我认为2013年将会是“大数据”(Big Data)元年。各种有关大数据的报导正充斥于每日的商业新闻中,它也是各种大小会议与展览会的热门主题,同时还将为安全与IT领域带来崭新的气象。
无疑地,大数据正影响着我们日常生活中的许多层面。或许我现在问这个问题还太早,但无论如何,如果资料(特别是预测资料)如此重要的话,为什么这么多的企业无法做出更好的决策呢?
以下是一个看好大数据发展前景的例子,从中可看到大数据的重要性:
“EMC旗下信息安全公司RSA今天发布一项安全声明指出,大数据将是改变整个安全产业的主要驱动力量,它将催生以智能为导向的安全模式。大数据预计将显著地改变信息安全的每个层面。”
预计在2015年以前,有关大数据的分析将对于信息安全领域中的大部份产品带来改变市场的重大影响,包括SIEM、网络监测、用户认证与授权、个人身份管理、错误侦测、管理、风险以及认证制度等。
大数据也被认为是供应链的一大救星。实时需求信息以及社交媒体网络应该为厂商提供了最佳的预测信息。然而,高科技产业却错过了第四季PC需求水位、未能提 出任何具开创性的消费技术,也未能成为企业市场的救星。惠普(HP)和戴尔(Dell)正开始押宝于数据管理/资料安全市场。
根据IHS的调查,半导体供应的管道不断地增加,部份原因就在于于缺乏预测资料,“因而导致了芯片供货商未能进行制造业务最佳化,只能完全根据以往的需求来制造产品。在某些情况下,所预期的需求未能实现,对于原已滞销的库存徒增更多困扰。”
相较于预测资料,历史需求虽然是一个更好的指针,但这也只在需求周期遵循以往的常规发展时才可能实现。但2012年却不是这样的情况。
所以我一直在想,苹果公司决定削减组件订单是否就是一种警讯?根据报导,由于iPhone 5的需求疲软,苹果公司开始削减订单。有人可能会说苹果公司削减订单而非出货量,是为了持续领先地位。然而,它也可能是因为预期年底假期后的需求减缓,以及 看到竞争对手产品的热销状况,因而做出了这一决定。
随着企业开始发布第四季财报,我认为,供应链将能学到更多如何善加利用资料的方式。或许,在今年年底以前,我们将能看到更多大数据至关重要的更多证据。你认为呢?
本文授权编译自EBN Online,版权所有,谢绝转载
编译:Susan Hong
参考英文原文:Will 2013 Be the Year of Big-Data?,by Barbara Jorgensen, EBN Community Editor
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Will 2013 Be the Year of Big-Data?
Barbara Jorgensen
2013 doesn't have a moniker yet, so I'm dubbing it the Year of Big-Data. Big-data is saturating business news releases, is the topic of conventions and trade shows, and will turn the security and IT business on its ear, if the hype is accurate.
I don't mean to imply the hype isn't well deserved, and big-data is no doubt influencing many things I do day to day. It still may be too early to ask this question, but I'm going to anyway: If the data is so good, why are so many business decisions so bad?
Here's one example of big-data promotion, chock full of "majors" and "dramatics":
RSA, The Security Division of EMC Corporation (NYSE: EMC), today released a Security Brief asserting that Big Data will be a driver for major change across the security industry and will fuel intelligence-driven security models. Big Data is expected to dramatically alter almost every discipline within information security.
The new Brief predicts Big Data analytics will likely have market-changing impact on most product categories in the information security sector by 2015, including SIEM, network monitoring, user authentication and authorization, identity management, fraud detection, governance, risk and compliance systems.
Big-data is also thought to be the salvation of the supply chain. Real-time demand information and social media networking are supposed to give vendors the best possible information for forecasting. Yet, the tech industry -- which I'd expect to be early adopters of big-data -- missed the mark on fourth quarter PC demand; hasn't come up with any groundbreaking consumer technology; and hasn't been the salvation of the enterprise market yet. Both Hewlett-Packard and Dell are staking a claim in the data management/data security markets.
Toward the end of last year, IHS reported that semiconductor supplies in the channel were growing, in part because of deficient forecasting:
The result on the whole is that chip suppliers aren't running their manufacturing operations optimally, and also are manufacturing products solely based on historical demand. In some instances, projected demand also does not materialize, adding to the already slow-moving inventory pile.
Historical demand is a better metric than forecasting, I suppose, but only when demand cycles are following historic norms. That wasn't the case throughout most of 2012.
So I've been wondering whether Apple's decision to cut component orders is a signal that all of this data collection is working, or if it isn't. Apple reportedly cut orders because of softness in iPhone 5 demand. One could argue Apple's ahead of the curve by cutting orders rather than shipments. Then again, it could have anticipated a slowdown after the holiday season, and seen that competitors' products were selling pretty well.
I think the supply chain will learn more about how well data is being used as fourth quarter earnings get released. And maybe by the end of this year, we'll see evidence that big-data is making a difference. What do you think?
责编:Quentin