Overview of the Centralized Cloud Service Industry
Cloud services refer to the addition, usage, and interaction models of internet-based services, typically involving the provision of dynamically scalable and often virtualized resources over the internet. Based on the location of data processing and computing, cloud services can be divided into centralized cloud services and edge cloud services. Centralized cloud services refer to a cloud computing model where data processing, computing, and storage occur in large-scale centralized data centers located far from end-users and devices.
Relevant Policies for the Development of the Centralized Cloud Service Industry
The development of the centralized cloud service industry has received strong support from both national and local governments. From the State Council to various ministries and commissions, a series of policies have been successively introduced, covering multiple aspects such as technological R&D, application promotion, industrial layout, and security assurance. These policies have not only driven the innovation and application of cloud computing technologies but also promoted the integration of cloud computing with other industries, creating a favorable development environment for the centralized cloud service industry and helping it grow steadily.
Related Report: "In-depth Monitoring of Demand and Investment Planning Suggestions in China's Centralized Cloud Service Industry (2026-2032)" Published by Huaon Industry Research Institute
Industry Chain of the Centralized Cloud Service Industry
1. Structure of the Industry Chain in the Centralized Cloud Service Industry
The upstream of the centralized cloud service industry chain is the resource layer that provides hardware such as servers, chips, and networks for data centers, serving as the physical cornerstone of cloud services. The midstream is the core of the industry chain, dominated by cloud platform vendors providing IaaS and PaaS. They integrate upstream resources, output computing power to the downstream, and are currently competing for future commanding heights through AI large model services. The downstream consists of SaaS application vendors and various enterprise users, who apply cloud capabilities to specific businesses to achieve digital transformation.
2. Upstream Analysis of the Centralized Cloud Service Industry
In 2024, the market size of China's server market reached 249.21 billion RMB, a year-on-year surge of 41.3%. Amid the market growth, the year-on-year growth rate of accelerated servers exceeded 130%, and the proportion of energy-saving products such as liquid-cooled servers increased. This provides solid infrastructure support for the centralized cloud service industry, not only helping leading vendors like Alibaba Cloud and Tencent Cloud to rapidly expand their intelligent computing power pools to meet the AI cloud service demands in industries such as finance and manufacturing, but also driving the upgrade of cloud services towards high density, green, and intelligent directions, thereby consolidating the foundation for industry growth.
Analysis of the Current Status of the Centralized Cloud Service Industry
In 2023, the market size of the global centralized cloud service industry reached 3,494.1 billion RMB. Currently, the process of enterprise digital transformation is accelerating, and the demand for cloud services such as elastic computing and data storage in industries like finance, manufacturing, and healthcare continues to be released. Meanwhile, the normalization of scenarios such as remote work and online services has further promoted the coordinated growth of public and private clouds.
Competitive Landscape of the Centralized Cloud Service Industry
The competition in the centralized cloud service industry presents a pattern of "global giants dominating and regional leaders segmenting the market." In the global market, Amazon AWS, Microsoft Azure, and Google Cloud form the first tier. The Chinese market is dominated by Alibaba Cloud, Huawei Cloud, and Tencent Cloud, with Alibaba Cloud taking the lead, followed closely by Huawei Cloud and Tencent Cloud. Telecom operators such as China Telecom rely on their resources to occupy the second tier. The overall market concentration continues to rise with the increasing demand for AI computing power.
Future Development Trends of the Centralized Cloud Service Industry
Under the pressure of global carbon neutrality goals and energy costs, green computing has shifted from an optional direction to a mandatory requirement for the centralized cloud service industry, with technological innovation and standard construction driving the energy-saving transformation. Currently, the energy consumption of cloud data centers is prominent, and traditional models face energy bottlenecks and carbon emission pressures, prompting the industry to explore energy-saving paths across the entire chain from hardware to operations and maintenance. At the hardware level, technologies such as low-power chip architectures and programmable voltage regulators are continuously evolving, and new semiconductor materials help improve energy efficiency. Cooling systems adopt natural circulation designs such as liquid cooling and air cooling, and products like Sugon Nebula 800 reduce energy consumption through efficient heat dissipation technologies. At the intelligent operations and maintenance level, AI predicts load patterns through machine learning and dynamically allocates resources to achieve energy consumption balance, while combining distributed energy storage and microgrids to optimize energy utilization. Policies and standards are also continuously tightening; relevant industry standards for the convergence of supercomputing and intelligent computing have incorporated low-carbon and energy-saving requirements, and regulations such as the EU's Ecodesign Directive for IT equipment form external constraints. Green transformation not only reduces operating costs but also becomes an important source of core competitiveness and brand premium for enterprises.
Huaon Industry Research Institute has conducted a detailed analysis of the development status and market supply and demand of China's centralized cloud service industry, and an in-depth analysis of the upstream and downstream industry chains and the competitive landscape of enterprises, so as to minimize corporate investment risks and operating costs and improve corporate competitiveness. It also uses various data analysis techniques to predict industry development trends, enabling enterprises to seize market opportunities in a timely manner. For more details, please pay attention to the "In-depth Monitoring of Demand and Investment Planning Suggestions in China's Centralized Cloud Service Industry (2026-2032)" published by Huaon Industry Research Institute.
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