02/22/2017, Wed, 09:09, Msk , Text: Vladimir Bakhur

According to a study of the domestic market from SAP and Forrester, cloud technologies in Russia will grow faster than the IT market as a whole: at an average annual rate of 21%, the cloud market will grow 3 times compared to 2015.

Russia is ready for cloud computing

According to the results of a recent study "Cloud services in the corporate sector, Russia 2017. Current state and development prospects", prepared by in4media and Forrester Russia with the support of SAP CIS, by 2020 the volume of the Russian market of cloud technologies will amount to 48 billion rubles.

According to the study, large businesses are currently as ready to use cloud services as possible: in this segment, over 90% of respondents know about cloud services, in small businesses - over 70%. In large businesses, 54.5% of respondents use simultaneously cloud services from two or more categories, in medium businesses - 50%, in small businesses - 43%.

During the study, 635 respondents from small, medium and large businesses were interviewed. Of these, 60% are CIOs, 40% are company executives. The geography of the study is 20 cities.

Awareness of Russian companies

Structure of the market of cloud technologies

Most respondents associate cloud services with virtual infrastructure (IaaS), although the SaaS model currently holds the largest market share at 58.9%. IaaS and PaaS still account for 37.2% and 3.9% respectively in the market volume. According to the study, the share of SaaS by 2020 will increase to 62.4%, and IaaS will decrease to 32.3%.

Perception of cloud services

According to the survey, 68.6% of large businesses, 56.8% of medium-sized and 59.7% of small businesses are potentially ready to use cloud-based collaboration applications.

Compared to the situation two years earlier, the industries that began to migrate to the clouds most actively and doubled the share of users were: wholesale and retail trade enterprises, consumer services (from 10.4% to 20.7%), the food industry (from 11.1% to 24.5%), transport and logistics companies - (from 12.3% to 29.6%).

In the extractive industries, fuel and energy complex over the past two years there has been a significant leap in the adoption of cloud services - an increase in the share of users by 4.5 times from 4.2% in 2014 to 19% in the 2016 survey.

The banking and financial sectors of the economy still have a low level of acceptance of new cloud services (16.7%).

Cloud Awareness Across Industries

The growth rate of Russian cloud services exceeds the global ones

Two-thirds of respondents still consider data privacy issues to be the main barriers to using the cloud. The unpreparedness of the company's management to use cloud services was noted by 41% of respondents.

Key Barriers to Implementing Cloud Services

“The study showed that clouds in Russia, following the global market, are gaining popularity in businesses of all sizes,” said Andrey Sharak, Deputy General Director of SAP CIS. SAP in Russia is the leader in the field of enterprise cloud systems and will continue to strengthen its presence. The number of the company's clients in the cloud segment in 2015 increased by 3 times, last year the dynamics remained the same”.

Many of the respondents interviewed during the study spoke about various requirements for cloud technologies, compliance with which could facilitate the decision to move to cloud services. In addition to security guarantees, businesses would like to have easier access to cloud services, respect for confidentiality and financial responsibility. To a much lesser extent, respondents are concerned about ease of use, company reputation and service certification.

Cloud service requirements

Already, representatives of small, medium and large businesses are ready to give a significant share of business processes to the clouds, especially those that now cost companies a lot of money to maintain and maintain.

Business processes for transfer to the clouds

“Today, the growth rate of cloud services in Russia significantly exceeds the global ones. At the same time, the Russian cloud market still lags behind the world one, but we forecast an increase in its share to 0.4% by 2020. And it is companies like SAP that contribute to the development of the Russian technology market in accordance with the world,” Maxim Tambiev noted, regional director of Forrester Russia.

SAP cloud services

According to the forecast, at an average annual rate of 21%, the Russian cloud technology market will grow 3 times compared to 2015.

