1

Alibaba Digital Media & Entertainment - Comprehensive Entertainment Platform

September 23-24, 2019 Hangzhou, China

1

September 23-24, 2019 Hangzhou, China

ibaba Cloud Intelligence Leading Technology Propels Robust Growth

Jeff Zhang, Chief Technology Officer and President of ibaba Cloud Intelligence

2 2

China's Unique Cloud Market Advances with Great Prospects

02中国数字经济市场存在巨大潜力

Alibaba Digital Economy Technology Strategy

01阿里巴巴经济体整体技术战略

Becoming the Technology Infrastructure of Digital Economy

03阿里云正在成为中国数字经济的技术基础设施

3 3

China's Unique Cloud Market Advances with Great Prospects

02中国数字经济市场存在巨大潜力

Alibaba Digital Economy Technology Strategy

01阿里巴巴经济体整体技术战略

Becoming the Technology Infrastructure of Digital Economy

03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 Office for Alibaba Digital Economy

Business Development

Product Development

Technology Development

Payment Logistics Marketing Cloud

Computing Platform Data Platform Algorithm Platform

Alibaba DAMO Academy

Security

Machine Intelligence Data Computing Fin-Tech

Database

Middleware

Operating System Storage DevOps

Quantum Computing

4

Enterprise APP Marketplace / DingtalkMobility移动化

Big Data大数据化

Cloud云化

IoT

Elastic Computing, Networking Storage, Database Offline and Realtime Big Data Processing

Security Business Security

Data Security Basic Security

Cloud Operating System

Business Middle Office Data Middle Office AI Middle Office

User Center Merchandising Center Marketing Center Uni Data Platform Data Retrieval Platform Machine Learning Voice and Language Image and Video

Edge Computing IoT Operating System…

IoT Platform

…

5

企业数字化转型的新四化 Four Technology Enablers of Enterprise Digital Transformation

Cloud Infrastructure Data-intelligence Driven Business Decision-making Process

Business Architecture with Data and Operation Platform Intelligently 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

1 2 3 4

6

阿里巴巴技术核心优势Alibaba Technology Core Advantages

Hybrid Cloud Security & PrivacyLeader in IDC Financial Cloud MarketScape The Greater China #1 WAF market share by Frost & Sullivan

Source:1. Gartner The Future of the DBMS Market is Cloud2. IDC MarketScape: China Financial Cloud, 20193. Frost & Sullivan WAF Market Share, 2018All status shown as of August 2019WAF = Web Application Firewall

10K Nodes 5Bn Attacks/DayDatabase

World #3 and Asia #1 cloud database market share

491K Transactions/Sec（1） （2） （3）

7

基础设施能力不断突破并获得业界认可Infrastructure Capabilities Achieved Constant Breakthrough and Recognition

Cloud Infrastructure

云化基础设施

1

Only 20% server spending increased to support 70% business growth YoY in CY2018

Big Data Benchmark (BigBench): The largest scale, fastest, most cost-effective as of October 2017

600PB data processed during 2018 11.11 Global Shopping Festival, equivalent to 600 million 4K high definition movies

World 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 Platform

Data-intelligence Driven Business Decision-making Process

数据智能驱动的业务决策

2

8

1. Source: Racontur

敏捷创新秒级数据智能 业务模块化

Data Intelligence within Seconds Modularized Business Components Agile Innovation

Refresh 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 months

2.5s 1K 4 weeks+

（1）

9

数字化转型的核心支撑 – 数据中台 + 业务中台Backbone for Digital Transformation – Data Middle Office and Business Middle Office

Business Architecture with Data and Operation Platform

双中台为核心的业务架构

3

10

tMondelēz China

• Applied Data Middle Office to merge data from all brands and channels data on one screen, improving decision-making efficiency

• Unified data management and analysis across the channels and finance team, improving operation efficiency

t

数据中台助力亿滋中国销售数据实时决策Data Middle Office Enables Mondelez China To Improve Decision-making Efficiency

Business Architecture with Data and Operation Platform

双中台为核心的业务架构

3

WuJian SoC Platform, 50% design cost reduced and 50% design cycle shortened XuanTie 910, Open-source RISC-V, Best Performance Globally

Support 100+ types of sensors and 200+ types of chip modules compatibility

Proprietary High-Performance Chips AliOS Things自研高性能芯片

All data shown as of August 2019

50% Cost-saving 200+ Types

11

 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

4

AI Quantum Computing Blockchain Autonomous Driving

Capabilities：Top 3 AI Demand in the World Used by Alibaba: • Intelligent CRM • Intelligent Customer Service • Precision Marketing

Use Cases： Financial Intelligence, City Brain, Intelligent Customer Service, Search Recognition.

