Contents 1 1.1 Definition of Cloud Computing 1 1.1.1 Definition 1 1.1.2 History 3 1.2 Research on Development Status of Cloud Computing Industry in China s Market 3 1.2.1 Policy Environment 5 1.2.2 Industrial Chain 7 1.2.3 Business Model 7 1.2.3.1 IaaS Publisher Founder, Chairman & CEO Gavin Ni English Editors Jarod Ji & Lisa Zhang Layout Designer Camille Zhang Research Contact Tel: +86(10) 84535220 ext. 6666 E-mail: Research@zero2ipo.com.cn Zero2IPO Customer Service Hotline 400-600-9460 8 1.2.3.2 PaaS 8 1.2.3.3 SaaS 9 1.2.4 Development Status 10 1.2.4.1 China s Cloud Computing Market is in Small Size but Growing Rapidly and of Huge Potential 12 1.2.4.2 Local Patterns of Cloud Computing Initially Take Shape with the Support from Local Governments 14 1.2.4.3 Infrastructure Is Weak, with A Focus on Developing Network and Data Center in Recent Years 17 1.2.4.4 Enterprise Users Are Still Scrupulous about Cloud Computing, and Security Is An Important Drawback 19 1.2.4.5 The Period of 12th Five-Year Plan Is A Key Period for the Growth of Cloud Computing Industry 22 1.3 Research on Investment of Cloud Computing in China 22 1.3.1 Analysis of VC/PE Investment 22 1.3.1.1 Investment Size 24 1.3.1.2 Investment Rounds 25 1.3.1.3 Investment Regions 27 1.3.1.4 Investment Currency 29 1.3.2 Analysis of M&As and IPOs 31 1.4 Analysis of Development Trend and Investment Opportunities of Cloud Computing in China s Market 31 1.4.1 Development Trend 31 1.4.1.1 Cloud Computing Industry Will Gradually Attract More Attention from Capital Market
32 1.4.1.2 The Improvement of the Cloud Computing Industry Chain Will Be Accelerated in the Big Data Era 32 1.4.1.3 Market Demands Gradually Become the Main Driving Force for the Development of Cloud Computing Industry 33 1.4.1.4 New Urbanization May Promote the Implementation of Public Cloud 33 1.4.1.5 Cloud Computing Services for Individuals Will Be Further Popularized 34 1.4.2 Investment Opportunities and Risks 34 1.4.2.1 Data Center Field 34 1.4.2.2 Cloud Security Related Field 35 1.4.2.3 Public Cloud Related Field 35 1.4.2.4 Personal User Cloud Services Field
Figures Figure 1.1.2.1.1 Development History of Cloud Computing Industry in China Figure 1.2.2.1 Industrial Chain of Cloud Computing 6 2 Figure 1.2.4.1.1 Comparison of Global Cloud Computing Service Industry by Market Scale in 2011 11 Figure 1.2.4.1.2 Prediction of Cloud Computing Service Industry in China's Market by Market Size in 2011-2015 12 Figure 1.2.4.2.1 Geographic Distribution of Cloud Computing in China's Market 13 Figure 1.3.1.1.1 Year-on-Year Comparison of Cloud Computing in China's Market by Investment Scale in 2007-2012 23 Figure 1.3.1.2.1 Comparison of Cloud Computing in China's Market in 2007-2012 (By Investment Round) 24 Figure 1.3.1.2.2 Figure 1.3.1.3.2 Figure 1.3.1.4.1 Figure 1.3.1.4.2 Comparison of Cloud Computing Investment Round in China's Market in 2012 (By No. of Deals) Geographic Distribution of Cloud Computing Investment in China's Market in 2012 (By No. of Deals) Comparison of Cloud Computing Investment Cases in 2007-2012 (By Currency) Comparison of Cloud Computing Investment Amt. in 2007-2012 (By Currency) 25 27 28 29
Tables Table 1.2.1.1 Key Policies of Cloud Computing Industry in China 4 Table 1.2.4.3.1 Size and Region Classification of Data Centers 16 Table 1.3.1.3.1 Geographic Distribution of Cloud Computing Investments in China's Market in 2007-2012 Table 1.3.2.1 IPOs of Cloud Computing in China s Market in 2011-2012 26 30
VC China Cloud Computing Industry Investment Report 2013 1.1 Definition of Cloud Computing 1.1.1 Definition The most authoritative definition of cloud computing was proposed in 2011 by the National Institute of Standards and Technology (NIST): Cloud computing is a model for enabling convenient, on-demand network access to a shared pool of configurable computing resources (e.g., networks, servers, storage, applications and services) that can be rapidly provisioned and released with minimal management effort or service provider interaction. In short, cloud computing is an internet-based computing method with which the shared software and hardware resources and information can be provided on demand for computers and other equipment. Cloud computing is the third IT revolution following the personal computer revolution and Internet revolution. In 2010, the Chinese government listed cloud computing as one of the strategic emerging industries. 1.1.2 History China s cloud computing industry was officially started in 2007. Different from Europe and America, government cloud computing dominated this industry in China at the early stage. The main reason is that Chinese Internet companies are much smaller than their counterparts in the US, such as IBM and Google, so they are more cautious in trying in new technological fields when the business model of cloud computing is not mature yet at the early stage. Under the state s relevant support policies on strategic emerging industries, the government took 1
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