On 17th,June，IDC released the "China Industrial Cloud Market Tracking (second half of 2020)" report. According to the report, the scale of China's industrial cloud market reached 3.91 billion US dollars in 2020, with a year-on-year growth of 33%. Among them, Ali Cloud ranked first in the overall market of industrial cloud for three consecutive years, and its advantages in the market of infrastructure and solutions continued to expand.

After the loss of the epidemic, industrial production and supply chains gradually returned to stability in the second half of 2020. IDC found that the epidemic has fundamentally changed the attitude of industrial enterprises towards cloud access and cloud use, and the demand for online collaboration and online marketing has driven the continuous growth of the industrial cloud infrastructure market, which reached 1.56 billion DOLLARS in the second half of 2020.Along with the booming demand, technical barriers and industry experience also make head cloud service providers and latecomers open a gap. In the second half of 2020, the industrial cloud public cloud infrastructure market has exceeded the private cloud market in both growth and increment, ranking the first Ali Cloud accounting for 35.3%.

This trend is also evident in the industrial cloud solution market. In the second half of 2020, China's industrial cloud solutions market grew faster than the industrial cloud infrastructure market for the first time. With the increasing amount of data on the cloud and the continuous expansion of intelligent application scenarios, Ali Cloud, with its technical advantages in data and artificial intelligence, accounts for 26.3% of the industrial cloud (platform) solution market, more than the sum of 2-5.This is attributed to Ali Cloud in the automotive, electronic appliances, equipment manufacturing, steel and other industries delivered a number of large projects. Public information shows that Ali Cloud has served the four major energy enterprises, nearly 20,000 manufacturing enterprises and 70% of the domestic leading OEMs. In 2020, Ali Cloud built a digital factory for FAW Hongqi, and a data center for all scenarios for SANY Heavy Industry, opening 75 core business systems.

IDC estimates that in the next five years, China's industrial cloud market will continue to maintain rapid growth, with a compound growth rate of 35.4% in 2020-2025. Chinese industrial firms' enthusiasm for "beacon factories" will gradually shift to thinking about full-scale digital transformation.

This puts forward higher requirements for the delivery speed and service responsiveness of cloud service providers. At the Ali Cloud Summit in May this year, Ali Cloud stated that it would establish the largest and best digital service team in China, and settle more service teams into industries and regions to cope with the strong demand for digital transformation of enterprises.