Cloud 'triangle' rush ... I got up to 48 trillion won in 2Q - cloud

The global cloud infrastructure market is rapidly rising. With a 40% grown, the total market in 2Q09 has exceeded 48 trillion won.

Especially, the cloud Big 3, which is more than 60% of the world market, has been grown as all of the strong Big 3 was strong.

On March 3 (Local Time) Market Research Agency The synergy rescue has released a 2Q Cloud Infrastructure Market Report in the second quarter.

According to the report, the cloud market in 2Q09 was $ 42 billion (about 48.2 trillion won). This grows 39% from the same period last year. Compared to the quarterly quarter, $ 2.7 billion has increased.

The cloud infrastructure market has increased growth rate compared to the previous year in four consecutive quarters. Synergy Research was evaluated as "This large market is not floating if it is a large market."

It was Big 3, the Amazon Web Services (AWS), Microsoft (MS), and Google Cloud. These sales are growing at the same time and raise the entire marketplay.

There was no embodiment in terms of market share. The AWS has won 33% of market share and continued to lead to 20%, 10% market share, respectively, and has been maintained growth momentum.

AWS, Amazon's cloud business, achieved sales of $ 1481 million in 2Q. This grows 37% YoY. Given 29% growth in the second quarter of this year, the growth rate of the second quarter is amazing. The 2Q operating profit of AWS recorded $ 4.19 billion. More than half of Amazon's total operating profit is responsible for AWS. Amazon won $ 7.7 billion in operating profit in 2Q.

IT Professional Foreign Techkransching for AWS's earnings, "The company with a market maturity of AWS was amazing," he said, "This was a market logic."

The MS Cloud Platform grew 51% YoY in the second quarter of this year. MS does not disclose angular sales separately. However, according to the irradiation of the synergy research, anerizers have occupied 20% market share, and sales are estimated at about $ 8.4 billion.

Google Cloud also continued a steady growth. In 2Q, cloud revenues have grown 54% YoY to $ 4.622 million. We also reduced the width of the sales loss. In the second quarter, sales loss was $ 592 million, and it was greatly reduced from $ 1430 million last year. The market share has been 10% to 10%, and the first two-digit market share was first since announced the branch data.

In the second quarter, the market share of Big 3 in the entire cloud market reaches a total of 63%. Still, Big 3 is a growing growth. After that, Alibaba, IBM, Sales Force and Oracle are chasing.

Big 3's growth is in enormous facility investment. John Dean Sdale Synergy Search The top analysts are "Amazon, MS, and Google," said Amazon, MS, and Google generally poured over $ 25 billion in facility investments in each quarter, "and" Most of them are used to build a hypercale data center and put the equipment. " And explained.

Another market research company announced the Claude Market report similar to Kanaliis similar. The Kanalisians were $ 47 billion in this period of $ 47 billion, a little larger than synergies. Market share was 31%, MS ASER is 22%, and Google Cloud accounted for 8%.

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Carnetises are still as long as the market growth engine remains enough, as the cloud has not yet spread in many countries.

The Blake Murray Analyst in Kanalisis said, "The cloud usage in the world (in the IT infrastructure market) is estimated at about 25%," and "The sustainable growth potential is still not yet pioneering, except for some countries such as the United States I am strong. "

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