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3、INDUSTRY PROFILE Global Software Reference Code: 0199-0381 Publication Date: November 2010 EXECUTIVE SUMMARY Global - Software 0199 - 0381 - 2009 Datamonitor. This profile is a licensed product and is not to be photocopied Page 2 EXECUTIVE SUMMARY Market value The global software market shrank by 5.
4、4% in 2009 to reach a value of $225.5 billion. Market value forecast In 2014, the global software market is forecast to have a value of $299.1 billion, an increase of 32.6% since 2009. Market segmentation I General business productivity is the largest segment of the global software market, accountin
5、g for 23.8% of the markets total value. Market segmentation II Americas accounts for 47% of the global software market value. Market rivalry The global economic downturn had a profound and negative effect on the software market and so decline was seen in 2009. This is expected to change and strong g
6、rowth in most countries makes it an attractive market for prospective new entrants of all sizes. CONTENTS Global - Software 0199 - 0381 - 2009 Datamonitor. This profile is a licensed product and is not to be photocopied Page 3 TABLE OF CONTENTS EXECUTIVE SUMMARY 2 MARKET OVERVIEW 7 Market definition
7、 7 Research highlights 8 Market analysis 9 MARKET VALUE 10 MARKET SEGMENTATION I 11 MARKET SEGMENTATION II 12 FIVE FORCES ANALYSIS 13 Summary 13 Buyer power 14 Supplier power 16 New entrants 17 Substitutes 18 Rivalry 19 LEADING COMPANIES 20 International Business Machines Corporation 20 Microsoft Co
8、rporation 25 Oracle Corporation 29 SAP AG 33 MARKET FORECASTS 38 Market value forecast 38 APPENDIX 39 Methodology 39 Industry associations 40 Related Datamonitor research 40 Disclaimer 41 ABOUT DATAMONITOR 42 CONTENTS Global - Software 0199 - 0381 - 2009 Datamonitor. This profile is a licensed produ
9、ct and is not to be photocopied Page 4 Premium Reports 42 Summary Reports 42 Datamonitor consulting 42 CONTENTS Global - Software 0199 - 0381 - 2009 Datamonitor. This profile is a licensed product and is not to be photocopied Page 5 LIST OF TABLES Table 1: Global software market value: $ billion, 20
10、0509 10 Table 2: Global software market segmentation I:% share, by value, 2009 11 Table 3: Global software market segmentation II: % share, by value, 2009 12 Table 4: International Business Machines Corporation: key facts 20 Table 5: International Business Machines Corporation: key financials ($) 23
11、 Table 6: International Business Machines Corporation: key financial ratios 23 Table 7: Microsoft Corporation: key facts 25 Table 8: Microsoft Corporation: key financials ($) 27 Table 9: Microsoft Corporation: key financial ratios 27 Table 10: Oracle Corporation: key facts 29 Table 11: Oracle Corpor
12、ation: key financials ($) 31 Table 12: Oracle Corporation: key financial ratios 31 Table 13: SAP AG: key facts 33 Table 14: SAP AG: key financials ($) 36 Table 15: SAP AG: key financials () 36 Table 16: SAP AG: key financial ratios 36 Table 17: Global software market value forecast: $ billion, 20091
13、4 38 CONTENTS Global - Software 0199 - 0381 - 2009 Datamonitor. This profile is a licensed product and is not to be photocopied Page 6 LIST OF FIGURES Figure 1: Global software market value: $ billion, 200509 10 Figure 2: Global software market segmentation I:% share, by value, 2009 11 Figure 3: Glo
14、bal software market segmentation II: % share, by value, 2009 12 Figure 4: Forces driving competition in the global software market, 2009 13 Figure 5: Drivers of buyer power in the global software market, 2009 14 Figure 6: Drivers of supplier power in the global software market, 2009 16 Figure 7: Fac
15、tors influencing the likelihood of new entrants in the global software market, 2009 17 Figure 8: Factors influencing the threat of substitutes in the global software market, 2009 18 Figure 9: Drivers of degree of rivalry in the global software market, 2009 19 Figure 10: International Business Machin
16、es Corporation: revenues alternatively, a large software company can obtain intellectual property through acquisition of the company that originally generated it (such as Oracles acquisition of Java technology as a result of its takeover of Sun Microsystems), but either approach requires significant
17、 funds. Access to skilled software programmers by new entrants is challenged by the existence of training paths offered by major players, such as the developer training and certification offered by Microsoft. The position of incumbents may be strengthened by their knowledge of their customers busine
18、ss needs, their ownership of key intellectual property, and potentially high switching costs for buyers in certain sectors. Progressive market growth (by 4% in 2011 and 9.7% in 2012) provides opportunities for new entrants. Overall, the likelihood of new entrants is moderate. FIVE FORCES ANALYSIS Gl
