2019阿里投资者日-阿里云智能：领先技术推动强劲增长 (2)

Alibaba Digital Media & Entertainment - Comprehensive Entertainment PlatformSeptember 23-24, 2019 Hangzhou, ChinaAlibaba Cloud Intelligence Leading Technology Propels Robust Growth Jeff Zhang, Chief Technology Officer and President of Alibaba Cloud IntelligenceChina's Unique Cloud Market Advances with Great Prospects02中国数字经济市场存在巨大潜力Al ibaba Digital Economy Technology Strategy01阿里巴巴经济体整体技术战略Becoming the TechnologyInfrastructure of Digital Economy03阿里云正在成为中国数字经济的技术基础设施China's Unique Cloud Market Advances with Great Prospects 02中国数字经济市场存在巨大潜力Al ibaba Digital EconomyTechnology Strategy01阿里巴巴经济体整体技术战略Becoming the Technology Infrastructure of Digital Economy03阿里云正在成为中国数字经济的技术基础设施Robots 阿里巴巴经济体中台技术战略Technology Middle O ffice for Al ibaba Digital EconomyBusiness DevelopmentProduct DevelopmentTechnologyDevelopmentPaymentLogisticsMarketingCloudComputing PlatformData Platform Algorithm PlatformAl ibaba DAMO AcademySecurityMachine Intelligence Data Computing Fin-Tech DatabaseMiddleware Operating SystemStorageDevOpsQuantum ComputingEnterprise APP Marketplace / DingtalkMobility移动化Big Data大数据化Cloud云化IoTElastic Computing,NetworkingStorage,DatabaseOffline and Realtime Big Data ProcessingSecurityBusiness Security Data Security Basic SecurityCloud Operating SystemBusiness Middle OfficeData Middle OfficeAI Middle OfficeUser CenterMerchandising CenterMarketing CenterUni Data PlatformData Retrieval PlatformMachine LearningVoice and LanguageImage and VideoEdge ComputingIoT Operating System…IoT Platform…企业数字化转型的新四化Four Technology Enablers of Enterprise Digital TransformationCloud InfrastructureData-intelligence Driven Business Decision-making ProcessBusiness Architecture with Data and Operation PlatformIntelligently Connected Ecosystem云化基础设施数据智能驱动的业务决策双中台为核心的业务架构万物智联的生态1234阿里巴巴技术核心优势Al ibaba Technology Core AdvantagesSource:1. Gartner The Future of the DBMS Market is Cloud2. IDC MarketScape: China Financial Cloud, 20193. Frost & Sullivan WAF Market Share, 2018 All status shown as of August 2019 Hybrid CloudSecurity & PrivacyLeader in IDC Financial Cloud MarketScape The Greater China #1 WAF market share by Frost & Sullivan10K Nodes5Bn Attacks/DayDatabaseWorld #3 and Asia #1 cloud database market share 491K Transactions/Sec（1）（2）（3）基础设施能力不断突破并获得业界认可Infrastructure Capabilities Achieved Constant Breakthrough and RecognitionCloud Infrastructure云化基础设施1Only 20% server spending increased to support 70% businessgrowth YoY in CY2018Big Data Benchmark (BigBench): The largest scale, fastest, most cost-e ffective as of October 2017600PB data processed during 2018 11.11 Global Shopping Festival, equivalent to 600 million 4K high definition moviesWorld Record 600PB Cost-efficiency全球最强的数据智能平台 - 飞天大数据平台Most Powerful Data Intelligence Platform Worldwide - Apsara Big Data PlatformData-intelligence Driven Business Decision-making Process数据智能驱动的业务决策21. Source: Racontur敏捷创新秒级数据智能业务模块化Data Intelligence within SecondsModularized Business ComponentsAgile InnovationRefresh exabytes of data in 2.5 seconds (about the data volume collected by Facebook from CY2018 Q1 to CY2019 Q1)Abstracted dozens of business modules from 1,000+ systems Built Freshippo IT system within 4 weeks Rewrote Lazada IT system in 6 months2.5s1K4 weeks+（1）数字化转型的核心支撑 – 数据中台 + 业务中台Backbone for Digital Transformation – Data Middle O ffice and Business Middle O fficeBusiness Architecture with Data and Operation Platform双中台为核心的业务架构3Mondelēz China•Applied Data Middle O ffice to merge data from all brands and channels dataon one screen, improving decision-making e fficiency•Unified data management and analysis across the channels and finance team, improving operation e fficiencyt数据中台助力亿滋中国销售数据实时决策Data Middle O ffice Enables Mondelez China To Improve Decision-making E fficiencyBusiness Architecture with Data and Operation Platform双中台为核心的业务架构3WuJian SoC Platform, 50% design cost reduced and 50% design cycle shortened XuanTie 910, Open-source RISC-V , Best Performance GloballySupport 100+ types of sensors and 200+ types of chip modules compatibilityProprietary High-Performance ChipsAliOS Things自研高性能芯片50% Cost-saving 200+ Types万物智联的基本核心 - AIoTFoundation of Intelligently Connected Ecosystem - AIoT （AI+IoT)Intelligently Connected Ecosystem万物智联的生态4AIQuantum ComputingBlockchainAutonomous DrivingCapabilities：Top 3 AI Demand in the World Used by Al ibaba: •Intelligent CRM•Intelligent Customer Service •Precision MarketingUse Cases ：Financial Intelligence, City Brain, Intelligent Customer Service, Search Recognition.Capabilities：Quantum Computing Hardware Lab in Hangzhou Use cases ：Logistics, Finance, Materials SimulationCapabilities：Ranked top 50 by Forbes in 2019Use cases ：Retail (commodity