給大家分享Gartner剛剛發(fā)布的集成系統(tǒng)魔力象限報(bào)告《Magic Quadrant for Integrated Systems》。
Gartner說，集成系統(tǒng)繼續(xù)走向融合，傳統(tǒng)的基于刀片服務(wù)器和SAN的集成系統(tǒng)雖然繼續(xù)存在，但超融合系統(tǒng)發(fā)展更快，到2019年，超融合形態(tài)將占據(jù)集成系統(tǒng)35%的份額。
我們直接看看大家最關(guān)心的2015年魔力象限結(jié)果吧。
為了對(duì)比，我把2014年的也翻出來了，大家對(duì)比看看變化。
我們先看一下增加的廠商情況：
1、Cisco：Cisco獨(dú)立出來了，而原來是和NetApp聯(lián)合在一起的，主要是Cisco現(xiàn)在除了NetApp外，還和EMC、IBM、Nimble、Hitachi、Maxta，Simplivity，Atlantis等合作。
2、EMC(VCE)：EMC現(xiàn)在持有90%的VCE股份，因此VCE就用EMC代表了;
3、Lenovo：因?yàn)槁?lián)想收購(gòu)了IBM的X86業(yè)務(wù)，包括PureFlex集成系統(tǒng)。
4、NetApp：Cisco獨(dú)立出來，NetApp也只能獨(dú)立出來了;
5、Gridstore，Nimboxx，Pivot3，Scale Computing：這4個(gè)新加入的廠商都是做超融合系統(tǒng)的，是由于他們的出貨量增加，達(dá)到了Gartner的標(biāo)準(zhǔn)。這也可以看出超融合系統(tǒng)市場(chǎng)在快速發(fā)展，競(jìng)爭(zhēng)加劇。
當(dāng)然，也有兩個(gè)廠商出局了：
1、Bull：Bull被Atos收購(gòu)，但Atos一直沒有把集成系統(tǒng)作為目標(biāo)市場(chǎng);
2、Unisys：Unisys的X86變種市場(chǎng)動(dòng)力不足，沒有足夠的市場(chǎng)成績(jī)來創(chuàng)建一個(gè)可用的分析。
兩年都在里面的廠商，我們可以簡(jiǎn)單看看位置的變化：
1、Nutanix和HP從遠(yuǎn)見者變?yōu)轭I(lǐng)導(dǎo)者，這個(gè)是比較顯著的變化了。西瓜哥的這份報(bào)告就是從Nutanix拿到的。
2、IBM由于X86業(yè)務(wù)的出售，從遠(yuǎn)見者變?yōu)槔婕摇?/p>
3、Dell、Fujitsu和Teredata都被降級(jí)了。
4、Simplivity和Huawei的位置有所上升。
我想，要點(diǎn)就是這些了。大家要仔細(xì)了解，可以看原文鏈接里面西瓜哥給大家提供的詳細(xì)報(bào)告。
如果大家懶得看，我把要點(diǎn)摘錄在這里。不過，由于涉及廠商太多，西瓜哥就不一一翻譯了，直接摘錄英文原文的內(nèi)容，見諒。
Gartner定義的集成系統(tǒng)，其實(shí)是分三個(gè)大類：
Integrated stack system (ISS)
Server, storage and network hardware integrated with application software to provide appliance or appliancelike functionality. Examples include IBM PureApplication System, Oracle Exadata Database Machine and Teradata. Note that this research does not evaluate the "stack" components of any solution; therefore, this research should not be used as a primary basis for software selection.
Integrated infrastructure system (IIS)
Server, storage and network hardware integrated to provide shared compute infrastructure. Examples include VCE Vblock, HP ConvergedSystem and Lenovo Converged System (formerly PureFlex).
Hyperconverged integrated system (HCIS) —
Tightly coupled compute, network and storage hardware that dispenses with the need for a regular storage area network (SAN). Storage management functions — plus optional capabilities like backup, recovery, replication, deduplication and compression — are delivered via the management software layer and/or hardware, together with compute provisioning. Examples include Gridstore, Nimboxx, Nutanix, Pivot3, Scale Computing and SimpliVity.
