On September 4, IDC released a report indicating that the scale of China’s retail cloud market will reach 13.5 billion yuan in 2025, a year-on-year increase of 12.4%, entering a stage of stable growth. Alibaba Cloud and Tencent Cloud combined account for 47% of the market share; among specific markets, Alibaba Cloud leads the infrastructure market with a 35% share, while Tencent Cloud ranks first in the retail cloud solution market with a 23.4% share. The report indicates that IT investments by retail companies are shifting from infrastructure construction to business-value-driven approaches, and the focus of cloud providers has shifted from resource provisioning to industry-specific solution capabilities. With the maturity of technologies such as smart bodies, companies no longer satisfy themselves with shallow applications but pursue quantifiable business results. Through strategies such as the CaaS model, productization based on industry experience, and large-scale delivery for ecosystem partners, Tencent Cloud has reached over 1,000 customers in the retail sector. IDC recommends that cloud providers should focus on achieving quantifiable results driven by business闭环, and implement tiered products to match the digital maturity levels of different companies.
On September 4, IDC released a report stating that the scale of China’s retail cloud market reached 13.5 billion yuan in 2025, a year-on-year increase of 12.4%, entering a stage of stable growth. Alibaba Cloud and Tencent Cloud combined accounted for 47% of the market share; among the sub-markets, Alibaba Cloud led the infrastructure market with a 35% share, while Tencent Cloud ranked first in the retail cloud solution market with a 23.4% share. The report indicated that retail companies’ IT investment is shifting from infrastructure construction to business-value-driven approaches, and the focus of cloud providers has shifted from resource provision to industry-specific solution capabilities. With the maturity of technologies such as smart bodies, companies no longer settle for shallow applications but pursue quantifiable business results. Through strategies such as the CaaS model, productization based on industry experience, and large-scale delivery for ecosystem partners, Tencent Cloud has exceeded 1,000 customers in the retail sector. IDC recommends that cloud providers focus on achieving quantifiable results driven by business闭环, and implement layered products to match different levels of digital maturity among companies.