IDC云计算分析

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Dan Yachin Research Director, IDC Emerging Technologies It Is Time For Stormy Weather Cloud Computing 2014/9/22 2008 IDC Cloud Computing = an emerging IT development, deployment and delivery model, enabling real-time delivery of products, services and solutions over the Internet (i.e., enabling cloud services) Infrastructure systems Flexible application architecture Application development and deployment software System and application management software IP Networks Cloud Services and Cloud Computing 2014/9/22 2008 IDC Cloud Services = Consumer and business products, services and solutions that are delivered and consumed in real-time over the Internet Offsite, provided by third-party provider Accessed via the Internet Minimal/no IT skills to “implement” Provisioning Usage-based pricing Web-based user/system interface Shared resources/common versions Cloud Services and Cloud Computing 2014/9/22 2008 IDC Copyright 2009 IDC. Reproduction is forbidden unless authorized. All rights reserved. SaaS is Strong . and Growing $M IDC has increased its SaaS growth projection for 2009 from 36% growth to 42% growth over 2008. The percentage of U.S. firms which plan to spend at least 25% of their IT budgets on SaaS applications will increase from 23% in 2008 to nearly 45% in 2010. Source: Economic Crisis Response: Worldwide Software as a Service Forecast Update (IDC #215504, January 2009) 0.0 5000.0 10000.0 15000.0 20000.0 2006 2007 2008 2009 2010 2011 2012 2007 forecast 2008 forecast 2009 forecast 2014/9/22 2008 IDC 5 US SaaS Market Composition & Penetration by App Type Approx 12% of US CRM Apps Approx 2% of US ERM Apps Approx 5% of US Other Apps Approx 22% of US Collaborative Apps SaaS Apps by App type US, 2008, based on revenue Approx 1.5% of US O&M Apps (incl B/OSS) 6% Approx 4% of US Engineering Apps Approx 5% of US SCM Apps Collaboration, CRM, and Other account for 70% Penetration (percent of US SaaS market) vs. saturation (SaaS as percent of all spending) Other key spending categories include core BI & analytics； ALM, PPM Source: IDC SaaS Adoption Survey, November 2008. n= 200 US-based IT Director and above, and 200 LOB Director and above. 2014/9/22 2008 IDC 6 Level of Company Commitment to SaaS Applications as a Percent of Overall Applications Use Q. What is your organizations general software strategy when considering SaaS implementations? Source: IDC SaaS Adoption Survey, November 2008. n= 200 US-based IT Director and above, and 200 LOB Director and above. Commitment to SaaS, 2008-2012 2014/9/22 2008 IDC The PaaS Play PaaS benefits to 3rd party developers & ISVs: Lower cost of development and distribution than packaged apps Easier to build channel network than new-entry SaaS ISV Easier to source new customers Test & dev environments, built-in integration and APIs PaaS benefits to PaaS providers: Ability to sell globally more quickly Less R&D to verticalize and build new “peer” products Potential customer and developer lock-in 2014/9/22 2008 IDC External clouds are not 100% compatible with existing IT infrastructure Thus unable to act as seamless extension to internal resources Makes a seamless movement over time from in-house infrastructure not only difficult but expensive too Moving between the two scenarios will not be routine in 2009 This raises concerns over vendor lock-in Internal clouds are attractive to enterprises Offers compatibility with legacy applications Higher efficiency of existing resources Less risk by keeping computing within the firewall The key challenge: solving internal/external cloud compatibility Internal Clouds and External Clouds 2014/9/22 2008 IDC Why Choose Cloud/SaaS? 67.2% 73.3% 77.0% 77.5% 77.9% 81.5% 83.6% 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% Sharing systems/information simpler Encourages more standard IT Offers the latest functionality Less in-house IT staff, costs Low monthly payments Pay only for what you use Easy/fast to deploy % responding 3, 4 or 5 Q: Rate the benefits commonly ascribed to the Cloud/SaaS model (1=not important, 5=very important) Source: IDC Enterprise Panel, August 2008 n=244 2014/9/22 2008 IDC Why Not Cloud Services? Source: IDC Enterprise Panel, August 2008 n=244 Not enough major suppliers yet Bringing back in-house may be difficult Worried cloud will cost more Not enough ability to customize Hard to integrate with in-house IT Availability Performance Security 74.6% 80.3% 81.1% 83.3% 84.5% 84.8% 88.1% 88.5% 65% 70% 75% 80% 85% 90% % responding 3, 4 or 5 Q: Rate the challenges/issues of the cloud/on-demand model (1=not significant, 5=very significant) 2014/9/22 2008 IDC Storage Capacity Server Capacity App Development/Deployment Business Apps Personal Apps Collaborative Apps IT Management Apps 31.5% 28.7% 25.9% 34.0% 36.1% 46.3% 39.3% 15.5% 15.6% 16.8% 23.4% 25.0% 25.4% 26.2% 0% 5% 10% 15% 20% 25% 30% 35% 40% 45% 50% % responding 4 or 5 Current In 3 years Source: IDC Enterprise Panel, August 2008 n=244 Q: Current and future level use of cloud services in your organization? (1=none, 5=widespread) Organizations Shifting Fast In Cloud Use 2014/9/22 2008 IDC Organizations Shifting Fast In Cloud Use 2014/9/22 2008 IDC Look to EMEA and AP for the next greenfields in SaaS. Cloud will be part of an expanding portfolio of options for the CIO: Understand how cloud and the service-enablement realignment will impact what customers and other vendors expect from you Understand your options in a PaaS world, and build a strategy for how developers, “peer” ISVs, and customers can get more from yo