云计算SDD
内容摘要云计算定义市场预测运计算参与方运营商ALU 机会All Rights Reserved ©Alcatel-Lucent 2009
摘要运计算涵盖了广泛的领域，包括云计算体系架构和业务，最终将会改变企业和个人消费者使用业务的方式•当前关注点业更务多转集型中密在切电相子关邮件和办公，但他们最终将会扩展到消费品的应用中•和我们的(Web Enterprise , Multi-screen, etc.)用户正在积极寻找机会•AT&T, Verizon, BT, Telia Sonera, Orange，CTC•开始是中小企业，最终扩展到大企业竞争对手和合作伙伴正在定位自身的策略•Cisco, Huawei, 作为运计算的引擎和业务提供商•Ericsson, Nokia Siemens Networks, Nortel 没有明确的目标•IBM, Sun 正在积极开展市场营销利用ALU的核心竞争能力–IP, Optical, Broadband, QoS, •宽带，路由和光网络及高可靠性•在评估，集成，优化和安全方面的专业服务•性能和网络管理(监控突发流量)•业务传送平台和环境增加收入和公司策略一致•支持并强化应用引擎能力•支持业务提供商创建云•评估为企业服务的业务All Rights Reserved ©Alcatel-Lucent 2009
内容摘要云计算定义市场预测运计算参与方运营商ALU 机会All Rights Reserved ©Alcatel-Lucent 2009
什么是云计算？（维基百科）云计算（cloud computing），是分布式计算技术的一种，其基本的概念，是透服过务网器络所将组庞成大的的庞计算处理程序自动分拆成无数个较小的子程序，再交由多部这信项息技，术达，到网和络服大务系提统供经者搜可寻以、在计数算秒分之析内之，后将处理结果回传给用户。透过级计算机”同样强大效能的网达络成服处务理。数以千万计甚至“超亿计的•最箱简等单，的使云用计者算只技要术输在入网简络单服指务令中即已能经得随到处大可量见信，息例。如搜寻引擎、网络信•未来如手机、GPS等设备都可以透过云计算技术，发展出更多的应用服务•进一步的云计算不仅只做资料搜寻、分析的功能，更可计算一些像是分析DNA结构、基因图谱定序、解析癌症细胞等。All Rights Reserved ©Alcatel-Lucent 2009
云计算定义(From IT’spoint of view)云（计硬算件是、一平种台资、源软交件付）和。使提用供模资式源，的指网通络过被网称络为获得应用所需的资源“云”。“云”中的资源被在比使喻用为者像看水来电是一可样以使无用限硬扩件展资的源，，并按且需可购以买随和时使获用取。。这种特性经常All Rights Reserved ©Alcatel-Lucent 2009
云计算与IT技术云网计技算术是和随自着动处化理管器理技技术术、的虚发拟展化而技产术生、的分布式存储技术、宽带互联. 搭大建规。模的计算能力通常是由分布式的大规模集群和服务器虚拟化软件All Rights Reserved ©Alcatel-Lucent 2009
云计算的发展历程2006年，Google员工比希利亚在华盛顿大学构建了40台服务器集群，第一个云诞生。它采用的技术是Google的MapReduce技术，实际上早已存在•Google目前的云技术，主要由MapReduce、GFS及BigTable三项所组成All Rights Reserved ©Alcatel-Lucent 2009
云计算的典型应用场景大型企业的研发，测试（快速响应）中小企业，个人用户（高性价比计算能力）独立软件开放商（高性价比计算能力）季节性网站（可伸缩计算能力）•奥运信息支撑•高考成绩查询•单位年度考评，月度结帐游戏，互联网新业务（可伸缩计算能力）All Rights Reserved ©Alcatel-Lucent 2009
什么是云计算? (ALU观点)•Enterprises•Consumers运计算–灵活可扩展的计算环境，并且在用户之间按需共享云服务–通过应用引擎实现的在线（互联网）Overr tthe Top社交网络应用服务CCloudloud Service ServicessOnline applicationsSocial Ntwkg/UGC Services(banking, email, education)(YouTube, Facebook)实时，容易实现，并且可快速获得服务。第三方采用共享体系架构提供服务，只需要浏览器并且基Applliicatiion于使用计费EnabllementtCCloud Computloud Computing Infrastructureing InfrastructureEnablersInfrastructure SystemsPlatforms(Virtualization, security, (Servers, storage, processing (used to deploy services, PaaS, mgmt/reporting tools)power)AIaaS, IaaS, SaaS)IP Networks云计算体系架构–共享，按使用计费，轻Networrk松扩展* ALU definition based on IDC, Gartner, Stratecast, Merrill Lynch; no industry accepted definitionAll Rights Reserved ©Alcatel-Lucent 2009
云计算基础设施架构云计算基础设施包括物理设施，虚拟层，管理层，服务提供层。物理设施被虚拟化，提供灵活的资源池体提高资源利用率。管理层负责物理资源和虚拟资源池的管理、部署、监控、报警等。服务提供层组合管理层的功能提供某种形式的服务。All Rights Reserved ©Alcatel-Lucent 2009
云计算服务划分软件即服务（Saas）一切皆服务（Xaas）平台即服务（Paas）云计算化基础设施服务（Iaas）云计算基础软件供应商（Enabers)硬件基础设施（HW）All Rights Reserved ©Alcatel-Lucent 2009
云计算主要服务类型All Rights Reserved ©Alcatel-Lucent 2009
云的不同服务层次All Rights Reserved ©Alcatel-Lucent 2009
云计算技术和服务技术•虚拟化技术，VMWare•分布式计算技术，GRID、MapReduce•WEB Service技术，Eclipse, J2EE,虚拟主机服务•计算–提供I/O，CPU计算所需资源•存储•应用ApacheVirtualVirtualVirtualVirtual–特定的服务提供MachineMachineMachineMachine•虚拟Tivoli Monitoring Agent–逻辑独立的计算系统Open Source Linux with XenA15ll Rights Reserved ©Alcatel-Lucent 2009
