王靜靜

China' s next wave of cloud migration is expected to bespearheaded by critical industrial and manufacturing sec-tors， and the country' s public cloud market will more thandouble from $32 billion in 2021 to $90 billion by 2025， saidglobal management consulting firm McKinsey& Company.

According to the latest report from McKinsey， despite arelatively late start， China has made enormous progress interms of cloud migration speed and has become the world' ssecond-largest cloud market.

Over the next few years， the speed of cloud migration inChina will be broadly in line with the rest of the world， witha 19-percentage- point increase expected in IT workloadsshifting to the cloud between 2021 and 2025.

However， China differs from other countries in its highproportion of private cloud， which is expected to reach 42percent by 2025， compared with 36 percent for the publiccloud.

McKinsey' s survey suggested that only 11 percent ofthe companies surveyed plan to be mostly on the publiccloud. The remainder will continue to use a private cloudwith traditional servers or use a hybrid cloud.

"Cloud adoption is strongly correlated with digitaltransformation. By 2025， 78 percent of all IT workloads willbe on cloud in China，" said Kai Shen， partner at McKinsey."But when we look across the cloud adoption of businessuse cases with P&L impact， we find that adoption rates aremuch lower at between 0 percent to 25 percent."

P&L is an indicator that can show a company's ability toincrease its profit， either by reducing costs and expenses or in-creasing sales.

"It demonstrates that Chinese companies still have enor-mous opportunities to develop， adopt and scale use of cloud，for example in dynamic pricing and personalization， digitaltwins and three-dimensional simulations， sales forecastingand inventory optimization，" he said.

In terms of industries， the report also pointed out thatsectors with numerous tech-savvy and digital-native compa-nies， such as e-commerce and education， have already shift-ed a significant portion of their IT workloads to the cloud inChina.

Labor-intensive industrial and manufacturing sectors，on the contrary， have not done that. But that could quicklychange given the latest national policy guidance， it added.

全球管理咨詢公司麥肯錫近日發(fā)布的報(bào)告指出，中國(guó)的下一波云遷移浪潮可能會(huì)由工業(yè)和制造業(yè)等關(guān)鍵領(lǐng)域來引領(lǐng)。中國(guó)的公有云市場(chǎng)規(guī)模有望在未來幾年再增長(zhǎng)一倍以上，從2021年的320億美元增長(zhǎng)到2025年的900億美元。

麥肯錫最新發(fā)布的報(bào)告稱，雖然起步相對(duì)較晚，但中國(guó)在云計(jì)算的遷移速度上可謂突飛猛進(jìn)，已然成為全球第二大市場(chǎng)。

未來幾年，中國(guó)的云遷移速度將與世界其他地區(qū)基本保持一致，2021年至2025年間，將有19%的IT工作負(fù)載轉(zhuǎn)向云端。

但中國(guó)與其他國(guó)家與地區(qū)的區(qū)別在于其私有云占比很高，到2025年有望達(dá)到42%，屆時(shí)公有云占比約為36%。

麥肯錫調(diào)研顯示，只有11%的受訪企業(yè)計(jì)劃以使用公有云為主。其余受訪企業(yè)將會(huì)繼續(xù)搭配使用私有云與傳統(tǒng)服務(wù)器，或者使用混合云。

麥肯錫全球董事合伙人沈惶介紹說，“數(shù)字化轉(zhuǎn)型與云采用是高度相關(guān)的。到2025年，中國(guó)78%的IT工作負(fù)載將在云上部署。盡管如此，當(dāng)我們仔細(xì)去看那些直接影響企業(yè)利潤(rùn)表的商業(yè)用例時(shí)，我們發(fā)現(xiàn)它們的云采用率是極低的，僅在0%到25%之間。”

損益表（P&L）可以顯示一個(gè)公司通過減少成本和費(fèi)用，或增加銷售來提升利潤(rùn)的能力。

“這說明在開發(fā)、采用和擴(kuò)大云計(jì)算用例方面，中國(guó)企業(yè)仍有巨大的機(jī)會(huì)。例如，動(dòng)態(tài)定價(jià)和個(gè)性化、數(shù)字孿生和3D模擬、銷售預(yù)測(cè)和庫存優(yōu)化”。

報(bào)告還指出，從行業(yè)上看，許多行業(yè)擁有眾多精通科技以及數(shù)字原生企業(yè)，諸如電商和教育行業(yè)，這些行業(yè)已將絕大多數(shù)IT工作負(fù)載轉(zhuǎn)移到云端。

但包括勞動(dòng)力密集型的工業(yè)和制造業(yè)等其他領(lǐng)域還處于落后狀態(tài)。在最新的國(guó)家政策引導(dǎo)下，這種情況很快就會(huì)改變。