在年終預(yù)測時(shí),,許多針對(duì)科技產(chǎn)業(yè)的預(yù)言要么是不切實(shí)際,要么枯燥乏味,;要么異想天開,,要么顯而易見。
在過去幾年里,,IDC發(fā)布的報(bào)告大體上避免了這種文體的常見問題,,可以為理解科技產(chǎn)業(yè)的趨勢(shì)和走向提供有益的框架。這家科技研究公司本周二推出了它對(duì)2015年的預(yù)測,,17頁的報(bào)告中數(shù)據(jù)和分析都很詳實(shí),。跳出細(xì)節(jié)之外,報(bào)告中揭示了兩個(gè)較為宏大的主題,。首先是中國,。最近關(guān)于中國經(jīng)濟(jì)的報(bào)道和評(píng)論,,關(guān)注的問題都是增長放緩及面前的挑戰(zhàn)。
“但在信息技術(shù)領(lǐng)域,,恰恰相反,,”IDC首席分析師弗蘭克·金斯(Frank Gens)在接受采訪時(shí)說。“中國的科技產(chǎn)業(yè)有一個(gè)飛速發(fā)展的國內(nèi)市場,。”
IDC估計(jì),,截至2015年,中國的智能手機(jī)總銷量將達(dá)到5億臺(tái),,是美國銷量的三倍,,約占全球總銷量的三分之一。中國市場出售的智能手機(jī),,大約85%會(huì)是由中國國內(nèi)廠商生產(chǎn)的,,如聯(lián)想、小米,、華為,、中興和酷派。
中國國產(chǎn)智能手機(jī)品牌的實(shí)力越來越強(qiáng),,外國品牌的處境會(huì)更加困難,,三星(Samsung)最近緩慢的增長和盈利表現(xiàn)就顯示了這一點(diǎn)。
明年中國的互聯(lián)網(wǎng)用戶將會(huì)達(dá)到6.8億人,,即美國的2.5倍,。而且在全國性戰(zhàn)略“寬帶中國”的推動(dòng)下,中國的互聯(lián)網(wǎng)用戶人數(shù)肯定還會(huì)繼續(xù)增長,。這一戰(zhàn)略打算為中國95%的城鄉(xiāng)人口提供高速寬帶網(wǎng)絡(luò)連接,。
總體而言,中國2015年在信息和通訊技術(shù)方面做出的投資將會(huì)超過4650億美元(約合2.86萬億元人民幣),,較上年增長11%,。全球科技產(chǎn)業(yè)的增長,將有43%來自中國市場,。
IDC報(bào)告中的另一個(gè)主題是老技術(shù)向新技術(shù)過渡的步伐會(huì)加快,。IDC估計(jì),科技和電信方面的總體支出在2015年會(huì)有3.8%的適度增長,。然而總體的數(shù)字無法反映深層次的趨勢(shì),。IDC預(yù)測,在該公司所說的“第三平臺(tái)”技術(shù)(云端,、移動(dòng),、社交媒體和大數(shù)據(jù))中,支出增長會(huì)達(dá)到13%。IDC稱,,與之相對(duì)比,,老技術(shù)將會(huì)面臨零增長,“接近衰退”,,到明年下半年“將會(huì)完全轉(zhuǎn)向衰退”,。
IDC所說的“第三平臺(tái)”與另一家大型研究機(jī)構(gòu)高德納(Gartner)的一種說法頗為相似,即正在席卷整個(gè)產(chǎn)業(yè)一種“力量聯(lián)結(jié)”(nexus of forces),。高德納這個(gè)概念的組成部分與IDC的幾乎完全相同,,只是運(yùn)用的名詞略有差異——社交互動(dòng)、移動(dòng)性,、云端和信息,。按照IDC的分類,第一平臺(tái)是指貫穿上世紀(jì)60年代至80年代的大型機(jī)時(shí)代,。第二平臺(tái)包括個(gè)人電腦和互聯(lián)網(wǎng),,從上世紀(jì)80年代一直延續(xù)到大約2005年,。
云計(jì)算的數(shù)據(jù)中心是移動(dòng),、社交、大數(shù)據(jù)等其他第三平臺(tái)技術(shù)的引擎室,。而建造這種云計(jì)算的動(dòng)力源泉,,成本卻越來越高,風(fēng)險(xiǎn)也越來越大,。IDC預(yù)測,,2015年這個(gè)領(lǐng)域會(huì)發(fā)生洗牌。
這個(gè)領(lǐng)域的領(lǐng)頭羊會(huì)繼續(xù)投資和增長,,而IDC指出,,領(lǐng)導(dǎo)者包括亞馬遜(Amazon)、谷歌(Google),、微軟(Microsoft)和IBM,。金斯表示,“但我們會(huì)看到很多企業(yè)退出這一領(lǐng)域,,許多公司會(huì)放棄云計(jì)算基礎(chǔ)設(shè)施的業(yè)務(wù),,專注于它們擅長的業(yè)務(wù)。”
一些公司可能不再會(huì)利用自身的計(jì)算資源對(duì)外提供云計(jì)算服務(wù),,他說,,可能這樣做的公司包括惠普(Hewlett-Packard)及電信企業(yè)。金斯表示,,云端商務(wù)軟件領(lǐng)域的領(lǐng)導(dǎo)者Salesforce,,或許會(huì)打算與一家建設(shè)云計(jì)算數(shù)據(jù)中心的大型企業(yè)合作。他補(bǔ)充道,,這樣做Salesforce就可以將自身的資源專注于軟件——就像德國軟件廠商SAP與IBM的合作一樣,。
盡管一些企業(yè)會(huì)退卻,,但是IDC預(yù)計(jì),中國可能會(huì)催生一兩家大型的云計(jì)算競爭對(duì)手,。中國處于主導(dǎo)地位的電子商務(wù)企業(yè)阿里巴巴,、中國搜索引擎百度,或者中國最大的社交網(wǎng)絡(luò)騰訊,,可能會(huì)在建設(shè)數(shù)據(jù)中心供自身使用的基礎(chǔ)上邁出一步,,對(duì)外提供云計(jì)算服務(wù)。亞馬遜和谷歌都采取過類似的策略,。
“在巨大的國內(nèi)市場推動(dòng)下,,”IDC預(yù)計(jì),未來三四年里,,“這三家基于云計(jì)算的巨頭中,,會(huì)有至少一家對(duì)亞馬遜、微軟,、IBM,、谷歌及其他企業(yè)發(fā)起挑戰(zhàn)。”(中國進(jìn)出口網(wǎng))
In the year-end predictions game, most technology forecasts tend to be either blue sky or boring, flights of imagination or a firm grasp of the obvious.
For the last several years, IDC has published prediction reports that generally avoid the pitfalls of the genre, and offer a useful framework for thinking about the trajectory of trends in technology. The technology research firm’s predictions for 2015, published on Tuesday, come in a 17-page report that is rich in numbers and analysis.
Beyond the detail, a couple of larger themes stand out. First is China. Most of the reporting and commentary recently on the Chinese economy has been about its slowing growth and challenges.
“In information technology, it’s just the opposite,” Frank Gens, IDC’s chief analyst, said in an interview. “China has a roaring domestic market in technology.”
