3D之家预测

Silicon One:是思科在不惑之年按下的刷新键吗?

2020-02-04 投稿人 : sygthx.com 围观 : 1619 次

DANGSHI,SHOUXIZHIXINGGUANQIANBOSIXUANBULESIKELISHISHANGWEIYIYICIDAGUIMOCAIYUAN。YUCITONGSHI,TABANIANXINJIANGDIDAOYIMEIYUAN,ZHEICENGJINGBEIGUANGFANRENWEISHIYIGE“GONGTONGKEFUKUNNAN”DEHAOGUSHI。CONGNEIYIHOU,SIKEYIJINGZOUCHUDIGU,DANTACONGWEIHUIDAOSHANGGESHIJIJUEDUILONGDUANDEHUANGJINSHIDAI。

SIKEZAI2015NIANYOUYOULEXINDEZHUANBIAN。

ZAIMANZHANGDE15NIANQIANDEZUIHOU,SUIRANSIKEDESHICHANGFENEZHUJIANSUOXIAO,DANTARENGRANZHANJUJUEDUIDELINGXIANDIWEI。RANER,SUIZHENUOJIYA、ZHANBOWANGLUO(Juniper Network)HEHUAWEIDENGCHUANTONGJINGZHENGDUISHOUDERIYIJUEQI,YIJIQUANQIUYUNZHIZAOSHANGDECHUXIAN,LUYOUQIHEJIAOHUANJIDEZHENGTIXUQIUFANGHUAN,POSHIQISHIZHONGZOUSHANGZHUANXINGZHILU。

3D之家预测ZUIJIJINDEBIANHUAZHIYISHIXIANRENSHOUXIZHIXINGGUANLUOZHUOKEYU2015NIANZHENGSHISHANGREN。GENJUSANGFUDEBOENSITAN(Sanford Bernstein)TIGONGDESHUJU,JIEZHI2015NIAN,SIKEZAIZHONGGUOLUYOUQISHICHANGDESHOURUJIHUSHI2014NIANCHUDEYIBAN,ERHUAWEIDESHOURUYUESHENGYU50%。

3D之家预测MIANDUIZHEIZHONGBIANHUA,LUOZHUOKEZAIXINGYENEIJINXINGLEYIXILIEJINGRENDESHOUGOU,ZHUYAOJIZHONGZAIYUNANQUAN、RUANJIAN、RENGONGZHINENG、WULIANWANG、YUNHUJIAODENGLINGYU。TAHAIBOLIBINGZHONGZULEZIJIDEYEWU,SHITURANGSIKEKUAISUGENSHANGDUOYUNDEDUOYUWANGLUOHUANJING。

3D之家预测DANGRAN,SUOYOUZHEIXIEBINGMEIYOUCHANSHENGLIGANJIANYINGDEXIAOGUO。SIKE2018NIANQUANNIANSHOURULIRUNRENGZAIXIAJIANG。2020CAINIANDIYIJIDU,JINGLIRUNJIAOQUNIANTONGQIDE35YIMEIYUANXIAJIANGLE18%,ZAINANFASHENGDANGTIANGUJIAYEXIADIELE5%。

NEIME,ZUOWEISIKE“LISHISHANGDIYIGEDANYI、TONGYIDEGUIPIAN”,GUIYINENGBA2020NIANBIANCHENGSIKEDE“LIANGDIAN”BINGDUOHUISHICHANGMA?

SIKE“ZHONGNIANWEIJI”DESANDAYUANYIN

YAOXIANGLEJIESilicon OneHESIKE8000CHANPINNENGFOUNIUZHUANCHAOLIU,KONGPABIXUHUIDAOSIKE“ZHONGNIANWEIJI”DEGENYUAN,JISHISHENMEYINSURANGSIKEZAICONGYINGJIANTIGONGSHANGXIANGFUWUTIGONGSHANGZHUANXINGDEGUOCHENGZHONG“YIBUYIBU”QIANJIN。

DANGRAN,ZUIZHIGUANDESHIYUNJISUANDECHUXIAN。

3D之家预测YUELAIYUEDUODEQIYEFANGQIGOUJIANZIJIDEZHUANYONGWANGLUO,ZHUANERSHIYONGYUNFUWU。GAODENADESHUJUXIANSHI,2019NIANQUANQIUGONGGONGYUNFUWUSHICHANGJIANGZENGZHANG17.5%,DADAO2143YIMEIYUAN。ZHEIYIWEIZHECENGJINGSHIHULIANWANGFAZHANJISHIDEJIAOHUANJIHELUYOUQIDENGWANGLUOSHEBEISHICHANGJIANGZAISHICHANGKONGJIANHEJISHUJIAGOUFANGMIANYUDAOQUANXINDETIAOZHAN,ZHEIYESHISIKEDEHEXINLINGYU。