Capabilities：Quantum Computing Hardware Lab in Hangzhou

Use cases： Logistics, Finance, Materials Simulation

Capabilities：Ranked top 50 by Forbes in 2019

Use 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 Logistics

All status shown as of August 2019

AI Quantum Computing Blockchain Autonomous Driving

12

Cutting-edge Technology Innovations from the Alibaba DAMO Academy达摩院的技术创新

13

Alibaba Digital Economy Technology Strategy01阿里巴巴经济体整体技术战略

02 China's Unique Cloud Market Advances 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

13

t tt

78%

22%

IT Spending of Public Sectors and Traditional Industries Surpasses that of Internet Companies

China Public Cloud Penetration Expects Great Potential

Source: Gartner Market Databook, 2Q2019 Update IDC China & US Cloud Penetration Data Cut

China IT Spending with Huge Prospects

US$ Billion, 2018 US$ Billion, 2018

US Public Cloud Penetration, 2018

90%

10%

Public Cloud

Non-Public Cloud

China Public Cloud Penetration, 2018

US Cloud Market: Cost Driven China Cloud Market: Innovation Driven for Digital Transformation

Public Sector

Internet

TraditionalIndustries78 Bn

329 Bn

Alibaba Cloud + Business as a ServiceBest 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 IT Spending

US IT SpendingUS GDPChina GDP

1.6x

2.9x

13,11120,500

407

1,164

14

中国云计算市场存在巨大潜力China’s Unique Cloud Market Advances with Great Prospects

15 15

02 China's Unique Cloud Market Advances 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

15

Alibaba Digital Economy Technology Strategy01阿里巴巴经济体整体技术战略

16

APAC, 2018 Worldwide, 2018 APAC, 2017(2) (2) (2)

Source: 1. IDC China Public Cloud Service Tracker, CY2019Q1 2. Gartner Market Share: IT Services, 2018

Others23.2%

Company D1.8%

Company C4.0%

Alibaba Cloud7.7%

Microsoft15.5%

AWS48%Others

53.9%

Company D1.6%

Company C5.9%

Microsoft8.0%

AWS11.0%

Alibaba Cloud19.6%

Others61.7%

Company D1.4%

Company C3.8%

Microsoft7.0%

AWS11.2%

Alibaba Cloud14.9%

China, 2019 Q1

Alibaba Cloud43.0%

(1)

16

中国第一、亚太第一、全球第三No.1 Public Cloud Provider in China and APAC

tt t

• 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 offline 20+ forms to 1 online form

State Taxation Administration

• Enhanced data analysis speed by ~360 times (from 12 hours to 2 minutes) to resolve the large-scale data challenge

• Full data visualization in T+1 timeframe for all tax bureaus in China since 2019

Ministry of Emergency Management of China Highway Monitoring & Response Center, Ministry of Transport of China

Macao Special Administrative Region Government

Malaysia Digital Economy Corporation Ministry of Human Resources and Social Security of China

China Meteorological Administration

The People’s Government of Zhejiang Province

17

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 Services

t t

零售：提供基于数据的业务决策平台Retail: Providing Data-Driven Business Decision-Making Platform

18

Haidilao Li Ning

• Applied Data Middle Office 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 efficiency

• 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 Office to develop the Haidilao Super App in 3 months

Red Star Macalline

EasyhomeYumChina

Li Ning

YOUNGOR

Xi Bei

Vipkid

WeworkKwai

Migu

19

t t

ByteDance Xiaomi

• Improved speech model training efficiency by 80%, shortening training iteration from one week to one day

••Supported 30 million users during the Spring Festival peak time with elastic computing resources Booking

Tokopedia

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 Economy

20

ERP CRM Private Cloud IoT Managed ServiceProvider+

Global Leaders

China 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 Offering 138 Vertical Solutions 

21

All data shown as of August 2019

2M 400 10K 200K1.3MGlobal 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 Empowerment

阿里云正在成为中国数字经济的技术基础设施

Alibaba Cloud is Becoming the Technology Infrastructure of China’s Digital Economy

23