In 2015, IDC estimates that nearly 500 million smartphones will be sold in China, three times the number sold in the United States and about one third of global sales. Roughly 85 percent of the smartphones sold in China will be made by its domestic producers like Lenovo, Xiaomi, Huawei, ZTE and Coolpad.
The rising prowess of China’s homegrown smartphone makers will make it tougher on outsiders, as Samsung’s slowing growth and profits recently reflect.
More than 680 million people in China will be online next year, or 2.5 times the number in the United States. And the China numbers are poised to grow further, helped by its national initiative, the Broadband China Project, intended to give 95 percent of the country’s urban population access to high-speed broadband networks.
In all, China’s spending on information and communications technology will be more than $465 billion in 2015, a growth rate of 11 percent. The expansion of the China tech market will account for 43 percent of tech-sector growth worldwide.
Another theme in the IDC report is the quickening pace of the move from older technologies to new ones. Overall spending on technology and telecommunications, IDC estimates, will rise by a modest 3.8 percent in 2015. Yet the top-line numbers mask the trends beneath. IDC predicts there will be growth of 13 percent in what the research firm calls “3rd platform” technologies (cloud, mobile, social and big data). By contrast, older technologies will face a no-growth “near recession,” according to IDC, and “will shift fully into recession” by the second half of next year.
IDC’s 3rd platform is similar to what Gartner, another big research firm, has called a “nexus of forces” sweeping through the industry. (Gartner’s ingredients are virtually the same as IDC’s with slightly different labels — social interaction, mobility, cloud and information.) The 1st platform, in IDC’s taxonomy, was the mainframe era, running from the 1960s into the 1980s. The 2nd platform included personal computers and the Internet, and began in the 1980s and ran through the middle of the first decade of this century.
Cloud-computing data centers are the engine rooms of the other 3rd platform technologies of mobile, social and big data. Building these cloud power plants is increasingly a costly, high-stakes endeavor. In 2015, IDC predicts, there will be a winnowing.
The leading players will keep spending and growing, and IDC identifies the leaders as Amazon, Google, Microsoft and IBM. “But we’ll see a lot of dropouts, as companies pull back from cloud infrastructure and focus on what they’re good at,” Mr. Gens said.
Candidates to dro out of delivering computing resources as a cloud service, he said, include Hewlett-Packard and the telecommunications companies. Salesforce, a leader in cloud-based business software, may want to do a deal with one of the big builders of cloud data centers, Mr. Gens suggested. That way, he added, Salesforce could concentrate its resources on software — as the German software maker SAP did recently in a deal with IBM.
But while some retreat, China will likely produce a major cloud rival or two, IDC predicts. Alibaba, China’s dominant online merchant, Baidu, the Chinese search engine, or Tencent, China’s big social network, might well move beyond building data centers for their own use to supplying cloud computing as a service — the path taken by both Amazon and Google.
“Driven by their massive domestic market,” IDC predicts, “one or more of these Big Three cloud-based giants will challenge Amazon, Microsoft, IBM, Google” and others over the next three to four years.