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|2023 09 22 TMT/OLAP Snowflake BI OLTP BI Gartner BI 20 CAGR 16%26 130 Modor Intelligence BI 2023 90.1 2028 152.5 2023-2028 11.10%Microsoft Amazon Google Oracle IBM Snowflake Snowflake Snowflake 1 Snowflake 2 3 BI 1 BI BI Snowflake BI 2 Snowflake Marketplace 448 Snowflake 3 AIGC%274 5.2 2761.3 3.4 2264.6 3.2%1m 6m 12m-7.0-11.9 27.8-5.4-4.1 33.7 1 20230917 2023-09-17 2 2023-09-15 3 20230910 2023-09-10 4 2022-02-25 S1090518120002-20020406080Sep/22 Jan/23 May/23 Aug/23(%)计算机 沪深300 Snowflake 2.6 1.6 2.6 3.9 4.10 5 Lambda Kappa.11.13 1 BI.13 2.14 3.19 Snowflake.25 1 Snowflake.25 2.26 3.26 4.27 5 Snowflake.28 6.29 Snowflake 32 1.32 2.32 3.33 4.34 5 BI.35 6.36 7 AI.37.38 1.7 ZXAZxOsPtQrQtNnOrMsNqRbRaO9PtRrRmOnOlOrRzQlOoMrP7NmNmRNZrRoMuOrRnP 3 2.9 3.9 4.10 5.11 6 Lambda vs Kappa.12 7 Snowflake.13 8.14 9 BI.14 10 Snowflake.15 11 Azure Synapse Snowflake.16 12 Microsoft Azure.16 13 AWS Redshift MPP.17 14 Google BigQuery.18 15 IDC 2021-2026.19 16 2023-2027.19 17 2016 Gartner 2022 Gartner.20 18 2022H2.20 19 2022H2.20 20 AnalyticDB.21 21 AnalyticDB TPC-DS.21 22 GaussDB(DWS).22 23 FusionInsight.22 24 PostgreSQL Segment.23 25 PostgreSQL.23 26 PostgreSQL.24 27.25 28 snowflake 3 612%ROI.25 29 2021 Snowflake DBMS.26 30 Snowflake.26 4 31 Snowflake 22.27 32 Snowflake.27 33 Snowflake.28 34.30 35.30 36.30 37.30 38(RPO).30 39.31 40 Snowflake.31 41 Snowflake.31 42.31 43 Snowflake.32 44 Gigaom Snowflake.32 45.33 46 55%.33 47 2020 2-7 Snowflake.34 48 Snowflake.34 49.34 50.35 51 Snowflake 100.35 52 BI.36 53 Snowflake BI.36 54 Snowflake Marketplace.37 55.37 56.37 57 NeMO.38 1.6 2.7 3 MOLAP ROLAP HOLAP.8 5 4.10 5.10 6.11 7.13 8 2017-2021 Snowflake.14 9.15 10.18 11 Snowflake.28 12 Snowflake.28 13 Snowflake.31 6 1 70 20 60 ERP CRM 1 OLTP OLTP EPR CRM OA OLAP OLAP OLTP javatpoint 2 OLAP 7 1 brain station 2 ETL OLAP OLAP ROLAP MOLAP HOLAP dataversity ETL OLTP OLAP ETL(Extract-Transform-Load)HOLAP OLAP MOLAP ROLAP HOLAP HOLAP OLAP ROLAP MOLAP HOLAP OLAP HOLAP HOLAP 8 3 MOLAP ROLAP HOLAP MOLAP:OLAP 1)2)1)2)ROLAP:OLAP 1 2 ROLAP MOLAP HOLAP:OLAP MOLAP ROLAP ROLAP MOLAP ROLAP OLAP,MOLAP ROLAP javatpoint CSDN-/Star Snowflake 9 2 3 3 10 4 CSDN 5 CSDN 4 CSDN 4 11 Lambda+Kappa 5 cnblogs 6 Web/App Kafka Flink ElasticSearch cnblogs 5 Lambda Kappa 12 1 Lambda Kappa Lambda 1 2 3 Flink Kappa Lambda Lambda Kappa Kappa Lambda 6 Lambda vs Kappa cnblogs CSDN 2 1 2 Hadoop 3/Snowflake Snowflake 13 7 Hadoop Hive Spark BP CSDN 7 Snowflake Snowflake 1 BI BI BI Gartner BI BI BI BI Gartner BI 2015 2019 63.6 17.9 BI 20 CAGR 16%26 130 Modor Intelligence BI 2023 14 90.1 2028 