CBInsights-2019企业互联网（IT）趋势报告（英文）-2018.12-42页-3mb

报告摘要

Summary of "What's Next In Enterprise IT" (2019)

Core Content Overview

This document outlines the NExTT framework, which categorizes enterprise IT trends into four types based on their industry adoption and market strength. The four categories are: Necessary, Experimental, Threatening, and Transitory. The framework helps organizations identify which trends are most relevant and valuable to invest in.

Necessary Trends

These trends are widely adopted and have clear market and application understanding. Incumbents should have a well-articulated strategy for these.

1. SD-WAN (Software-Defined Wide Area Networking)

Description: SD-WAN extends the principles of SDN to wide-area networks, offering greater flexibility, bandwidth, and performance.
Key Benefits: Uses the public internet for cost-effective connectivity, supports IoT and 5G, provides end-to-end encryption, and allows for dynamic network management.
Adoption: Already widely adopted, with market growth expected to reach over $8B by 2021.
Example: Oracle acquired Talari Networks to enhance its SD-WAN capabilities.

2. Time Series Databases (TSDBs)

Description: TSDBs are optimized for storing and analyzing time-stamped data, which is becoming increasingly prevalent due to IoT and real-time analytics.
Key Benefits: Efficient storage and analysis of continuous data streams, enabling meaningful insights over time.
Adoption: Expected to grow with the increase in data production, which is projected to reach 175 zettabytes by 2025.
Example: Financial institutions and IoT applications are key adopters.

3. Service Mesh

Description: A service mesh is a programmable infrastructure layer that manages microservices, enabling secure, reliable, and flexible communication.
Key Benefits: Separates development and operational processes, reduces complexity, and improves application performance.
Adoption: Growing alongside microservices, with the market expected to reach $33B by 2023.
Example: Docker and Red Hat are key players in service mesh development.

Experimental Trends

These are early-stage trends with limited product availability and adoption, but they are gaining media attention and proof-of-concept interest.

1. Multi-Cloud Management

Description: Enterprises are adopting multi-cloud strategies to avoid vendor lock-in, improve performance, and reduce costs.
Key Benefits: Flexibility across cloud providers, improved application reliability, and cost optimization.
Adoption: Gaining traction with the rise of microservices and containers. Docker announced support for multi-cloud in 2018.
Example: Snap reported cost savings from its multi-cloud strategy.

2. Stateless Hyperconverged Infrastructure (HCI)

Description: A new form of HCI that eliminates the need for each node to store unique data, using a shared data server instead.
Key Benefits: Lower costs, better data redundancy, and more predictable performance in hybrid-cloud environments.
Adoption: Emerging trend, with the market expected to reach $7.5B by 2021.
Example: NetApp and Datrium are leading providers of stateless HCI.

3. ASICs & ASSPs (Application-Specific Integrated Circuits and Application-Specific Standard Products)

Description: These chips are designed for specific tasks, improving performance and energy efficiency.
Key Benefits: Optimized for repetitive tasks, such as cryptocurrency mining, and reduce energy consumption.
Adoption: Rising with the growth of IoT and blockchain. Market is expected to reach $32B by 2023.
Example: Google, Alibaba, and IBM are experimenting with cloud-based quantum computing.

Threatening Trends

These trends have a large addressable market and are attracting significant investment and media attention, indicating they may soon gain widespread adoption.

1. HTTP/3

Description: The next version of the HTTP protocol, designed to improve speed and security for data streams.
Key Benefits: Reduced connection establishment time, improved latency, and better bandwidth utilization through multiplexing.
Adoption: Set to be widely adopted in 2019, especially with the rise of 5G and cloud-based services.
Example: Google is leading the development and implementation of HTTP/3.

2. Augmented Business Intelligence (ABI)

Description: Uses AI and machine learning to autonomously synthesize, package, and present data insights.
Key Benefits: Enhances decision-making with real-time, relevant insights and reduces the need for manual data analysis.
Adoption: Expected to grow rapidly as AI becomes more integrated into enterprise systems.
Example: Microsoft has implemented AI in Dynamics 365 to enhance business intelligence and security.

Transitory Trends

These trends are gaining adoption but have uncertainty regarding long-term market potential.

1. Nano-Segmentation

Description: An advanced form of microsegmentation that provides distributed security for microservices while allowing flexible communication.
Key Benefits: Maps internal microservice communications, whitelists approved interactions, and enhances security without limiting microservice connectivity.
Adoption: Emerging trend, with the microservices market expected to reach $33B by 2023.
Example: Illumio is a key player in the nanosegmentation space.

Key Insights

The NExTT framework provides a structured way to evaluate and prioritize IT trends based on adoption and market potential.
SD-WAN, Time Series Databases, and Service Mesh are seen as necessary trends with clear value and adoption.
Multi-Cloud Management and Stateless HCI are experimental but show strong growth potential.
ASICs & ASSPs and Quantum Cloud Computing are threatening trends with significant investment and media attention.
Nano-Segmentation is a transitory trend that addresses the security needs of microservices and is likely to grow in importance.

Market Projections

SD-WAN: Expected to reach over $8B by 2021.
Time Series Databases: Expected to grow alongside data production, reaching significant adoption by 2025.
Service Mesh: Market expected to reach $33B by 2023.
Multi-Cloud Management: Gaining traction, with significant mentions in earnings calls.
Stateless HCI: Market expected to reach $7.5B by 2021.
ASICs: Market expected to reach $32B by 2023.
Quantum Cloud Computing: Market could be valued at $493M by 2023.
Nano-Segmentation: Projected to reach $2B+ by 2022, with potential to outpace microsegmentation.