2012 01 04

1.

2.

3.

4.

5.

6.

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IBMOracle
IBM

(8639)10702427
zhaogd@gjzq.com.cn
SAC S1130511080002
(8621)61038267
yihh@gjzq.com.cn

-1

................................................................................ 7
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.................................. 8
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.......................................................................... 10
.................... 11
PC .................................. 11
.................................... 12
......................................................... 12
App Store ................................................................................ 12
............................................................. 14
.................................................................................................... 14

........................ 15
............................................................................... 15
Oracle ....................................................................... 19
IBM ......................................................................................... 20
.................................................................................................... 21

............................... 22
............................................................. 22
Opera Solutionss ............................. 22
SAS ................................................................... 24
............................................................. 24
.......................................................................................... 25
.................................................................................................... 30

........................................................................................ 31

1 ............................................. 5
2 Opera ......................................... 5
3 ...................................................................... 6
4 ........................................................................................ 7
5 .................... 8

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6 PC ........................................... 8
7EB/........................................ 8
8............................................................ 9
9CPU .................................................... 9
10 2011 2.5
................................................................................. 9
11 .................................. 10
12 ......................................... 10
13................................................. 10
14.......................................................................... 12
15 ............................................................... 12
16AppStore.................................................... 13
172010 AppStore .................................................... 13
182010 AppStore ......................................... 13
19........................................................ 14
20 ........................................................................................ 14
21 ............................................................... 15
22, IBMOracle
...................................................................................................................... 16
23........................................................ 17
24Linux ........................................... 18
25 16.25% ............................ 18
26 Hadoop ............................................. 18
27 .................................................... 18
28FaceBook ........................ 19
29Oracle .............................................................. 19
30 Oracle .................. 19
31IBM .................................. 20
32OracleIBM
.................................................................................................... 21
33 ..... 21
34 .................................................... 22
35
...................................................................................................................... 23
36 Opera Solutionss
............................................................................................................... 23
37 SAS 2010 24.3 ............................................... 24
38SAS .............................. 24

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3951% 27%
............................................................................... 25
40 CIO ....................... 25
41 ................................................................................. 26
42............................... 27
43 ......................................... 27
44 ............................................................... 28
45 .................................................................. 29
46Gartner 2011 ............ 30
47 ........................................................... 31
48 EPS .................................................................... 31

-4

2 Opera

-5

1,2
1,2
3
3
3
3
3
3
1
1
2
3
3

GIS

-6

4 V
TB PB

1
4 VVolumeVarietyValueVelocity

PC

RFID

MES

-7

2011
PC 3
2012
1024*1024*1024GB 3000 32G Ipad

6 PC

7EB/

KPCB

50 CPU
60 1
1M 1 1G

-8

9CPU
/

10000

10000000
1000000

1000

100000
10000

100

1000
100

10

10
1

0.1
0.01

0.1

0.001
0.0001

0.01
1970

1975

1980

1985

1990

1995

2000

2005

2010

0.00001
1960

1965

1970

1975

1980

1985

1990

1995

2000

2005

2010

Plattner and Zeier, In-Memory Data Management, 2011, p. 15-16; *

Driscoll, Big Data Now;

