2024年中国云安全行业概览：打破“云威胁”阴霾，筑牢安全“生命线”

Investment Rating - The report does not explicitly provide an investment rating for the cloud security industry Core Insights - The cloud security market in China reached a scale of 171 billion yuan in 2022, with an expected growth to 979 billion yuan by 2027, reflecting a compound annual growth rate (CAGR) of 42% [5][55] - The rapid growth of the cloud security market is driven by multiple factors, including the continuous improvement of data security regulations and the increasing demand for cloud security from enterprises [5][55] - The application penetration rates for cloud security in various scenarios exceed 50%, with identity and access control at 95%, infrastructure protection at 80%, monitoring and detection at 70%, and compliance auditing at 60% [5][54] Summary by Sections Industry Overview - Cloud security encompasses both "cloud computing security" and "secure cloud services," with key terms for 2023 including Zero Trust Network Access, Cloud Native Application Protection Platform, and Security Access Service Edge [24][25] - The cloud security platform architecture consists of four layers: infrastructure, capability support, security services, and service and operation [25][47] - The development of the cloud security industry in China has gone through several stages, starting from its inception in 2009 to rapid growth post-2015, with increasing emphasis on security tools and services [48][49] Market Size - The cloud security market in China is projected to grow from 171 billion yuan in 2022 to 979 billion yuan by 2027, driven by advancements in cloud-native, artificial intelligence, and IoT technologies [5][54] - The market experienced a year-on-year growth of 41.72% in 2022, with significant increases in the cloud adoption rates among enterprises [5][55] Industry Chain Analysis - The upstream of the cloud security industry chain includes hardware and software suppliers, with key development points being the establishment of industry standards, technological advancements, and ecosystem building [57][66] - The midstream market analysis indicates that public cloud services are primarily utilized by small and medium-sized enterprises (SMEs), while large enterprises prefer private or hybrid cloud solutions due to higher data security requirements [57][69] - The commercial models adopted by cloud security vendors include subscription, licensing, and customization, with subscription being the dominant model, especially for SMEs [71][72]