云计算对服务提供商和用户的价值快速部署用户端负载降低缩小主机规模降低总体拥有成本提高资源利用率可提高管理效率设能施将维应护用相的对开分离发与基础降低运维成本可源能分将离程序代码与物理资基地础和设能施源可成以本放的置地在区低土见不的需负要载为状一次性任务或罕备况准备大量设提供商业连续性服务提高服务水平按需扩展资源复杂的体系结构使应用具有高可用性商业模式和理念的转变快速部署应用按使用付费服务商用户All Rights Reserved ©Alcatel-Lucent 2009
内容摘要云计算定义市场预测运计算参与方运营商ALU 机会All Rights Reserved ©Alcatel-Lucent 2009
全球云计算市场规模据估计，2011-2012年云计算市场会达到$40-95B. 定义不同会导致数据差异，但是云计算占整个软件市场开销的9-12% IDCMerrill Lynch (2011 Forecast)All Rights Reserved ©Alcatel-Lucent 2009
全球云计算市场All Rights Reserved ©Alcatel-Lucent 2009
云计算市场分解All Rights Reserved ©Alcatel-Lucent 2009
云计算应用现状All Rights Reserved ©Alcatel-Lucent 2009
云计算和政府监管前哥伦比亚电视台新闻频道总裁Andrew Hayward和Marketspace主席Jeffrey Rayport联合撰写报告，称政府的职责在于：•确保宽带连接的普及性，预防和打击网络犯罪，扫清互联网接入中可能会遇到的开放性障碍和公正性障碍•深思熟虑，避免因干涉力度过大而扭曲市场。政府可以在扫清道路上扮演重要角色，但不应该亲自去铺路•未来美国有可能采取税收优惠、无线频段重新管制、低收入互联网用户补贴等方式来提高美国在高速宽带互联网连接上的实力。政府有可能会要求企业遵循EPA(美国环境保护署)建议，并资助云计算在基础科学研究中的使用Gartner最近发表报告称，预计今年全球云计算服务市场规模将超过563亿美元，2013年将超过1500亿美元。Gartner指出，•转向云计算的传统IT服务将占到云计算服务市场的相当大一部分。采用云计算技术的业务流程是云计算服务市场上最大的一个细分市场，今年将增长%至466亿美元。•靠广告获得营收的服务将占到云计算市场的60%。•全球性经济衰退以及由此引起的IT预算紧缩将提高云计算服务的吸引力。IDC表示向云计算服务的迁移是不可避免的。All Rights Reserved ©Alcatel-Lucent 2009
内容摘要云计算定义趋势和挑战市场预测运计算参与方运营商ALU 机会All Rights Reserved ©Alcatel-Lucent 2009
云计算价值链硬件设备商基础设施服务商通道提供商平台提供商应用提供商个人企业•硬件设备商－为云服务提供硬件设备的厂商，如芯片商、服务器商、路由器商•基础设施服务商－为云服务提供基础设施服务的厂商，如存储服务、数据中心建设、备份服务、容灾服务、容错服务等•通道提供商－为云服务提供物理场地、带宽资源的运营商•平台提供商－为最终客户，或者云应用提供商提供二次开发的开发平台•应用提供商－向最终用户提供应用的厂商，如Salesforce，它给它的企业用户提供在线CRM应用•最终用户－使用应用的个人或者企业用户，按使用量进行付费All Rights Reserved ©Alcatel-Lucent 2009
云计算参与方大部分参与方正在定义服务的类型, 少数运营商正在向云计算演进提供的云服务: Email, 存储, Web 应用, 商业工具Services/Applications•Google (Google Apps)••Microsoft (Office Live)•NetSuite•Yahoo (Zimbra)•Taleo•ConcurInfrastructure•Google Platforms•Microsoft •Google (App Engine)AT&T•Amazon (S3)• ()Verizon•Terramak (Infinistructure)•Microsoft (Windows Live)Orange•N•IBM (Blue Cloud)etSuite (Suiteflex)•Sun (Project Carolin•Ame)azon (EC2)•EMC (Project Maui)No Published Establishing Position YetPositionEnablers–VMware, Citrix, Akamai, Dell, HP, Adobe, IBM, Sun, EMC, NetApp,AT&T, Verizon, BT, OrangeSource: Merrill Lynch, ALU CMOAll Rights Reserved ©Alcatel-Lucent 2009
云计算服务: 目标市场是消费者和中小企业AmazonAmazon 服务提供存储, 计算能力,消息队列,和数据库管理服务•S3 提供即付即用服务，按月收费.•EC2提供企业和WEB服务包括计算能力，虚拟应用把软件，数据库和配置联系起来•S3价格便宜灵活Google个人用户：Gmailemail service企业用户：Google Apps suite，包括messaging services(email, IM, and calendar); collaboration services; Google Sites作为共享设备. •免费服务,商业模式有待定义，其中Google对高级服务收费$50/用户. •Google App EngineAll Rights Reserved ©Alcatel-Lucent 2009
云计算服务: 目标市场是消费者和大型企业MicrosoftAzure 云服务; 基于Web的轻量级Microsoft Office ，和Google Apps竞争; Live Mesh 中间件,竞 可争以看作操作系统的云版本。和Amazon’s EC2 微能软可以采用层次化计价方式对用户使用的费力和存储收费。对品也可计以算Office和数据库产计Windows Live和Office Live为个人和企业服务，Windows Azure is是企业向云计算迁移的平台Microsoft just announced Azure Nov 2008, Still WIP, not GA until 2H09All Rights Reserved ©Alcatel-Lucent 2009
内容摘要云计算定义市场预测运计算参与方运营商ALU 机会All Rights Reserved ©Alcatel-Lucent 2009
