History 2004: SAN Will Dominate NAS and DAS in Nearly All Vertical US Markets by 2007
Where SAN shipments will reach $3.8 billion or 65% of the $5.8 billion market for external disk systems.
By Jean Jacques Maleval | March 13, 2024 at 2:00 pmIn the U.S. market for external disk storage systems, the revenue of SAN systems will exceed the combined value of NAS and DAS shipments in 18 of 20 vertical markets by 2007, according to new research from IDC, Vertical Segmentation of the U.S. Storage Opportunity by Installation Environment, 2002-2007.
The 2 exceptions are the utilities and retail industries where DAS already has a strong presence.
The stable value of total external disk system shipments in USA between 2002 and 2007 hides the healthy CAGR of 7.5% for the SAN and 5.4% for the NAS sectors as they fight over more than $1 billion in shipments lost by the dwindling value of DAS shipments during that time.
By 2007, it is expected that SAN shipments will reach $3.8 billion or 65% of the $5.8 billion market for external disk systems in USA.
“The strongest vertical market opportunities for vendors of external disk storage systems in USA will reside in the government, financial services, banking-depository, and business and legal services. Interestingly, some of the large sectors, such as business and legal services, offer ample opportunities for various types of systems,” according to Anna Toncheva, program manager, systems vertical views, IDC
In 2007, the vertical markets with the highest percentages of shipment value for each installation environment will be:
- SAN for healthcare and government,
- NAS for business, legal and financial services,
- DAS for banking-depository and utilities.
In 2 other recent reports, IDC examines the industry adoption of external disk systems by OSs. Industries in which the revenue of external disk shipments for Windows exceeds those for Unix in both 2002 and 2007 are government, retail, education and health care. Overall, Unix will maintain about 45% share of external disk system revenue in USA between 2002 and 2007.
This article is an abstract of news published on issue 194 on March 2004 from the former paper version of Computer Data Storage Newsletter.