152.5 2023-2028 11.10%BI BI 8 9 BI Modor Intelligence Modor Intelligence 2 Gartner 2018 18.4 68%460 2022 75%2023 50%Microsoft AWS Oracle IBM SAP Snowflake Snowflake 1 Snowflake Snowflake CFO 22 7 AWS Snowflake 80+%18%Azure 2%Google Cloud Platform 2 Snowflake MPP 8 2017-2021 Snowflake 2017 2021 1 Oracle 36.1%1 Microsoft 24.0%268.1424.990.1152.501002003004005002023 2028BI CAGR：11.10%CAGR 9.65%15 2 Microsoft 21.5%2 AWS 23.9%3 IBM 12.7%3 Oracle 20.6%4 AWS 9.2%4 Google 6.5%5 SAP 7.4%5 IBM 5.6%29 Snowflake-13 Snowflake-Gartner 9 Google BigQuery 2010 Amazon Redshift 2013 Snowflake 2014 Microsoft Azure Synapse Azure SQL Data Warehouse 2016 Synapse 2019 Gartner HG Insights IDC Wiki 10 Snowflake Snowflake 1 Azure Synapse BI Azure Synapse BI 2016 Azure SQL Data Warehouse(Azure Synapse)2019 SQL Data Warehouse+Synapse/SaaS Synapse Snowflake Synapse BI Synapse Synapse Power BI Azure Machine Learning SQL Spark 948239241395944152%73%44%0%20%40%60%80%100%120%140%160%01000200030004000500060007000FY2019 FY2020 FY2021 FY2022 YoY 16 11 Azure Synapse Snowflake Microsoft Azure 12 Microsoft Azure Microsoft Azure 2 Amazon AWS Redshift RA3 AWS Redshift Amazon AWS Amazon Web Services(AWS)Redshift(Salesforce Google Analytics Facebook Ads Slack Jira Splunk Marketo)Redshift Redshift Redshift AWS Redshift AWS Redshift MPP Snowflake Redshift Redshift 2019 RA3 17 13 AWS Redshift MPP AWS Redshift 3 Google BigQuery BigQuery Google Colossus Jupiter Dremel Dremel BigQuery PB Colossus Jupiter Colossus Dremel Google BigQuery BigQuery BigQuery ML SQL K-means 10 BigQuery GIS BigQuery BI Engine BigQuery BigQuery Dataproc Dataflow Apache Hadoop/Spark Storage API BigQuery 18 14 Google BigQuery Google Snowflake Snowflake Zepl Snowflake Snowflake Partner Connect 10 AWS-Redshift Google-BigQuery Micorsoft Azure-Synapse Snowflake PB PB PB PB(Serverless)Amazon Sagemaker(ML)Amazon Redshift ML SQL PREDICT Apache Spark Zepl 19 AWS Kinesis Data Firehose,SageMaker,EMR,Glue,DynamoDB Google Cloud Platform Azure Amazon Snowpipe AWS Snowflake 24 34 60 22 AWS 0 Google 0 Snowflake 3 IDC 2021 IT 2,176.1 2026 4,491.1 2021-2026 CAGR 15.6%2022 IT 170 2026 364.9 2024 2026 8%IDC 2022 2022 8.7 23.7%4.6 12.5%4.1 39.3%2027 27.3 2022-2027 5 CAGR 25.7%15 IDC 2021-2026 16 2023-2027 IDC IDC 20 Gartner 2016 Gartner Cloudera Hortonworks 2017 2018 2021 IDC 1 2 3 17 2016 Gartner 2022 Gartner Gartner 18 2022H2 19 2022H2 IDC IDC 21 1 AnalyticDB AnalyticDB 2012 AnalyticDB 2014 2019 2020 TPC 3 1 2 3 PB 1 AnalyticDB 1 SQL Parser SQL Antlr JavaC AnalyticDB FastSQL 2/20 AnalyticDB 21 AnalyticDB TPC-DS TPC 2 GaussDB(DWS)22 2020 8 GaussDB(DWS)BI BI SQL