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WW External Disk Systems Revenue Up 2.3% in 4Q12 – IDC

EMC and NetApp increasing shares, HP big loser

Worldwide external disk storage systems factory revenues posted year-over-year growth of 2.3%, totaling just over $6.7 billion, in 4Q12, according to the International Data Corporation‘s Worldwide Quarterly Disk Storage Systems Tracker.

For the quarter, the total (internal plus external) disk storage systems market generated $8.6 billion in revenue, representing 0.7% growth from the prior year’s fourth quarter. Total disk storage systems capacity shipped in 4Q12 reached 8EB, growing 25.3% year over year. The external disk storage systems market generated $24.7 billion in sales during the full year, which represented a 4.7% increase over 2011. Total external disk storage systems capacity shipped during the year surpassed 20EB, which represents an increase of 27% over 2011.

"Although the rate of growth decelerated during the quarter, the external disk storage system market finished the year with solid fourth quarter results and even posted a record-breaking $24.7 billion in full year factory revenue," said Eric Sheppard, research director, storage, IDC. "FICON attached array sales and NAS both helped drive the factory revenue increase during the quarter as companies invested in storage required to support mainframe environments and to deal with the continued growth in unstructured data."

4Q12 External Disk Storage Systems Results
EMC maintained its lead in the external disk storage systems market with 30.7% revenue share in the fourth quarter, followed by IBM and NetApp with 15.0% and 11.6% market share, respectively. HP and Hitachi ended the quarter in a statistical tie for the number four position with market shares of 9.3% and 8.8%, respectively.

Open Networked Disk Storage Systems Highlights

The total open networked disk storage market (NAS combined with open / iSCSI SAN) grew 2.6% year over year in the fourth quarter to just over $5.7 billion in revenues. EMC continues to maintain its leadership in the total open networked storage market with 34.2% revenue share, followed by NetApp with a 13.7% revenue share.

In the open SAN market, which grew just 0.3% year over year, EMC was the leading vendor with 28.7% revenue share, followed by IBM in second with 18.0% market share and HP and Hitachi tied for third with 11.9% and 11.4% shares, respectively. The NAS market increased 8.8% year over year, led by EMC with 48.2% revenue share and followed by NetApp with 28.3% share.

  
WW External Disk Storage Systems Factory Revenue
                               (in $ million)
idc_4q12_f1_540
 (Source: IDC Worldwide Quarterly Disk Storage
 Systems Tracker, March 7, 2013) 
                           

4Q12 WW Disk Storage Systems Market
In the total worldwide disk storage systems market, EMC finished in the top position with 24.0% market share based on revenues followed by IBM and HP in a statistical tie for second with market shares of 16.2% and 16.0% respectively.

  
WW Disk Storage Systems Factory Revenue, Q4 2012

                       (in $ million)
idc_4q12_f2_der_540
 (Source: IDC Worldwide Quarterly Disk Storage
 Systems Tracker, March 7, 2013)

        4Q12 WW Disk Storage Systems Market Y/Y
              Vendor Market Share Change (Value)
idc_4q12_f3_540
 (Source: IDC Worldwide Quarterly Disk Storage
 Systems Tracker, March 7, 2013)  
     

Note: 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.
                                                    
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. OEM sales are not included in this study. In this study, HDS sales do not reflect their OEM sales to Sun Microsystems and HP.

Comments

4Q12 was a good period in external disk systems for EMC and NetApp according to IDC, a flat one for IBM and Hitachi, HP being the big loser. Dell is no more in the top 5, as well as Oracle/Sun since a long time. Note that the "others" - not including the top 5, - representing  a lot of smaller companies all together, record global revenues not far from EMC.

Until 2010 HP was always the leader of the global worldwide external and internal disk storage systems because the company is and was selling a lot of storage integrated into its servers. It's not the case for EMC, now number one, offering only external storage subsystems.

The storage industry continues to be one of the most successful sector in the IT industry, with total disk systems revenues growing yearly since 2002 except in 2009. But the growth is diminishing. It was 17.4% from 2009 to 2010 then 8.2% from 2010 to 2011 and 4.8% from 2011 to 2012 even if the total capacity shipped continues to explode. It means that the price per gigabyte continues to decline rapidly. Among the reasons: lower price of HDDs, several technologies to reduce total storage capacity of the systems (thin provisioning, compression, de-dupe).

The table and graphics below are based on figures published by IDC. Revenue are in $ million.

Total Disk systems Revenue

Year
 Revenues  Yearly Growth
2002 19,651           
2003 20,219 2,9%
2005 20,862 3,2%
2005 23,059 10,5%
2006 24,443 6,0%
2007 26,335 7,7%
2008 27,565 4,7%
2009 24,465 -11,2%
2010 28,718 17,4%
2011 31,079 8,2%
2012
      32,566    4.8%

              WW External Disk Storage Systems
                   Quarterly Revenue in 2002
idc_2012_qq_540

              WW External Disk Storage Systems
                   Yearly Revenue Since 2002
idc_year_2012_540
                              

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