這三個(gè)大類其實(shí)是有重疊的，而且有些廠商甚至可以同時(shí)提供這三大類的集成系統(tǒng)。
總的來說，集成系統(tǒng)主要采用Intel或AMD x86技術(shù)，也有用RISC變種的，如Power和SPARC，甚至新市場(chǎng)也出現(xiàn)ARM和Intel Atom處理器的案例。
下面按照字母順序介紹幾個(gè)大家普遍比較關(guān)注的廠商的強(qiáng)項(xiàng)和注意事項(xiàng)。本來想把所有廠商都列上的，但超過了微信允許的長(zhǎng)度，因此只摘錄部分廠商。
Cisco
Strengths
Cisco has a strong Vblock data center presence with repeat buys.
Cisco offers multiple storage reference architectures, including a market-leading NetApp solution that uses FlexPod, while expanding its portfolio of solutions through partnerships with SimpliVity, StorMagic, Maxta and other HCIS technologies.
Cisco has a large global sales channel and support team with strong complementary engineering capabilities.
Cautions
Cisco's lack of native storage solutions creates barriers to further IIS/HCIS progress for the company, as this emphasizes the reliance on external partners.
Cisco's HCIS strategy is still in a nascent phase, and builds mainly on partnerships such as those with SimpliVity, Maxta and StorMagic.
Cisco faces further competitive dilution as EMC-VCE broadens its focus to offer low-cost compute, scale-out storage and expanded management capabilities.
Dell
Strengths
Dell sells a strong portfolio of integrated systems that spans all the categories that Gartner has defined, and is aided by strong partnerships with vendors like Nutanix and Microsoft.
Some Dell solutions, such as VRTX and CPS, are highly differentiated in the market.
Dell has overcome the uncertainties over going private and is executing its server and storage strategies well, giving the company a good global foundation for integrated system market growth.
Cautions
Dell's integrated system positioning has been inconsistent. Multiple branding initiatives and a variety of software acquisitions have muddled the end-user perception of Dell as an integrated system vendor.
FX2 has the capacity to be a unifying force for Dell's strategy, but a muted product launch robbed Dell of the opportunity to make a stronger initial impression with what is a highly innovative product.
Although successful in their respective markets, platforms like VRTX and CPS address a very finite audience, with limited opportunity for sales success to benefit Dell's broader integrated system market opportunity.
EMC (VCE)
Strengths
EMC is able to build on VCE's established position as one of the clear leaders in the integrated system market with Vblocks.
EMC offers factory-integrated and -validated reference architectures for enterprise mission-critical applications.
EMC is a proven global vendor with extensive channel and direct sales, plus service, support.
Cautions
EMC's VSPEX Blue hyperconverged solutions have relatively high average entry upfront costs and long configuration to deployment cycles versus competing HCIS solutions.
EMC-VCE has not been in the market long enough to establish a reputation in HCIS and in creating scale-out capability on Vblock fabric.
EMC may struggle with how to position its various platforms based on use cases, applications and scale, including recognition that new SAN-less racks and VSPEX appliances pose potential cannibalization of SAN-based block solutions.
Hitachi
Strengths
Hitachi (and Hitachi Data Systems) is able to build on a strong and established storage vendor reputation, as well as growing recognition for high-quality customer support and technology innovation, expanding from a storage and system vendor to support for mobile and social innovation (for example, Mode 2) that leverages its UCP technology.
Hitachi Data Systems has broadened the appeal of Hitachi UCP through strong alliances with global ISVs and other partners. As a result of these alliances, Hitachi Data Systems provides API access for integration with third-party software and management tools (such as automation and orchestration based on its vision for microservices), with service provider tools and portals.
The growing investment in blade servers, along with Hitachi Data Systems' focus on topical markets like SAP Hana, enhance the Hitachi UCP market opportunity and its sales growth.
Cautions
Hitachi Data Systems is in the midst of developing global coverage, including hyperconverged integrated systems to rival the rapid advances in the industry. As a leading storage vendor, it is challenged to develop and execute the balance where a cohesive hyperconverged strategy is compatible with the need to preserve market demand for integrated systems based on external controller-based storage.
The Hitachi Data Systems partnership with Cisco has absorbed the company's sales channels and alliances, and may distract its corporate positioning, causing confusion among some users.
