阿里投資者日-阿里云智能：領(lǐng)先技術(shù)推動強勁增長

1、September 23-24, 2019 Hangzhou, ChinaAlibaba Digital Media & Entertainment - Comprehensive Entertainment Platform1Alibaba Cloud Intelligence Leading Technology Propels Robust GrowthJe Zhang, Chief Technology Ocer and President of Alibaba Cloud Intelligence01Alibaba Digital Economy Technology Strateg

2、y阿里巴巴經(jīng)濟體整體技術(shù)戰(zhàn)略Chinas Unique Cloud Market Advances with Great Prospects02中國數(shù)字經(jīng)濟市場存在巨大潛力Becoming the Technology Infrastructure of Digital Economy03阿里云正在成為中國數(shù)字經(jīng)濟的技術(shù)基礎(chǔ)設(shè)施201Alibaba Digital Economy Technology Strategy阿里巴巴經(jīng)濟體整體技術(shù)戰(zhàn)略Chinas Unique Cloud Market Advances with Great Prospects02中國數(shù)字經(jīng)濟市場存在巨大潛力Beco

3、ming the Technology Infrastructure of Digital Economy03阿里云正在成為中國數(shù)字經(jīng)濟的技術(shù)基礎(chǔ)設(shè)施3Technology Middle Oce for Alibaba Digital Economy阿里巴巴經(jīng)濟體中臺技術(shù)戰(zhàn)略 PaymentLogistics MarketingCloudBusiness DevelopmentComputing PlatformData PlatformAlgorithm PlatformMiddlewareSecurityOperating SystemStorageDevOpsDatabaseAlibab

4、a DAMO AcademyMachine IntelligenceData ComputingRobotsFin-TechQuantum ComputingProduct DevelopmentTechnology Development4Mobility移動化Big Data大數(shù)據(jù)化Cloud云化IoTFour Technology Enablers of Enterprise Digital Transformation企業(yè)數(shù)字化轉(zhuǎn)型的新四化Enterprise APP Marketplace / DingtalkBusiness Middle OfficeUser CenterMerc

5、handising CenterMarketing CenterData Middle OfficeUni Data PlatformData Retrieval PlatformAI Middle OfficeMachine LearningVoice and LanguageImage and VideoElastic Computing, NetworkingStorage, DatabaseCloud Operating SystemOffline and Realtime Big Data ProcessingEdge ComputingIoT PlatformIoT Operati

6、ng SystemSecurityBusiness Security Data Security Basic Security5Alibaba Technology Core Advantages阿里巴巴技術(shù)核心優(yōu)勢1234Cloud InfrastructureData-intelligence Driven Business Decision-making ProcessBusiness Architecture with Data and Operation PlatformIntelligently Connected Ecosystem云化基礎(chǔ)設(shè)施數(shù)據(jù)智能驅(qū)動的業(yè)務(wù)決策雙中臺為核心的

7、業(yè)務(wù)架構(gòu)萬物智聯(lián)的生態(tài)6Infrastructure Capabilities Achieved Constant Breakthrough and Recognition基礎(chǔ)設(shè)施能力不斷突破并獲得業(yè)界認(rèn)可5Bn Attacks/DaySecurity & PrivacyThe Greater China #1 WAF market share by Frost & Sullivan（3）10K NodesHybrid CloudLeader in IDC Financial Cloud MarketScape（2）491K Transactions/SecDatabaseWorld #3 a

8、nd Asia #1 cloud database market share（1）1Cloud InfrastructureSource:Gartner The Future of the DBMS Market is CloudIDC MarketScape: China Financial Cloud, 2019Frost & Sullivan WAF Market Share, 2018 All status shown as of August 2019WAF = Web Application Firewall云化基礎(chǔ)設(shè)施7Most Powerful Data Intelligenc

