IDC：2024下半年中国专属云服务市场规模达216.8亿元人民币 同比增长11.0%

Core Insights - The exclusive cloud service market in China is projected to reach RMB 21.68 billion in the second half of 2024, reflecting a year-on-year growth of 11.0%, with an annual market size of RMB 39.2 billion [1] - The dedicated hosting cloud service market is expected to grow steadily by 10.3%, reaching RMB 21.05 billion, while the exclusive cloud-as-a-service market is anticipated to grow by 39.5%, surpassing RMB 630 million, indicating a structural upgrade trend [1] - The shift towards exclusive cloud services is driven by full-cycle cost optimization, as traditional private clouds face management, agility, and cost challenges, prompting clients to migrate core businesses to concentrated exclusive clouds [1] Industry Dynamics - The demand in the public administration sector remains dominant, supported by ongoing needs for digital platform construction, domestic substitution, and data infrastructure, which solidify the market foundation [1] - Industries such as energy, healthcare, and transportation are increasingly adopting exclusive cloud services to support high-value business scenarios like safety monitoring and efficient operations, contributing significantly to market growth [1] - AI is reshaping the capabilities of exclusive cloud services, with clients demanding public cloud experiences and intelligent computing efficiency, thereby transforming competitive barriers in the market [2] Competitive Landscape - The market share of the top five service providers has increased compared to the previous year, now accounting for 65% of the market, indicating a strengthening of the head effect [3] - Current market competition is characterized by resource and service penetration, deep operation of existing clients, and strategic positioning in intelligent computing [3] - The exclusive cloud service market is experiencing structural growth driven by cost optimization, industry penetration, and AI computing upgrades, with leading vendors leveraging data sovereignty, security, and hybrid multi-cloud architectures [5]