Feeds

EMC and NetApp on a roll

Storage pure plays kicking ass

Remote control for virtualized desktops

Pure play storage suppliers EMC and NetApp are outpacing the server and storage system players Dell, HP and IBM, with Compellent, 3PAR, Storwize and XIV the main catch-up bets for the three followers.

Dell bought Compellent to expand its enterprise storage business in roughly the same way that HP bought 3PAR. We can fit IBM's purchase of XIV and Storwize into the same mould.

Stifel Nicolaus analyst Aaron Rakers has been tracking these five storage suppliers and says he sees a bifurcation happening. EMC and Netapp, the two pure play storage companies (meaning they don't sell servers, essentially), are outpacing Dell, HP and IBM by gaining market share based on revenue. He has produced a chart that shows this:

EMC and NetApp leaving Dell, HP and IBM behind

Storage supplier market share bifurcation (Stifel Nicolaus)

The bifurcation started becoming apparent in 2007 and has continued since then, with the gap steadily widening. In the latest quarter on his chart the gap has widened again, indicating that the three following suppliers - Dell, HP and IBM - have their work cut out if they are to regain their lost market share.

A second chart has NetApp growing its storage market share far higher than any other supplier, including EMC:-

Storage supplier growth rates

Storage supplier growth rates (Stifel Nicolaus)

NetApp has had a growth rate advantage since 2009. It has a long way to go to catch up with EMC in storage revenue market share terms though, as EMC has around 45 per cent compared to NetApp's 18 per cent. On this chart EMC, Hitachi Data Systems, and IBM are all doing better than HP and Dell.

If both IBM's Storwize and XIV strategies, and EMC's VNX strategy pays off, either or both could equal and perhaps overtake NetApp. Hitachi Data Systems is also in this category as NetApp's year-on-year growth rate is continuing down, paralleling HP and Dell. ®

Remote control for virtualized desktops

More from The Register

next story
Azure TITSUP caused by INFINITE LOOP
Fat fingered geo-block kept Aussies in the dark
NASA launches new climate model at SC14
75 days of supercomputing later ...
Yahoo! blames! MONSTER! email! OUTAGE! on! CUT! CABLE! bungle!
Weekend woe for BT as telco struggles to restore service
You think the CLOUD's insecure? It's BETTER than UK.GOV's DATA CENTRES
We don't even know where some of them ARE – Maude
Cloud unicorns are extinct so DiData cloud mess was YOUR fault
Applications need to be built to handle TITSUP incidents
BOFH: WHERE did this 'fax-enabled' printer UPGRADE come from?
Don't worry about that cable, it's part of the config
Stop the IoT revolution! We need to figure out packet sizes first
Researchers test 802.15.4 and find we know nuh-think! about large scale sensor network ops
DEATH by COMMENTS: WordPress XSS vuln is BIGGEST for YEARS
Trio of XSS turns attackers into admins
prev story

Whitepapers

Why and how to choose the right cloud vendor
The benefits of cloud-based storage in your processes. Eliminate onsite, disk-based backup and archiving in favor of cloud-based data protection.
A strategic approach to identity relationship management
ForgeRock commissioned Forrester to evaluate companies’ IAM practices and requirements when it comes to customer-facing scenarios versus employee-facing ones.
Go beyond APM with real-time IT operations analytics
How IT operations teams can harness the wealth of wire data already flowing through their environment for real-time operational intelligence.
How to determine if cloud backup is right for your servers
Two key factors, technical feasibility and TCO economics, that backup and IT operations managers should consider when assessing cloud backup.
High Performance for All
While HPC is not new, it has traditionally been seen as a specialist area – is it now geared up to meet more mainstream requirements?