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国内市场商业智能软件厂商10年浮沉录(2001~2011)

2001年,国外BI厂商陆续进入国内市场,国内一两家软件厂商开始自主开发;

2003年,国外BI厂商大举入侵,国内厂商亦如雨后春笋,真真假假都开始了;

2005年,看到了收购的影子

2007年,经济危机……或许创业伊始的小公司困难的日子开始了,收购亦开始了;

2008年,厂商数量锐减:大规模收购爆发了,一部分被收购,一部分放弃自我帮大厂商实施去了,一部分转行,还有一部分反正没动静了;

2011年,持续大浪淘沙中,在国内商业智能市场中,几家国外大厂商为主,国内两三年家独立厂商努力坚持着。

而与此同时,商业智能市场规模,一路上扬到50亿元人民币,趋势有所减缓,但仍然持续上升着。别看钱多,别看参合者多,参与者苦在其中——创业碰到了资本,无力抵挡;苦力服务于大鳄,九牛拔到了一毛,血汗钱矣。

BIVendors

附1:不被并购 是祸是福

有分析师认为,商业智能领域并购的加剧,对独立BI厂商而言,短期内或许是好事。计世资讯副总经理、资深分析师曹开彬认为,独立的软件厂商在合作伙伴,比如数据库、应用软件等方面可以有更多选择。有国外分析师认为,在2008年,Business Objects、Cognos和 Hyperion将会专注于技术(文化)的挑战,将一系列复杂的预置型套件集成到更复杂的SAP、IBM和Oracle 的基础产品上,而不是侧重于创新。这些被收购的公司新的BI或许将定义为“臃肿的集成”。

但有分析师认为,长期来看,独立的BI厂商将面临着压力,随着整合的完成,软件业趋向于提供“端到端的解决方案”,而且在系统的整合方面,IBM、甲骨文自身的BI软件跟自己的数据库、中间件等软件会比跟别的厂商融合得更好,而且在向用户推介时,不排除捆绑销售的可能。

源文档 <http://www2.ccw.com.cn/weekly/news/htm2008/20080125_374645.shtml>

附2:商业智能国际收购案

Business Intelligence market consolidation

Year Company acquired OLAP product(s) Price Acquirer
1994 Pilot LightShip ~$28m Dun & Bradstreet
1994 Info-Innov Media Speedware
1995 IOC Track DecisionWorks
1995 IRI Software Express $100m Oracle
1995 Soft Systems Data-Vision $5.2m IQ Software
1995 STG MetaCube $16.5m Informix
1995 Prodea Beacon $36m Platinum Technology
1996 HolisticSystems Holos $84m Seagate Software
1996 Sinper TM1 $11m Applix
1996 Panorama relaunched as OLAP Services ~$15m? Microsoft
1997 Pilot Software ~$5m? Platinum Equity Holdings
1997 Andyne PaBLO Hummingbird
1997 AppSource WIRED for OLAP $6.7m Arbor Software
1998 Hyperion Software Enterprise, Pillar $600m Arbor Software, immediately renamed to Hyperion Solutions
1998 IQ Software Data-Vision $36m Information Advantage
1999 SQRIBE $250m Brio Technology, subsequently renamed to Brio Software
1999 Sapling $15.5m Hyperion Solutions
1999 Cartesis Carat PwC
1999 Platinum Technology InfoBeacon (later renamed DecisionBase) CA
1999 Information Advantage MyEureka! $168m Sterling
1999 Next Action Technology AnswerSets (later renamed to Set Analyzer) $8m Business Objects
2000 OLAP@Work $15m Business Objects
2000 Sterling EUREKA:Suite CA
2000 Pilot Software $19m Accrue
2000 Decision·ism Aclue $10m Broadbase
2001 Showcase Strategy $94m SPSS
2001 Maximal Max (later renamed to Data Analyzer) ~$15m Microsoft
2001 Informix MetaCube IBM
2002 Gentia Open Ratings
2002 WhiteLight SymphonyRPM
2002 Pilot $1.5m Pilot Software Acquisition Corporation
2003 Adaytum e.Planning $157m Cognos
2003 Comshare MPC and Decision $52m Geac
2003 CIP Executive Suite China Development Corporation
2003 Brio Software Intelligence $142m Hyperion Solutions
2003 Crystal Decisions Analysis, Holos $1.2bn Business Objects
2003 MIS AG DecisionWare (including Alea), onVision, Plain and DeltaMiner $42m Systems Union
2004 Cartesis Magnitude Apax Partners Funds
2004 Alphablox IBM
2004 Frango Controller, Consolidator $52m Cognos
2004 IntelligentApps Sage Group
2005 INEA Cartesis
2005 SRC $100m Business Objects
2005 Siebel Siebel Analytics Oracle
2006 Geac MPC Golden Gate Capital (Extensity)
2006 ProClarity Corporation ProClarity ~$50m Microsoft
2006 Temtec Executive Viewer $14.5m Applix
2006 MIS DecisionWare (including Alea) Infor (Golden Gate Capital)
2006 Extensity MPC and DecisionWare Infor (Golden Gate Capital)
2006 ALG EPO $56m Business Objects
2007 Pilot Software PilotWorks SAP
2007 Hyperion Solutions Essbase, Hyperion Planning, HFM, former Brio $3.3bn Oracle
2007 Cartesis Cartesis Finance, Planning and Analytics €225m (~$300m) Business Objects
2007 OutlookSoft OutlookSoft 5 (formerly Everest) $375m? SAP
2007 Applix TM1 and Executive Viewer $339m, $306m net Cognos
2007 Longview Solutions Khalix $51.5m Exact Software
2008 Business Objects BusinessObjects, Crystal, Cartesis $6.8bn

$5.9bn net

SAP
2008 Cognos Cognos 8, Planning, Controller, TM1 $5bn IBM

源文档 <http://datawarehouse4u.info/Business-Intelligence-market-consolidation.html>

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