DataCore

Top 12 Storage Companies in 2012

EMC, Seagate and WD only ones above $10 billion
By Jean-Jacques Maleval on 2013.05.28

AddThis Social Bookmark Button

EMC continues to be ≠1 in storage. It's the case since 2004.

The big change for 2012 results of the acquisition of Hitachi GST by WD and Samsung HDD business by Seagate. Last year, we expected that Seagate will surpass WD, but it will happen in this year.

Seagate was down 8% in 2012 and up 36% in 2012. It's respectively -3% and 31% for WD. EMC grew more slowly, from 13% to 6%.

In 2013 there is also a good possibility that EMC will lose its ≠1 position as Seagate could surpass $14 million and especially WD $15 billion in revenue. EMC was at $15.5 billion in 2012 but it's not sure that this amount will be superior in 2013.

In our previous report, all top companies saw their sales growing except HDD manufacturers because their revenue deesp drastically in the last quarter of calendar 2011 -  entirely due to the Thailand flood - as well as SanDisk and Dell by more than 10%.

The Top 12 all together increased sales by 10% in 2012, being a good year globally for the storage giants. It was 5% in 2011 and their annual revenues are all above $2 billion, except Dell.

Top 12 in Storage Sales in $ million in FY12

 Vendors    FY
ending
in (mo)
  2011   2012   Y/Y
growth
1.   EMC *  12 14,755 15,589
6%
2.   Seagate  6  10,971 14,939  36%
3.   WD  6  9,526 12,478  31%
4.   Micron  8  8,788  8,234 -6%
5.   IBM * & **      12   6,787   6,500   -4%
6.   NetApp  4  5,123  6,233  22%
7.   SanDisk  12  5,662  5,053 -11%
8.   HDS + Japan
 3  3,864  4,443 15%
9.   HP *  10    4,056   3,815   -6%
10. LSI  12    2,044   2,506   23%
11. Symantec *
      3    2,307   2,412    5%
12. Dell *
      1    2,295   1,943  -15%
 TOTAL    76,178
 84,145
  10%

(Compilation by StorageNewsletter.com)

* storage only

** estimate

Some comments for three Asian companies: Hitachi, Samsung and Toshiba:

  • For Hitachi, we only rank here wholly-owned subsidiary HDS (including storage systems sold in Japan). But the Japanese group has two other storage activities: wholly-owned subsidiary Hitachi Maxell in storage media and the joint venture Hitachi-LG storage with LG in optical disc drives not included here.
  • Samsung, no more in HDDs, could merit to be included in the Top 12 but the company does not precisely publish revenue in NAND flash chips and SSDs. The only figure we got: for 2011, the chip unit registered revenue of 36.99 trillion won ($33 billion).
  • It also not easy to get numbers from Toshiba. We just learned that it recorded 1,298 billion yens in FY12 ended March 2012 in HDDs and flash products, the equivalent of around $12.8 billion.

Notes:

  • Here storage is defined as the activity of recording and retrieving computer data using any form of digital devices (based on magnetic, tape, optical, non volatile solid-state - not RAM -, and subsystems) including all associated connectivity, software and services.
  • For this ranking we used the companies' financial results for their fiscal year 2012 - not the calendar year - ending in any month of 2012. We got official figures, no estimations - but for IBM - for all of them for storage only.

Historically, here are the winners' circle
                     since 1991:

   ≠1 ≠2  ≠3
 1991  IBM Adstar
 Seagate  Memorex Telex
 1992  IBM Adstar  Seagate  Conner
 1993  IBM SSD  Seagate  Conner
 1994  IBM SSD  Seagate  Quantum
 1995  Seagate  IBM SSD  Quantum
 1996  Seagate  Quantum  WD
 1997  Seagate  Quantum  Compaq
 1998  Seagate  Quantum  Compaq
 1999  Seagate  EMC  Quantum
 2000  EMC  Seagate  Maxtor
 2001  EMC  Seagate  Maxtor
 2002  Seagate  EMC  Maxtor
 2003  Seagate  EMC  Hitachi GST
 2004  EMC  Seagate  BenQ
 2005  EMC  Seagate  Hitachi GST
 2006  EMC  Seagate  Hitachi GST
 2007  EMC  Seagate  Hitachi GST
 2008  EMC  Seagate  WD
 2009  EMC  Seagate  WD
 2010  EMC  Seagate  WD
 2011  EMC  Seagate  WD
 2012  EMC  Seagate  WD

(Source: StorageNewsletter.com)



 

 

 

 

 

 

 

11 208
Articles_bottom