One of the largest PC makers Dell (Nasdaq: DELL) dethroned Hewlett Packard (Nasdaq: HPQ) as the largest server shipper in Asia Pacific during the fourth quarter of 2011. Another gainer is International Business Machine (Nasdaq: IBM) during the same period. HP is the major and only loser in Asia pacific as far as server shipment is concerned in the fourth quarter.
However, in terms of revenue, IBM continues to occupy the number one slot followed by HP despite the decline in year-over-year revenue. Again, it was Dell that registered significant growth.
While the overall growth in the server shipment is a significant 15.7 percent, revenue witnessed only 2.4 percent year-on-year upside, a data from Gartner indicates. The major driver for such a growth is China, where 27 percent of upside in server shipment was seen over the 2010 quarter. In terms of revenue, the increase was 17 percent. Hong Kong also recorded 34 percent rise in server shipment, but revenue slipped 6 percent. Taiwan witnessed 14 percent drop in server shipment and 5 percent fall in revenues during the same period.
In Korea, server shipment grew 16 percent, whereas revenues dipped 9 percent due to poor contribution from platforms of other servers. Australia witnessed weak trend registering 10 percent drop in shipments and 39 percent fall 'in revenue'.
Total server shipments increased 15.7 percent to 568,272 units from 491,383 units in Asia pacific. Of this, Dell shipped 136,831 units with a share of 23.9 percent versus 104,137 units with a share of 21.2 percent representing volume growth of 30.4 percent from the year-ago quarter. HP's server shipment slipped 6.6 percent to 132,314 units from 141,644 units, and the market share also skid to 23.3 percent from 28.8 percent in the earlier quarter.
IBM shipped 21.0 percent more server to 117,723 units from 97,262 units, while Lenovo's shipment surged 59.9 percent in the same quarter last year. While IBM's market share rose to 20.7 percent from 19.8 percent, Lenovo's share grew to 7.6 percent from 5.5 percent.
Total revenues from the Asia pacific rose 2.4 percent to $2.63 billion from $2.57 billion in the prior year quarter. Of this, IBM generated $1.06 billion during the fourth quarter, down 3.0 percent from $1.09 billion and its share dipped to 40.3 percent from 42.5 percent in the previous year quarter. HP's revenues dropped 14.5 percent to $640.11 million from $748.63 million and the shares dropped to 24.3 percent from 29.1 percent.
Dell is the major gainer to record 27.8 percent revenue growth to $400.12 million from $312.99 million, and market share grew to 15.2 percent from 12.2 percent in the year-ago quarter.
However, globally HP remained the top with a share of 28.1 percent for server shipment, down from 32.0 percent in 2010 fourth quarter. The company shipped 0.704 million units, down 8.1 percent from 0.767 million units in the year-ago quarter, based on Gartner data. Dell gained most in the server shipment at the cost of HP, IBM and Fujitsu. The company's worldwide shipment of server grew 11.2 percent to 0.573 million units from 0.515 million units in the previous year quarter. The company's global share also advanced to 22.9 percent from 21.5 percent. IBM share slipped to 13.1 percent from 13.9 percent, while Fujitsu's share fell to 2.8 percent from 3.2 percent in the year earlier quarter in the worldwide server market.
Data from Gartner indicates that Asia Pacific contributed to the global server shipment growth of 4.5 percent to 2.504 million units from 2.397 million units.