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市場調查報告書
商業智慧市場
Business Intelligence: Consolidation and Beyond (Strategic Focus)
| 出版商 |
Datamonitor |
| 出版日期 |
2008年06月 |
商品編碼 |
69024 |
| 內容資訊 |
英文 46 pages |
| 價格 |
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本報告已在2011年07月19日停止出版。
本報告書內容包括:商業智慧(BI)市場調查分析、影響市場及競爭情勢的動向、行動BI及對消費者的影響、變化的市場動向、未來成長機會、専業企業及綜合企業隻方的成長策略、市場進入策略等。內容綱要摘記如下:
概要
主要訊息
市場機會
- 影響專業企業主導的BI市場的合併潮流
- 合併對合併及被合併的企業雙方來說都有好處
- 合併將擴大BI的目標市場,預計有利於專業企業
- 市場成長率穩定化因為收益成長而有相當的發展空間
- 增加的企業資料、利用者統計轉換及整合刺激BI市場發展
- 景氣衰退的警訊及既有障礙預計將減緩BI的普及速度
- 雖出現因合併導致的混亂,但長期成長機會仍存在
技術發展
- 刺激消費者加快採用速度的整合服務的魅力
- 資料分析的取代性策略預計將成為中期主流
- 行動BI從「有的話最好」的功能轉換成「應該具備」的功能
- 技術發展雖然較慢,但顧客逐漸集中
對顧客的影響
- 收購的風暴可能助長消費者「觀望」的態度
- 消費者隨著綜合企業鎖定市場佔有率目標,將促進短期利益成長
- 最佳產品及功能預計將維持一段很長的時間
- 綜合企業的加入將協助消費者找出徹底的解決方案
- 對消費者短期的影響雖小,但預計將出現幾個長期的合理化方案
競爭情勢
- 目前存在於BI市場中的綜合企業、中間企業及利基市場企業
- 需求評價金額提昇的關係,收購的時機變得更重要
- 高度集中化的未來價值鏈將包含針對小型企業的利基市場
- 集中市場中可能的情境
- 集中化的價值鏈要求綜合企業具備針對其他利基市場的整合技術開發
進入市場
- 提案新產品開發之際,尋找整合的機會
- 對次級房貸的關心及景氣衰退的警訊是BI管理的風險
- 通路合作的資本化及為了接近SME的代管解決方案
- 提案
- 針對綜合企業
- 針對專業企業
附錄
Abstract
Overview
Introduction
Against the backdrop of a looming recessionary environment in its major
end-market, the BI market is witnessing a flurry of large ticket acquisitions
and rampant commoditization leading to slowdown in growth rates. This report
aims to provide clarity to vendors and investors in BI solutions by
simplifying the dynamics of this changing market and forecasting future growth
opportunities.
Scope
- Provides an overview of the most important trends affecting the BI market
and influencing its competitive dynamics.
- Delivers a comprehensive assessment of BI bundles, in-memory technology,
natural language processing, and mobile BI and their impact on end-users.
- Presents Datamonitor' s view on the future of the industry value chain and
recommends specific go-to-market strategies for each vendor category.
Report Highlights
The BI market has been abuzz with acquisition and consolidation activity over
the last two years due to the entry of several large software vendors.
Consolidation has been beneficial for most acquiring and acquired vendors but
is starting to affect independent pure-play vendors.
In such a turbulent market, technology evolution has been relatively tepid but
increasingly customer focused, as evident from the proliferation of bundles
tuned to end-user needs. Emerging technologies such as in-memory analytics and
natural language processing also look promising and expand the boundaries of
BI analysis.
Datamonitor analyzes the changing dynamics of the market and calls for a
re-evaluation of go-to-market strategies by each vendor. Datamonitor believes
vendors should assess the diversity of end-user needs and increased
competition and target specific channels to reach customers.
