http://www.gartner.com/technology/reprints.do?id=1-2JFZ1KP&ct=150715&st=sb Huawei Huawei started its enterprise business in 2011. Its market base is stronger in Brazil, Russia, India and (primarily) China, and it mainly targets telcos and emerging markets. FusionSphere is virtualization infrastructure software and is one element of Huawei’s portfolio of network, storage and compute infrastructure. Although it can be supported on third-party hardware, most references are deployed on Huawei’s FusionCube. FusionSphere includes a Xen-based hypervisor, as well as extended input/output, availability and recovery products and capabilities. Furthermore, Huawei is developing a KVM product suite, and this is their stated technology direction. Huawei FusionSphere first entered the Magic Quadrant for x86 Server Virtualization Infrastructure in 2014. An up-and-coming product in emerging markets, Huawei FusionSphere claims hundreds of references in emerging economies. It also has references from Western Europe and Singapore, among other mature markets. However, Huawei has more customer references from China than elsewhere. It is predominantly appropriate for Huawei hardware users. Users of other x86 servers should validate the level of certification and local support. In late 2013, Huawei became a Gold Member of the OpenStack Foundation. It has already become a top 10 feature and code contributor, and it is leveraging OpenStack across both FusionCloud and FusionSphere, which may expand its market awareness while also increasing its appeal as cloud infrastructure. Huawei has established its position in telecommunications companies and for networking technology. During the past few years, Huawei has shown great ambition to expand into enterprise markets in mature economies. However, national security concerns have resulted in obstacles, particularly in North America. Its continuing growth will likely originate from emerging markets, Asia/Pacific and Western Europe — where FusionCloud and FusionSphere are being evaluated in test/development and pilots for cloud infrastructure. Strengths
In recent years, Citrix has executed a number of fundamental changes that refocus and reposition XenServer as a platform for cloud infrastructures and desktop virtualization more than data center use. More recently, though, Citrix has also shown it will respond to market feedback. With the release of XenServer 6.5 in January 2015, numerous features have been brought back from retirement, or avoided retirement or deprecation.
Irrespective of these moves, it is clear Citrix is no longer investing to keep up with market leaders VMware and Microsoft — at least for traditional server virtualization in the data center. Instead, it is focusing on making XenServer an attractive hypervisor for cloud infrastructure (optimizing integration with its own CloudPlatform offering) and for desktop virtualization (supporting XenDesktop and XenApp).
For cloud infrastructures, the Xen hypervisor will remain the most widely used architecture for public infrastructure as a service (IaaS) cloud providers, if for no other reason than it is used by Amazon Web Services. The goal for Citrix is to leverage cloud providers to grow its business with Citrix CloudPlatform (the commercially supported version of Apache CloudStack). Enterprise adoption of open-source cloud infrastructure remains nascent, and Citrix’s strongest competitor in terms of technology and market perception is OpenStack, which has traditionally been associated with Kernel-based Virtual Machine (KVM). Moving XenServer to full open source was a required step not only to become competitive in this market, but also to potentially rejuvenate community investment in XenServer. At the same time, Citrix continues to demonstrate its commitment; it manages the open-source project and community for XenServer. However, while CloudPlatform has several hundred customers (about half being service providers, which makes monetization challenging), Citrix has hurdles to overcome. These include the community support, industry buzz and vendor marketing muscle being put behind OpenStack. Unless Citrix can increase its own community, or gain alliances with major vendors, it will struggle.
In desktop virtualization, XenApp and XenDesktop are widely used, but VMware vSphere continues to be more broadly used as the underlying hypervisor. Citrix, with a free back end, has an opportunity to reduce VMware’s influence and to potentially make Citrix-only desktop and server virtualization attractive (especially with smaller customers). While this is a good defensive strategy for Citrix, monetizing this strategy for growth remains a challenge. Furthermore, the growth of Hyper-V as a back end adds another challenge.
Citrix and Microsoft have an intriguing relationship. While Citrix supports Hyper-V and has a long-term partnership with Microsoft, winning at the desktop layer is important if Citrix wants to further expand its management, automation and cloud business. As a result, Citrix’s go-to-market strategy regarding how XenServer both competes with and complements Hyper-V remains confusing for many customers and channel partners. Regardless, it is apparent that Citrix is willing to sacrifice the server platform to maintain its desktop virtualization business.
For server virtualization alone, the reduction in virtualization functionality weakened XenServer’s competitiveness. XenServer 6.5 addresses most of these concerns. However, Gartner inquiries on XenServer for server workload virtualization have declined. Time will tell if the repositioning in XenServer 6.5 is enough to rejuvenate market interest for enterprise server virtualization.
The success of CloudPlatform or XenDesktop/XenApp is less reliant on the success of XenServer; however, as a core underlying virtualization technology for these products, XenServer can potentially help accelerate Citrix’s success in both areas, and enterprises can rely on Citrix to maintain investments in XenServer that specifically help their CloudPlatform or XenDesktop businesses.