德意志银行-科技-aws and microsoft azure in asia-20170625-deutschebank.pdfVIP

Cloud Infrastructure Deutsche Bank Markets Research Asia Industry Date North America Cloud Infrastructure 25 June 2017 TMT Industry Update Internet AWS and Microsoft Azure in Asia Karl Keirstead The Cloud Opportunity in Asia Over the last few years we’ve written extensively on public cloud adoption and Research Analyst on the “Big Three” players, Amazon Web Services (AWS), Microsoft Azure and +1-212-250-7867 Google Cloud Platform. While we examined their traction in Europe in a July 2016 report, until now we’ve never done any serious diligence on their efforts in Asia. Alan Hellawell For this project, we attended the AWS Tokyo Summit in late-May 2017, spoke Research Analyst to several AWS/Azure partners in Asia and collaborated with Deutsche Bank’s +852-2203 6240 Asia Internet team (led by Alan Hellawell) to add expertise about the China-based cloud rivals Alibaba and Tencent. Lloyd Walmsley Research Analyst What We Learned +1-212-250-7063 Key takes from our work include: 1. We estimate that public cloud infrastructure spend in Asia in 2017 will be $3 - $4 billion, a tiny fraction of the long-term Taylor McGinnis potential and evidence of a very early-stage market that has barely been tapped