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SAP指望Hana成公司新的搖錢(qián)樹(shù)

SAP指望Hana成公司新的搖錢(qián)樹(shù)

Michal Lev-Ram 2013-02-05
Hana是一種能加速?gòu)?fù)雜計(jì)算的新型內(nèi)存數(shù)據(jù)庫(kù)技術(shù),。SAP高層稱它將引發(fā)大數(shù)據(jù)的一場(chǎng)革命,同時(shí)看好它成為SAP新的增長(zhǎng)點(diǎn),。但數(shù)據(jù)庫(kù)老大甲骨文的CEO不這么想,只有磕了藥的人,,才會(huì)指望靠Hana跟甲骨文搶生意,。

????SAP公司40年的歷史上發(fā)展最快的一款產(chǎn)品并不是商業(yè)軟件應(yīng)用程序,它甚至都不是受這家德國(guó)公司聯(lián)席首席執(zhí)行官之命,、誕生于公司龐大的研發(fā)實(shí)驗(yàn)室體系之中的產(chǎn)品,。相反,HANA,,一種能加速?gòu)?fù)雜計(jì)算的新型內(nèi)存數(shù)據(jù)庫(kù)技術(shù)是由幾位大學(xué)生開(kāi)發(fā)的,,只不過(guò)得到了SAP聯(lián)合創(chuàng)始人兼董事長(zhǎng)、69歲的哈索?普拉特納的力挺,。早期,,HANA被認(rèn)為是“哈索的新架構(gòu)”( Hasso's New Architecture,取各單詞首字母縮寫(xiě)為HANA——譯注),。

????SAP的許多核心業(yè)務(wù)應(yīng)用已經(jīng)過(guò)改寫(xiě),,以便在HANA上運(yùn)行。但普拉特納——其父是一名醫(yī)生——對(duì)于HANA在醫(yī)療行業(yè)的發(fā)展前景格外興奮,。上周早些時(shí)候,,在硅谷一場(chǎng)個(gè)性化醫(yī)學(xué)大會(huì)上,普拉特納高度評(píng)價(jià)HANA,,稱該技術(shù)能迅速計(jì)算海量醫(yī)學(xué)信息,,例如基因組數(shù)據(jù),以便為病人確定最佳治療方案,。普拉特納稱,,SAP將在“未來(lái)數(shù)月”推出一個(gè)基于HANA的醫(yī)療平臺(tái)。

????“醫(yī)生都是即時(shí)決策者,,”普拉特納告訴聽(tīng)眾?!八韵到y(tǒng)必須速度非??臁,!?/p>

????雖然HANA在SAP的整體營(yíng)收中所占比例仍然相對(duì)較低,,但它發(fā)展迅速,目前營(yíng)收已達(dá)3.92億歐元,。SAP已然將這項(xiàng)潛力無(wú)限的技術(shù)視為決勝未來(lái)的必勝法寶,。SAP于上周公布了最新財(cái)報(bào),公司聯(lián)席首席執(zhí)行官孟鼎銘隨后向《財(cái)富》(Fortune)補(bǔ)充道,,HANA 2012年的營(yíng)收中有近一半來(lái)自當(dāng)年第四季度?!拔覀兛梢钥吹紿ANA形勢(shì)喜人,。它正成為一個(gè)名副其實(shí)的品牌,一個(gè)廣為人知的解決方案,。而一切才剛剛開(kāi)始?!?/p>

????SAP預(yù)計(jì)HANA的銷售額在2013年有望增至7億歐元,。雖然該技術(shù)前景一片大好,但包括SAP在內(nèi)的諸多公司必須為新平臺(tái)重寫(xiě)產(chǎn)品代碼,,這可是個(gè)費(fèi)時(shí)費(fèi)力的工作。不過(guò)普拉特納表示,,SAP目前和將來(lái)的所有應(yīng)用程序都會(huì)“支持HANA”,,這項(xiàng)新技術(shù)用不了多久就會(huì)占據(jù)SAP至少20%的銷售額,。