19、obal - Software 0199 - 0381 - 2009 Datamonitor. This profile is a licensed product and is not to be photocopied Page 18 Substitutes Figure 8: Factors influencing the threat of substitutes in the global software market, 2009 Source: Datamonitor D A T A M O N I T O R There are few substitutes for soft
20、ware as such. From the perspective of the major players, substitutes in this market are open source software products, free web-based applications, and pirated versions of existing products. Rather than fund their business on big-ticket license contracts, open source companies, such as Red Hat, rece
21、ive revenues from services and maintenance. Open source software is a beneficial alternative for many end-users. This is because most allow users to redistribute the software and adapt it themselves. Also, it has been argued that because the source code for open-source software is accessible to a la
22、rge community of users and developers (in fact these two groups overlap in open source development), bugs and security weaknesses can be identified and corrected more quickly than for closed-source products. It is often a lower cost alternative. However, open source products in general may present d
23、ifficulties with compatibility. Distributors of open source software are relatively small in comparison to traditional market players. Companies like Google are another significant threat to the conventional software market. The company generates most of its revenue from advertisements next to searc
24、h results and on third-party sites. Its move into the web-based application market, with services such as Google Apps, could be a threat to the Microsoft desktop package, which occupies a strong position in the market. Google Apps Standard Edition is available free to the end-user, and offers functi
25、onality appropriate to the non-business segment; the Premier Edition has additional business-oriented features, and is currently available for an annual subscription of $50. Overall the threat of substitutes is moderate. FIVE FORCES ANALYSIS Global - Software 0199 - 0381 - 2009 Datamonitor. This pro
26、file is a licensed product and is not to be photocopied Page 19 Rivalry Figure 9: Drivers of degree of rivalry in the global software market, 2009 Source: Datamonitor D A T A M O N I T O R Software companies may dominate in particular areas of software, such as Oracle which focuses on databases and
27、middleware. On the contrary, the largest (e.g. Microsoft, IBM) offer a broad portfolio of products including hardware. For example, IBM makes mainframe computers, while Microsoft makes consumer electronics. In addition, Microsoft and IBM sell to individual consumers as well as businesses, whereas th
28、e likes of Oracle and SAP only sell to businesses. Diversification tends to decrease rivalry, as it defends revenues from declines in any particular market segment. The market is forecast to return to growth in 2011. An expanding market allows software companies to grow their own revenue without ste
29、aling competitors market share, thereby easing rivalry; although this depends on the segment software companies specialize in. Advances in technology mean that products are continually being introduced to the market, enhancing rivalry. Microsoft is a dominant force in the market, particularly in des
30、ktop software, and others may struggle to gain market share from this company. The market is currently characterized by a number of lawsuits involving key market players. For example, Oracle has filed suit against Google claiming patent infringement of its Java technology in the development of Googl
31、es Android smartphone operating system. Overall, rivalry is moderate. LEADING COMPANIES Global - Software 0199 - 0381 - 2009 Datamonitor. This profile is a licensed product and is not to be photocopied Page 20 LEADING COMPANIES International Business Machines Corporation Table 4: International Busin
32、ess Machines Corporation: key facts Head office: 1 New Orchard Road Armonk New York 10504 1722 USA Telephone: 1 914 499 1900 Fax: 1 914 765 7382 Website: Financial year-end: December Ticker: IBM Stock exchange: New York Source: company website D A T A M O N I T O R International Business Machines C
33、orporation (IBM) is an information technology company. IBM provides business, technology and consulting services. The company develops and manufactures products and services related to advanced information technology, including technology services, software, storage systems and microelectronics. The
34、 companys business operations offer a range of services and technologies, which includes, hardware, software, financing, research and chip technologies. The company operates in over 170 countries across North America, Latin America, Europe, Middle East, Africa and Asia Pacific. IBM operates through