IoT MRS(Hadoop Spark)FusionInsight 22 GaussDB(DWS)23 FusionInsight TechWave 23 3 PostgreSQL PostgreSQL MPP PostgreSQL(Snova)PB PostgreSQL PostgreSQL ETL COS TencentDB ES PB MPP PostgreSQL O2O PB 24 PostgreSQL Segment 25 PostgreSQL 24 26 PostgreSQL 4 TDH Oracle SQL SQL Oracle TDH SQL 99 SQL 2003 OLAP Oracle IBM DB2 Teradata SQL Oracle PL/SQL IBM DB2 SQL PL SQL TDH TDH 25 27 Snowflake 1 Snowflake Snowflake Snowflake()Snowflake Salesforce Google IBM Snowflake Forrester Snowflake Snowflake 2150 300 612%28 snowflake 3 612%ROI Forrester 26 2 Snowflake Snowflake Gartner Cloud DBMS Snowflake 2020 2021 Snowflake 2014 2019 2020 Snowflake 29 2021 Snowflake DBMS 30 Snowflake Gartner Gartner Snowflake 3 Snowflake 3 Snowflake 22 Google Cloud AWS Microsoft Azure Snowflake Snowflake 27 31 Snowflake 22 ClicData 32 Snowflake Snowflake Snowflake 4 Snowflake Snowflake Snowflake Snowflake Snowflake(Account-based Marketing ABM)ABM Snowflake Snowflake 28 11 Snowflake Snowflake Capacity arrangement On-demand arrangement Snowflake 10%Snowflake Snowflake 33 Snowflake Snowflake 5 Snowflake Snowflake(Account-based Marketing ABM)ABM Snowflake Snowflake 12 Snowflake Snowflake BigQuery us-central1 35/TB/20/TB/0.023/GB/23.32/TB/0.016/GB/16.22/TB/10GB europe-west2 40/TB/23/TB/0.023/GB/23.32/TB/0.016/GB/16.22/TB/10GB europe-west4 35/TB/20/TB/0.02/GB/20.28/TB/0.01/GB/10.14/TB/10GB Snowflake Microsoft Azure-Synapse East US 2 40/TB/23/TB/23/TB West US 2 40/TB/23/TB/23/TB Canada Central 46/TB/25/TB/25/TB West Europe 40/TB/23/TB/23/TB Australia East 46/TB/25/TB/23.55/TB 29 Southeast Asia 46/TB/25/TB/23/TB Switzerland North 50.5/TB/28.8/TB/25.30/TB US Gov Virginia 68/TB/39/TB/28.75/TB Snowflake AWS Redshift US East(Northern Virginia)40/TB/23/TB/0.024/GB 24.58/TB US East(Ohio)40/TB/23/TB/0.024/GB 24.58/TB US West(Oregon)40/TB/23/TB/0.024/GB 24.58/TB Canada Central 46/TB/25/TB/0.0261/GB 26.73/TB EU(London)42/TB/24/TB/0.025/GB 25.60/TB EU(Ireland)40/TB/23/TB/0.024/GB 24.58/TB EU(Frankfurt)45/TB/24.5/TB/0.0256/GB 26.21/TB Asia Pacific(Sydney)46/TB/25/TB/0.0261/GB 26.73/TB Asia Pacific(Singapore)46/TB/25/TB/0.0261/GB 26.73/TB Asia Pacific(Tokyo)46/TB/25/TB/0.0261/GB 26.73/TB Asia Pacific(Mumbai)46/TB/25/TB/0.0261/GB 26.73/TB US East(Commercial Gov-N.VA)40/TB/23/TB/0.024/GB 24.58/TB Snowflake 6 Snowflake FY2020-FY2022 100%Snowflake Snowflake 30 34 35()Snowflake-(RPO)Snowflake RPO Snowflake Snowflake 36 37 38(RPO)Snowflake Snowflake 1 31 FY2021 2020 1 31-2021 1 31;+=RPO 0.962.525.5411.40.010.130.380.79173.2%123.4%105.9%0%50%100%150%200%051015FY2019 FY2020 FY2021 FY2022()(,)()-184%-132%-91%-55.76%46%56%59%62.40%-200%-150%-100%-50%0%50%100%FY2019 