VMware云基础架构(VCF)
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三星子公司,逃离VMware
半导体芯闻· 2025-07-21 10:44
Core Viewpoint - Samsung Group's major subsidiaries are seeking alternatives to VMware due to significant price increases and the expectation of continued cost escalation in the future [1][3]. Group 1: Samsung's Actions - Samsung Electronics, Samsung Electro-Mechanics, and Samsung Display are initiating or preparing multiple projects to reduce reliance on VMware [1]. - Samsung Electronics plans to continue using its existing VMware system temporarily while exploring various alternatives through technical validation [1]. - Samsung Electronics has completed a procurement contract for VMware solutions worth approximately 40 billion KRW [1]. Group 2: Private Cloud Initiatives - Samsung Electro-Mechanics has begun constructing a private cloud, aiming to use non-VMware products or technologies in its virtualization products [2]. - The company plans to select a team that includes internal personnel and professional vendors to build the system and aims to complete the project by the end of the year [2]. Group 3: Industry Context - The subsidiaries' actions stem from the belief that VMware's costs exceed the benefits it provides, especially after VMware's acquisition by Broadcom, which led to price hikes starting last year [3]. - There are predictions that VMware's prices could increase by up to five times over the next 2 to 3 years [3]. - The bundling sales strategy of VMware's products, such as VMware Cloud Foundation (VCF), forces companies to pay for unnecessary products, further driving the shift away from VMware [3][4].