The structure of the cloud services market in Russia. Forecast

Sergey Makedonsky, President of the ASTRA Strategic Outsourcing Association, said: “Our association readily supported the research project of SAP and Forrester Russia, dedicated to a deep and detailed analysis of the corporate cloud services market in Russia. We believe that the use of Cloud Computing technologies and services today is very important not only for the ICT industry, but, first of all, for Russian enterprises of any size and industry. In addition, cloud technologies traditionally serve as a powerful tool for the development of a post-industrial service economy through infrastructure development, connecting suppliers and consumers, reducing costs and expenses, and more flexible and efficient use of resources.”

The relevance of research

The cloud services market in Russia is dynamically developing and highly promising. For the analyzed period, the growth rate of revenue in the industry "Development of computer software and consulting in this area" is higher than the dynamics of revenue in all sectors of the Russian Federation, while the growth rate of the cloud services market also exceeds the dynamics of the industry "Development of computer software and consulting in this area", for with the exception of 2015. At the end of 2016, the growth of the cloud services market amounted to 43.1% against the backdrop of a 15.5% increase in revenue in the industry "Development of computer software and consulting in this area", and a 13.7% increase in revenue in all sectors of OKVED.

Purpose of the study

Analysis of the state of the cloud services market, assessment of the market size, analysis of competitors, as well as identification of factors affecting the market of cloud services

Content

Part 1. OVERVIEW OF THE RUSSIAN MARKET OF CLOUD SERVICES

1.1. Main characteristics of the market

1.2.Dynamics of the market volume of cloud services in 2012-2016 Potential market capacity

1.4 Competition from substitute products

2.2. The structure of the global cloud services market by industry, company size, geography

2.3. Competitive analysis in the global cloud services market

3.1. Market life cycle stage

3.2. Market saturation

3.4. Market shares of the largest competitors

3.5.Profiles of the main players

Part 4. SEGMENTATION OF CLOUD SERVICES PRODUCTION

4.2.Geography of location of the main companies in the regions

Part 5. CONSUMPTION ANALYSIS IN THE CLOUD SERVICES MARKET

5.1.Dynamics of volume and structure of consumption

5.2. Number of buyers and their financial capabilities

5.3.Analysis of consumer preferences

5.4. Level of knowledge of the main cloud operators

5.5. Analysis of the results of conducted tenders for the purchase

5.6. Prices in the domestic market of the Russian Federation in the segment of cloud data storage

Part 6. ANALYSIS OF MACRO FACTORS AFFECTING THE MARKET

Research excerpt

Part 1. OVERVIEW OF THE RUSSIAN MARKET OF CLOUD SERVICES

1.1.Main characteristics of the market

Cloud computing is a model for providing convenient, on-demand network access to a common fund of configurable computing resources (for example, data networks, servers, storage devices, applications and services - both together and separately), which can be quickly provided and released with minimal operational costs or calls to the provider.

1.2. Dynamics of the market volume of cloud services in 2012-2016 Potential market capacity

The growth rate of the Russian cloud market is, according to various experts, from 20% to 50% per year in ruble terms. An objective assessment of the volume of the cloud services market in the Russian Federation is difficult due to the lack of a classification agreed upon by market participants and analysts.

Diagram 2. Volume of the cloud services market in Russia, 2012-2016, billion rubles

According to estimates, the Russian market of cloud services in 2016 amounted to about … billion rubles. The differences between the estimates are due to different approaches to the inclusion of ancillary cloud services in the market.

At the same time, the real volume of the Russian cloud services market is far from reaching the potential market capacity, which is more than ten times higher than the existing market volume and is estimated by GuideMarket analysts at least at … mln rubles.

At the same time, the cloud services market remains one of the most dynamic markets in Russia. Below is a comparison of the growth rate of the cloud services market with revenue in the industry "Development of computer software, consulting services in this area and other related services", as well as with the dynamics of revenue in all sectors of the Russian economy.

Diagram 3. The growth rate of the cloud services market in comparison with the growth rate of revenue in the industry "Development of computer software and consulting in this area" and with the growth rate in all sectors of the Russian economy, 2013-2016, %

1.3.Key trends, drivers, threats to the cloud services market

Below are the main trends, drivers and threats of the cloud services market in Russia…

1.4 Competition from substitute products

Cloud technologies and cloud services in themselves are a substitute product for the traditional organization of working with data, the next step towards mobility, efficiency, and flexibility. It is possible that in the next decade more advanced technologies for hosting and processing information will be created, but today cloud services are actively developing in the world (the dynamics is up to seven times higher relative to the IT industry as a whole) and are undergoing the formation stage in Russia, displacing obsolete technologies.

