Agenda
Review of market share and competitive landscape Open source and disruptive technology Technical directions
Grids & clusters Self-managing databases Application development technologies
Industry trends:
Security and compliance Outsourcing Globalization of data and the database
17%
26%
21%
Sybase Inc.
NCR Teradata Progress Software Corp. SAS Institute M ySQL Ingres Corp. Fujitsu 12% 22%
13%
Revenues by platform
2005 RDBMS revenues by platform
Other
Revenue ($M)
Microsoft
IBM
Oracle
0.00
500.00
1,000.00
1,500.00
2,000.00
2,500.00
3,000.00
50
40 30
SQL Server
SQL Server
20
10
Oracle DB2
Oracle DB2
DB2
DB2
$100 million $500 million to $1 billion to to less than less than $10 billion $500 million $1 billion
Source: Forrester
DB2
$2,500 $2,000 $1,500 $1,000 $500 $0 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008
Source: IDC
$12,000
$10,000 Mainframe $8,000 Unix Linux/other open source Windows 32 and 64 $6,000 Linux+Unix Other $4,000
$M
$2,000
Disruptive technology
Disruptive innovation occurs when a technology or a technical approach emerges that offers a radically cheaper way of meeting a need.
Lower cost alternatives to low-end utilization Lower cost creates new consumers
Established players are motivated to move towards the more profitable high-end of the market.
Existing customers tend to demand features at the high end High end has higher profit margins High end is less effected by disruptive technology
But as both the established and disruptive technologies advance, the established technology overshoots while the disruptive technology gains the mainstream.
See The Innovators Dilemma, Clayton Christensen, HUP
Disruptive Technology
Functionality demanded at high end of market
Functionality
Sustaining Technology
Disruptive
Technology
OSDBMS - MySQL
Advantages:
Huge install base Many mission-critical deployments (Sabre, Yahoo, NASA, etc) Critical part of the LAMP stack Well placed to leverage Linux server growth But dont forget WAMP Disruptive both as low-cost innovation and competing against nonconsumption Providing 90s style RDBMS for free (internal) or <10% of Oracle cost (commercial) Attempts to monetize the install base not yet successful MySQL users are completely satisfied by the free offering Many OSS companies are disturbingly reminiscent of Y2000 Dot.coms (millions of non-paying customers; VC funded; unproven business model) Commercial vendors have all read The Innovators Dilemma All have a free version for entry level use Oracle aggressively counter-disrupting via strategic acquisition Many competing demands on MySQL R&D Unlike Red Hat, MySQL dont get the software for free
Challenges:
Industry responses:
Database Encryption Vulnerability Assessment Fine grained auditing Intrusion detection and prevention Separation of duties: Privileges to administer a database do not automatically imply privilege to view or alter data Oracle leading in inbuilt security features
Evolutionary changes for the DBA As legacy becomes automated, leading edge still requires intensive manual administration
Oracle 10g RAC, for instance
Overall effect of automation will be to slightly reduce DBA market growth and to shift demand to higher end skills
Economic benefits will be irresistible once the technical challenges overcome. Grids have been viable only for CPU-bound applications until recently To create a database-enabled grid we need:
A way to shift CPU/memory (eg blades) efficiently between databases A way to shift IO & storage efficiently between databases
Blade Rack
Blade Rack
Blade Rack
Blade Rack
Blade Rack
Blade Rack
Blade Rack
RAC Instance
RAC Instance
RAC Instance
RAC Instance
RAC Instance
Disk Disk
Disk Disk
However:
We still see strong growth in the PL/SQL development tools market Oracle is one of the big two ERP vendors and they dont want to be heterogenous Middle tier/OO languages (and programmers!) not optimized for data access
Implications
Scale out architectures increasingly more attractive (unpredictable future demands) Demand for archiving solutions Suppresses disruptive effect of low end vendors
2 TB to 5 TB 19% 1 TB to less than 2 TB 7%
But:
No clear technical solution Significant societal issues in respect of security and privacy
Questions?