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联想收购IBM X86服务器,砸了谁的饭碗?

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2014-03-14 22:14:29 转载来源: 网络整理/侵权必删

AS网站目录(www.adminso.com):联想收购IBM X86服务器,砸了谁的饭碗? “我们在X86服务器的全球市场上获得14%以上的市场份额,在中国会有22%以上的市场份额,成为中国市场的第一位,全球市场的第三位。”1月23日联想集团两年一届的春节联欢会在北京五棵松体育场结束不久,约6点左右,该公司CEO杨元庆在一间挤满媒体记者的办公室透露称

AS网站目录(www.adminso.com):联想收购IBM X86服务器砸了谁的饭碗

“我们在X86服务器的全球市场上获得14%以上的市场份额,在中国会有22%以上的市场份额,成为中国市场的第一位,全球市场的第三位。”1月23日联想集团两年一届的春节联欢会在北京五棵松体育场结束不久,约6点左右,该公司CEO杨元庆在一间挤满媒体记者的办公室透露称。

就在此前一个小时,联想集团宣布以约23亿美元收购IBM的x86服务器业务,其中包括System x、BladeCenter与Flex System的刀片服务器与交换机,基于x86的Flex集成系统,NeXtScale与iDataPlex服务器,以及相关软件、网络与维护。23亿美元当中约20亿美元将以现金支付,余额则以联想股票支付。

拿下IBM服务器业务是媒体多年关注的焦点,虽然如今仅是IBM的部分业务,但这一步终于联想还是迈出了一步。

那么对于服务器市场来说,联想此次收购对谁威胁最大?会砸了谁的饭碗,这是大家比较关注的话题。

Gartner发布的第二季度服务器市场数据显示,全球总销量为249万套,同比上涨1.2%。其中,惠普服务器的全球发货量增幅超过5%,市场份额升至26.9%,位列第一。戴尔、IBM分别以22%、9%的市场份额占第二与第三。

而在中国市场,根据Gartner第二季度数据显示,国内厂商联想、华为、浪潮、曙光4家市场份额达到45.44%,IBM、HP、DELL3家国际厂商占到48.13%。

众所周知,此次联想拿下的IBM x86服务器,属于低端市场。IBM将保留其高端市场的System z大型机(System z mainframes),Power Systems,存储系统,基于Power架构的Flex服务器和PureApplication应用平台以及PureData设备。

因此笔者与众多业内同行探讨时认为,联想的动作对浪潮、曙光、华为等品牌服务器有极大的威胁,而浪潮、曙光等服务器厂商很可能如个人PC领域的方正、同方一样逐渐滑落。

“我们可以使用IBM的品牌五年的时间,IBM也承诺在这五年的时间里面,他们绝大多数的内部使用以及向外面销售的服务器,都会是我们并购来的业务所生产的产品。”杨元庆称。

联想有了IBM服务器的品牌、技术等,加之其目前在PC领域的品牌优势,这对浪潮、曙光等国内服务器厂商势必造成极大威胁与压力。如此趋势保持,不出意外,浪潮、曙光等国内服务器厂商可能要进入倒计时,而惠普、戴尔、IBM还会在高端市场保持相当长时间的竞争力。

标签: 联想 收购 IBM X86 服务器 砸了 谁的 饭碗


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