In this case, the competitor product is the usual approach to organizing data storage and work (locating information on local computers, purchasing and maintaining its own server facilities, using traditional local software, etc.), which are preferred by conservative companies. At the same time, from year to year, the degree of trust and the level of implementation of cloud solutions is increasing, and every year cloud technologies are improving and experiencing less and less influence from separate IT technologies. Thus, the degree of influence from substitute goods is moderate.

Part 2. COMPARISON WITH THE INTERNATIONAL MARKET

2.1. Dynamics and volume of the global cloud services market

At the end of 2017, the cost of public cloud services in the world will amount to … billion dollars, which is …% more than in the current year. This is stated in the forecast of the research company IDC. Two-thirds of all spending in this market will fall on SaaS (Software as a Service) services. Almost half of all expenses will fall on large companies with a staff of more than 1 thousand people. The largest market geographically will be…

2.2. Structure of the global cloud services market by industry, company size, geography

When evaluating the sectors of application of cloud services, an international approach to the classification of industries was used: discrete and process manufacturing ...

Diagram 4. Segmentation of the global market of cloud services by industry, 2017 (forecast)

2.3. Competitive analysis in the global cloud services market

According to the results of the research …, the leadership in the segment of public cloud services in the world belongs to … (31% in January 2016), followed by a significant margin … (9%) …

2.4. Analysis of consumer preferences in the sector of consumption of cloud services on a global scale

The characteristics of current consumer preferences in the sector of consumption of cloud services on a global scale are presented in detail by the international company … . In January 2017, … conducted the sixth annual cloud market research and latest trends in cloud services, with a focus on Infrastructure as a Service (Iaas). According to the results of the survey, it was revealed that in 2017 there is …

Diagram 8. Dynamics of the use of cloud services in the world, 2015-2017

2.5. Comparison of the cost of cloud services per capita in the US, Russia and the world as a whole

Comparison of the cost of cloud services per capita in the US, Russia and the world as a whole was carried out by the GuideMarket company ...

Part 3. COMPETITIVE ANALYSIS IN THE CLOUD SERVICES MARKET

3.1 Stage of the market life cycle

The Russian cloud services market is at the beginning of the life cycle growth stage. This is evidenced by:…

3.2 Market saturation

The saturation of the cloud services market in Russia is low. As noted above, this is due to an insufficiently formed culture of using cloud resources; in Russia, fears about insufficient reliability of data storage, efficiency of work still have a dominant influence ...

3.3.Major players in the market

According to TAdviser, the largest operators of the market of cloud services in Russia are JSC PF "...", Group of companies "...", LLC "...",....

3.4. Market shares of the largest competitors

According to …, local developers account for almost half (46%) of the cloud services market, … account for 31%, and … account for 23% as of 2017.

3.5. Profiles of major players

Part 4. SEGMENTATION OF CLOUD SERVICES PRODUCTION

4.1 Degree of product differentiation

It is customary to distinguish three main segments in the cloud services market: …, …, …. According to a study of companies … and …, during 2012-2016. share of segments...

Diagram 17. Shares of market segments of cloud services in Russia, 2012-2016, %

4.2. Geography of location of the main companies in the regions

An analysis of the location of the main companies in the regions shows that the geographic structure of the Russian cloud services market is dominated by … FD. The placement of leading IT companies in the capital is also explained by the concentration of the main customers - large Russian and representative offices of international companies in Russia, which, as a rule, have their head office in Moscow.

Part 5. CONSUMPTION ANALYSIS IN THE CLOUD SERVICES MARKET

5.1. Volume dynamics and consumption structure

According to the regional director of … in Russia …, in 2015 retail consumed the most cloud services - it accounted for …% of the market, …% for transport and logistics, …% for media and media holdings.