FY2020 FY2021 FY2022 0.420.971.943.480.10.20.491.11125%108%89%0%20%40%60%80%100%120%140%012345FY2019 FY2020 FY2021 FY2022()()()129.90%110.94%80.85%61.03%71.13%40.00%35.82%38.31%37.11%40.75%28.86%21.74%0.00%20.00%40.00%60.00%80.00%100.00%120.00%140.00%FY2019 FY2020 FY2021 FY2022 1.284.2613.3326.46233%213%98%0%50%100%150%200%250%051015202530FY2019 FY2020 FY2021 FY2022RPO()RPO()31 Snowflake 2020 1-7 7 10 146 500 4%26%FY2020 169%12%Snowflake Snowflake Snowflake 56 2019 8-2020 7 100 46%2019 7 22 47%13 Snowflake 2K Games Accordant Media KIXEYE Nielsen PLAYSTUDIOS Sharethrough AXA Bankrate Capital One CapSpecialty Chime Experian Amino Asics HC1 McKesson Strava Logitech Madison Reed Office Depot Sainsbury s Sony US Foods Ask Blackboard DoorDash Instacart OfferUP Adobe Akamai DocuSign Dropbox Micron Snowflake 39 40 Snowflake Snowflake Snowflake 41 Snowflake 42 Snowflake Snowflake 1541192124639262128012730200400600800100012001400180%169%168%178%160%165%170%175%180%185%FY2019 FY2020 FY2021 FY2022948239241395944152%73%44%0%20%40%60%80%100%120%140%160%01000200030004000500060007000FY2019 FY2020 FY2021 FY2022 YoY144177184193%88%139%0%50%100%150%200%250%020406080100120140160180200FY2019 FY2020 FY 2021 FY2022 100 YoY 32 Snowflake 1 Snowflake Snowflake Snowflake GigaOm SDL DW(Synapse)AWS Redshift Snowflake Google BigQuery 22 JOIN Snowflake Snowflake Snowflake Snowflake 43 Snowflake Gigaom Microsoft 44 Gigaom Snowflake Gigaom Microsoft 33 2 IT IDC 2020 55 21 3 Snowflake Snowflake Snowflake 2014-2019 Snowflake 45 46 55%2 Snowflake IDC 3 Snowflake Snowflake Snowflake Snowflake Snowflake Snowflake 2020 3 Starschema()Snowflake COVID-19 2020 7 31 Snowflake Snowflake Adobe Lime Snowflake Tableau Qlik Snowflake 34 Snowflake 47 2020 2-7 Snowflake 48 Snowflake Snowflake Snowflake 4 IDC 2025 175ZB 25%2018 33ZB Snowflake 49 IDC 33ZB 35 50 cloudian Snowflake Snowflake Snowflake Snowflake 10 100 Snowflake 51 Snowflake 100 Snowflake 5 BI BI Snowflake BI BI Snowflake BI-Snowflake BI BI Tableau Looker PowerBI Snowflake Tableau 36 52 BI saudi-solutions BI+BI Snowflake BI BI Snowflake BI Snowsight Snowflake BI 2021 53 Snowflake BI Snowflake 6 Snowflake Marketplace 448 Snowflake Snowflake 37 Redshift BigQuery Synapse Snowflake Snowflake Snowflake+Snowflake 54 Snowflake Marketplace Snowflake Snowflake Marketplace 1 2 3 4 55 56 Snowflake Snowflake 7 AI 38 Snowflakes AI Snowflake no-code AI Snowflake Snowflakes AI AI Snowflake OpenAI NeMO NeMO Snowflake AI Snowflake AI LLM Snowflake 57 NeMO 39 6-12 A 300 500 20%5-20%5%5%
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