On March 21, 2024, China Mobile released the "2023 Annual Results" report, which is eye-catching. According to the report, China Mobile's total annual revenue in 2023 will reach RMB 1,009.3 billion, a year-on-year increase of 7.7%, and the operating efficiency will usher in a new milestone of breaking the trillion mark. At the same time of revenue growth, the continuous optimization of the revenue structure has also made the new momentum of the "second curve" grow strongly, and the results of strategic transformation, reform and innovation are eye-catching.
According to the financial report data, China Mobile's digital transformation revenue in 2023 will reach 253.8 billion yuan, a year-on-year increase of 22.2%, contributing 89.7% to the incremental revenue of its main business, becoming the first driving force for revenue growth. The construction of cloud infrastructure and the provision of computing power services are undoubtedly the strategic focus of China Mobile's digital transformation. As the main entrance of China Mobile's cloud-related business, China Mobile's cloud revenue in 2023 will reach 83.3 billion yuan, with a year-on-year growth rate of 65.6%, ranking first among domestic cloud service providers in terms of comprehensive strength, and taking solid steps towards "first-class in the industry".
According to the latest data from IDC, the market share of mobile cloud public cloud (laaS + PaaS) services rose from sixth to fifth, a year-on-year increase of 74.6%. As the first cloud service provider in China, mobile cloud maintains a leading market share in multiple segments: the first market share of edge cloud, the second market share of dedicated cloud services, and the second market share of government cloud services and operations.
With steady revenue growth, business breakthroughs, and rising market share, the mobile cloud is a series of booms that are playing a key role in a number of deep and enduring supports.
Grasp the pulse of technological innovation
Self-reliance and self-improvement in science and technology are the "core engine" for the development of new quality productive forces. Focusing on the national strategic needs, China Mobile has led the innovation of computing network technology, focused on building a leading cloud engine, led more than 100 projects of domestic and foreign standards organizations, and won international consensus on original technologies such as "computing power routing".
In 2023, China Mobile Cloud will successively launch the technology core 3.0 and the software-hardware integrated on-chip computing architecture to create a heterogeneous computing ecosystem, and jointly release the quantum computing cloud platform with Bose Quantum, and jointly release the industry's first secure cloud brain with Venustech. The computing performance of the fifth-generation virtual machines of the mobile cloud has been improved by 50%, and the technologies such as block storage and DPU smart NIC are among the top three in China, reaching the industry-leading level. Focusing on the diversification and innovation of computing power products, Mobile Cloud also strives to build the "first entrance to computing network services" that widely covers CHBN application scenarios - mobile cloud computers, which support multi-form terminal access and enjoy cloud computing power anytime, anywhere, with sales exceeding 2.7 million units in 2023, a year-on-year increase of more than 10 times.
By the end of 2023, China Mobile Cloud has applied for more than 1,700 patents, led or participated in the formulation of 32 national and industry standards, has 300+ soft copyrights, obtained 14 ISO management system series qualifications, and 80+ trusted cloud evaluation certifications, and successfully passed the KCSP qualification certification of CNCF, CSA STAR cloud security qualification, and the fourth-level certification of the Ministry of Public Security.
In addition, the "one cloud and multiple cores, full-stack autonomous, secure and trustworthy, and rich ecology" information innovation cloud solution created by Mobile Cloud has been widely recognized, and has been selected into the list of recommended solutions by the Ministry of Industry and Information Technology and the excellent solution for information technology application innovation in Jiangsu Province. At the same time, China Mobile was awarded the title of "New Generation Information Technology Convergence Application Innovation Industry Verification and Demonstration Center" by the Ministry of Industry and Information Technology, and was the only telecom company selected.
Continue to consolidate the development of the chassis
China Mobile has always regarded mobile cloud as a strategic and basic business. In recent years, China Mobile has invested a total of 90 billion yuan to build cloud infrastructure from a high starting point, research and development of key cloud technologies with high standards, and initially built a national computing network with comprehensive technology and scale in the active implementation of the national "Eastern Data and Western Computing" project deployment.
According to the financial report, as of the end of December 2023, China Mobile has opened a total of more than 6.6 million base stations, the largest network in the world. The data center capacity covers all the hub nodes of the country's "Eastern Data and Western Computing", with a general computing power scale of 8 EFLOPS (a year-on-year increase of 14%), an intelligent computing power scale of 10.1 EFLOPS (a year-on-year increase of 206%), and its country's largest computing power grid-connected platform now manages more than 3.3 EFLOPS social computing power from more than 10 manufacturers, including general computing, intelligent computing, supercomputing and quantum computing. With the trial commercial use of the computing network brain, the computing network business covers 115 kinds of computing network services, such as eastern and western computing, intelligent computing supercomputing, data express delivery, etc., and has achieved accelerated breakthroughs in computing network applications in large-scale data disaster recovery storage, film and television rendering, astronomy and other fields, and China Mobile's computing network has officially entered a new stage of "integration and unification" 2.0.
