According to the latest data released by IDC, the market size of China's industrial cloud IaaS and PaaS achieved significant growth in 2022, reaching US$8.38 billion, a year-on-year increase of 29.2% over 2021. This strong growth momentum fully reflects the accelerated advancement of China's digital transformation in industrial field and the in-depth application of cloud computing technology in industrial production.
In the overall market, enterprise self-built cloud (private cloud) performed particularly well, with the market size reaching US$5.29 billion, accounting for 63.1% of the total market size. This growth is mainly due to two key drivers: first, the large-scale data center construction needs of resource and energy enterprises, which are more inclined to adopt private cloud deployment due to business characteristics and data security requirements; second, the large-scale replication of AI application scenarios in industrial production has promoted enterprises' investment in private cloud infrastructure.
From the perspective of industry distribution, the resource and energy industry occupies a dominant position in the private cloud market, with a market size of US$2.09 billion, accounting for nearly 40%. This reflects the strong demand for cloud computing technology by energy companies during the digital transformation process, especially in the fields of smart oil fields, smart grids, etc. The equipment manufacturing industry ranks second with a market size of US$840 million, showing that smart manufacturing is constantly increasing in dependence on cloud computing. The communications and electronics manufacturing industry ranks third with a market size of US$1.34 billion, reflecting the role of the development of emerging technologies such as 5G and the Internet of Things in promoting cloud computing infrastructure.
In terms of market competition landscape, technology giants such as Huawei, Tencent, and Amazon Cloud Technology are in a leading position in related industries. With their technological advantages, industry accumulation and ecological construction capabilities, these companies provide industrial enterprises with a comprehensive cloud computing solution. It is worth noting that with the in-depth application of AI technology in the industrial field, these cloud service providers are accelerating the layout of AI+ cloud computing converged solutions to meet the growing intelligence needs of industrial enterprises.
Looking ahead, the large-scale replication of AI application scenarios will continue to become an important driving force for the growth of the private cloud market. With the in-depth development of the industrial Internet and the continuous advancement of the "Smart Manufacturing 2025" strategy, it is expected that China's industrial cloud market will maintain a steady growth trend. At the same time, with the integration and application of new technologies such as edge computing and 5G, industrial cloud services will develop in a more intelligent and scenario-based direction, providing stronger technical support for the digital transformation of industrial enterprises.