To help gain international acceptance, Hitachi has chosen to drive its integrated system strategy from California, although the IT market clearly perceives Hitachi as a Japanese company. This places particular onus on Hitachi to deliver consistent global messaging.
HP
Strengths
HP has a broad portfolio of integrated systems and reference architectures (from hyperconverged ConvergedSystem 200-HC StoreVirtual to the ConvergedSystem 900 for SAP Hana), along with a strong channel and relationships among ISVs (Microsoft, SAP, VMware, Citrix) that target various use cases (data analytics, SQL Server, Oracle and video streaming).
Unlike many vendors, HP can offer single-vendor server network storage end-to-end contract support and accountability with factory preintegration and pay-per-use options.
HP integrated system users benefit from improved HP OneView holistic resource and life cycle management and analytics, with easier and quicker infrastructure deployments via configuration templates.
Cautions
At times, Gartner client feedback indicates that HP has not yet crystalized messaging, positioning, selection, and build and order processes related to its complex portfolio of integrated system solutions.
HP offers reference architectures and builds among other network and storage equipment suppliers for OneView; support for these architectures and builds is only becoming available on a gradual basis as OpenView adoption builds.
HP's HCIS offering (HP ConvergedSystem 200-HC StoreVirtual) is still in early rollout and is just beginning to ramp up as HCIS competition increases from nontraditional IT vendors, such as Nutanix and SimpliVity.
Huawei
Strengths
Huawei is an established data center brand in China, with a growing customer base across the world.
Huawei is growing its global presence and can leverage existing acceptance in telecommunications and data center networking accounts to do this.
Huawei's investment in integrated system technology supports its goals of becoming a global data center brand. Huawei leverages latest-generation technologies, and also has a track record of unique technology innovation and differentiation.
Cautions
ISV support for FusionCube is improving, but Gartner client inquiries have indicated potential for support and certification issues with some third-party software vendors.
Huawei is still growing its global presence; outside of Asia/Pacific, direct or partner coverage may be lacking, depending on location.
Huawei's recognition as an integrated system provider is only gradually building on the back of outbound promotion at Huawei events and other conferences, so the company's credibility among IT organizations outside its home geography is inconsistent.
IBM
Strengths
IBM has a strong reputation that spans hardware performance, software, services and support.
PureApplication and PureData are tuned and optimized to run IBM software stacks with high performance and functionality.
With no in-house x86 strategy to defend, IBM is able to pursue a stronger focus on Power-based solutions and partner with multiple x86 vendors, including Lenovo and Cisco.
Cautions
With the market strongly skewed toward general-purpose solutions based on x86 technology, IBM's market presence has become more niche-oriented with a focus on stack integration.
Despite the strong software focus, IBM has not yet achieved recognition as a vendor committed to the hyperconvergence category of the market.
New go-to-market partnerships with Cisco, Lenovo and other vendors are relatively unproven.
Lenovo
Strengths
Lenovo has a leading market presence and global coverage with its acquired System X business, existing ThinkServer and Wanquan server customers, and via its large network of channel partners.
Lenovo has maintained the enterprise credentials inherited from IBM's success in this market, such as SAP Hana certification with Lenovo Converged System.
Flex System enhancements, along with additional postacquisition partnerships like closer alignment with EMC, have played an important role in proving Lenovo's attractiveness as a partner provider and augmenting its integrated system strategy.
Cautions
Gartner inquiries and client surveys indicate a decreasing confidence in Lenovo's credibility as an enterprise vendor following the System X acquisition.
Lenovo must demonstrate that it can retain the staff and channel partners that have been inherited through the acquisition. It must also maintain its enterprise focus while shifting the focus of its business, including transitioning integrated systems to a volume-oriented market.
Lenovo must execute credible postacquisition roadmaps to demonstrate that the previous IBM investment in integrated system engineering and product innovation will not suffer under new ownership.
NetApp
Strengths
NetApp has a worldwide presence, a huge installed base, FlexPod success, sales bandwidth and partnership relationships.
Both FlexPod and Evo:Rail offer integration with the cloud.
FlexPod is designed to be hypervisor-agnostic, and is validated with VMware ESX, Hyper-V and XenServer. FlexPod will also work with bare metal when no hypervisor is suitable.
Cautions
Changes in NetApp senior management and losses of key personnel may portend future changes of focus in marketing and product strategies.