????當(dāng)然,甲骨文(Oracle)依然是數(shù)據(jù)庫(kù)領(lǐng)域的老大,,它的首席執(zhí)行官拉里?埃里森對(duì)HANA持不同看法,。埃里森在去年曾譏諷普拉特納一定嗑藥了,竟然妄想和甲骨文競(jìng)爭(zhēng),。他強(qiáng)調(diào)自己公司早在10年前就已開(kāi)始對(duì)內(nèi)存數(shù)據(jù)庫(kù)的研究,。普拉特納在上周早些時(shí)候接受《財(cái)富》采訪時(shí)回應(yīng)稱:“我從不嗑藥,。”SAP面臨的競(jìng)爭(zhēng)對(duì)手并非只有甲骨文一家,。憑借超級(jí)計(jì)算機(jī)沃森,,IBM正大肆進(jìn)軍醫(yī)療保健市場(chǎng)。沃森依靠與SAP類似的底層技術(shù)(例如并行計(jì)算等)以及人工智能幫助醫(yī)生診斷和治療患者,。所有技術(shù)的出發(fā)點(diǎn)都一樣——用遠(yuǎn)超人類的計(jì)算能力分析,、梳理海量醫(yī)療數(shù)據(jù)。

????普拉特納擲地有聲地說(shuō):“最重要的是我們的速度更快,。越快越好,。”(財(cái)富中文網(wǎng))

????譯者:項(xiàng)航

????The fastest-growing product in SAP's 40-year history isn't a business software application, and it wasn't invented within the German company's massive research and development labs at the request of its co-CEOs. Rather, HANA, a new in-memory database technology capable of speeding up complex computations, was developed by a handful of university students and spearheaded by none other than SAP's 69-year-old co-founder and chairman, Hasso Plattner. In the early days, HANA was known as "Hasso's New Architecture".

????A number of SAP's (SAP) core business applications have already been rewritten to run on HANA. But Plattner, whose father was a doctor, is particularly excited about HANA's prospects in the healthcare industry. Earlier this week, at a personalized medicine conference in Silicon Valley, he touted HANA's abilities to quickly churn through massive amounts of medical information, like genomic data, in order to identify the best therapy for a patient. According to Plattner, SAP will launch a HANA-based healthcare platform in the "next few months."

????"Doctors are instant decision makers," Plattner told the audience." "And therefore the system has to be extremely fast."

????HANA has quickly grown into a 392 million euro business for SAP, though it still comprises a relatively small percentage of the company's total revenue. But SAP is already touting the uber-fast technology as a big success story. "You can see the acceleration," co-CEO Bill McDermott told Fortune after the company announced its latest earnings report last week, adding that about half of HANA's 2012 revenue came in the fourth quarter of last year. "It's becoming a real brand, and a well-known solution. And guess what, we're just getting started."

????SAP expects sales of HANA to reach upwards of 700 million euros in 2013. Though the technology is promising, it requires companies—including SAP—to rewrite applications for the new platform, a time-consuming task. But Plattner says all of SAP's current and future applications will be "HANA-rized," and that the technology will someday soon make up at least 20% of SAP's revenue.

????Of course, Larry Ellison, CEO of database leader Oracle (ORCL), has a different take on HANA's prospects. Last year he suggested Plattner must be on drugs to think he can compete with Oracle, saying his company has been working on in-memory technology for a decade. Plattner's response: "I never took drugs in my life," he said in an interview with Fortune earlier this week. But SAP doesn't have just Oracle to contend with. IBM (IBM) has already made a big push into healthcare with its Watson supercomputer, which relies on similar underlying technologies (like parallel processing) but also uses artificial intelligence to suggest diagnoses and therapies to doctors. Both technologies aim to comb through medical data much faster than a human physician can.

????"The major message is we can do things faster," says Plattner. "Faster is better."

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