Feeds

NetApp clambers over stumbling Big Blue as storage market shrinks

IDC numbers show giants jockeying for 2nd and 3rd place

Internet Security Threat Report 2014

In the first quarter of 2013, the network-attached storage and storage-area-network markets shrank for the first time in four years, according to IDC. HP, Hitachi and IBM revenues were the hardest hit hard, we're told.

The bean-counters' Quarterly Storage Tracker monitors suppliers' sales of external (networked) storage and total storage hardware (external plus server-attached), and computes their percentage revenue share. By tracking it we can see how well the vendors are doing relative to each other and to the market, and what is happening to the overall sector.

In the first three months of this year, the external storage market was worth a shade over $5.91bn according to IDC, a fall of 0.9 percent compared to the year-ago total of $5.97bn.

IDC attributed this decline to reduced demand in developed markets. The total storage market was worth $7.7bn, a 3.2 per cent fall from the year-ago quarter, probably affected by lower server sales.

Within these numbers the NAS and non-mainframe SAN sector actually grew 0.4 per cent to a tad more than $5.1bn. The open SAN market also grew 1.3 per cent over this period while the NAS market declined 2.2 per cent. In that sector NetApp led with 37.4 per cent while EMC was second with a 36.9 per cent share*.

Supplier revenue shares for external storage in the first quarter of 2013 were:

Company name Revenue share (2013) Revenue share (2012)
EMC 30.4 per cent 29.0 per cent
IBM 10.9 per cent 11.4 per cent
NetApp 14.9 per cent 14.1 per cent
HP 8.5 per cent 10.2 per cent
Hitachi 8.9 per cent 9.4 per cent
Others 26.5 per cent 25.9 per cent

EMC is top of the chart and an overall riser. The graph below shows that trend and we can also see that NetApp's overtaking of IBM has happened before with NetApp unable to sustain its advantage as Big Blue clawed back its sales share in the subsequent quarters. Perhaps this time it will be different.

IDC external disk Q1 2013 small

IDC external storage sales share for Q1 2013 … click on the chart to get a larger version

The trend lines for HP and IBM are, overall, declining while Hitachi's trend is flat. Dell does not appear in the chart because IDC includes it in the "Others" category, its external storage revenues being that small. These are percentage revenue share numbers so, as long as the overall market is growing, so are their revenues.

IDC's equivalent numbers for total storage revenues are:

Company name Revenue share (2013) Revenue share (2012)
EMC 23.2 per cent 21.7 per cent
HP 15.5 per cent 18.2 per cent
Dell 13.9 per cent 11.5 per cent
IBM 12.1 per cent 14.9 per cent
NetApp 11.4 per cent 10.5 per cent
Others 23.9 per cent 23.2 per cent

Another chart shows the trends over the past few quarters:-

IDC Total Storage Q1 2013

IDC's total storage sales share for Q1 2013 … click on the chart for larger version.

We see sudden upturns in the lines for Dell and NetApp, a decline for HP that accelerated in the latest quarter, and a decline for IBM overall. EMC is top o' the heap again as it jostles with the "Others" category. There is a four-quarter seasonality pattern in IBM's numbers once again so we'll need to see the trend over the next few months before judging that Dell has overtaken IBM and that NetApp is going to follow suit. ®

*These positions are transposed in the IDC report.

Internet Security Threat Report 2014

More from The Register

next story
Docker's app containers are coming to Windows Server, says Microsoft
MS chases app deployment speeds already enjoyed by Linux devs
IBM storage revenues sink: 'We are disappointed,' says CEO
Time to put the storage biz up for sale?
'Hmm, why CAN'T I run a water pipe through that rack of media servers?'
Leaving Las Vegas for Armenia kludging and Dubai dune bashing
Facebook slurps 'paste sites' for STOLEN passwords, sprinkles on hash and salt
Zuck's ad empire DOESN'T see details in plain text. Phew!
Windows 10: Forget Cloudobile, put Security and Privacy First
But - dammit - It would be insane to say 'don't collect, because NSA'
Symantec backs out of Backup Exec: Plans to can appliance in Jan
Will still provide support to existing customers
VMware's tool to harden virtual networks: a spreadsheet
NSX security guide lands in intriguing format
prev story

Whitepapers

Forging a new future with identity relationship management
Learn about ForgeRock's next generation IRM platform and how it is designed to empower CEOS's and enterprises to engage with consumers.
Cloud and hybrid-cloud data protection for VMware
Learn how quick and easy it is to configure backups and perform restores for VMware environments.
Three 1TB solid state scorchers up for grabs
Big SSDs can be expensive but think big and think free because you could be the lucky winner of one of three 1TB Samsung SSD 840 EVO drives that we’re giving away worth over £300 apiece.
Reg Reader Research: SaaS based Email and Office Productivity Tools
Read this Reg reader report which provides advice and guidance for SMBs towards the use of SaaS based email and Office productivity tools.
Security for virtualized datacentres
Legacy security solutions are inefficient due to the architectural differences between physical and virtual environments.