% in 2019; the revenue of private cloud and hybrid cloud increased by 109.54% and 75.63% respectively compared with that of the same period in 2018.

The industrial Internet will not break out until it has passed the period of infrastructure construction

As the base of new infrastructure, sometimes cloud computing is more like a barometer of economic development. How to understand this sentence? We often compare cloud computing to water and electricity. If electricity consumption is a sign of economic improvement, so is cloud consumption. The new infrastructure has promoted everyones demand for computing and storage, which is also a sign of economic growth, Hua Kun told reporters

In Hua Kuns view, the media and forms of the connection between people and things and things will change and grow, and the data growth brought about by this will gradually show up. Because the industrial Internet foundation is relatively weak, the process will be very long. Compared with the industrial Internet, the basis of consumer Internet is better. We can do some superposition and deformation on it. However, the industrial Internet essentially needs to solve the basic data collection and connection work. Only after the infrastructure construction period in the front can we usher in the outbreak at the back.

In the new infrastructure, ucloud has made a lot of achievements

Everyones understanding of the new infrastructure is really in line with the old saying that there are a thousand Hamlets in the eyes of a thousand people. Hua Kun drew a picture of his understanding of the new infrastructure. And through this picture, we can also understand the business boundary of ucloud in the new infrastructure - what to do and what not to do.

This picture can be viewed from the bottom up

At the bottom are all kinds of chips, including server chips, network chips, storage chips and memory chips. This is where China is now stuck.

Chip up is the server, network equipment, data communication module. At present, many domestic manufacturers, including Inspur, dawning and Huawei, can solve the problems at this level through chip assembly.

Up this level is the data center level. In fact, in recent years, Chinas data center construction has been accelerating, and the new infrastructure has become an acceleration engine. According to the research by ictresearch, a consulting agency, in 2019, the number of domestic data centers will be about 70000, with a total area of about 26.5 million square meters; it is estimated that by the end of 2020, the number of domestic data centers will exceed 75000, with a total area of more than 30 million square meters.

The data center moves up to the cloud computing level, including IAAs layer, PAAS layer and SaaS layer. IAAs layer is easy to understand, including public cloud, hybrid cloud and private cloud. PAAS layer includes big data, artificial intelligence, Internet of things, blockchain, etc. In addition to the traditional ERP and CRM, SaaS layer also has many industry applications.

It is worth noting that there is also a network between PAAS layer and SaaS layer, which includes 5g, the leader of the new infrastructure. In Huakuns opinion, the popularity of 5g will make some previously unimaginable scenes come true, such as cloud games, such as autonomous driving. Although many scenes will not break out in a short time, it is too late to do it when it is mature. Therefore, manufacturers need to have pre research and investment.

In addition, the top service objects are all enterprises in the consumer Internet and industrial Internet scene.

As for the business boundary of ucloud youkede, Hua Kun told reporters: our business covers from data center to PAAS level. In fact, its the part in this picture that is framed by the red line.

In addition to the traditional IAAs layer business of ucloud, the CBA (cloud, bigdata, AI) strategy proposed by ucloud in early 2017, as well as the Ulanqab data center under construction, are expanding the business boundary to more fields.

Ucloud youkede Wulanchabu data center under construction

Conclusion

Because of the interview opportunity of 50 people of new infrastructure in China, we have contacted many enterprises engaged in the new infrastructure track, including both large enterprises and small and medium-sized start-ups. In the subconscious of many people, they may think that small enterprises will be squeezed out of opportunities by large enterprises in the new infrastructure construction, which is a national strategy, but this is not necessarily the case. This view was also confirmed by Hua Kun. In his opinion, in the new infrastructure chip, server, data center and cloud computing level, it is true that large enterprises have greater opportunities. Because these businesses are more platform level, there are capital threshold, talent threshold and time threshold. However, the industry application part of the new infrastructure is more opportunities for small and medium-sized start-ups. Guest introduction: Hua Kun, co-founder and COO of ucloud youkede. China Europe Business School EMBA, with more than 18 years of experience in it and Internet industry, once worked in Tencent, fully responsible for the technical operation services of Tencents open platform, Q-zone, QQ members, e-commerce platform, etc.; in 2012, as a co-founder, ucloud youkede has rich experience in Internet operation and cloud computing. In addition, Hua Kun is also a member of the Shanghai board of directors of the TGO Kunpeng board. Source: editor in charge of mass news: Chen Tiqiang_ NB6485

Because of the interview opportunity of 50 people of new infrastructure in China, we have contacted many enterprises engaged in the new infrastructure track, including both large enterprises and small and medium-sized start-ups. In the subconscious of many people, they may think that small enterprises will be squeezed out of opportunities by large enterprises in the new infrastructure construction, which is a national strategy, but this is not necessarily the case. This view was also confirmed by Hua Kun. In his opinion, in the new infrastructure chip, server, data center and cloud computing level, it is true that large enterprises have greater opportunities. Because these businesses are more platform level, there are capital threshold, talent threshold and time threshold. However, the industry application part of the new infrastructure is more opportunities for small and medium-sized start-ups.

Guest introduction:

Hua Kun, co-founder and COO of ucloud. China Europe Business School EMBA, with more than 18 years of experience in it and Internet industry, once worked in Tencent, fully responsible for the technical operation services of Tencents open platform, Q-zone, QQ members, e-commerce platform, etc.; in 2012, as a co-founder, ucloud youkede has rich experience in Internet operation and cloud computing. In addition, Hua Kun is also a member of the Shanghai board of directors of the TGO Kunpeng board.