Worldwide external disk storage systems factory revenues posted
year-over-year growth of 7.7%, totaling just under $6.6 billion, in the
fourth quarter of 2011 (4Q11), according to the International Data
Corporation (IDC)
Worldwide
Quarterly Disk Storage Systems Tracker. For the quarter, the total
disk storage systems market grew to just over $8.5 billion in revenues,
representing 3.5% growth from the prior year's fourth quarter. Total
disk storage systems capacity shipped reach 6,279 petabytes, growing
22.4% year over year.
"The external disk storage systems market ended 2011 with strong
year-over-year revenue growth that helped to push the market to 10.6%
growth for the entire year," said Liz
Conner, senior research analyst, Storage
Systems. "Helping to drive the overall market growth were the
emerging regions, which posted high, sustained growth in 2011. In
contrast, the mature regions saw growth soften as their economies
entered the recession recovery phase. Another factor underlying the 2011
growth, and specifically the fourth quarter gain, was the delayed impact
of the drive shortage caused by the Thailand floods. The enterprise
storage market is expected to start feeling the brunt of this shortage
in 2012, resulting in minimal impact on the fourth quarter and 2011 as a
whole."
4Q11 External Disk Storage Systems Results
EMC maintained its lead in the external disk storage systems market with
29.4% revenue share in the fourth quarter, followed by IBM in second
with 15.2% market share. NetApp and HP tied* for third with 11.2% and
10.3% market shares, respectively. Hitachi ended the quarter in fifth
position, with 9.2% share.
Open Networked Disk Storage Systems Highlights
The total open networked disk storage market (NAS Combined with Open /
iSCSI SAN) grew 9.6% year over year in the fourth quarter to $5.6
billion in revenues. EMC continues to maintain its leadership in the
total open networked storage market with 32.6% revenue share, followed
by IBM with a 14.6% revenue share.
In the Open SAN market, which grew 14.1% year over year, EMC was the
leading vendor with 26.7% revenue share, followed by IBM in second and
HP in third with 18.0% and 12.7% shares, respectively.
The NAS market declined 1.2% year over year, led by EMC with 48.8%
revenue share and followed by NetApp with 29.4% share. The iSCSI SAN
market continues to show strong momentum, posting 16.6% revenue growth
compared to the prior year's quarter. Dell led the market with 30.8%
revenue share, followed by EMC in second and HP in third with 20.4% and
12.8% market shares, respectively.
"The high-end segment (average selling price $250,000 and over) followed
a seasonal trend in the fourth quarter with highest sequential growth
across all storage segments," said Amita
Potnis, senior research analyst, Storage
Systems. "The share of high-end storage systems increased from 28.2%
in 2010 to 30.0% in 2011. This increase was most notable outside the
United States. Drivers for this increase include economic recovery,
storage consolidation, and datacenter build-up and upgrades."
Top 5 Vendors, Worldwide External Disk Storage Systems Factory
Revenue, Fourth Quarter of 2011
(Revenues are in Millions)
| Vendor |
|
|
| 4Q11
Revenue |
|
|
| 4Q11
Market
Share |
|
|
| 4Q10
Revenue |
|
|
| 4Q10
Market
Share |
|
|
| 4Q11/4Q10
Revenue
Growth |
|
1. EMC
|
|
|
|
$1,927
|
|
|
|
29.4%
|
|
|
|
$1,575
|
|
|
|
25.9%
|
|
|
|
22.4%
|
|
2. IBM
|
|
|
|
$996
|
|
|
|
15.2%
|
|
|
|
$995
|
|
|
|
16.4%
|
|
|
|
0.0%
|
|
T3. NetApp*
|
|
|
|
$734
|
|
|
|
11.2%
|
|
|
|
$630
|
|
|
|
10.3%
|
|
|
|
16.6%
|
|
T3. HP*
|
|
|
|
$677
|
|
|
|
10.3%
|
|
|
|
$703
|
|
|
|
11.6%
|
|
|
|
-3.8%
|
|
5. Hitachi
|
|
|
|
$600
|
|
|
|
9.2%
|
|
|
|
$537
|
|
|
|
8.8%
|
|
|
|
11.6%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Others
|
|
|
|
$1,622
|
|
|
|
24.7%
|
|
|
|
$1,645
|
|
|
|
27.0%
|
|
|
|
-1.4%
|
|
All Vendors
|
|
|
|
$6,556
|
|
|
|
100.0%
|
|
|
|
$6,085
|
|
|
|
100.0%
|
|
|
|
7.7%
|
Source: IDC Worldwide Disk Storage Systems Quarterly Tracker,
March 1, 2012
Notes:
-
Starting in Q4 2010, HP is reported as the combined entity of HP and
3PAR.
