Why is the wave cloud strategy different?

Since positioning in the "Technology and application", it is inevitable to talk about the industry trends, release strategies and new products, to show users their own strength, by the way to engage in customer relations, retreat to the future judgment, almost all it vendors technical summits.

So what will the tide say and how?

A day and a half of the assembly, listening to the general feeling that the tide wants to do is three things: continue to seize the opportunities created by new technologies (mainly cloud computing and large data), build systems of integration, develop ecosystems, and penetrate industries to make solutions.

These two years of external environment conducive to the tide, such as stock basically turned over. The tides here include wave information and wave software, which is a two listed company, one with hardware, one software-oriented, and excluding other businesses under wave groups.

The market environment mainly comes from the voice of "domestic security controllable independent innovation". The tide also enlarges the input force, has engaged in a series of dazzling market activity, positively responds to the market change.

Whether from the revenue, core products, visibility and market share, the wave and international manufacturers are too far away. Short board is no software platform, no hardware common platform, no first-class technical reserves.

Fortunately, the wave advantage lies in the local market more than 20 years, to understand the user, and industry (especially the government) good relationship. In these two years of environmental guidance, the wave of the "single product" breakthrough approach, to achieve "leapfrog" development, representing products to K1 and Scorpio machine cabinet server-oriented.

The tide needs to make up is, how in the big environment, avoids the technical short board, constructs own ecology circle unceasingly, increases oneself in it the core value point, lets more user approbate, this is afraid is the wave wants to express, also is doing the thing.

Wave Group chairman and CEO Sun Pi strategic positioning in the "Sea of clouds", including four levels: Cloud center, cloud services, cloud security, Cloud partners. The wave of "Sea of clouds" incorporates clouds and large data, including the construction of cloud environments and the value of applications around data.

Security is not the advantage of a wave. But the tide must be to the safe sound, this is also the positive feedback to the market environment. At the same time, the main partner of the Conference is also a security manufacturer-Qihoo 360.

Sun Pi wants to expand the cloud computing that currently accounts for 5% of revenue to 25%~30%. He paints a picture of future scenarios where the user's business is running on the cloud, followed by data consolidation, and ultimately business innovation based on data generation. Another implication of this "three-step" is that users need to build a unified data platform, comb the data, use the data, and make the data valuable.

In the future, the tide may do more articles on the data, after all, this is the most valuable, but also the future trend.

There is nothing special about the strategy of wave release, nor is there any obvious deviation from the direction of the industry. Cloud computing does make all vendors at the same starting line, but some manufacturers choose to build hardware IT infrastructure, continue to sell boxes, some vendors go farther, looking for data value, and some vendors offer a variety of integration solutions, like selling various tools.

Who will win?

All it vendors are focusing on the integration of IT infrastructure, hoping to control value points.

Tides are no exception.

Wang Endong, executive president and chief scientist of Wave group, believes that "hardware refactoring + software definition" is the trend and outlines the three phases of "fusion architecture". The first phase is the centralization and modularity of the non-IT resources component, the second stage is to reconstruct the I/O module, to realize the initial fusion and pooling of computation, storage and network, and to meet the needs of the business with the part of software definition. The third stage is all it resource pooling, hardware random combination, The system can automatically perceive the business and realize the business automation.

On the hardware, the wave product line is complete, has the massive storage, the high performance computation, the shuttle K1 system, faces the Internet industry smartrack product as well as the ordinary four way, the eight server.

Wang Endong that the second phase of the interim, to achieve the third phase will take several years, the tide is starting to prepare, and the corresponding products and solutions. Prepare for the future.

Wave no network and related products, there is no overall solution, this is the hardware product line deficiencies.

The layout of the wave is that the high-end server to K1 as the core, gradually set up an ecological circle, Rob IBM, HP's small machine market. This would avoid Lenovo's low-end market after acquiring IBM servers, and it would continue to consolidate and expand its 40% per cent market share by keeping the internet industry in the grip of the Internet's fast-growing dividend.

With the core products, the wave can build their own industrial chain. The most obvious is the industrial chain built around K1.

SAP database, IBM DB2 database and WebSphere middleware, Red Hat and so on and the tide cooperation. Wave to do the underlying architecture, chips, operating systems, middleware, database, application software to partners to do, to form a complete solution.

The wave of domestic host alliance system from the first 20, 38, developed to today more than 60. Wave of homeopathy set up a host technology standard certification system, there are 130 kinds of basic software at home and abroad, 100 kinds of ISV application software through the shuttle K1 technology certification.

Another industrial chain is the Smart Rack machine cabinet server around the internet industry. The server is customized for the internet industry. Wave is also the "Scorpio Plan" technical specifications of the main participants, not only to defend the wave of the industry, but also the rapid development of the industry to give high hopes.

Including the Internet Conference held in Guangzhou in September this year, clearly shows the wave of full force of the Internet enterprises, customers have suning, cool pie, I bought the net. In the product technology end, the tide continues and Baidu, Alibaba, Tencent and other giant Internet enterprises further customized more advanced machine cabinet server, but also began to NetEase, Sohu, 360 and other Internet enterprises to provide personalized customized products.

Another line is the industry chain of Wave software. This is focused on the wisdom of urban construction innovation and application of the "Wave Cloud Intelligence alliance", a total of 37 well-known it enterprises to participate. Wave software propaganda, which plays an important role in establishing the model of innovative application of Chinese intelligent city. ”

With alliances, the wave can focus on the product's standards and firmly control the core value points of the product chain.

There is no crisis at the moment, and the crisis comes from the future (right nonsense).

Products and Technologies. Wave in the fusion of some products are missing, such as network, virtualization, computing power, middleware. These are the key points of the "converged" IT infrastructure. It does not say that the tide must possess these products, but that, in this trend, how should the tide choose its own strategy? It is not enough to simply put forward the "Sea of clouds" strategy.

Platform value. How to tamp the value in the industrial chain and build the ecological circle? The core of this industry chain is software platform, hardware platform or chip. Tide in K1 and Scorpio server leader, how to firmly control the direction of the industry chain, but also need to work hard.

Software value. How does the tide hold the data in your hand? Although the wave strategy includes mining data value, it needs to be accumulated and the impact of software products needs to be observed. It is hard to say whether the wave will buy, merge or invest in such data companies.

Industry understanding ability. Wave proposed "industry cloud" has been for many years, but has been feeling is a shallow level, rather than for the specific needs of the industry, compared to Ufida, Neusoft, soft and other friends, the gap is not a bit.

The value of the organizational structure. Wave current organizational structure is product-oriented, non-customer-oriented, which causes internal communication costs, and unnecessary friction. How to form a matrix-type linkage and establish a user-centric organizational structure is a great consideration for the wave.

Overall feeling, the wave in this year's user assembly, is bound to take cloud computing as a cut, continue to do a few core products platform, build (integrate) ecosystem and industrial chain, increase the stickiness of key industries, for the future "data-driven industry" to prepare.