IBM wave two rival "accidents" teamed up

Yesterday, IBM (191.16, 0.75, 0.39%) and wave group announced the cooperation, the two sides will be committed to the domestic customers and independent software developers to provide large data analysis and transaction processing solutions, giving them real-time access and use of massive information capabilities.

Cooperation: soft and hard combination of both sides

According to the announced agreement, IBM and wave Group Two companies will be in the Wave Shuttle K1 system running IBM DB2 and WebSphere Application Server software. In addition, the wave will use the OpenPOWER Foundation's reference design and capabilities to develop innovative system solutions. According to the public information, with the Wave K1 released early last year, as the national 863 plan "high-end fault" special achievements, it broke through a number of core technology and engineering technology practical problems, the establishment of a complete autonomous technology system.

Wave has said to rob IBM market share

For this cooperation, the industry feel very surprised, because the previous two companies in the server market is a direct competitor, and in China to speed up information security construction at the same time, the server market has become an important position for domestic and foreign enterprises, according to media reports, at the end of May this year, the wave in the national To rob IBM China of nearly 20% of the market, sit on the first position of Chinese service equipment, but also news that the wave has said to fully take over the IBM in the Chinese market server business, and this plan is called "i2i", meaning "IBM to Inspur." In addition, according to media reports, from the end of last year, nearly 100 IBM employees to the wave group, the staff including technology, channels, services and other fields, but the news was not confirmed by IBM and Wave group official.

Reason 1: Local manufacturers cannot fully take over

For this cooperation, the industry believes that it is in China to increase information security in the context of the construction of foreign and local manufacturers from their respective market demand and decided. In the area of hardware, "to IoE" (that is, local manufacturers to replace IBM, Oracle, EMC) accelerated, from the data, the first quarter X86 server shipments before the top three is a wave, 80,900, accounting for the market 19%; Dell, 71,300, accounting for 17%; Huawei, 70,400 units, accounting for 16%.

But insiders believe that at present in high-end servers, China's domestic brands can not fully replace the foreign brands, many financial institutions are still using the Foreign brand server. The industry said that the financial institutions to change is also gradually, because the whole change, the risk is greater. At the same time, the domestic server market competition in addition to foreign brand pressure, local manufacturers are also very competitive.

Reason 2: Foreign brands need the Chinese market

For foreign technology enterprises such as IBM, the acceleration of China's information security construction is actually a huge market opportunity, IDC predicts that the large data technology and services market in China's composite annual growth rate will reach 38.7%, from 165.5 million U.S. dollars to 2017 of 850 million U.S. dollars. But how to speed up the replacement of foreign brands in China's large background, to gain more market opportunities, the test of many foreign brand strength.