Amazon Web Services (AWS) accounts for the largest share of cloud infrastructure service providers at 33 percent. Microsoft’s Azure platform ranks second with a share of 21 percent, followed by Google Cloud at 10 percent, according to Synergy Research Group data.
source: Finbold, Synergy Research Group
Though it is perhaps unwise to argue that market leadership cannot change, there are some intriguing patterns we might glean from other “mature” or “stable” markets. One rule of thumb suggests that--in a mature and stable market--the leading provider has twice the share of number two, which in turn has twice the share of number three.
That would work out to a predicted market share pattern something like 34-17-8 or 30-15-7.5. The present pattern in the cloud infrastructure services market does not fit exactly, but is close.
Compared to market share patterns in mobility or fixed network connectivity services, the cloud computing market is closer to stable than is connectivity, such as the U.K. fixed broadband market, India’s fixed networks market or mobile services market, Vietnam's telecom services market, for example.
Based solely on patterns in other industries that are mature and stable, one might argue there remains significant potential for further share changes in the connectivity business, less potential change in the cloud computing “as a service” market.
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