9、e Platform Worldwide - Apsara Big Data Platform全球最強的數(shù)據(jù)智能平臺 - 飛天大數(shù)據(jù)平臺Cost-efficiencyOnly 20% server spending increased to support 70% business growth YoY in CY2018600PB600PB data processed during 2018 11.11 Global Shopping Festival, equivalent to 600 million 4K high definition moviesWorld RecordBig D

10、ata Benchmark (BigBench): The largest scale, fastest, most cost-eective as of October 20172Data-intelligence Driven Business Decision-making Process數(shù)據(jù)智能驅(qū)動的業(yè)務(wù)決策8Backbone for Digital Transformation Data Middle Oce and Business Middle Oce數(shù)字化轉(zhuǎn)型的核心支撐 數(shù)據(jù)中臺 + 業(yè)務(wù)中臺32.5s1K4 weeksData Intelligence within Seco

11、nds+Modularized Business ComponentsAgile InnovationBusiness Architecture with秒級數(shù)據(jù)智能業(yè)務(wù)模塊化敏捷創(chuàng)新Data and Operation Platform雙中臺為核心的業(yè)務(wù)架構(gòu)Refresh exabytes of data in 2.5 seconds (about the data volume collected by Facebookfrom CY2018 Q1 to CY2019 Q1)（1）Abstracted dozens of business modules from 1,000+ syste

12、msBuilt Freshippo IT system within 4 weeks Rewrote Lazada IT system in 6 months1. Source: Racontur9Data Middle Oce Enables Mondelez China To Improve Decision-making EciencyMondelz ChinaApplied Data Middle Oce to merge data from all brands and channels data on one screen, improving decision-making ec

13、iencyUnified data management and analysis across the channels and finance team, improving operation eciency數(shù)據(jù)中臺助力億滋中國銷售數(shù)據(jù)實時決策3tBusiness Architecture with Data and Operation Platform雙中臺為核心的業(yè)務(wù)架構(gòu)10Foundation of Intelligently Connected Ecosystem - AIoT（AI+IoT)萬物智聯(lián)的基本核心 - AIoT200+ TypesAliOS Things50% Co

14、st-savingProprietary High-Performance Chips自研高性能芯片WuJian SoC Platform, 50% design cost reduced and 50% design cycle shortened XuanTie 910, Open-source RISC-V, Best Performance Globally4Support 100+ types of sensors and 200+ types of chip modules compatibilityIntelligently Connected Ecosystem萬物智聯(lián)的生態(tài)A

15、ll data shown as of August 201911Cutting-edge Technology Innovations from the Alibaba DAMO Academy達(dá)摩院的技術(shù)創(chuàng)新AIQuantum ComputingBlockchainAutonomous DrivingCapabilities：Top 3 AI Demand in the World Used by Alibaba:Intelligent CRMIntelligent Customer ServicePrecision MarketingUse Cases：Financial Intelli

16、gence, City Brain, Intelligent Customer Service, Search Recognition.Capabilities：Quantum Computing Hardware Lab in HangzhouUse cases：Logistics, Finance, Materials SimulationCapabilities：Ranked top 50 by Forbes in 2019Use cases：Retail (commodity source-tracking, e-invoice), Finance supply chain finan

17、ce, cross-border remittance)Capabilities：L4-level autonomous driving for logistics vehicle1/10 cost by locating modulesUse cases：Semi-closed Park, Urban Logistics, Line Haul LogisticsAll status shown as of August 20191201Alibaba Digital Economy Technology Strategy阿里巴巴經(jīng)濟體整體技術(shù)戰(zhàn)略Chinas Unique Cloud Mar

18、ket Advances with Great Prospects02中國數(shù)字經(jīng)濟市場存在巨大潛力Becoming the Technology Infrastructure of Digital Economy03阿里云正在成為中國數(shù)字經(jīng)濟的技術(shù)基礎(chǔ)設(shè)施13Chinas Unique Cloud Market Advances with Great Prospects中國云計算市場存在巨大潛力China Public Cloud Penetration Expects Great Potential中國公有云滲透率蓄勢待發(fā)IT Spending of Public Sectors and T