5.2. Number of buyers and their financial capabilities

Growing interest in cloud services is observed both from large and medium and small businesses in Russia. The only question is choosing the optimal business model. Small companies are primarily interested in accounting and mail services, applications for information exchange, file recovery and archiving. Larger organizations are interested in virtual servers and communication services, as well as a complex set of various services. Startups in the IT field use cloud technologies, giving them the opportunity to serve a large number of customers without investing in the purchase of expensive computing equipment.

5.3. Analysis of consumer preferences

Based on the analysis of the statistics of companion phrases for cloud services and cloud storages in the search queries of the Yandex service, GuideMarket analysts have identified the most important components of choosing a cloud storage. These are (in descending order): the availability and amount of payment, the amount of storage for the user, the intended purpose (for games, video surveillance, finance, etc.), reliability, ease of use.

5.4. Level of knowledge of the main cloud operators

According to the results of a survey conducted by ... in the study of the cloud services market, it was revealed that ...% of the surveyed companies that cooperate with foreign companies and are ready to name a partner company in this direction cooperate with ..., 21% indicated the company ..., the company ... is on the third place (16% of respondents).

Diagram 24. Partnership with global cloud providers in Russia

Respondents were asked to name the Top 5 cloud providers and rate their strengths on a 10-point scale. …

Diagram 25. Plans for the use of cloud services in Russia in the near future, 2017

5.5. Analysis of the results of tenders for the purchase

An analysis of the content of tender purchases shows that cloud services are still the subject of rare use. For two months (06/01/17 to 09/01/17) for the purchase of services related to cloud services, ... tenders were announced ...

5.6. Prices in the domestic market of the Russian Federation in the segment of cloud data storage

In the cloud storage segment, as a rule, operators within ...

Part 6. ANALYSIS OF MACRO FACTORS AFFECTING THE MARKET

Part 7. ASSESSMENT OF FACTORS OF INVESTMENT ATTRACTIVENESS OF THE MARKET OF CLOUD SERVICES

Part 8. MARKET FORECAST 2021

Diagrams

Scheme 1. Main components of the cloud services market

Diagram 2. Volume of the cloud services market in Russia, 2012-2016, billion rubles

Diagram 3. The growth rate of the cloud services market in comparison with the growth rate of revenue in the industry "Development of computer software and consulting in this area" and with the growth rate in all sectors of the Russian economy, 2013-2016, %

Diagram 4. Segmentation of the global market of cloud services by industry, 2017 (forecast)

Diagram 5. Shares of the largest operators in the segment of public cloud services in the world, 2016

Diagram 6. Shares of the largest operators in the Iaas segment, Q4 2016

Diagram 7. Use of cloud services in the world by types: public, private, hybrid, 2017

Diagram 8. Dynamics of the use of cloud services in the world, 2015-2017

Chart 9. Top concerns about cloud services in the world, 2016-2017

Chart 10: Cloud initiatives in 2017

Diagram 11. Collaboration with public cloud services in the world by brand, 2017

Diagram 12. Collaboration with private cloud services in the world by brand, 2016-2017

Diagram 13. Distribution by the number of virtual machines in the cloud in the world, 2017, %

The global market for cloud solutions and services is growing so rapidly that it is quite difficult to predict the rate of its growth in practice, so the data of leading analytical companies sometimes differ greatly. However, they all record the same trends: the rapid growth in cloud computing costs, as well as the accompanying market for services, data centers and data traffic in such systems. On February 22, 2017 the Gartner analytical company published results of a research of the world market of the cloud services provided to a large number of clients, using public data centers.

Spending here grew by 20% thanks to infrastructure services (IaaS). According to Gartner, in 2016 the total costs of consumers and companies on public clouds amounted to $209.2 billion, compared to $175 billion in 2015. Sales of IaaS solutions climbed 56% to $25.3 billion, driven by growing demand for IT infrastructure transition services to the cloud and high-performance workloads like artificial intelligence, the Internet of things and analytics.

The forecast for the market of public clouds for the period from 2016 to 2020, data of Gartner

Rather big growth rates (23%) in 2016 were also shown by the SaaS segment (software as service) which amounted to $38.6 billion.