-
Starting in Q1 2011, EMC is reported as the combined entity of EMC and
Isilon.
-
Starting in Q1 2011, Dell is reported as the combined entity of Dell
and Compellent.
-
* IDC declares a statistical tie in the worldwide disk storage market
when there is less than one percent difference in the factory revenues
of two or more vendors.
In addition to the table above, a graphic showing the year-over-year
change in worldwide market share among the top 5 external disk storage
systems vendors is available at IDC.com. The chart is intended for
public use in online news articles and social media. Instructions on how
to embed this graphic can be found by viewing this
press release on IDC.com.
4Q11 Total Disk Storage Systems Market Results
In the total worldwide disk storage systems market, EMC finished in the
top position followed by HP with market shares of 22.6% and 17.7%
respectively.
Top 5 Vendors, Worldwide Total Disk Storage Systems Factory Revenue,
Fourth Quarter of 2011
(Revenues are in Millions)
| Vendor |
|
|
| 4Q11
Revenue |
|
|
| 4Q11
Market
Share |
|
|
| 4Q10
Revenue |
|
|
| 4Q10
Market
Share |
|
|
| 4Q11/4Q10
Revenue
Growth |
|
1. EMC
|
|
|
|
$1,927
|
|
|
|
22.6%
|
|
|
|
$1,575
|
|
|
|
19.1%
|
|
|
|
22.4%
|
|
2. HP
|
|
|
|
$1,514
|
|
|
|
17.7%
|
|
|
|
$1,586
|
|
|
|
19.2%
|
|
|
|
-4.6%
|
|
3. IBM
|
|
|
|
$1,403
|
|
|
|
16.4%
|
|
|
|
$1,528
|
|
|
|
18.5%
|
|
|
|
-8.2%
|
|
4. Dell
|
|
|
|
$994
|
|
|
|
11.6%
|
|
|
|
$898
|
|
|
|
10.9%
|
|
|
|
10.6%
|
|
5. NetApp
|
|
|
|
$734
|
|
|
|
8.6%
|
|
|
|
$630
|
|
|
|
7.6%
|
|
|
|
16.6%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Others
|
|
|
|
$1,973
|
|
|
|
23.1%
|
|
|
|
$2,035
|
|
|
|
24.7%
|
|
|
|
-3.1%
|
| All Vendors |
|
|
|
$8,545
|
|
|
|
100.0%
|
|
|
|
$8,252
|
|
|
|
100.0%
|
|
|
|
3.5%
|
Source: IDC Worldwide Disk Storage Systems Quarterly Tracker,
March 1, 2012
Notes:
-
Starting in Q4 2010, HP is reported as the combined entity of HP and
3PAR.
-
Starting in Q1 2011, EMC is reported as the combined entity of EMC and
Isilon.
-
Starting in Q1 2011, Dell is reported as the combined entity of Dell
and Compellent.
2011 External Disk Storage Systems Results
Factory revenues for the worldwide external disk storage systems market
grew by 10.6% to $23.5 billion in 2011 compared to 2010. EMC and IBM are
the leading vendors for the full year with 28.5% and 13.5% of the market
respectively, followed by NetApp and HP with 12.4% and 10.7% shares,
respectively.
Top 5 Vendors, Worldwide External Disk Storage Systems Factory
Revenue, 2011
(Revenues are in Millions)
| Vendor |
|
|
| 2011
Revenue |
|
|
| 2011
Market
Share |
|
|
| 2010
Revenue |
|
|
| 2010
Market
Share |
|
|
| 2011/2010
Revenue
Growth |
|
1. EMC
|
|
|
|
$6,694
|
|
|
|
28.5%
|
|
|
|
$5,416
|
|
|
|
25.5%
|
|
|
|
23.6%
|
|
2. IBM
|
|
|
|
$3,183
|
|
|
|
13.5%
|
|
|
|
$2,922
|
|
|
|
13.8%
|
|
|
|
8.9%
|
|
3. NetApp
|
|
|
|
$2,911
|
|
|
|
12.4%
|
|
|
|
$2,352
|
|
|
|
11.1%
|
|
|
|
23.7%
|
|
4. HP
|
|
|
|
$2,524
|
|
|
|
10.7%
|
|
|
|
$2,344
|
|
|
|
11.0%
|
|
|
|
7.7%
|
|
5. Hitachi
|
|
|
|
$2,068
|
|
|
|
8.8%
|
|
|
|
$1,741
|
|
|
|
8.2%
|
|
|
|
18.8%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Others
|
|
|
|
$6,116
|
|
|
|
26.0%
|
|
|
|
$6,460
|
|
|
|
30.4%
|
|
|
|
-5.3%
|
| All Vendors |
|
|
|
$23,495
|
|
|
|
100.0%
|
|
|
|
$21,236
|
|
|
|
100.0%
|
|
|
|
10.6%
|
Source: IDC Worldwide Disk Storage Systems Quarterly Tracker,
March 1, 2012
Note:
-
Starting in Q4 2010, HP is reported as the combined entity of HP and
3PAR.