35、five operating segments: global technology services, global business services, systems and technology group, software, and global financing. Its global technology services and global business services segments are organized as one group, global services. The global services group provides IT infrast
36、ructure, and business insight and solutions to various clients. The global technology services segment comprises infrastructure services and business process services. The segments services include strategic outsourcing services, business transformation outsourcing, integrated technology services an
37、d maintenance. The strategic outsourcing services offer IT services to reduce costs and improve productivity through the outsourcing of processes and operations. The business transformation outsourcing services comprise a range of offerings from standardized processing platforms and business process
38、 outsourcing of the clients business processes, applications and infrastructure. LEADING COMPANIES Global - Software 0199 - 0381 - 2009 Datamonitor. This profile is a licensed product and is not to be photocopied Page 21 The integrated technology services assist clients to access, manage and support
39、 their technology infrastructures through the combination of technicians, IBMs expertise and software. The maintenance services include various support services from product maintenance through solution support to maintain and improve the availability of clients IT infrastructure. The global busines
40、s services segment primarily provides professional services and applications outsourcing services. The company leverages its industry and business-process expertise in to offer these services. The segments offerings include consulting and systems integration, and application management services, amo
41、ng others. The consulting and systems integration services offering comprise consulting services in the areas of client-relationship management, financial management, human-capital management, business strategy and change, and supply-chain management. In 2009, the company created a new consulting se
42、rvice line, dedicated for advanced business analytics and business optimization. IBM strengthened this service line with the acquisition of SPSS, a leading provider of predictive analytics software and solutions, in October 2009. The application management services include application development, m
43、anagement, maintenance and support services for packaged software, as well as custom and legacy applications. The software segment consists of middleware and operating systems software. The middleware software enables clients to integrate systems, applications and processes across a standard softwar
44、e platform. IBM middleware is designed to open standards, allowing the integration of unrelated client applications. In addition, software segment includes product lifecycle management (PLM) software, which primarily serves the industrial sector. The segments middleware software is classified into k
45、ey branded middleware and other middleware. Key branded middleware includes Lotus, Rational, Tivoli, WebSphere and information management software. Lotus is a collaboration, messaging and social networking software that enables businesses to communicate and collaborate. Rational is a software tools
46、that enables management of Clients software development processes and capabilities. Tivoli is a software for infrastructure management including security and storage management. The WebSphere software enables the management of a wide variety of business processes using open standards to interconnect
47、 applications, data and operating systems. The information management software includes advanced database, content management, information integration and business intelligence software. The systems and technology group serves clients advanced computing power and storage capabilities needs. The segm
48、ent also provides semiconductor technology and products, packaging solutions and engineering technology services to clients and for IBMs own advanced technology needs. The company deploys its hardware services to support services solutions. The systems and technology group sells the equipment that i
49、t purchases from global financing to external clients. The segments offerings include servers, storage products, microelectronics products, and retail store solutions. LEADING COMPANIES Global - Software 0199 - 0381 - 2009 Datamonitor. This profile is a licensed product and is not to be photocopied Page 22 The servers business offers IBM systems using IBM operating systems and support Linux operating systems. Its systems portfolio includes