According to Sid Naga, companies choose cloud solutions for their flexibility, scalability, innovation and opportunities for business growth and cost reduction.

The study also says that in 2016 the implementation of PaaS solutions (platform as a service) was measured at $7.2 billion against $3.8 billion a year earlier. Cloud Advertising, BPaaS (Business Processes as a Service), and Cloud Management and Security Services revenues were $90.3 billion, $40.8 billion, and $7.2 billion, respectively.

Mark Hurd, Oracle CEO: By 2025, 80% of IT budgets will “go to the clouds”

In a speech at the Oracle OpenWorld 2016 conference, Mark Hurd, CEO of Oracle, spoke about the global economy and the challenges facing IT in the face of weak GDP growth. In 2015, this figure increased by only 2.5% on average around the world. In such a situation, CEOs of companies have to solve the most difficult tasks.

Is it possible to increase market share while reducing costs? With the current state of IT, where 80% of the corporate IT budget is spent on support and maintenance of hardware and software, bringing aging IT in line with information security requirements is very problematic, but possible.

There are many arguments in favor of clouds: reduced capital and maintenance costs, IT support and upgrades, reduced labor costs, the ability to clearly plan IT investments. At the same time, clouds are more secure, reliable, easy to use, and scale better than locally deployed solutions. They promote innovation in business: they allow you to quickly respond to demand and enter the market with new products or services.

As Mark Hurd noted, Oracle Corporation invests in the development of cloud computing: in fiscal 2016 alone, investments in research and development amounted to $ 5.1 billion. Over the past six years, they have grown by $2 billion. 10,000 Oracle engineers work on innovative cloud solutions.

In 2015, at Oracle OpenWorld 2015, Mark Hurd said that in 10 years 80% of industrial applications will be transferred to the clouds, 80% of the global SaaS market will belong to two large vendors, all software development and testing will be carried out in the cloud, practically all corporate data, and corporate clouds will become the most secure IT.

Confirming his predictions, the Oracle CEO added that by 2025, 80% of IT budgets will be spent on cloud rather than traditional IT systems, almost all new applications will become SaaS applications, and over the next 10 years, investments in the cloud will grow at a high rate. infrastructure.

This IT transformation will have far-reaching implications. The number of corporate data centers will be reduced by 80%. Such data centers will remain only to support legacy IT systems. In turn, this shift will help reallocate IT budgets from IT maintenance and support to innovation. “If all this happens by 2025, then 80% of CIO IT budgets will be spent on innovation, not on support,” says Mark Hurd. “Clouds will change the IT economy.” Cloud providers will focus on reducing costs and simplifying their offerings. And customers will have new opportunities to innovate, bring new products to market and grow profits.

Gartner: 16% Market Growth Forecast in 2016

Companies worldwide will spend $204 billion on public cloud services in 2016, up 16.5% from $175 billion in 2015, Gartner predicted. For comparison, the global IT market as a whole in 2016 should grow by only 0.6%. Thus, the growth rate of the public cloud services market is 27.5 times higher than the growth rate of the IT market as a whole.

The greatest growth as expected in Gartner, will show a segment "infrastructure as a service" (Infrastructure as a Service - IaaS). According to analysts, in 2016 the growth of this area in terms of money will be 38.4%. Cloud advertizing - the largest segment of the world market of cloud services - will show 13.6 growth in 2016 and will reach $90.3 billion. Whereas the volume of the IaaS segment - $22.4 billion.

Global market for public cloud services (volume) Gartner

Global Public Cloud Market (Growth) Gartner

In IDC, in turn, they call the largest segment "software as a service" (Software as a Service - SaaS). It is assumed that in the coming years this type of cloud services will account for more than two-thirds of the total market in terms of money. At the same time, the annual growth rate of the IaaS segment, according to IDC, will average 27% in the period from 2015 to 2019, and the platform as a service (Platform as a Service - PaaS) segment - 30.6%.

