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

《德意志银行-科技-aws and microsoft azure in asia-20170625-deutschebank》由会员上传分享，免费在线阅读，更多相关内容在行业资料-天天文库。

1、CloudInfrastructureDeutscheBankMarketsResearchAsiaIndustryDateNorthAmerica25June2017CloudInfrastructureTMTIndustryUpdateInternetAWSandMicrosoftAzureinAsiaKarlKeirsteadTheCloudOpportunityinAsiaOverthelastfewyearswe’vewrittenextensivelyonpubliccloudadoptionandResearchAn

2、alystonthe“BigThree”players,AmazonWebServices(AWS),MicrosoftAzureand+1-212-250-7867GoogleCloudPlatform.WhileweexaminedtheirtractioninEuropeinaJuly2016report,untilnowwe’veneverdoneanyseriousdiligenceontheireffortsinAsia.AlanHellawellForthisproject,weattendedtheAWSTokyoS

3、ummitinlate-May2017,spokeResearchAnalysttoseveralAWS/AzurepartnersinAsiaandcollaboratedwithDeutscheBank’s+852-22036240AsiaInternetteam(ledbyAlanHellawell)toaddexpertiseabouttheChina-basedcloudrivalsAlibabaandTencent.LloydWalmsleyResearchAnalystWhatWeLearned+1-212-250-

4、7063Keytakesfromourworkinclude:1.WeestimatethatpubliccloudinfrastructurespendinAsiain2017willbe$3-$4billion,atinyfractionofthelong-termTaylorMcGinnispotentialandevidenceofaveryearly-stagemarketthathasbarelybeentappedResearchAssociateandisprobably5+yearsbehindthemorema

5、tureUSmarket.Weestimate+1-212-250-9116thatAsiarepresents10%oftotalAWSrevs.2.WeestimatethatspendinChinarepresentsabouthalfoftheIaaSmarketinAsiaandtheBigThreeglobalcloudvendors(AWS,AzureandGCP)arebasicallyshutoutofthismarketduetogovernmentregulations,openingupthemarketf

6、orAlibaba’sAliCloudtodominate,3.GoogleisevenfurtherbehindAWSandMicrosoftinAsiathanitisintheUS.4.Thereareclearsignsthatenterpriseinterest(ifnotactualadoption)isnowpickingup(theAWSTokyoeventthatweattendedhad20,000registeredattendees)and5.Themajorcloudvendorsareinvesting

7、heavilytobuildouttheirdatacenterfootprint,wellinadvanceofdemandtakingoff.OurBullishThesisisUnchangedWhilemostenterpriseandgovernmentITworkloadsinAsiawillresideinconventionalon-premisedatacentersforalongtime,thereisstrongevidencethatCloudadoptionisrampinginAsiaandevenin

8、China.ThisstrengthensourbullishcallonAMZNandMSFTshareseventhoughAsiawillremainaverysmallportionofAWSandAzurerevs.Likewise,th