2010 01 09 51.98 29.70 5022.46 300 3480.13 3196.00 13267.44 5820.20 3-5 3-5 IT 4681 4181 3681 3181 2681 2181 090109 090409 090703 090923 091222 300 1 IT 2 IT 3 4 IT (8621)61038242 chenyh@gjzq.com.cn (8621)61038265 chengb@gjzq.com.cn (8621)61038271 zhuli@gjzq.com.cn 969 15A 200011 IT Gartner 09 IT 5.2% 10 IT 3.3% IT Gartner 2010 10 2-5 IDC IT 2012 423 27.3% IT 5.3%5 IT 4% 9% 1
SaaS IaaS SSD SaaS 1 2
2 3 3G - - - - - - - - - - - - - 3
... 6... 7... 7 IT... 10... 11... 13... 13... 14... 16 1... 2 2... 3 3... 3 4... 6 5... 7 6 IDC... 7 7 E... 7 8... 8 9... 8 10... 8 11... 8 12... 9 13... 9 14 IT... 10 15... 10 16 IT 10... 11 17 IT... 11 18... 11 19 09 11... 11 20... 12 21... 12 222009/2010... 12 23 2-5... 12 4
24... 13 25 IT 2012 423 27.3%. 13 26... 14 27... 15 28... 15 29... 15 30... 15 31SaaS... 16 32Google OS++SaaS... 16 33... 16 34... 17 5
3-5 1965 1980 1995 IT IDC IT 2012 423 27.3% 4 GDP 6
5 15 256 Big Cloud 0.5 Release 1024 Big Cloud 1.0 Release 2006.10 2007.3 2007.7 2008.3 2008.10 2008.12 2009.7 2009.12 2010.12 6 IDC 7 E 7
8 9 IBM (Parallel Computing) (Distributed Computing) (Grid Computing) C/S SaaS IT 10 11 Infrastructure as a Service IaaSPlatform as a Service PaaS Software as a Service SaaS IaaS (Utility Computing) ServePath GoGrid PaaS Google AppForce.com Azure SaaS 8
Salesforce.comgmailGoogle Map IBM 55% IaaS 27% SaaS 12 13 IT Google 100 1000 IBM 9
IT 5-7 10% 18% 35% IT IT 5-7 1G 15 10 14 IT 15 IT 2010 IT IT Gartner 2009 IT 3.2 5.2% 16.6%1.8% 3.5% 2010 IT 3.3% 3.3 4.5% 09 1-31.2% 11 49.3% 9 11 10
1010 31.3% 10 11.8 2.8 IDC IT 2010 10.8% IT 16 IT 10 3500 3300 3100 2900 2700 2500 6.04% -5.16% 2007 2008 2009 2010 Gartner IT 18 8% 6% 3.31% 4% 2% 0% -2% -4% -6% 17 IT 19 09 11 25,000,000 20,000,000 15,000,000 10,000,000 5,000,000 0 071 075 079 081 085 089 091 095 099 80% 60% 40% 20% 0% -20% -40% 1400 1200 1000 800 600 400 200 0 1-2 3 4 5 6 7 8 9 10 11 35% 30% 25% 20% 15% 10% 5% 0% CEIC Google Mail/Maps/Apps, Facebook, Flickr 11
20 21 IT 3 27.3% IT 5 IT Gartner IDC 2010 10 Gartner 2-5 222009/2010 Gartner 23 2-5 86% SaaS OA ERP IDC IDC IT 2008 162 2012 423 27.3% IT 5.3%5 IT 4% 9% 08 8 12 55 12
24 25 IT 2012 423 27.3% 45 40 35 30 25 20 15 10 5 0 1.5 0.8 2.9 1.8 9.2 3.4 3.8 5.5 7.6 22.0 2008 2012F IDCGartner 90 EMC VMware Red HatOracle SunIBMCisco IBMHP Google AT&TVerizon IaaS Rackspace GoGrid PaaS AzureGoogle App Force.com SaaS.Live Google gmailmap CRM Salesforce 13
26 --------- 2 3 IT IaaS ServePath GoGrid Rachspace Mosso Google AT&T Synaptic Hosting Verizon Gartner 09 18% 2012 1/3 14
27 28 Gartner PC Google Guanta Dell liunx IT IT IBM 29 30 SaaS Google SalesforceLinkedIn 15
31SaaS 32Google OS++SaaS 33 Cloud & Provider oracleibmj ERP PCERP linux PC IDC/CDN, IDC/CDN, SAAS ERP B2BPC 16
34 600410 600718 002065 IT IBM 31 21 7.16%5.5 49.25% 5 9.35% 4315 25.00%19 15.00% 7 10.00% 16 12 90-100%1 30% 220% 000977 600536 ERP 15% 42379.47 2699.32 91.80% 5.85% 2231.51% 70.43% 14.92% 14.18% PC intel oracle 600601 PC PCB PC 809.06%PC 7.5% PCB 636.7% PCB15 PCB 90% 600588 2125.3% 1424.45.7 15%1.6560% EPR 600804 300017, 100% IDCCDN CDN23.8%, IDC 156-16.70%IDC CDN3 35%3 86.31% 2.7397.79% 20.000.35-91.48% 3.4CDN 1.2 41.00%IDC 2.2 47.00%0.02-10.00% 17