19、raditional Industries Surpasses that of Internet Companies政務(wù)和傳統(tǒng)行業(yè)的IT支出遠(yuǎn)高于互聯(lián)網(wǎng)行業(yè)China IT Spending with Huge Prospects中國IT支出擁有巨大空間US Public Cloud Penetration, 201822%90%10%Public CloudNon-Public CloudPenetration, 2018China Public CloudPublic Sector329 Bn78 BnInternetDigital TransformationChina Cloud Ma

20、rket: Innovation Driven forUS Cloud Market: Cost Driven13,1111,16420,5001.6x2.9x407Traditional Industries Alibaba Cloud + Business as a Service Best Fits China Market78%US$ Billion, 2018Source:US$ Billion, 2018China GDPUS GDPChina IT SpendingUS IT SpendingGartner Market Databook, 2Q2019 UpdateIDC Ch

21、ina & US Cloud Penetration Data Cut1401Alibaba Digital Economy Technology Strategy阿里巴巴經(jīng)濟體整體技術(shù)戰(zhàn)略Chinas Unique Cloud Market Advances with Great Prospects02中國數(shù)字經(jīng)濟市場存在巨大潛力Becoming the Technology Infrastructure of Digital Economy03阿里云正在成為中國數(shù)字經(jīng)濟的技術(shù)基礎(chǔ)設(shè)施15Others 53.9%China, 2019 Q1 (1) Alibaba Cloud 43.0%No

22、.1 Public Cloud Provider in China and APAC中國第一、亞太第一、全球第三APAC, 2017 (2)Alibaba Cloud14.9%APAC, 2018 (2) AWS11.2%Alibaba Cloud19.6%Others 23.2%Company D Microsoft 8.0%Company C 5.9%Company D 1.6%1.8%Worldwide, 2018(2) AWS48%Others61.7% Microsoft 7.0%Company C 3.8%Company D 1.4%Source:IDC China Public

23、Cloud Service Tracker, CY2019Q1Gartner Market Share: IT Services, 2018Company C AWS11.0%4.0%Alibaba Cloud7.7%Microsoft15.5%16Ministry of Emergency Management of ChinaHighway Monitoring & Response Center, Ministry of Transport of ChinaMacao Special Administrative Region GovernmentMalaysia Digital Eco

24、nomy CorporationMinistry of Human Resources and Social Security of ChinaChina Meteorological AdministrationPublic Sector : Building Digital Platform to Improve Public ServicesState Taxation AdministrationEnhanced data analysis speed by 360 times (from 12 hours to 2 minutes) to resolve the large-scal

25、e data challengeFull data visualization in T+1 timeframe for all tax bureaus in China since 2019The Peoples Government of Zhejiang ProvinceConsolidated resources of 40+ provincial and 100+ city municipalities; combining 17.4 billion entries of data as of August 2019For new born baby registration, fr

26、om 2-day oine 20+ forms to 1 online form公共服務(wù)：打造提高民生服務(wù)的數(shù)字化平臺17Retail: Providing Data-Driven Business Decision-Making PlatformHaidilaoLeveraged 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 year

27、sEmployed Data Middle Oce to develop the Haidilao Super App in 3 monthsLi NingApplied Data Middle Oce to aggregate marketing, sales, and service data from digitized retail stores to generate consumer insights and develop business analysisLeveraged data to do channel planning and intelligent product

28、distribution across regions to improve decision-making eciencyTokopediaMiguBookingVipkidKwaiWework零售：提供基于數(shù)據(jù)的業(yè)務(wù)決策平臺18Internet: Enabling Rapid Business Expansion for CustomersByteDanceSupported 30 million users during the Spring Festival peak time with elastic computing resourcesXiaomiImproved speech model training eciency by 80%, shortening training iteration from one week to one dayTokopediaMiguBookingVipkidKwaiWework互聯(lián)網(wǎng)：全面支撐業(yè)務(wù)的高速擴張19Technology Infrastr