3D之家预测DANGSHI,GUIGUYOUYIGEZHEMINGDEXIAOHUA,SIKEYINGGAIYUYIJING“XINGSHIZOUROU”DEXIAOFAMAO、HUIPU、EMCHEQITACHUANTONGJISHUJUTOUHEBING。XINGONGSIBEIMINGMINGWEI“XINGYUNZHIYUN”。

3D之家预测CIHOU,SUIRANSIKESHOUGOULEDALIANGYUNFUWUQIYE,RUBANGZHUYONGHUJIANHUAYUNBUSHUDECliQrHETIGONGYUNWANGLUODUANBAOHUDECloudLock,DANZHUANXINGDEFANGXIANGSHIXIANERYIJIANDE,DANCONGZUIXINDECAIWUSHUJULAIKAN,RUANJIANFUWUYUEZHANZONGSHOURUDE25.58%,BUNENGCHENGWEISIKEDEZHUYAOSHOURULAIYUAN,ZENGZHANGLVYEBUMINGXIAN。

YIFANGMIAN,YUNJISUANSHICHANGDEJINGZHENGHUANJINGZHANGQIYILAICHONGCHIZHEJUREN。YAMAXUNZAI2006NIANTUICHULEYUNFUWU。WEIRUAN、ALIBABA、GUGE、HUAWEIHEQITAGONGSIYEZAIYUNFUWULINGYUQUDELEZHONGDATUPO。SIKEBUTAIKENENGYIJUNAXIAZHEIMIANQIZHI。

3D之家预测YUCITONGSHI,“MIANXIANGFUWU”YIWEIZHEQIYEHEKEHUZHIJIANDEHUDONGMOSHIYEZAIFASHENGBIANHUA,CONGTIGONGGONGTONGDECHANPINDAOXIEZHUGOUJIANXINGYENEIDECHUIZHIJIEJUEFANGAN。ZHEIYAOQIUSHICHANGKANDAOKUAYUERUANJIANHEYINGJIAN、KAIYUANSHENGTAI、ZIYUANXUNIHUADENGDEQUANMIANCHUANGXINDEJIBENNENGLI。ZHISHAOMUQIAN,YUYIWEIFENGDEGUIYIHESIKE8000RENGNANYICHENGDANZHEIYIZHONGREN。

SIKEZAIYUNSHICHANGDEJINBUBIRANHUIYINGXIANGCHUANTONGYINGJIANYEWUDESHOURU,BINGXIANRU“CHUANGXINZHEDEKUNJING”

3D之家预测DIERGEZHANGAISHIHEXINJISHUCHUANGXINBUZUYILIYONGZENGZHANGQUXIAN。

ZAISIKEDEZHUANXINGZHANLVEZHONG,HEXINYEWU,JIJIAOHUANJIHELUYOUQIDENGJICHUSHESHIDECHUANGXINNENGLI,YEJIANGDAILAILIANGHAODEYUQI。ZAIZHEIFANGMIAN,ZHICHI“MIANXIANGWEILAIDEHULIANWANG”HESIKE8000DEGUIYIXINPIANSIHUQUESHIYOUHENDUOZHIDECHENGZANDEDIFANG,BIRUZHICHIWEIRUANZAIYUNKAIYUANRUANJIANZHONGDEKAIFANGWANGLUORUANJIAN,YIJIMANZUYUNYINGSHANGDUI5GWANGLUOCHANGJINGYINGYONGDEXUQIU。

3D之家预测RANER,ZHIDEZHUYIDESHIGUIYIXINPIANDEDINGWEISHIDARONGLIANGHEDICHENGBENDE。YOUBIYAOZAIYOUXIANDEXINPIANMIANJISHANGJICHENGKUANGJIASHI、XIANGSHIHEJIAOHUANSHISANHEYISHEJI。TASIHUMANZULEAOTEZHIZAOSHANGDUIRONGLIANGHEXINGJIABIDEYAOQIU,YIJIYUNYINGSHANGDUIXINPIANXINGNENGDEYAOQIU。ZHEIZHONGLIANGYONGCHANPINSHIZHENDEMA?

