The disk market continues to be hot and high-end markets tend to be flat

Data from internationally renowned market research companies such as IDC and Gartner show that although the subsequent impact of flooding in Thailand has not been completely eliminated, the disk market in 2012 is growing steadily, including EMC, NetApp, HP, and Dell’s revenue. There are different degrees of improvement.

Another recent market research firm Gartner’s latest statistics also showed that in the first quarter of 2012, global controller-based external (ECB) disk storage market had total revenue of US$5.4 billion in the first quarter of 2012, compared to the first quarter of 2011. The $5 billion increase was 8%. This is basically consistent with the data released by IDC. From the data revealed in these two reports, the growth of the global storage market has been stable. Despite the impact of flooding in Thailand, global disk shipments have been affected and cannot be fully recovered in a short time, but IDC believes that “in the emerging regions The strong overall increase and the slowdown in price per GB have helped the market achieve year-on-year growth.”

According to data released by Gartner, other storage vendors including EMC, NetApp, IBM, HP, HDS, and Dell have seen unequal gains in revenue outside Fujitsu and Oracle. In the first quarter of 2012, EMC continued to maintain its leading position in the external disk storage system market with 29% revenue share, followed by NetApp (14.1%) and IBM (11.4%), HP and Hitachi with 10.2% and 9.4 respectively. The share of % is tied for third.

It is worth mentioning that in the report released by IDC, the open network disk storage system has grown significantly. In the first quarter of 2012, the entire open network disk storage market (NAS and Open/iSCSI SAN) revenue increased by 8.5% to US$5.1 billion over the same period. EMC continued its leading position in the entire open network storage market with a 32.2% share, followed by NetApp (16.4%). In the OpenSAN market (up 13% year-on-year), EMC took the top spot with 28.3% of revenue share. IBM (13.8%) and Hewlett-Packard (12.3%) ranked second and third.

Although the NAS market experienced a slight decrease from the same period of last year, the performance of the iSCSISAN market was bright and its revenue increased by 17.6% year-on-year. Of this, Dell led by 33% of revenue, EMC (18.9%) and Hewlett-Packard (13.7). %) ranked second and third. Gartner believes that the effectiveness of Dell's ECB disk storage acquisition strategy is starting to show up, with 73.5% of ECB's disk storage revenue being brought by the EqualLogic PS Series and Dell Compellent Storage Center platforms. NetApp relied on the value positioning of the core Data ONTAP technology and became one of the three vendors that achieved market share growth during the quarter.

Compared with the open network storage system market, the high-end storage system market, AmitaPotnis, a senior research analyst for IDC storage systems, said: “In the first quarter of 2012, the year-on-year growth of the high-end storage segment (average selling price of more than 250,000 US dollars) remained stable, the chain fell 13%. The high-end storage market in 2010 and 2011 has grown significantly due to the relaxation of the storage budget after the economic crisis in 2009. IDC believes that the slowdown in growth of the high-end storage market in the quarter reflects the trend of long-term trends.”

Data released by Gartner also shows that, except for HP 3PAR revenue growth (137%), other storage vendors' high-end storage system market growth is not obvious. IDC believes: "In all storage segments, the high-end market (with an average selling price of more than 250,000 U.S. dollars) showed a seasonal trend and achieved the highest growth in the fourth quarter. The share of high-end storage systems increased from 28.2% in 2010 to 2011. 30% of the year. This growth is particularly evident outside the US market. The drivers behind growth include economic recovery, storage consolidation, data center construction and upgrades.