The digital revolution, which has led to a change in business models even in traditional industries, has become possible thanks to the development of computing power and cloud technologies. And Russian companies are well aware of this. According to our statistics, over the past three years, the demand for cloud solutions has been growing by 20-25% annually.

This also correlates with IDC data: according to their estimates, the Russian public cloud market in 2016 grew by 19.3% year-on-year and reached $364 million. However, so far Russia accounts for less than 1% of global sales of cloud services. Why?

Myth 1. There are enemies around

Today, cloud technologies allow companies to receive not only software (SaaS - software as a service), but also infrastructure (IaaS) and platform (PaaS) through the cloud. This radically changes the company's economics in terms of IT - the user can get both software, infrastructure or platform from the cloud without bothering to install any capacity.

Active development of clouds for business began in 2013. Sanctions soon followed. The majority of cloud vendors are global companies, most often headquartered in the US. For many Russian companies, especially those with state participation, this is a serious deterrent to buying their solutions. Especially after the entry into force in September 2015 of the law on the need to host servers in Russia where the personal data of Russians are stored.

But you need to understand that such regulation is not tightening the screws, it is in line with world practice, the European Union also has laws that provide for the storage of data in the country. So vendors use the standard way out - they acquire infrastructure by building their own data centers in Russia or by negotiating the use of Russian servers with their partners. For example, under an agreement between Microsoft and MTS, the operator will start providing customers with Microsoft Azure Stack hybrid cloud services from its data centers in 2018.

Myth 2. Data is vulnerable

Many customers are concerned about data security when using solutions from global vendors. Here you need to understand that Oracle, IBM or Microsoft, competing globally with Amazon for B2B customers, spend much more money on data security than any of the largest companies in one single country can afford. On the territory of Russia, for example, until recently there were only two data centers providing a Tier 4 security level, which is able to save data even during a tsunami, while Oracle alone has about twenty such centers around the world.

In the end, it is possible to create a private cloud for the company. Oracle C concept [email protected] and the hybrid Microsoft Azure Slack system assumes the installation of all hardware in the client's data center directly (the technology does not care where it is deployed). All "iron" - an individual configuration and for those services that this client ordered. The machine is connected to the Internet, all software updates occur at the same time as for services in the public cloud.

Myth 3. I didn’t touch - I don’t believe

There is a certain inertia of thinking in terms of receiving services through the cloud. The company's IT system works stably, even at the cost of "patched" solutions for new business needs. And the transition to a new model is a step into the unknown. The AppStore has changed a lot in the minds of Russians, cloud solutions like Dropbox, iCloud, email clients on mobile devices have already become familiar. But this experience has not yet reached personal computers in the mass. Many people still prefer to buy even a package of office programs in a box, although a subscription seems to be a more profitable solution - all updates are available at the time of release and you do not have to pay extra for them.

There is an opportunity to "feel" cloud services - you need to try it first on a small area, for example, when starting a new project. In the end, it is the cheapness of the experiment when using cloud technologies (no need to purchase all licenses for software, servers, etc.) that allows companies to quickly test certain business solutions and change their business. Cloud solutions for testing new ideas and pilots are used, for example, in M.Video, according to our observations, all customers who bought cloud solutions for trial, after the expiration of the service, either renew their subscription or apply for additional options. It is enough to look at how many new services are now provided to their customers by banks that have started using clouds earlier than others. Sberbank, Alfa-Bank, Tinkoff Bank use cloud technologies. Even all public services are already in the clouds.

Myth 4. Money down the drain

Many customers do not want to move to the cloud, because it is a pity for the money that was spent on creating the old infrastructure. It is worth reconsidering the economic effect. The company is becoming more flexible - an employee has access to cloud services not only from a working computer, there is no need to purchase servers or storage systems - just get a subscription to the IaaS service. There was a need for large capacities - you can increase them with one button. In general, clouds provide a 30-50% reduction in IT costs. In addition, variable costs (unpredictable, incomprehensible economically in the long term) become fixed (that is, easily predictable and easily budgeted), which is important for the company's economy.

Myth 5. Wolves, wolves!