Reasons to Purchase
- Gain in-depth knowledge on the dynamics of BI market consolidation and
growth strategies of pure-play vendors and conglomerates
- Understand the effects of commoditization on various parts of the value
chain
- Adjust go-to-market strategies against current market challenges
Table of Contents
- Overview
- Key Messages
- The wave of consolidation may be beneficial to bothacquiring and
acquired companies
- Opportunities from the BI market will still remain solidin real terms
- As market dynamics change, technology will becomeincreasingly
customer-focused
- End-users should be aware of long-term implications andlook beyond
current turmoil
- Intensifying competition and the entry of larger playerswill integrate
the value-chain
- Conglomerates will try to bridge portfolio gaps whilesmaller players
exploit niches
- Go-to-market strategies will need to be re-evaluatedagainst current
market challenges
- Table of figures
- Table of tables
- Market Opportunity
- The pure-play vendor-dominated BI market is undergoing awave of
consolidation
- Consolidation is a likely win-win for acquiring andacquired companies
- Conglomerates will be able to boost growth rates andprofitability
riding on BI solutions
- Acquired vendors will be able to combat revenue and margingrowth
challenges better
- Price competition and cost inflation has started to affectpure-play
vendors
- Microsoft and other conglomerates are trying tocommoditize basic BI
further
- Consolidation will expand the addressable market for BI,benefiting
pure-play vendors
- A stabilizing market growth rate still leaves enough roomfor revenue
expansion
- Increasing organizational data, shifting userdemographics, and
convergence will drive BI
- Data explosion will continue to fuel demand for monitoringand analysis
- A younger user demographic will adopt BI tools faster
- Convergence will help to expand the addressable market
- Recessionary signals and traditional hindrances to BI mayslow down uptake
- A recessionary environment may affect vendors with highexposure to
financial service firms
- Vendor consolidation may foster a "wait-and-see"attitude in
end-users
- Traditional roadblocks to BI will still remain
- Long-term growth opportunities exist in spite of theturbulence from
consolidation
- Technology Evolution
- Attractiveness of converged bundles to drive acceleratedend-user adoption
- Pre-integrated product bundles
- Add-on industry bundles
- Alternative approaches to data analysis may becomemainstream in the
medium-term
- In-memory analytics could be to BI what just-in-time (JIT)is to
manufacturing
- In-memory analytics is faster, simpler and more flexible
- Natural language processing will help BI to analyzecritical but
oft-neglected data
- Mobile BI could shift from a ' good-to-have' to a' should-have' feature
for reporting
- Technology evolution has been relatively tepid butincreasingly customer
focused
- Customer Impact
- Acquisition frenzy may foster a "wait and see"attitude in
end-users
- End-users can derive short-term gains as conglomerateschase market share
- Best-of-breed products and features will probably beretained over the
long-term
- The entry of conglomerates will help end-users looking forend-to-end
solutions
- Short-term end-user impact is minimal, but expect somelonger-term
rationalization
- Competitive Landscape
- Conglomerates, mid-layer, and niche vendors form thecurrent BI market
- Conglomerates
- Mid-Layer
- Niche
- Timing of acquisitions important as valuations driven upby demand
- The reshuffling of vendor categories has disturbed thetraditional BI
value chain
- A highly converged future value chain will still containniches for
smaller players
- Pre-integrated product bundles will increase adoption anddrive
pervasiveness
- Add-on industry bundles will deliver industry-orientedsolutions,
generating higher value
- Complete BI bundles will deliver end-to-end solutions andunlock
maximum value
- In spite of converged offerings, some gaps will likelyexist for
smaller vendors
- The BI sector could also witness the entry of additionalvendors
- Possible scenarios in the converging market
- An integrated value chain requires conglomerates to bundleas others
develop niche skills
- Go to Market
- Look for bundling opportunities when creating new productofferings
- Establish footprint into large enterprises and growth SMEsthrough
pre-integrated bundles
- Target business and industry issues in large enterpriseswith add-on
industry bundles
- Exploit sub-prime concerns and recessionary signals tohard-sell risk
management BI
- Capitalize on channel partnerships and hosted solutions toreach SMEs
- Develop SaaS offerings and innovative pricing models forprice
sensitive SMEs
- Leverage channel partnerships to target SMEs that havelimited in-house
IT infrastructure
- Recommendations
- For conglomerates:
- Conceptualize, develop, and market bundles at everyopportunity
- Use size and financial muscle to your advantage
- For pure-play vendors:
- Innovate with agility
- Exploit gaps
- Advanced capabilities gap
- Vendor independence gap
- Relationship gap
- Industry alignment gap
- Capitalize on partnerships
- APPENDIX
- Definitions
- Methodology
- Further reading
- Ask the analyst
- Datamonitor consulting
- Disclaimer
- List of Tables
- Table 1: Major acquisitions in the business intelligencemarket, 2006-2008
- Table 2: Current BI bundles consist of product andindustry bundles
- Table 3: Future BI bundles will combine BI with otherapplications to
derive actionable intelligence
- Table 4: Respondents' mobility investment plans
- Table 5: Probability of various BI features to beoffered on mobiles
- Table 6: Respondent' s preferred approach to buying BI
- List of Figures
- Figure 1: Some BI vendors are growing at a higher pacethan their
acquirers
- Figure 2: BI vendors exhibited higher margins than theiracquirers in 2007
- Figure 3: A majority of BI vendors are witnessing aslowdown in revenue
growth rates
- Figure 4: Several BI vendors are reporting a decline ingross margin
- Figure 5: Growth rates are stabilizing to moresustainable levels
- Figure 6: Relatively mature segments such as retailbanking will witness
a gradual slow down
- Figure 7: High exposure of BI vendors to financialservices customers
could put them at risk
- Figure 8: The mobile applications market is growing at ahealthy pace
- Figure 9: Number of respondents that currently use orwill use mobility
solutions
- Figure 10: Acquisition multiples and sizes of four majorBI M&A deals
(2006-2007)
- Figure 11: Traditional value chain: limited overlapbetween layers
resulting in commoditization
- Figure 12: Consolidated value chain
- Figure 13: Scenario planning diagram
- Figure 14: Take hosted BI offerings to the UK, Benelux,Australian, and
French markets
- Figure 15: Targeting SMEs requires a formidable localand national
reseller base
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