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Contractor:
2010 / 12 / 31
Cloud Computing Industry
Recommended Industries
Recommended Industries
for
for
Foreign
Foreign
Investment
Investment
in Taiwan
in Taiwan
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Copyright 2010 ITRI
Industry Definition and Scope
Vendor/Research
Institute
Definition
Gartner
A style of computing where
scalable and elastic
IT-enabled capabilities are
provided as a service to external customers using
Internet
technologies
IDC
Cloud computing can be considered a
highly elastic
and
extensible
computing
center that provides users with applications they require and
billed according to
the amount of resources used
.
Forrester
Cloud computing is a
computing network platform
with
on-demand
IT
capabilities that can be requested, supplied, delivered and consumed over the
Internet
.
Cloud computing = All the required application software and resources are
stored on the
Internet
and can be accessed through the browser on any device.
IBM
Cloud computing can be considered a style of computing. The computing
resources are
dynamic, easily scalable
,
virtualized
and are often provided over
the
Internet
. The user does not need to understand the details of the "Cloud"
infrastructure, does not need to be equipped with the relevant professional
knowledge and does not need to have direct control either.
Source: IBM； IDC； Forrester； Google； Gartner； IEK (2010/01)
Provided as a service:
All the IT resources required by the user (applications, development tools and
computing resources i.e SaaS, PaaS, IaaS) are provided to the user over the Internet. The user does not need to
purchase or maintain the hardware and is only billed on the resources used.
Improve the effectiveness of existing IT architecture:
Use the introduction of virtualization
technology to allow dynamic allocation of IT resources so the user can realize centralized administration,
improve system utilization, reduce energy consumption and ultimately reduce costs.
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Copyright 2010 ITRI
Current state and trends in the global and Taiwanese market
The above projections only cover the Public Cloud Service (IaaS, PaaS, SaaS) and do not cover the conversion of internal IT architecture by businesses.
The majority of growth in the IaaS and PaaS market between 2008 and 2010 came from the adoption of cloud services by new
startups and small users. More concerns over cloud introduction among medium and large enterprises means growth will begin to slow in 2010.
SaaS service is the main source of growth in cloud services. Between 2009 and 2011 the main market was in non-core operations.
Improvements in virtualization and IT security technologies in the second half of 2011 are expected to drive new growth in the
overall services market.
The industry output from architecture conversion is still counted as part of On-premise IT spending. Initially, the main hardware demand will come from cloud service providers' data centers with demand from SaaS service providers growing at the fastest rate. Next is the demand from conversion of IT architecture by SMEs.
IaaS is the main source of revenue in the Taiwanese cloud services market, accounting for 91.2% of the overall Taiwanese service market in 2009.
SaaS has market growth potential but was worth only NT$490 billion in 2009, or just 8.8%.
Projected output of the global cloud services industry,
2008 - 2013
0.00 10.00 20.00 30.00 40.00 50.00 60.00 2008 2009 2010(e) 2011(f) 2012(f) 2013(f) SaaS PaaS IaaSProjected output of the Taiwanese cloud services industry,
2006 - 2010
Source: ITRI IEK (2010/06)
Source: ITRI IEK (2010/06)
NTD:MILLION
Note: IaaS includes server hosting, remote backup and SOC service; SaaS covers any software leasing services that are provided on-demand over the network Source: MIC. 2009/05
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Copyright 2010 ITRI
Division of labor in the Taiwanese and global industry chain
Datacenter
Hardware Virtualization System Integration Management Tool / OS Operations IT Outsourcing
Platform OS/Software
Platform Equipment Terminal Application Providers Application Server 英業達 緯創 華碩 神達 技嘉 凌華 Server IBM HP Dell Networking Cisco HP Juniper Brocade NEC Networking 智邦 達創 建漢 廣達 Virtualization VMware Citrix Xen Microsoft IBM Data Center Planning Rackable Liebert (力博特) Adaptivity SI IBM VMware HP Cordys System Management IBM VMware Novell VMops Abiquo Hosting Amazon IBM Navisite Rackspace GoGrid OS/Software Platform IBM Microsoft Oracle Google Commercial Software IBM Microsoft Oracle Google Salesforce Symantec NB HP Dell Sony Lenovo Toshiba Fujitsu Mobile Phone Nokia Apple Samsung LG Blackberry Disk Array 喬鼎 世仰 廣盛 普安 Power supply 台達電 康舒 全漢 Other (Non-ICT) 新光保全 SI 敦陽 關貿 聚碩 中華系統整合 華電聯網 晉泰 統一資訊(Retail) 騰雲 財金(Financial) 精誠(Financial) 凌群 System Management ITRI (End of 2010) Hosting 中華電信 (是方電訊) 遠傳 精誠(金融) 凌群 安碁 英業達 SeedNet NB Acer ASUS MSI Mobile Phone Acer ASUS HTC General Software Microsoft Google Commercial Software 趨勢科技 General Software 訊連科技 Hardware consists mainly of ODM and OEM. Lacking in hardware system integration capability. Lacking in cross-industry IT consulting capability. Tend to be small companies specializing in specific industries.
Has advantage in cost (hardware, networking) but is lacking in system management capability.
Too far behind large vendors in business software market share and R&D capability. Gap in domestic industry chain
Gap in domestic industry chain
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Copyright 2010 ITRI
International Comparison of Foreign/Overseas Chinese Investment
Advantages in Taiwan - Cloud Computing
Encourage foreign investment Encourage overseas investment Tax incentives
2
2
2
4
3
Government incentives and support Policy
4
1
2
3
3
Completeness of upstream/downstream industry chain Support system Cost of capitalAvailability of professional expertise (incl. international expertise)
Accessibility for transportation and logistics
3.5
2
2
4
3
Accessibility to water/electricity Production factorsProduct yield rate
New product development rate Specification definition
Technical innovation
Control of key technologies
3
1
2
3
3
R&D capability TechnologyDomestic market threshold Control of international channels National product quality image Domestic market growth rate Domestic market size
4
1.5
2
3.5
3
Total exports (incl. China)
Market China Hong Kong Singapore Korea Taiwan Sub-indicators (scoring guide)
Aspect
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Copyright 2010 ITRI
Advantages of the Taiwanese cloud industry and attractions for
overseas/compatriot investors
Industry advantage
–
Complete ICT hardware industry cluster
• Leading global OEM and ODM vendors for server and networking hardware
• Local hardware vendors have a long relationship with top international cloud vendors
–
Shares a common cultural background with the world's largest domestic
market - China
–
Stable political-economic environment
Attractions for overseas/compatriot investors
–
Joint R&D in cloud hardware is fundamental to cloud development
• Cloud data center construction is fundamental to providing cloud services • Data center hardware must be adjusted according to software or business needs
• Hardware vendors are an important channel for cloud service/product sales. VMware and Microsoft, for example, sell virtualization software through server vendors.
–
Stability of the political environment affects vendor control over data
• IT security regulations and protections vary greatly between countries and this affects the vendor's business model
• Google's threat to withdraw from China showed how national policy has a major impact on vendor control over
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Copyright 2010 ITRI
Industry opportunities: Rapid expansion of data centers and
burgeoning demand from the Asian market means Asia is a
key future market for cloud
Cloud data center R&D/Design center Operations center