Relying on the continuous enhancement of the Group's infrastructure capabilities and quality, the mobile cloud continued to upgrade the "4+N+31+X" computing power intensive echelon layout, and built more than 1,500 edge nodes, ranking first in the industry in terms of one-point access resources and cloud access methods. In order to actively respond to the national "artificial intelligence+" initiative, the Group is currently accelerating the formation of "N+X" multi-level and full-coverage intelligent computing capability layout, including the construction of Hohhot's ultra-large-scale single intelligent computing center and 12 regional nodes of intelligent computing centers in 11 provinces, and accelerating the construction of intelligent information infrastructure and full-stack intelligent information service system. Keeping up with the pace of the Group, the mobile cloud has accelerated its efforts in intelligent computing, continuously promoted the construction of intelligent computing power from the three layers of infrastructure (IaaS layer), intelligent computing platform (PaaS layer) and model-as-a-service (MaaS layer), and gradually built a characteristic intelligent computing product system.
Dig deep into the potential of industrial chain integration
In the long run, China Mobile Cloud focuses on the overall layout of the industrial chain, taps into the potential of industrial chain integration, and actively expands the cooperation network to achieve comprehensive expansion and three-dimensional upgrading of the ecosystem, thereby paving the way for development to be broader and farther.
With the goal of converging industry synergies, China Mobile Cloud has upgraded the "Vientiane Ecology 3.0" system, with a view to achieving capability co-creation, resource sharing, and market win-win through multi-wheel drive of channel ecology, service ecology, application ecology, product ecology, and technology ecology.
Relying on the developer community, China Mobile Cloud continues to deepen its support capability system to provide users with a whole-process community experience of learning, development, sharing, and activities. There were nearly 100 activities such as the Online Salon, the Developer Forum, the Quantum Sub-forum, and the "Mobile Cloud Cup" Computing Network Application Innovation Competition. At present, the community has gathered more than 360,000 developer users at home and abroad, launched a total of 7,500+ articles, and opened 3,000+ interfaces, greatly reducing the technical threshold, improving development efficiency, and realizing technology monetization for developers.
In terms of accelerating the transformation of scientific and technological achievements with deep link effect, the mobile cloud has been deployed across the country, with 38 incubation center workstations in 20+ cities such as Beijing, Shanghai, and Guangzhou, and 84 high-quality projects have been incubated in industrial ecological incubation centers.
At the same time, China Mobile Cloud also actively leads the formulation of information and innovation standards, builds an information and innovation ecosystem, cooperates with industry partners and many domestic software and hardware manufacturers, accelerates the construction of information and innovation laboratories, and builds 80+ information and innovation benchmark projects in the fields of government affairs, transportation, energy, and education, and jointly builds an information and innovation industry ecological consortium to create an information and innovation cloud platform ecology.
Improve business efficiency and service quality
The transformative power of digital transformation is profoundly reshaping all walks of life. As the main force in the construction of digital China, China Mobile Cloud promotes the high-quality development of the whole society with digital and intelligent innovation, and continues to explore new markets in key fields such as government affairs, healthcare, transportation, and industry with industry-leading full-scenario service capabilities, and accelerates industry penetration.
The expansion of diversified business scale drives the continuous increase in mobile cloud revenue. Mobile Cloud focuses on providing excellent services, providing a one-stop cloud-network cloud solution and a one-stop digital and intelligent service middle platform to ensure multi-channel integration and second-level response, relying on localized service capabilities to achieve all-weather 24/7 customer service, and building full-process systematic service capabilities and all-round service rights and interests to meet the diversified needs of customers. With the support of the communication-level security service system, the mobile cloud always maintains zero occurrence of customer information security incidents. The professional and perfect service system has continuously improved the customer stickiness and user reputation of Mobile Cloud, and has also successfully helped it achieve deeper expansion in the market.
On the whole, the layout of mobile cloud in technological innovation, infrastructure construction, industrial chain coordination, business development and service system has continuously optimized its comprehensive strength and strong development momentum. As one of China Mobile's four major product brands, the brand value of mobile cloud is constantly rising. According to the financial report, China Mobile will continue to optimize the layout of the science and technology innovation system, take the deepening of the construction of new information infrastructure as the focus of work in 2024, and increase investment to accelerate the development of computing networks and support application integration and innovation. With the continuous efforts in innovative R&D and market development, it is believed that the mobile cloud will reach a new level of development in the future.