Reporter from every business: Li Na
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Reporter from every business Li Na Reporter from every business Xie Xin
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If you return a few more days, you may still remember that the live broadcast of B station collapsed, the cracking of Xiaohongshu collapsed, the show-mi collapsed... Behind the collapse is the epidemic prevention and control, online New Year greetings, cloud gatherings, and Spring Festival video sharing have become the main entertainment interaction methods, driving the rise of mobile traffic.
A securities communications industry analyst told the reporter of "Daily Economic News" that the collapse of iQiyi and others highlights the importance of CDN and lDC resources, and these are the two major sub-sectors in the cloud computing industry chain.
Mobile Internet traffic consumption soared
iQiyi collapsed, and live broadcast of Bilibili caused widespread discussion among users. For a moment, it suspected that there was a problem in the network and became the first reaction of users.
htmlOn February 7, the Ministry of Industry and Information Technology released the national mobile Internet traffic consumption during the Spring Festival holiday of 2.716 million TB, an increase of 36.4% year-on-year. Mobile data traffic consumption on New Year’s Eve and the first day of the first day of the New Year’s Eve increased by 42.1% and 40.8% year-on-year respectively.After the resumption of work during the Spring Festival, the demand for remote office has increased dramatically, and it has accelerated to become a working model. Baidu's popularity index shows that the remote office search index increased by 1022% year-on-year in one month from 2020.13 to 2020.2.11, a month-on-month increase of 659%, and the mobile search index increased by 1650% year-on-year and a month-on-month increase of 730%.
Content distribution network demand has increased significantly
A securities communications industry analyst told the reporter of "Daily Economic News" that behind the collapse of iQiyi and others, the importance of CDN and lDC resources is highlighted, and these are the two major sub-sectors in the cloud computing industry chain.
CDN, also known as content distribution network, refers to placing node servers in various parts of the network and establishing an intelligent virtual network based on the existing Internet, and cache remote server contents near this user, thereby improving access speed. At present, the CDN industry structure is mainly divided into three types: the first is to build self-built servers, providing customers with professional CDN services, and is a traditional CDN manufacturer; the second is to achieve CDN acceleration on the cloud platform; the third is to expand nodes through P2P technology and smart hardware models.
Xihua Securities Communication Team stated that the demand for cloud videos such as remote office, online games, and online education are standard solutions for CDN. Through CDN forwarding, the problem of high concurrency of cloud video live broadcasts can be solved. The epidemic prevention and control has greatly improved people's willingness to use cloud videos. Free trials are expected to accelerate the use of cloud videos, and the industry's penetration rate is expected to increase, driving the growth of demand in the CDN industry. In the future, the demand for video streaming bandwidth will increase from 2M in standard definition, 8M in high definition, and 30~50M in 4K to more than 80M in 8K, which requires CDN streaming server to have a lower latency and higher density hardware platform. Traditional servers can only deal with traffic or storage growth through stacking, and it is even more important to accelerate the deployment of .
Edge Computing (MEC) is an architecture that extends computing, network and storage capabilities from the cloud to the network edge, following the model of "business applications at the edge and management at the cloud". It is a general trend in the distributed deployment of edge nodes. Operators, cloud service manufacturers, and CDN service providers have all begun to launch their own edge computing services. CDN sinks to the edge of the network and can meet the needs of ultra-high traffic services such as 4K/8K. In the era of 5G and the Internet of Things, CDN nodes are distributed in the edge cloud, and CDN+MEC will become the future development trend.
"Cloud video drives the growth of the CDN industry, while competition among CDN manufacturers slows down, prices are expected to stabilize, and the industry is expected to maintain a 30% growth rate in the future." The communications team of West China Securities further stated.
Chuancai Securities communication team also stated that in the 5G era, the ultra-high-definition video industry chain will explode first, and in the future, VR/AR, Internet of Vehicles, telemedicine and other application scenarios will be implemented on a large scale, and the explosive growth of traffic will drive a significant increase in CDN demand. Technology and scale effects are the main moats of CDN.
IDC's incremental performance may be reflected in the second quarter
htmlOn February 6, Tencent Cloud said that from January 29 to February 6, Tencent Conference has expanded its resources every day, with an average daily expansion of nearly 15,000 cloud hosts, and an emergency expansion of more than 100,000 units in 8 days, and more than 1 million cores invested in computing resources.data center is the main carrier of network traffic. In recent years, new technologies such as cloud computing, AI, 5G have gradually become new driving force driving the growth of the global data center industry.
The "Data Center White Paper (2018)" released by the China Academy of Information and Communications Technology pointed out that it is expected that the revenue scale of the domestic IDC market will exceed 100 billion and reach 113.2 billion yuan in 2019, and the industry compound growth rate from 2018 to 2020 will be 31.95%.
Huatai Securities communications team believes that cloud computing and 5G will drive the rapid growth of the domestic IDC market, and at the same time, demand will converge to cloud manufacturers and Internet customers. Under this background, domestic third-party IDC companies have ushered in a good development opportunity. The epidemic is expected to accelerate third-party power-up rates in the short term. The incremental performance may begin to be reflected in the second quarter of this year. Under the assumption that a single cabinet carries 10 servers and a single cabinet annual rent of 75,000 yuan, the expansion of 100,000 servers corresponds to an annualized IDC revenue of 750 million yuan. In the medium and long term, this epidemic is expected to accelerate the onlineization of B-end businesses, which is beneficial to the development of the IDC industry on the demand side.
htmlOn February 16, at a conference call of China Securities, Chen Ningyu, head of the communications team, said that the three elements of cloud computing, storage and networking, the acceleration of the online economy in the short term has brought about incremental demand for cloud infrastructure, and in the long run, there is a lot of room for cloud computing to develop. According to iMedia Consulting data, during the resumption of work in the New Year in 2020, more than 18 million companies in China adopted the online remote office model, with a total of more than 300 million users using remote office applications. With the rapid development of online office, life, entertainment, education and other economies during the epidemic, the continuous increase in application-level demand will inevitably force the blowout demand for cloud computing, IDC, and CDN accelerated services. Audio and video conferencing systems, online documents, cloud disks, and task management are not only short-term demands, but will become standard office products in the long run.Daily Economic News
