近日，Gartner发表了多份分析报告，包括："Forecast: Security Software Markets, Worldwide, 2010-2015, 2Q11 Update“，以及“Market Trends: An Ever-Consolidating Security Market Never Consolidated”。
分析表明，多年来安全市场的并购并未减轻该市场的分化，原因之一就在于安全市场的容量不断扩大，以及该市场急剧创新力，新的需求和技术层不不穷。
Just 44 percent of the $16.5 billion world wide security software market in 2010 belonged to Symantec, McAfee, Trend Micro, IBM and EMC, according to Gartner, Inc. The combined market share for the top five vendors has dropped from 60 percent since 2006 .
“The information security market is in a continuous state of consolidation, but even fairly intense merger and acquisition (M&A) activity has not stopped the market from being very fragmented, ... Market expansion and innovation are driven partly as a result of new start-up players entering the market. New players bring innovative technology solutions to cater for end-user requirements that in turn are created as a result of the new threats, often introduced by cybercriminals taking advantage of new vulnerabilities created by changes to IT ecosystems.”
Gartner表示尽管M&A activity been a constant factor, the market is far from reaching a consolidated status, i.e. in which more than 60-70 percent of the market is owned by the top five vendors. Currently, any consolidation at the top is contrasted by an expansion of the market at the bottom.
Gartner分析师指出，the main reason for this trend is that established leaders are losing market share to smaller players, many of which were start-ups that developed new offerings to meet newly introduced threats and vulnerabilities, or they implemented a successful go-to-market strategy, built themselves a niche presence and gradually took market share away from incumbent vendors. Similar to other related markets, such as the IT operations management market, security relies a great deal on innovation from start-up companies, which is particularly the case with a continuous influx of new vulnerabilities and threats.
Contu说：“We expect more consolidation to take place, along with innovations being introduced by new additions to the market. The security market continues to provide good growth opportunities for both established players and start-up companies, and the market landscape remains fairly dynamic with many competitors. While end-user organisations have shown an increasing preference to use a suite of products from fewer suppliers, the complexity of end users' product portfolios will not be solved in the short term because new, stand-alone niche tools will continue to be purchased to solve new rising threats and vulnerabilities that incumbent players haven't been able to address.”
【参考】