Since 2013, large vendors and distributors have been proving to customers the need to move to the clouds. Now even the government is on the same side of the barricades with the vendor in this matter. Cloud technologies are widely used in public services. And the government's Digital Economy program has become a driver of market growth, as has the rapid development of predictive analytics, big data, and the Internet of things. If you do not start mastering them today, it will be more difficult to jump into a fast-accelerating train.

Maxim Berezin

Director of Business Development

We decided to systematize exactly what experts from different agencies predict for the cloud market - Russian and global. As it turned out, leading analysts have different opinions.

The cloud services market is on the rise. Most of the references in support of this thesis go to the IDC forecast made at the end of 2016. Then analysts spoke about the dynamics of 20%. A joint study by SAP and Forrester in Russia confirmed these figures with high accuracy, also showing an average growth of 21% per year with a promise to reach the volume of 48 billion rubles by 2020.

“The cloud segment has been the fastest growing on the market for several years now. But it is worth noting that this growth is not only quantitative, but also qualitative. Judging by our projects, customers are less and less likely to use bare IaaS. On the contrary, they are increasingly attracting a provider of cloud resources, which deploys services on demand, manages them, and optimizes the infrastructure for the best performance of business applications and services. In fact, he acts as an external IT administrator, who takes on some of the functions of the customer's internal IT department",- informs Maxim Berezin, Director of Cloud Services Development, CROC.

SaaS, IaaS or PaaS - who is growing faster?

According to analyst firm Gartner, the global cloud services market grew by about 20% in 2017, with its IaaS segment growing by almost 40%. Analysts expect the upward trend to continue in the future. In fact, by 2020, when, according to Gartner, the total market for cloud services will reach $411 billion, and specifically IaaS - $72 billion. In this case, the growth since 2016 will be 87% and 185%, respectively.

The more saturated SaaS market is growing more slowly than others. According to Bain&Company, by 2020 the growth rate of the SaaS market will be about 18% per year.

KPMG expects platform-as-a-service (PaaS) to take the lead in terms of growth. Globally, this segment accounted for 32% of cloud spend in 2017, and KMPG expects to grow to 56% by 2020.

Meanwhile, Gartner is sure that IaaS will still remain the fastest growing area. They believe that in 2018 the total capacity of the IaaS market will grow by 35.9% and cross the $40 billion mark, and by 2021 $83.5 billion will be spent on IaaS. At the same time, the market continues to concentrate around the main players, and Gartner expect that cloud "giants" will already occupy 70% of the IaaS market, and not 50% - as it was in 2016. However, there is nothing to be surprised at, because last year Google reported on investing more than 30 billion in the development of its network of data centers in recent years. And the capitalization of Amazon Web Services, according to MKM Partners, is slowly but surely approaching $1 trillion.

But back to Russia. The IDC report mentioned above shows that at the end of 2016 the share of SaaS was 63.4%, IaaS - 28.3%, and PaaS - 8.3% of cloud services. As you might expect, the PaaS segment, moving from lower values, is showing more momentum.

In turn, J'Son & Partners analysts, combining the IaaS/PaaS segments, predict the growth of the Russian cloud market by 23-25% per year. They are sure that in 2017 this part of the market grew by 25%. For comparison, growth in 2015 was 87%, and in 2016 - 34%. At the same time, J'Son & Partners is not so optimistic and believes that the average IaaS / PaaS penetration rate is 2.3%, and this is where the biggest potential for growth lies.

According to a Forrester survey conducted jointly with SAP last year, SaaS in Russia accounts for 58.9% of cloud services, IaaS - 37.2% and PaaS - 3.9%. At the same time, Forrester believes that by 2020 the share of SaaS will only increase and reach 62.4%, while the share of IaaS, on the contrary, will decrease to 32.3%.

Cloud storage

However, not only cloud computing is in increasing demand. Cisco estimates that around 1.1 zettabytes will be stored in public clouds around the world as early as 2018, while in 2017 this figure was limited to 370 exabytes, according to the company. According to Cisco, this is mainly due to the introduction of more stringent rules for working with data, including increased information security and an increase in the regulatory data retention period (up to 10 years in some industries). More data is expected to be seen in the cloud storage of Statista analytics. They believe that already in 2018 we will talk about 1450 exabytes.

