January 09, 2025

The cloud computing industry is gradually emerging, and the SaaS service group is battling

The cloud computing model is innovative and its advantages are highlighted. The emergence of cloud computing has subverted the traditional IT deployment model, and has made a detailed division of infrastructure vendors, platform vendors and software developers, optimizing resource allocation efficiency and providing a basis for big data applications and artificial intelligence research. Cloud services have the following advantages: instant access, pay-as-you-go, resource sharing, self-service, and cross-space.

The cloud computing industry is gradually emerging, and the SaaS service group is battling

Three elements drive cloud computing to accelerate. Demand side - internal cause + external cause forced the enterprise to cloud, internal cause: under the "new normal" of the economy, enterprise cost control becomes the only way to improve the profitability of the enterprise; innovative business such as big data prompts enterprises to choose business cloud and improve data Asset value; the accelerated deployment of overseas business further promotes the enterprise cloud. External factors: Mobile Internet thinking is deeply rooted in the hearts of the people, and user cultivation is basically completed. Supply side - In recent years, China has issued a number of documents for the development of the cloud computing industry, not only from the industrial layout, top-level planning, but also from the financial and tax support, financing also give policy tilt. Technology side - from the development of hardware and other storage devices, the speed of the network to the evolution of the open source community, to the maturity of distributed technology, the underlying support system of cloud computing has been continuously improved, which has promoted the formation of cloud computing innovative service models and business. Accelerated landing.

The industrial ecology is gradually emerging, and SaaS services are competing. IaaS: The Internet giant is the leader and the market is relatively concentrated. As a development platform for developers and an operating environment for SaaS layer applications, PaaS's power and stability are undoubtedly the magic weapon for PaaS vendors. With the continuous popularization of the Internet and mobile Internet, and the informationization rate of China's SMEs is only about 10%, the demand for SaaS services will continue to expand in the future, and the long tail market space is expected to be further released. This has led to the emergence of numerous SaaS service startups, especially in the vertical segment of the industry.

Focus on vertical industry leaders, Nugget Enterprise SaaS services. We are optimistic about cloud service providers that focus on providing industry solutions, focusing on vertical segments, customer resource advantages and technological advantages, such as video cloud, financial cloud, government cloud, and game cloud. At the same time, with the deepening of cloud computing, enterprise-level SaaS services as a powerful solution to improve business efficiency and optimize business processes, many long-tail customers will go to the cloud, and the SaaS service market will further expand. In the next 3-5 years, the market for SaaS services that are now contending will continue to divide. We are optimistic about the industry-level SaaS service providers who have deepened the industry process, effectively improved the efficiency of the enterprise, and have various functional modules, providing uninterrupted service and having more successful cases.

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