Cisco's new management team has de-emphasized its relationship with NetApp and may not be as emotionally invested in the business-to-business relationship as the old guard. The Cisco relationships with hyperconvergence vendors like SimpliVity and expanded partnerships with other storage vendors indicate a reduction in the strategic value of NetApp as a partner.
NetApp has a partner-dependent business model, making the company less attractive to customers who favor a more holistic, single-vendor solution, such as those from Oracle, IBM and HP.
Nutanix
Strengths
Nutanix has gained market credibility, established a worldwide presence with approximately 30% of revenue coming from outside of North America and built an installed base that provides significant upgrade and expansion revenue.
With the launch of Xtreme Computing Platform composed of Acropolis and Prism, Nutanix is now a complete infrastructure solutions company, providing its customers flexibility in their choice of hypervisors and cloud usage.
The Acropolis scale-out architecture, along with the ability to scale compute and storage independently, enables users to grow Nutanix deployments incrementally to meet application needs.
Cautions
Nutanix is no longer small enough for the established system vendors to ignore or dismiss, and will therefore confront tougher competition going forward.
Nutanix still lacks proven channel and support capability in some countries, so international users should validate these capabilities.
Many conservative IT organizations are reluctant to do business with privately held companies in the belief that they lack proven governance, transparency or likelihood of longevity.
Oracle
Strengths
Oracle offers a strong portfolio of integrated systems, with proven performance benefits for Oracle software workloads.
Oracle enables application owners to become effective buying centers and points of administration for its Engineered Systems.
Oracle has aggressive marketing, close alignment of its software and hardware strategies, and an opportunity to cross-sell and upsell into its installed base.
Cautions
Oracle's Engineered Systems are perceived as relatively expensive as they tie in server and storage infrastructure with Oracle software.
Gartner client inquiries demonstrate a continued fear of vendor lock-in of integrated software stacks, tied to hardware asset life cycles and varieties of licensing models (for example, Core, User and Enterprise License Agreement [ELA]).
Oracle's focus on creating SPARC/Solaris differentiation versus solutions based on Linux/x86 risks rebalancing the current dual platform equilibrium.
SimpliVity
Strengths
SimpliVity has been able to grow its value proposition from a foundation of project-based opportunities like VDI, to address an ever-broader variety of mission-critical use cases. This has developed from SMB/midmarket growth to increasingly displace existing enterprise Infrastructure.
The HCI modularity of OmniCube enables high scaling in small server/storage increments; and it has a highly innovative design that incorporates in-line deduplication and data compression at origin, and provides a global namespace and native virtual machine backup.
SimpliVity's management tools connect to existing management frameworks via standard APIs (vCenter/OpenStack), and wide-area support facilitates business continuity strategies and management of remote sites.
Cautions
Clients should validate the pre- and postsales capabilities of local channel partners (especially outside North America).
SimpliVity is more mature at selling to SMB/midmarket customers. For greater success in selling to enterprise customers, the company needs to prove a robust business case to displace existing solutions that address the HA and disaster recovery needs established in the enterprise portfolio.
Because shipments of OmniCube began in early 2013, the installed base is still growing from a foundation that was initially skewed toward projects like VDI. Users should qualify more complex use cases using relevant reference clients, preferably in the same vertical industry and/or region.
【西瓜哥觀點(diǎn)】
1、集成系統(tǒng)市場(chǎng)快速發(fā)展，特別是超融合系統(tǒng)尤其受到Startup公司青睞;Nutanix的榜樣作用使得資本也紛紛進(jìn)入這個(gè)市場(chǎng);
2、幾乎所有的服務(wù)器廠商都進(jìn)入了集成系統(tǒng)市場(chǎng)，存儲(chǔ)廠商代表EMC和NetApp很早就進(jìn)入這個(gè)市場(chǎng)，使得集成系統(tǒng)玩家眾多，競(jìng)爭(zhēng)加劇。
3、應(yīng)用為主導(dǎo)的集成系統(tǒng)，即ISS集成堆棧系統(tǒng)，由于用戶擔(dān)心被廠商鎖定，并沒有成為集成系統(tǒng)的最主流形態(tài)。
轉(zhuǎn)型的最終目的 -提質(zhì)降本增效
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