The topic of backup deserves special attention. In a 2017 Gartner survey, 42% of companies said they planned to implement cloud backup practices this year, and 13% said they had already backed up cloud data as early as 2017. But where there is valuable data, there are various threats. So, according to Gartner estimates, the cost of providing cloud information security worldwide will reach $93 billion in 2018, while in 2017 this article accounted for about 86.4 billion.

Under these conditions, we need to prepare for the fact that the demand for cloud storage will continue to grow - both in the world and in Russia. At the same time, the requirements of various legislative acts, such as 152-FZ "On Personal Data" will dictate the need to place data on the territory of Russia, which means that the capacities of Russian data centers should increase in proportion to the growing demands of customers. It is no coincidence that sales of SSD drives are increasing today - according to IDC, the market for all-flash arrays grew by 76% in 2017 alone.

Who owns the market?

According to the TAdviser portal, almost a half of the market of cloud services in Russia belongs to local developers (46%) while foreign cloud providers receive about 30% of profit from the Russian market. The share of Russian system integrators accounts for approximately 23%.

As for IaaS and PaaS, this market is 52% owned by Russian data center service providers that provide cloud infrastructures and platforms as another way to meet the needs of their customers who rent capacity on a colocation or dedicated model. 32% of the Russian IaaS and PaaS market is occupied by foreign providers such as Amazon, Microsoft, Google, and specialized Russian cloud service providers receive only 17% of orders.

“In our opinion, the first category of service providers clearly has more competitive advantages. Moreover, the use of various services (both cloud and traditional colocation, and a number of others) from one source is also more profitable for customers. In the case of building hybrid infrastructures, responsibility is not blurred: one provider is responsible for the reliability of the service. In addition, the risks of problems at the intersection of technologies are reduced”,

— notes Maxim Berezin.

Who will use the new clouds?

As the survey of SAP and Forrester, which we mentioned above, showed, in the field of large business in Russia, 90% of companies are well aware of the benefits of cloud services. In the small business segment, this figure is somewhat lower and amounts to 70%. Customers who demonstrate a high level of trust in cloud services in general use SaaS, IaaS, PaaS, and a number of other more specialized services at once. According to analysts, these companies most often include representatives of large businesses - in 54.5% of cases they simultaneously order two or more categories of cloud services, while for medium-sized businesses the number of such active customers is 50%, and in small businesses - 43% .

“This is the specifics of the Russian cloud business: our pioneers and, therefore, the most active users of services are large companies. However, we see clear demand from small companies, often start-ups. For them, the cloud is an opportunity to quickly deploy business infrastructure without purchasing equipment and flexible resource management, especially if it is not completely clear whether the project will take off or not, ”

- says Maxim Berezin.

J'Son & Partners analysts note that at the end of 2017, three-quarters of IaaS/PaaS customers were from the trade and service categories. If we give an exact breakdown, then 39% of cloud users were trading enterprises, 20% were telecommunications, 16% were engaged in the provision of various services, 8% worked in the manufacturing sector and the fuel and energy complex, 7% were engaged in public administration, and 4% worked in the financial market. Although 1% each, construction and agricultural companies are still showing interest in clouds.

prospects

The further development of the market is determined by the needs of the companies and the positions of the management. So, according to an Oracle survey, 75% of CFOs are confident that the clouds can help them save money, and another study by the same company shows that by 2020, about 80% of all IT spending will be in the clouds. And given that IDC expects global spending on cloud services to rise to $266 billion by 2021, we can expect companies to continue focusing on cloud services.

The Russian specificity in this matter lies in the fact that large suppliers mainly built their business by expanding their work with existing customers. Now the situation is becoming more interesting, and we are talking about offering new categories of services, for example, in the same PaaS segment, as well as attracting new customers from the SMB segment. According to HeadWorks Analytics, the Russian market of cloud services for small and medium-sized companies amounted to 35 billion rubles in 2017 and is growing by 40% per year. And it is in this niche that the main competition of providers will take place.