运营商参与云计算主要利用现有的网络资源定位企业市场Service Offering PositioningProviderAT&TAT&T通过Synaptic Hosting提供运计算服务. –Synaptic 是下一Market Segment: 代效用计算服务并带有网管，安全和存储服务Business.”AT&T’s的服务Market Element: 是通过收购US internetworking 及其5大IDC AT&T has拥有38 Infrastructure, Platform, IDCs遍布全球.EnablersOrange 1.大企业–虚拟化，并非现有技术.Market Segment: Business2.中小企业–Forfait Informatique = 即付即用的解决方案,包括Market Element: Office applications, messaging, 应用集成等Infrastructure, Enablers, 3.存储解决方按–和Atrica合作，提供SAN之间互联的存储服务Application ，企业可以进行数据备份reseller. Verizon 提供灵活的计算资源，存储和安全管理工具和专业服务. 所有的Market Segment: 服务都将提供SLA，不论是共用还是私用，最早于Business2009年提供服Market Element: 务Infrastructure, Enablers, Sources: Trade JournalsAll Rights Reserved ©Alcatel-Lucent 2009
内容摘要云计算定义市场预测运计算参与方运营商ALU 机会All Rights Reserved ©Alcatel-Lucent 2009
市场向何处去–演进的场景现在中期将来Early Stages of AcceptanceBroader AdoptionMainstream2008-2010?2011-2014?2015+(mainly . and wireline SPs)(EMEA and wireless SPs)(RoW and converged SPs)VendorsConsolidation of niche playersEcosystem New niche playersdevelopment/increased partnershipsProviders2nd/3rdtier providers•Providing differentiable K•IT reluctance to acceptey •To monetize, SPs need •Slow movement by SPs due compelling offer for services with increased Issuesto market uncertaintiesconsumerscompetitionOffering private cloud services Offering private cloud An interoperable, integrated to Enterprises -leveraging SP services to Consumersand “platformized”set of competitive advantages in Rocapabilities: compute and lesecurity, sales, service, support, Partner or acquire for storage infrastructure; voice, scale, solutions, SLAs, global content development, data & video conferencing; reach, intangible assetsbuild extensive horizontal productivity-, Partnering with Google/Amazon ecosystem enterprise-& vertical-focused apps, etcEnter through leading edge depts like marketing, HR, etc Expand from retail to rather than CIOswholesale opportunityProvide consulting services, eg readiness assessment, network design and system integrationAll Rights Reserved ©Alcatel-Lucent 2009
今天ALU能提供的服务•Enterprises•Consumers为业务提供商：•定将义并实现新的商业模型，战略和业务组合，WEB能力融入其中，提升用户资产并实现差Ovver异化服务r tthe TopCCloud Servvices•开放尽可能多的接口实现现在围墙之内的价值loud SericesOnline applicationsSocial Ntwkg/UGC Services•和现有的平台提供商合作(banking, email, education)(YouTube, Facebook)ApplliicattiionEnabllementtCCloud Computting Infrastructureloud Compuing InfrastructureEnablersInfrastructure SystemsPlatforms(Virtualization, security, (Servers, storage, processing (used to deploy services, PaaS, mgmt/reporting tools)power)AIaaS, IaaS, SaaS)IP Networks服务产品•咨询，评估•网络集成N•网络交换机，路由器和光网络产品, et•SLA保证tworrk•5130 GMSP (location-driven platform), IMM, •OSS/BSS集成MCM, •网络性能优化GeoPepper, subscriber data mgt/federation, mo•监控管理bile enhanced reality, Genysys SIP server, • 安 全 服 务 web services gateway, wireless network guardianAll Rights Reserved ©Alcatel-Lucent 2009
ALU将来可以提供的服务?和业务提供商合作帮助他们的客户转向云•为了满足消费市场，ALU仍然可以提供业务提供商所需的相关的产品和服务满足企业市场需求，但仍然需要提供管理服务满足复杂的业务集成需求•帮助业务提供商明确其用户所需的服务创新: Tikitag, Application Intelligent Network platform, P2P and Content Traffic Management Tools丰富的应用引擎IPTC/托管服务代理业务All Rights Reserved ©Alcatel-Lucent 2009