ZHISHAOMUQIAN,SIKEDEJIAOFUGENGYOUKENENGSHIYIGE“TUOXIE”CHANPIN,ZHEIYEYIWEIZHETAKENENGHUIYING,YEKENENGBUHUIYING。WOMENJIANGDENGDAOATT、LIANPUWANG、WEIRUANHEQITAHEZUOHUOBAN“SHIZHECHIFAN”HOUZAIZUOCHURENHEJIELUN。

RANER,DAOMUQIANWEIZHI,SIKEHAIMEIYOUSHIXIANKEKAODEZHIMINGCHUANGXINTUPO,ZHEIYIJINGCHENGWEISIKEMIAOMANGWEILAIDEGUANJIANYINSU。

TONGYANGLINGRENDANYOUDESHISIKEZAIYATAIDIQUDECHIXUSHIBAI。

3D之家预测SIKEZHONGGUOYIJINGTINGZHIYUNYINGDEXIAOXIBUZAISHIXINWEN,ZAISIKEZUIXINDEJIDUSHOUYIZHONG,YATAIDIQUDESHOURUYETONGBIXIAJIANGLE8%。XIANGBIZHIXIA,BEIMEI、OUZHOUHEFEIZHOUDESHOURUZENGZHANGLVBAOCHIZAI4%ZUOYOU。

XIANRAN,YATAIDIQU,YOUQISHIZHONGGUOSHICHANGDETUPOXINGKUNNANJIANGJIXUCHENGWEISIKEZHANLVESHOURUZENGZHANGDEJUEDUIZHANGAI。

TEBIESHI,RENGONGZHINENGQUDONGDEQIYESHUZIZHUANXINGZAIHENDACHENGDUSHANGYILAIYUDUIBENDISHICHANGCHANPIN、YUNYINGLINIAN、GONGYEYANFADEYEWULIUCHENGZHICHI,ZHEIBUJINSHICHUYUZHENGZHIYUANYIN,YESHICHUYUSIKECHANPINJIAGEHEYUNYINGSHANGQUSHIDEYUANYIN。WODANXINZHEIDUISIKEDEXIAYIGEZENGZHANGQUXIANJIANGSHIYIGEJUDADETIAOZHAN。

3D之家预测YIBANLAISHUO,SIKEJIJIKEWANGDENGSHANG5GYUNRENGONGZHINENGDEREDIAN,RANHOUCONGZHIHUISHUZIHUADE“MAMAHUHU”ZHONGJIETUOCHULAI。

DANSHISHIDAIBIANLE,SIKEGUOQUDEYIXIECHENGGONGJIYINBUZAIQIZUOYONG。LIRU,RUGUONIFAXIANLEZUIXINZUIHAODEJISHU,NIKEYIZHIJIEZAIGOUMAIZHONG“GOUMAI”,RANHOUCONGLONGDUANZHONGHUOYI。YONGWUZHIJINGDESHOUGOUHEWUZHIJINGDEFUWUXINGCHENGLEXIANMINGDEDUIBI。

3D之家预测YUCITONGSHI,SIKEYUQIJINGZHENGDUISHOUZHIJIANDECHAJUZHUJIANKUODA。SIKEXIANGJIJINWANGLUOJICHUSHESHIDEDIYIZHENYING。WEILAIKENENGXINGDEQIANTISHIGENGNANQUEDINGHEGENGKUAIGENGQIANGDEJIASU。

3D之家预测《LANGCHAOZHIDIAN》CENGJINGZHEIYANGMIAOSHUBAOKUOSIKEZAINEIDECHUANTONGKEJIGONGSI:

“ZAIGUOQU100NIANZUOYOUDESHIJIANLI,YIXIEGONGSIYIZHIXINGYUNDI、YOUYISHIDIHUOWUYISHIDIZHANZAIJISHUGEMINGDELANGCHAOZHISHANG。JISHINISHENMEDOUBUZUO,NIYEKEYISUIZHEHAILANGDEPINGWENLIUDONGXIANGQIANPIAOFUSHINIANSHENZHIGENGZHANGSHIJIAN。TAMENDAIBIAOLEYIBOJISHULANGCHAO,ZAIXIAYIBOZHIQIANYIZHIFEICHANGHUIHUANG。”

3D之家预测DUIYURENHEJUWUBALAISHUO,ZHUANXINGDOUSHIYIGETONGKUDETIYI。CONGSIKEDESHIBAIHENULIZHONG,ZHONGGUOQIYEKENENGYEYIJINGLIJIELETAMENYINGGAIXIANGSHIJIECHUANDIDEJIAZHI。

GENGDUOJINGCAINEIRONG,GUANZHUTAIMEITIWEIXINHAO(SHENFENZHENGHAO:TAIMEIDI),HUOXIAZAITAIMEITIYINGYONG,FANHUISOUHUCHAKANGENGDUO