贝恩bain咨询：中国云计算市场研究报告.pdf

Finding the silver lining in China’s cloud market Many of China’s businesses prefer their own private cloud rather than subscribing to public cloud services. By Kevin Meehan, Mark Brinda, Steven Lu and Christian Hut Kevin Meehan and Mark Brinda are partners with Bain Company in Singapore and New York, respectively. Steven Lu is a partner with Bain in Shanghai, and Christian Hut is a manager with Bain in Hong Kong. All four work with the firm’s Technology practice, and Kevin leads the practice in the Asia-Pacific region. Copyright © 2015 Bain Company, Inc. All rights reserved. Finding the silver lining in China’s cloud market Cloud computing, e-commerce and software as a service fourth quarter of 2014 compared with 11.1 Mbps in the (SaaS) are hot topics and the focus of technology com- US. Penetration rates also lag: 14% for fixed and 21% for panies in mature and developing markets. Perhaps no mobile broadband subscribers per capita in China com- market is more dynamic and complex than China, pared with 29% and 98%, respectively, in the US. Urban where Alibaba, Baidu and Tencent parallel global giants areas do better, but companies in the interior regions like eBay, Google and Facebook; where WeChat trumps have difficulty accessing remote applications and data WhatsApp; and where a shift away from Western sup- at speeds comparable to those in developed markets. pliers has accelerated opportunities for local firms like Huawei, Inspur and ZTE. Beyond infrastructure, cultural and business norms hinder cloud adoption. Heightened awareness of the China’s adoption of computing mode