source-tracking, e-invoice), Finance supply chain finance, cross-border remittance)Capabilities：• L4-level autonomous driving for logistics vehicle •1/10 cost by locating modules Use cases：•Semi-closed Park, Urban Logistics, Line Haul LogisticsAI Quantum Computing Blockchain Autonomous Driving Cutting-edge Technology Innovations from the Al ibaba DAMO Academy达摩院的技术创新Al ibaba Digital Economy Technology Strategy 01阿里巴巴经济体整体技术战略02China's Unique Cloud MarketAdvances with Great Prospects中国数字经济市场存在巨大潜力Becoming the Technology Infrastructure of Digital Economy03阿里云正在成为中国数字经济的技术基础设施t78%22%IT Spending of Public Sectors and Traditional IndustriesSurpasses that of Internet CompaniesChina Public Cloud Penetration Expects Great PotentialSource:Gartner Market Databook, 2Q2019 Update China IT Spending with Huge ProspectsUS$ Billion, 2018US$ Billion, 2018US Public Cloud Penetration, 201890%10%Public Cloud Non-Public CloudChina Public Cloud Penetration, 2018US Cloud Market: Cost DrivenChina Cloud Market: Innovation Driven for Digital TransformationPublic SectorInternetTraditional Industries78 Bn329 BnAlibaba Cloud +Business as a Service Best Fits China Market中国IT支出拥有巨大空间政务和传统行业的IT支出远高于互联网行业中国公有云渗透率蓄势待发China ITSpending US IT SpendingUS GDPChina GDP 1.6x2.9x13,11120,5004071,164中国云计算市场存在巨大潜力China’s Unique Cloud Market Advances with Great Prospects02China's Unique Cloud Market Advances with Great Prospects中国数字经济市场存在巨大潜力Becoming the TechnologyInfrastructure of Digital Economy03阿里云正在成为中国数字经济的技术基础设施Al ibaba Digital Economy Technology Strategy 01阿里巴巴经济体整体技术战略APAC, 2018Worldwide, 2018APAC, 2017(2)(2)(2)Source:1. IDC China Public Cloud Service Tracker, CY2019Q1 23.2%1.8%4.0%7.7%Microsoft 15.5%AWS 48%Others 53.9%Company D 1.6%5.9%8.0%11.0%Al ibaba Cloud 19.6%61.7%1.4%Company C 3.8%.0%11.2%14.9%China, 2019 Q143.0%(1)中国第一、亚太第一、全球第三No.1 Public Cloud Provider in China and APACt•Consolidated resources of 40+ provincial and 100+ city municipalities; combining 17.4 billion entries of data as of August 2019•For new born baby registration, from 2-day o ffline 20+ forms to 1 online formState Taxation Administration•Enhanced data analysis speed by ~360times (from 12 hours to 2 minutes) toresolve the large-scale data challenge•Full data visualization in T+1 timeframe for all tax bureaus in China since 2019Ministry of Emergency Management of ChinaHighway Monitoring & Response Center,Ministry of Transport of China Macao Special AdministrativeRegion GovernmentMalaysia Digital Economy CorporationMinistry of Human Resources andSocial Security of China China MeteorologicalAdministrationThe People’s Government of Zhejiang Province公共服务：打造提高民生服务的数字化平台Public Sector : Building Digital Platform to Improve Public Servicestt零售：提供基于数据的业务决策平台Retail: Providing Data-Driven Business Decision-Making PlatformHaidilaoLi Ning•Applied Data Middle O ffice to aggregate marketing, sales, and service data from digitized retail stores to generate consumer insights and develop business analysis•Leveraged data to do channel planning and intelligent product distribution across regions to improve decision-making e fficiency•Leveraged Amap location service for better site selection to manage the risk of opening a new store; 200 new stores opened in 2018 compared to 300 over the past 24 years•Employed Data Middle O ffice to develop the Haidilao Super App in 3 monthsVipkidWeworkKwaiMiguBookingTokopediaVipkidWeworkKwai MiguttByteDanceXiaomi•Improved speech model training e fficiency by 80%, shortening training iteration from one week to one day••Supported 30 million users during the Spring Festival peak time with elasticcomputing resourcesBookingTokopedia互联网：全面支撑业务的高速扩张Internet: Enabling Rapid Business Expansion for Customers互联网Internet传媒Communication &Media金融Finance电子商务E-commerce政府Government制造Manufacturing教育和科研机构Education & Research Institutions通讯和运营商Telecommunications生命医疗Medical Health人工智能Artificial Intelligence零售Retail旅游、文化、体育和娱乐Tourism, Culture, Sports& Entertainment交通、物流和仓储Transportation, Logistics & Warehousing物联网技术和服务IoT Technology & Services房地产和建筑Real Estate & Constructions能源Energy农业Agriculture数字经济的全面基础设施Technology Infrastructure Covering the Entire Digital Economy21ERP CRM Private Cloud IoT Managed Service Provider+Global LeadersChina Leaders与国内外顶级ISV和咨询伙伴建立战略合作，提供138个垂直行业解决方案Strategic Cooperation with Top ISVs O ffering 138 Vertical SolutionsAll data shown as of August 20192M40010K200K1.3MGlobal Leaders开发者生态Academic Cooperation学术合作Training Certificate培训认证Open-source Community开源社区Innovative Startups创新创业22构建人才生态普惠全社会Building Talent Ecosystem for Inclusive Technology EmpowermentAl ibaba Cloud is Becoming the Technology Infrastructure of China’s Digital Economy阿里云正在成为中国数字经济的技术基础设施23S t a r t Y o u r F i n a n c e 起点财经，网罗天下报告。