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带宽成本大幅下降 迅雷共享计算模式优势显现

2018-8-17 16:16| 发布者: admin| 查看: 4478| 评论: 259

8月15日晚间,迅雷集团发布第二季度未经审计的财务报告,财报显示,报告期内迅雷总营收为6580万美元,同比增幅达70.7%,连续第10个季度实现增长。营收增长主要来自迅雷云计算、直播和移动广告业务的贡献。
 
同时据迅雷Q2财报披露,迅雷第二季度主营业务成本总计3070万美元,占总营收的46.7%。其中,云计算业务的带宽成本为1210万美元,占总营收的18.4%,该比例较去年同期水平大幅下降62.30%。
 
 
创新型云计算方式大幅降低带宽成本
 
带宽成本的大幅度降低,主要得益于迅雷独有的共享计算业务模式,该模式能够将个人的空闲带宽和存储转变为企业级云计算服务。
 
这种说法得到了分析师们的认可。据《每日经济新闻》报道,独立云计算分析师罗亮表示,迅雷的CDN业务与网宿科技、云计算厂商的运营机制并不一样,更多利用了普通用户的空闲宽带,成本很低。该报道中认为迅雷CDN共享版带宽只有传统CDN的30%。
 
从迅雷财报数据来看,迅雷Q2主营业务成本总计3070万美元,占总营收的46.7%。其中,云计算业务的带宽成本是主要组成部分,为1210万美元,占总营收的18.4%,该比例较去年同期水平下降62.30%。
 
此前关于共享计算模式的解读,都认为该模式有助于降低带宽成本,但具体能发挥的作用有多大难有衡量标准。此次披露的财务数据,更能让人直观体会到这种创新技术的力量。
 
另一数据也能反映出共享计算对带宽成本的降低作用。财报中披露,今年5月,迅雷的共享计算模式作为主流区块链基础设施之一,被国家工信部信息中心列入其编撰的《2018中国区块链产业白皮书》。其中提到,截至2017年12月,迅雷通过共享计算为全社会节约了价值15亿元的带宽资源。
 
共享计算降低成本的作用由此可见一斑。这是截至去年12月的数据,如今迅雷的共享计算节点规模超过150万,且呈持续增长态势,未来能够收集再利用的闲置带宽更多,这一降低成本的效果也会进一步扩大。
 
共享计算可持续发展优势显现
 
财报也显示出,迅雷共享计算体系的可持续发展优势正在日渐明显。
 
这一共享计算模式是通过已授权的智能硬件设备(即玩客云),收集社会普通家庭中闲置的带宽、存储、计算等资源,用海量共享节点取代传统大型云计算中心,避免了传统数据中心的高成本、高能耗,从而实现了对成本的有效控制。
 
但共享计算的作用并不仅限于控制成本,它最大的优势是摆脱了对互联网基础设施的高度依赖。传统云计算企业在增加服务能力时,必须高投入兴建新的基础设施,它们需要更大的数据中心,更快的宽带和更多的机房。整体上会处于不断扩张的态势,从长远来看必然会面临一个临界点。
 
而共享计算则是利用本已就存在的社会闲置计算资源,整合后来提供服务。它的共享节点越多,服务能力就越强,单位计算力成本反倒会更低,这是一种可持续发展的良性循环。
 
比如Q2带宽成本的显著下降,就与此前几个季度玩客云的大量布设有关。少数玩客云并不能对带宽成本带来明显改善,但在这些设备达到一定数量规模后,就会由量变引发质变,导致带宽成本急剧降低。
 
Q2玩客云销量大幅增长。财报中称,在京东一年一度最大规模的“618”促销活动中,玩客云登顶智能硬件品类销售额冠军,并正式入驻线下京东之家,开拓新零售方式。入驻线下门店当天,现场抢购玩客云的人群排起了数百米的长龙。
 
另外,目前玩客云还在建设新的销售渠道,已与小米有品、苏宁等知名平台达成合作。随着参与者增多,共享计算的服务能力和单位带宽成本将更具优势。
 
目前云计算行业正陷入惨烈的价格战,整个CDN行业的毛利率都出现大幅下降,一些云计算巨头,甚至不惜以负毛利的方式来争夺市场。在此情况下,共享计算的可持续发展优势将越来越明显,它将为迅雷提供更多的发展动力。据财报披露,迅雷Q2毛利润为3470万美元,同比增长143.0%,毛利率达52.7%,较去年同期(37.0%)继续提升。

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