Feeds

HBA market share shenanigans

Emulex and QLogic claim gains over each other

Designing a Defense for Mobile Applications

Both Emulex and QLogic are claiming HBA market revenue share gains, and citing the same Dell'Oro report to do so.

QLogic cites Dell'Oro to say it gained revenue market share over Emulex in the first half of this year, while Emulex said it gained slightly more than three points of revenue market share over QLogic in the second quarter of this year. So both companies are right.

Why both companies feel the need to claim such things is a mystery. It's more understandable in Emulex's case though; it has to justify itself after making rosy-tinted growth projections while fighting off the unwanted Broadcom bid. It also just missed out on being included in NetApp's FCoE love-in, which featured Brocade and QLogic CNAs but not Emulex ones.

What Emulex is actually claiming is that it "has captured over three percentage points of revenue over its nearest competitor in the total Fibre Channel Host Bus Adapter (HBA) market during the second quarter of 2009." This is based on figures in the Dell'Oro Group's Q2 2009 SAN Report.

Emulex goes on to say that the report shows it "has gained cumulative market share over the last nine months."

Wow. Take that QLogic, you loser. And it's not us saying so, it's Dell'Oro.

In response, QLogic said: "it completed the first half of 2009 with an expanded market share lead in storage area network (SAN) Fibre Channel adapters, according to the latest data published by the Dell'Oro Group." What?

QLogic provides some numbers from the report: "For the first half of calendar year 2009, QLogic increased its revenue share for Fibre Channel adapters to 55.2 per cent, an improvement of 1.9 percentage points over the full year 2008 share. During the same time period, QLogic's nearest competitor (Emulex) in Fibre Channel adapters dropped its share below 38 per cent."

So, QLogic had a leading 53.3 per cent of the HBA market in 2008 and, at the end of Q2 this year has grown its share to 55.2 percent; that's clear enough. Emulex says it currently has a 38 per cent share and that meant it captured over three percentage points of revenue over QLogic in the quarter (is growing faster than QLogic) and has gained cumulative market share over the last nine months. Obviously, then, it has not gained cumulative market share over the last twelve months.

To add a degree of extra grandstanding to this circus, Emulex says it gained share in the 4GBit/s HBA market in the second quarter whilst QLogic says it gained share in the 8Gbit/s HBA sector that same quarter. Neither say they lost share in the segment the other gained share in. Well, of course not.

These two companies are eagerly duking it out head-to-head in the HBA and emerging CNA market, and are desperately keen to score points off each other. For now it seems that QLogic is the leader in revenue market share terms, while Emulex might be clawing back a little bit of that lead. Unfortunately they are gaining by selling more older 4Gbit/s HBAs than newer 8Gbit/s ones, where QLogic has an advantage. ®

The Power of One eBook: Top reasons to choose HP BladeSystem

More from The Register

next story
Apple fanbois SCREAM as update BRICKS their Macbook Airs
Ragegasm spills over as firmware upgrade kills machines
Attack of the clones: Oracle's latest Red Hat Linux lookalike arrives
Oracle's Linux boss says Larry's Linux isn't just for Oracle apps anymore
THUD! WD plonks down SIX TERABYTE 'consumer NAS' fatboy
Now that's a LOT of porn or pirated movies. Or, you know, other consumer stuff
EU's top data cops to meet Google, Microsoft et al over 'right to be forgotten'
Plan to hammer out 'coherent' guidelines. Good luck chaps!
US judge: YES, cops or feds so can slurp an ENTIRE Gmail account
Crooks don't have folders labelled 'drug records', opines NY beak
Manic malware Mayhem spreads through Linux, FreeBSD web servers
And how Google could cripple infection rate in a second
FLAPE – the next BIG THING in storage
Find cold data with flash, transmit it from tape
prev story

Whitepapers

Designing a Defense for Mobile Applications
Learn about the various considerations for defending mobile applications - from the application architecture itself to the myriad testing technologies.
How modern custom applications can spur business growth
Learn how to create, deploy and manage custom applications without consuming or expanding the need for scarce, expensive IT resources.
Reducing security risks from open source software
Follow a few strategies and your organization can gain the full benefits of open source and the cloud without compromising the security of your applications.
Boost IT visibility and business value
How building a great service catalog relieves pressure points and demonstrates the value of IT service management.
Consolidation: the foundation for IT and business transformation
In this whitepaper learn how effective consolidation of IT and business resources can enable multiple, meaningful business benefits.