strategic shifts in the cloud services space in each of the three major layers
of Infrastructure-as-a-Service (IaaS), Platform-as-a-Service (PaaS) and
Software-as-a-Service (SaaS) will begin to reshape the early stage of cloud
adoption in Asia in 2014, according to IDC. These shifts will pit key cloud
suppliers against each other and will likely lead – when the dust settles – to
a new leadership structure within the IT industry.
predicts that Amazon, Microsoft, IBM, HP and others will dramatically escalate
their cloud data center deployments in 2014. Amazon will continue to expand its
very large footprint, particularly where it has gaps in Asia Pacific. A near
doubling of cloud data centers can be expected from several of Amazon’s
newly-energized traditional IT competitors. Cloud is a scale game and players
without massive scale will be uncompetitive.
2017 it can be predicted that there will be fewer than eight major global
players in IaaS, based on which companies are willing to invest massive capital
into a global cloud delivery capability.
And these players will come from among the three big integrated stack
providers, namely Amazon Web Services, Google and Microsoft, and a small number
of major players around two or three of the open ecosystem platforms – which
include OpenStack, VMware and CloudStack.
Asia some players dramatically escalate their investments to scale up their
capacity and global presence, while others hesitate and ultimately scale back.
If regional governments favor the legislating of local cloud providers, and
effectively against the global players cloud offerings, Asia could also see the
proliferation of regional players who cater to region-specific requirements.