The latest IDC Worldwide Quarterly Disk Storage Systems Tracker reveals that total enterprise storage systems factory revenue grew 2.1% year over year (YOY) to US$8.8 billion during 2Q15. The analyst says demand was strongest for original design manufacturers (ODM) sale to hyperscale datacenters alluding to massive datacenters that power some of the world’s Internet platforms. Sales of storage earmarked for hyperscale datacenters grew 25.8% YOY to US$1 billion (11% of total storage sales for the quarter).
Server-based storage sales were also up 10% during the quarter, accounting for US$2.1 billion in revenue (23.9%). External storage systems, which account for 64.7% of total storage sales declined 3.9% YOY. Total capacity shipments were up 37% YOY to 30.3 Exabyte during the quarter.
IDC’s Eric Sheppard, research director for storage, says companies are increasingly using new project initiatives and infrastructure refresh as an opportunity to deploy new storage technologies that are able to drive cost and complexity out of their existing storage resources. "This is pushing critical investment dollars towards technologies like cloud-based storage, integrated systems, software-defined storage, and flash-optimized storage systems at the expense of traditional external arrays."
EMC finished in the top position within the total worldwide enterprise storage systems market, accounting for 19.2% of all revenues in 2Q15. HP held the number 2 position with 16.2% of spending during the quarter. Dell accounted for 10.1% of global spending. As a collective group, storage systems sales by original design manufacturers (ODMs) selling directly to hyperscale datacenter customers – Microsoft, Facebook, Google, Amazon, Aliyun to name a few – accounted for 11.5% of global spending during the quarter.
Top 5 Vendors, Worldwide Total Disk Storage Systems Market, Second Quarter of 2015 (Revenues are in USD Millions)
|Vendor||2Q15 Revenue||2Q15 Market Share||2Q14 Revenue||2Q14 Market Share||2Q15/2Q14 Revenue Growth|
Source: IDC Worldwide Quarterly Disk Storage Systems Tracker, September 3, 2015
† Note: IBM's 2Q15 revenue excludes x86 servers due to the sale of that business to Lenovo.
The total open networked disk storage market (NAS Combined with non-mainframe SAN) generated US$5 billion in revenue during the quarter. EMC maintained its leadership in the total open networked storage market with 32.4% revenue share. NetApp generated 12.3% of revenue within this market segment.