-
Starting in Q1 2011, EMC is reported as the combined entity of EMC and
Isilon.
-
Starting in Q1 2011, Dell is reported as the combined entity of Dell
and Compellent.
2011 Total Disk Storage Systems Market Results
Factory revenues for the total disk storage systems market grew by 8.2%
to $31.1 billion in 2011 compared to 2010. EMC and HP are the leading
vendors for the year with 21.5% and 18.5% of the market, respectively,
followed by IBM and Dell with 15.4% and 11.4% shares, respectively.
Top 5 Vendors, Worldwide Total Disk Storage Systems Factory Revenue,
2011
(Revenues are in Millions)
| Vendor |
|
|
| 2011
Revenue |
|
|
| 2011
Market
Share |
|
|
| 2010
Revenue |
|
|
| 2010
Market
Share |
|
|
|
| 2011/2010
Revenue
Growth |
|
1. EMC
|
|
|
|
$6,694
|
|
|
|
21.5%
|
|
|
|
$5,416
|
|
|
|
18.9%
|
|
|
|
|
23.6%
|
|
2. HP
|
|
|
|
$5,758
|
|
|
|
18.5%
|
|
|
|
$5,452
|
|
|
|
19.0%
|
|
|
|
|
5.6%
|
|
3. IBM
|
|
|
|
$4,787
|
|
|
|
15.4%
|
|
|
|
$4,490
|
|
|
|
16.0%
|
|
|
|
|
4.3%
|
|
4. Dell
|
|
|
|
$3,552
|
|
|
|
11.4%
|
|
|
|
$3,417
|
|
|
|
11.9%
|
|
|
|
|
3.9%
|
|
5. NetApp
|
|
|
|
$2,911
|
|
|
|
9.4%
|
|
|
|
$2,352
|
|
|
|
8.2%
|
|
|
|
|
23.7%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Others
|
|
|
|
$7,376
|
|
|
|
23.7%
|
|
|
|
$7,491
|
|
|
|
26.1%
|
|
|
|
|
-1.5%
|
| All Vendors |
|
|
|
$31,079
|
|
|
|
100.0%
|
|
|
|
$28,718
|
|
|
|
100.0%
|
|
|
|
|
8.2%
|
Source: IDC Worldwide Disk Storage Systems Quarterly Tracker,
March 1, 2012
Note:
-
Starting in Q4 2010, HP is reported as the combined entity of HP and
3PAR.
-
Starting in Q1 2011, EMC is reported as the combined entity of EMC and
Isilon.
-
Starting in Q1 2011, Dell is reported as the combined entity of Dell
and Compellent.
Taxonomy Notes:
IDC defines a Disk Storage System as a set of storage elements,
including controllers, cables, and (in some instances) host bus
adapters, associated with three or more disks. A system may be located
outside of or within a server cabinet and the average cost of the disk
storage systems does not include infrastructure storage hardware (i.e.
switches) and non-bundled storage software.
The information in this quantitative study is based on a branded view of
the disk storage systems sale. Revenue associated with the products to
the end user is attributed to the seller (brand) of the product, not the
manufacturer. Original equipment manufacturer (OEM) sales are not
included in this study. In this study, Hitachi Data Systems (HDS) sales
do not reflect their OEM sales to Sun Microsystems and Hewlett-Packard.
IDC's Worldwide Disk Storage Systems Quarterly Tracker is a quantitative
tool for analyzing the global disk storage market on a quarterly basis.
The Tracker includes quarterly shipments and revenues (both customer and
factory), Terabytes, $/Gigabyte, Gigabyte/Unit, and Average Selling
Value. Each criteria can be segmented by location, installation base,
operating system, vendor, family, model, and region.
For more information about IDC's Worldwide Disk Storage Systems
Quarterly Tracker, please contact Lidice Fernandez at 305-351-3051 or lfernandez@idc.com.
About IDC
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services, and events for the information technology, telecommunications,
and consumer technology markets. IDC helps IT professionals, business
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