12 26
2012
2015 20M 4M
2011 11 1.55 3G
1.19 IPTV 1100 4000 2012
5.5%

10 2011 2.5

DCCI

-9

11

12

7 /
6 / 3.8 /

13

3000

0.7%

2500
3500
0.5%

1000

7000

60%
0.5%~1.0%

50%
7%

- 10

DNA

the power of low end

DNA

PC

DNA

- 11

14

Google

360

QQ

Google+

SNS

DNA

15

10

App Store

- 12

2800

AppStore
AppStore

360
AppStore
AppStore

16AppStore

DISTIMO

12 App Store
180 Android Market 100

172010 AppStore

182010 AppStore

DISTIMO,

AppStore

Appstore
AppStore

AppStore

- 13

19

,,

, 0

10%

20

+
SNS

- 14

21

1,2

1,2

1000
1000

SNS

IBMOracle
IBM

FacebookGoogle

IT

Linux
Redhat
Hadoop

facebookGoogle

- 15

22, IBMOracle

Ninja

- 16

23

ERP

CRM

/
OS

PDF

- 17

24Linux

25 16.25%

Ninja

Google GFSGoogle Hadoop

Google
Linux

Hadoop

26 Hadoop

27

LUCID

- 18

28FaceBook

LUCID

Oracle

29Oracle

2011 6 28 Oracle Exadata

1000 Oracle 2010 , 28 Exadata
2011 60

ExaData
Oracle
Sun

30 Oracle

ERP
200412

Peoplesoft

CRM

20059

CRM
Siebel

20081

BEA

Warehouse
Data Mart

20074

HR

20094

SUN

Google

Oracle

PeopleSoftSieble

- 19

SAP

31IBM

HooverOnesourceFactiva

2008 BEA
IBM 2009 SUN
Oracle
ExaData

IBM

IBM IBM
IBM

IBM
IBM 1992
PC IBM IBM

IBM
IT
IBM IT

- 20

32OracleIBM

Oracle
IBM

Google

33

Vision

- 21

34

--

--

--

--

--

--

--

--

--

--

--

--

Opera
Solutionss
SAS
30

GIS
TMT

Opera Solutionss

Opera

- 22

35

36 Opera Solutionss

- 23

Opera Solutionss 2008

Opera

Opera

Opera
8500
3

SAS

SAS 50,000
SAS

SAS

SAS 424 10,000

SAS 40,000
500 94%

37 SAS 2010 24.3

38SAS

, 3%

, 3% , , 2%
2%

, 4%
, 5%
, 6%

, 42%

, 7%
,
11%
,
15%

Opera SAS

Economist Intelligence Unit Survey 51%

36% 27%
24%

GoolgeAmazonFacebook

- 24

3951% 27%

Economist Intelligence Unit Survey

IBM
CEO

40 CIO

IBM

- 25

Opera

Opera
TMT

PE

41

- 26

42

SQL:
OLAP

43

SQLmapreduce:

- Forrester analyst Jim Kobielus

- 27

Opera Solutions
MapR
Zettaset
Cloudera
ParAccel
DataStax
Neo Technology
Datameer
MISO
GoodData

2011/9

2011/11
2011/6
2011/11
2011/9
2011/5
2011/12
2011/8

$
8400
2000
300
4000
2200
1100
1060
925
400
1500

B
C
B
A
B
B
A

44

Quantivo

MapR Hadoop
Hadoop

MapR Hadoop

Zettaset
CLOUDERA
IT

Hstreaming Hadoop

Microsoft

SAP
ParAccel

SAP ERP

Vertica

Apache Hadoop SQL Azure Hadoop

SAP HANA

Vertica

Opera
Solutions
Quantivo
ACXIOM
MapR
Technologie
s
Zettaset
Cloudera
HStreaming

VERTICA

PERVASIVE

GoodData

saas

EMC

EMC

Kognitio

FirstRain

HP
Teradata
Kognitio
FirstRain

NETEZZA
Rosslyn
Analytics

Netezza

- 28

Pervasive OracleDB2Sybase SQL

Server SAP

GoodData

EMC Hadoop Greenplum

Vertica

Teradata Teradata Aster MapReduce

Kognitio WX2

10100
RA.Pid

45

Gartner 2011

- 29

46Gartner 2011

Gartner

A
VC

- 30

47

GIS

48 EPS

600588.SH
002410.SZ
300036.SZ
002405.SZ
300229.SZ
300166.SZ
002279.SZ
002268.SZ
601519.SH
300059.SZ
002368.SZ
002308.SZ

11EPS 12EPS 13EPS 11P/E 12P/E 11-12PEG

17.94
33.09
19.51
19.45
27.30
56.71
18.03
15.80
10.77
18.53
17.73
10.20

0.70
1.05
0.53
0.65
0.67
1.55
0.59
0.55
1.46
0.48
0.67
0.40

0.93
1.55
0.79
0.83
0.88
2.37
0.72
0.78
1.92
0.68
0.94
0.60

1.26
2.25
1.10
1.15
1.17
3.46
1.05
1.10
0.95
1.29
0.84

25.63
31.51
36.72
29.92
40.75
36.54
30.56
28.93
7.36
38.93
26.46
25.50

19.27
21.35
24.77
23.43
30.87
23.91
25.04
20.14
5.61
27.25
18.90
17.00

0.78
0.66
0.76
1.08
1.27
0.69
1.39
0.66
0.24
0.91
0.66
0.51

11-12 12-13
0.33
0.48
0.48
0.28
0.32
0.53
0.22
0.44
0.31
0.43
0.40
0.50

0.35
0.45
0.40
0.38
0.32
0.46
0.46
0.40
0.40
0.38
0.40

% %
-22.02
-18.85
-29.34
-27.06
-2.33
-1.69
-56.99
-54.51
62.02
62.02
19.52
19.52
-38.32
-36.31
-22.32
-21.52
-57.31
-57.31
-47.57
-47.21
-33.67
-30.48
-22.16
-22.04

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(8621)-61356534

010-6621 6979

0755-33516015

(8621)-61038200

010-6621 5599-8803

0755-33516020

researchsh@gjzq.com.cn

researchbj@gjzq.com.cn

researchsz@gjzq.com.cn

201204

100032

518000

1088
7

27
B 4

1006 34B

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