The impact of the PRISM program on electronic monitoring in the United States on the information industry is gradually being fermented

The impact of the "PRISM program" of electronic eavesdropping on the information industry in the United States is gradually being fermented.

Recently, the State Council said it would review the technology companies operating in China, and recently the government has given a response in various aspects, mainly the domestic substitution of the information industry. Recently, there have been reports that Chinese authorities are studying and evaluating whether IBM's large servers ' monopolistic status in the domestic financial sector will adversely affect national financial security, and will take measures to gradually expand the use of domestic large-scale servers in commercial banks.

Data from Gartner, a market research firm, showed a sharp increase in server shipments by Chinese manufacturers in the first quarter, benefiting from a 18% per cent year-on-year increase in shipments in the Asia-Pacific region, while shipments from other regions declined year-on-year.

Industry analyst Patrick Mollheide said that in recent years the trend in server procurement has shifted, and China's cloud computing service providers are currently building large data centers and sourcing servers through local vendors rather than large companies abroad. Companies like Facebook, Google and Amazon around the world have bypassed server vendors, purchasing hardware from companies such as Quanta, and causing a drop in U.S. regional server shipments.

But it staff in many industries say it is not easy for the core system to achieve domestic substitution. "Domestic substitution still needs time, and because the system is more complex, the enterprise to replace is not once can be completed." "says one bank insider.

Growing fast

For a long time, foreign companies with obvious technology and channel advantages occupy huge market share in High-tech fields such as IBM, EMC, Oracle, etc. The server market, IDC data shows that IBM power BAE in China's UNIX server market share for 15 consecutive years, the fourth quarter of 2012 has reached 76%, meaning that the current UNIX server market in IBM, 2~ It will be difficult to show a threat to its rivals in 3 years.

But changes have taken place in recent years.

"This trend is partly due to the information security dispute between China and the United States, and on the other hand, domestic servers are cheaper." Gartner analysts say Chinese companies are building infrastructure, which drives demand for servers. In other markets in the Asia-Pacific region, server demand for unknown vendors is growing. The increase comes mainly from Chinese manufacturers Huawei and wave Electronics, the two companies ranked fourth and five in the first quarter, after HP, Dell and IBM.

Huawei's server shipments have been in the top five for more than a year, and the wave is the first five. The wave develops blade servers, rack servers, and supercomputers, and is known for its participation in the development of super computers in China's Tianhe second.

Gartner reported that the first quarter of this year, the wave of server shipments to 80929 units, an increase of 288.7% per cent. Huawei's shipments to 85919 units, an increase of 61% per cent year-on-year. HP, ranked number one, shipped 534652 units, down 7.9%. Dell shipments of 464141 units, down 10.1% year-on-year. IBM's largest landslide, shipments fell 27.8%, to 166311 units.

Globally, the first quarter of the server market revenue fell 4.1% to 11.3 billion U.S. dollars. HP, IBM and Dell's revenues ranked top three, but all showed a downward trend.

Can you get a good connection?

At present, major industries in the domestic use of foreign multinationals in a large number of software and hardware, Cisco, IBM, Google, Qualcomm, Intel, Apple, Oracle and Microsoft, "eight King Kong" entrenched in various fields.

The core system of 90% of domestic banks is IBM, a financial institution IT department told reporters.

As early as 2013, Shang Fulin, chairman of the CBRC, put forward an autonomous controllable strategy at the "Information Technology risk Management 2012 annual meeting and the top steering committee of the Banking Information technology risk management", and gradually cracked the problem of "core technology controlled".

However, many financial institutions believe that the core system of the banking industry to "go to IBM" is a difficult thing: first, the lack of alternative technology at home, and second, the bank to replace the core system can not be completed overnight.

Communications industry is also facing the binding and impact of foreign companies.

Operators have told reporters that the telecommunications industry to "go to IoE", you have to replace the system, you have to import the existing data into the new system, and now the operator's data is many, complex and chaotic, each province has a large number of their own systems, the provincial system is not through, the provincial system is not related to each other. A carrier's provincial company plans to have a large data system, but after 9 months of efforts, just completed the last six months of the integration of broadband uplink data, data, miscellaneous, chaotic features can be seen.

According to media reports, 27th, the domestic Enterprise Wave group announced an internal market plan "i2i" (IBM to Inspur), which is the wave group for the IBM market, IBM Marketing System launched a comprehensive infiltration, cut, take over the market, involving a common server, host system, Cloud computing large data, High-performance computing product line, covering industry development, excellent drainage development, project migration, personnel acceptance, such as a number of subdivision plans.

"Domestic companies from the strength of the efforts and international standards, if it is a non-core system, such as some customer service software, or other aspects of the hardware, it should be easier to achieve domestic substitution, but if it is the core system, still face a big problem." "The operators told reporters.

In his view, the carrier's IT system after a long period of accumulation of IBM and Oracle formed a strong dependence on the conversion of domestic, first of all, it is difficult to change the concept of its own IT maintenance personnel, the challenges and sacrifices are very large, but also lack of decision-making level of support.