According to a recent International Data Corporation (IDC) report, sales of data center infrastructure equipment, such as PDUs, UPS and cooling units, jumped in revenue 6.9% and in shipments 3.6% over the prior quarter.
Does this opening of IT admins’ wallets mean that data centers are fully out from the throes of the recession? It’s more of a cautious optimism at this point, said one analyst.
“IDC is noticing conflicting signals from the market,” said Katherine Broderick, Senior Research Analyst, Servers and Data centers at IDC. “We’ve spoken with many enterprises that are consolidating their many data centers into fewer, larger, state-of-the-art facilities which could mean fewer brick and mortar buildings in the long term. However, data center wholesalers and the IT recovery point to data center growth. In addition, the move to modular-designed builds will mean a smoother future as data centers are built out in pods, containers or rooms rather than the larger, rarer, up-front investments that were made in the past.”
Broderick mentioned that the bulk of the investment is going toward traditional data center cooling methods but the research firm is hearing more about in-row and ambient cooling solutions being deployed in advanced data centers.
Winners on the vendor side include:
Emerson Network Power and its Liebert line led the cooling sector, with 47.9% of revenues in Q2 2010.
In the PDU market, APC by Schneider Electric was the leader with a 29.1% market share.
In data center racks, HP led the pack with 22.5% of revenue.
UPS-wise, Eaton was ahead of the competition with 30.2% of revenue.
IDC said a variety of methods were used in the research, including end-user surveys, vendor guidance, earnings statements from the infrastructure players and the IDC Quarterly Server Tracker.