潜在的目标客户借助和ALU客户之间的合作关系作为客户云计算平台的战略伙伴CustomerTarget NeedALU InsertionExpand SaaS offeringSDE as replacement for Microsoft CSF(BT using Microsoft CSF, but Microsoft announced on 12/2 that it is discontinuing its CSF)Creating vision/roadmapMAP and WW Teen LabConnecting Data Centers Networking equipment in Synaptic Hosting ServiceAll Rights Reserved ©Alcatel-Lucent 2009
Rights Reserved ©Alcatel-Lucent 2009
备份云计算市场元素细分All Rights Reserved ©Alcatel-Lucent 2009
云计算的市场元素细分Applications Services: It's all On DemandOn-demand suppliers:Traditional Software?(sell Only segment that has proven successful as a business (CRM)licenses to their users, who model. Google (GOOG)then run the software from on premise servers) By running business applications services over the Internet NetSuite (N)SAP AG (SAP) from centralized servers rather than from on-site servers, Taleo (TLEO)comOracle (ORCL) panies can cut some serious costs. Furthermore, while Concur Technologies avo(CNQR))Blackbaud (BLKB) iding maintenance costs, licensing costs and the costs of Lawson Software (LWSN) the hardware required to run servers on-site, companies are Blackboard (BBBB)able to run applications much more efficiently from a computing standpoint. Platforms:Platform suppliers:Many of the companies that started out providing On Demand application services Google (GOOG) -Apps Engine have (AMZN) -EC2 loped platform services as well. The platform segment of cloud computing refers to products that are used to deploy applications. Platforms serve Microsoft (MSFT) -Windows Live as an interface for users to access applications provided by partners or in some (CRM) cases the customers. NetSuite (N) -Suiteflex CMosso -Mosso, a division of loud Computing Test Bed –Joint cloud computing research project by HP, Yahoo, Intel on July 2008. Objective: To design and produce the internet basedRackspace testing platform to encourage further development in cloud computing technologies. Infrastructure:Major Infrastructure Vendors:The infrastructure is very much the backbone of the entire (GOOG) -Managed hosting, Infrastructure vendors provide the physical storage space and processing development environment capabilitiesthat allow for the all the services described above. The products in International Business Machines (IBM) -this segment are slightly more varied than those in the other areas of cloud Managed hosting computing but include ones such as managed hosting, and development SAVVIS (SVVS) -Managed hosting environments (such as Google gears) that allow users to build applications. Terremark Worldwide (TMRK) -Cloud storage, such as Amazon’s S3, is also consideManaged hosting red to be part of the infrastructure (AMZN) -Cloud storage –. S3Enablers/Enhancers:Major Enablers/Enhancer Vendors:There are three enabling technologies to Cloud Computing: Vmware, Virtualization:software to decouple the application from the physical server Akamai (Content Delivery Networks)hardware,Storage:Citrix, Dell,storage virtualization is becoming increasingly importantSecurity:HP, EMC, NetApp, Sun, IBM, AdobeAll Rights Reserved ©Alcatel-Lucent 2009Source: Merrill Lynch, The Cloud Wars, 2008
