China's IT infrastructure industry in 2022

Industry profile

1. Definition

IT infrastructure refers to a collection of IT hardware resources and basic software resources used to support the IT environment of governments, enterprises and individuals with special needs, including computing resources, storage resources, network resources, and the underlying software to realize virtualization and manage servers. Depending on the deployment environment, IT infrastructure can be divided into traditional IT infrastructure and cloud infrastructure. The infrastructure deployed in the non-cloud environment is the traditional IT infrastructure, which mainly consists of three layers: network layer, computing layer and storage layer, such as network devices, servers, storage devices, operating systems, databases, etc. The infrastructure deployed in the cloud computing environment is cloud infrastructure, which includes public cloud infrastructure, private cloud infrastructure and hybrid cloud infrastructure, but at present, public cloud infrastructure and private cloud infrastructure are the main.

2. Industrial chain analysis

The production chain of the IT infrastructure industry is mainly composed of the upper, middle and downstream parts, of which the upstream industry market participants are mainly electronic component suppliers of hardware equipment, the midstream industry market participants are mainly IT infrastructure providers, and the downstream market participants are mainly government departments, enterprises and individual users.

The major upstream manufacturers of IT infrastructure industry include Intel, AMD, Montage Technology, etc.; Major midstream enterprises include Salesforce, Kingdee, UF, Amazon, Ali, Huawei, etc. The downstream application field is more extensive, basically covering all industries.

Industry development history: China's IT infrastructure industry is in the stage of aggregation

With the change of IT technology in our country, China's IT infrastructure market has experienced three stages: starting, growing and polymerization. From the successful development of domestic hardware servers and network equipment to the current cloud computing technology innovation has brought a new round of growth space and market opportunities to the IT infrastructure market.

Industry policy background: The industry is more standardized

In recent years, the state has formulated a series of "IT infrastructure" related regulations and policies, aiming to standardize production and operation activities in the industry, strengthen supervision and management, and promote the further development of the industry.

Industry development status

1, the supply side: China's total IT infrastructure spending shows a gradual growth trend

From 2017 to 2020, China's total IT infrastructure spending has shown a gradual growth trend. In 2020, due to the impact of the novel coronavirus epidemic, China's total IT spending in 2020 increased by a smaller amount, with the total spending reaching about 2.87 trillion yuan, an increase of 0.98% over 2019. According to Gartner's preliminary statistics, China's total IT infrastructure spending in 2021 will be about 3.09 trillion yuan.

From the perspective of expenditure scale, in China's IT expenditure, communication service expenditure accounts for the highest proportion, followed by equipment expenditure, and software expenditure accounts for the smallest proportion. From the perspective of the expenditure proportion trend, from 2017 to 2021, the proportion of communication services equipment expenditure declined year by year, and the proportion of equipment expenditure also showed a trend of fluctuation decline, while the proportion of IT services, data center systems and software expenditure increased year by year.

2. Demand side: There are many participants in the IT infrastructure industry

There are many players in China's IT infrastructure industry, including traditional hardware and software vendors, telecom service providers, cloud computing companies, and Internet giants.

The rapid development of the Internet has made everything digitized, the amount of data and the amount of computing has exploded exponentially. In recent years, the market demand for China's IT infrastructure has continued to expand, and the market size of IT infrastructure has grown significantly. From 2014 to 2021, the market size of China's IT infrastructure continues to grow. In 2019, with the support of national policies such as "Internet +", big data strategy, digital economy, and new infrastructure, as well as the boost of capital, China continued to expand the construction of data centers. In 2020, in the context of the first year of China's digital transformation, the demand for IT infrastructure construction will expand again, and in 2021, the preliminary statistical market size will exceed 400 billion yuan.

Industry competition pattern

1, regional competition: IT infrastructure industry related enterprises are mainly concentrated in Guangdong, Hunan and Shandong provinces

From the perspective of regional distribution, IT infrastructure-related enterprises are concentrated in Beijing and Guangdong Province, followed by Shandong, Jiangsu, Shanghai and Zhejiang provinces.

In terms of the distribution of representative enterprises, there are more representative enterprises in Beijing, Shanghai and Shenzhen. Such as Tencent, UF, Ali and so on. Other representative companies include Neusoft Group and H3C.

2. Enterprise competition: The first echelon consists of Alibaba and Tencent, two major Internet manufacturers, and Huawei, a traditional IT enterprise

By summarizing Chinese IT infrastructure-related enterprises, the paper divides the market competition echelons into three levels according to their market share and market influence. The first echelon consists of Alibaba and Tencent, two major Internet manufacturers, and Huawei, a traditional IT enterprise, which mainly provides comprehensive IT infrastructure construction. The second tier consists of China Telecom, Lenovo, Inspur and other traditional telecom operators and market leaders. The third echelon includes Xinhua Three, advanced data Pass and so on.

In China's traditional IT infrastructure industry, Huawei, Dell and Inspur occupy a relatively large market share and high brand awareness, occupying the first echelon position in the traditional IT infrastructure industry. H3c and Lenovo followed closely in market share, occupying the second tier position in the traditional IT infrastructure industry.

By summarizing enterprises in China's cloud IT infrastructure industry, the paper divides the competition echelons into three tiers according to their market share and market influence. The first tier consists of Alibaba and Tencent, two major Internet manufacturers, and Huawei, a traditional IT enterprise, which mainly provides comprehensive cloud services. The second tier is composed of traditional telecom operators such as Tianyi Cloud (China Telecom), Mobile Cloud (China Mobile) and Jinshan Cloud and leading cloud service providers in market segments. The third echelon includes Inspur Cloud, Jingdong Technology, Dawn Cloud and so on.

Industry development prospect and trend forecast

1. China's IT infrastructure market will maintain a rapid development rate in the future

During the "14th Five-Year Plan" period, China should build a modern infrastructure system that is complete, efficient and practical, intelligent and green, safe and reliable. Focusing on strengthening digital transformation, intelligent upgrading, integrated innovation support, layout and construction of information infrastructure, integration infrastructure, innovation infrastructure and other new infrastructure.

2, IT infrastructure industry concentration will be further improved

China's IT infrastructure industry has experienced three stages of breaking foreign monopoly, the outbreak of traditional industries and the deployment of new industries. With the increasing enthusiasm for the development of cloud computing, artificial intelligence and big data in China, the amount of IT infrastructure spending and the total market size have grown to a larger scale. It is expected that in the future, with the implementation of digital economy, new infrastructure and other strategies, China's IT infrastructure market will continue to grow.

The above data refer to the Prospective Industry Research Institute "China IT Infrastructure Industry Market Foresight and Investment Planning Analysis Report", At the same time, the Prospective Industry Research Institute also provides industrial big data, industrial research, policy research, industry chain consulting, industry map, industrial planning, park planning, industrial investment promotion, IPO fundraising research, IPO business and technology writing, IPO working paper consulting and other solutions.