Feeds

Google will barge into enterprises as IT titans squabble, Apple snoozes

World looking good otherwise, says channel supremo

Internet Security Threat Report 2014

Channels Forum 2013 Google is on the cusp on becoming a serious player in corporate IT, as the traditional enterprise vendors invade each other's markets and Apple folds inwards on itself.

That was the nightmare vision Canalys CEO Steve Brazier painted for dealers and distributors as he kicked off the research firm's Channels Forum 2013 in Barcelona this morning.

Brazier said the tech industry, following five years of financial turbulence, now faces a relatively benign economic environment as the risk of a Euro meltdown and further banking collapses has abated.

"We think we have muddled through," he said. But while the economy has rallied, improvements haven't fed through to the IT world just yet - at least not uniformly.

In the smart devices sector - which, for Canalys, spans tablets and traditional PCs - 57 per cent is now powered by Google Android, while Apple's grip slipped to 17 per cent. Intel-compatible Windows kit took 23 per cent, down from 32 per cent a year ago. Growth was overwhelmingly driven by handheld slab sales.

"We expect Google to continue to take share," said Brazier.

"Apple is under pressure again," he continued, "like 20 years ago." The iPhone giant needs to react decisively, Brazier claimed, but so far "there's no sign of that". As for Microsoft, it really needs to become "desirable again".

Away from the client sector, structural changes in the industry meant that the web of alliances and competition between the traditional enterprise IT "titans" was being subjected to increasing "tension" as they struggled to remain relevant and chase growth.

Apple, Facebook Amazon and Google were dominating debate in the industry, Canalys said. Meanwhile, white-box original device manufacturers (ODMs) were taking chunks of the data-centre market. None of these were "channel friendly companies", he said.

As a result, traditional enterprise players were pushing harder into one another's traditional turf, as much as trying to unlock new markets, said Brazier.

Microsoft, for example, had integrated its hypervisor HyperV into its enterprise operating system offering, while VMware for its part was forging its network virtualisation platform NSX with Juniper, HP and Dell. Meanwhile, Microsoft was targeting hardware vendors with its Nokia buy and Surface strategy.

The Redmond Windows giant was also gunning for Cisco with its efforts in unified communications, while Cisco, through the acquisition of Whiptail and others, was encroaching on EMC's lawn.

Ironically, Oracle's early effort to extend its footprint by buying Sun, was failing to deliver: Oracle's hardware business is in decline.

Dell had to get out of price-war mode post-privatisation, Brazier said, while Lenovo had to get serious with the enterprise.

Whether this increased tension delivers growth is open to debate. Brazier noted "the channel-friendly titans have grown just 15 per cent in the last five years". He also said "Intel will never get the same margins in future that they have been used to".

Jos Brenkel - HP's senior vice-president for worldwide Sales Strategy, Printing and Personal Systems - said in a later session that it is inevitable that Android will become a business solution, as companies embrace its consumer look-and-feel underpinned by enterprise-class management systems. ®

Internet Security Threat Report 2014

More from The Register

next story
Bladerunner sequel might actually be good. Harrison Ford is in it
Go ahead, you're all clear, kid... Sorry, wrong film
Musicians sue UK.gov over 'zero pay' copyright fix
Everyone else in Europe compensates us - why can't you?
I'll be back (and forward): Hollywood's time travel tribulations
Quick, call the Time Cops to sort out this paradox!
Megaupload overlord Kim Dotcom: The US HAS RADICALISED ME!
Now my lawyers have bailed 'cos I'm 'OFFICIALLY' BROKE
Euro Parliament VOTES to BREAK UP GOOGLE. Er, OK then
It CANNA do it, captain.They DON'T have the POWER!
Forget Hillary, HP's ex CARLY FIORINA 'wants to be next US Prez'
Former CEO has political ambitions again, according to Washington DC sources
prev story

Whitepapers

Seattle children’s accelerates Citrix login times by 500% with cross-tier insight
Seattle Children’s is a leading research hospital with a large and growing Citrix XenDesktop deployment. See how they used ExtraHop to accelerate launch times.
Forging a new future with identity relationship management
Learn about ForgeRock's next generation IRM platform and how it is designed to empower CEOS's and enterprises to engage with consumers.
How to determine if cloud backup is right for your servers
Two key factors, technical feasibility and TCO economics, that backup and IT operations managers should consider when assessing cloud backup.
High Performance for All
While HPC is not new, it has traditionally been seen as a specialist area – is it now geared up to meet more mainstream requirements?
Business security measures using SSL
Examines the major types of threats to information security that businesses face today and the techniques for mitigating those threats.