EMC solidified its lead as the No. 1 external disk storage vendor last quarter, according to the latest IDC worldwide disk storage systems quarterly tracker.
EMC increased its networked storage revenue by 22% from a year ago, more than doubling the industry year-over-year growth of 10.8%, EMC posted third-quarter revenue of $1.65 billion – up from $1.35 billion a year ago – and increased its market share from 25.9% to 28.6%. IBM held onto second with $735 million, followed by NetApp at $700 million, Hewlett-Packard at $651 million, Hitachi Data Systems (HDS) with $505 million, and Dell at $459 million. IDC considers IBM and NetApp, and HDS and Dell in a statistical tie because less than 1% of market share separates them.
HDS grew the most year-over-year, increasing 22.1% and increasing market share from eight percent to 8.8%. Dell (down 2.6% after ending its OEM deal with EMC) and IBM (10.2% increase) grew at a slower rate than the overall market. Revenue from all other vendors slipped 5.2%, mainly because three of the biggest “others” – 3PAR, Isilon, and Compellent – were acquired by larger vendors since the third quarter of 2010.
IDC found that the midrange segment (from $50,000 to $150,000) had strong growth. “The trend to buy modular systems offering enterprise level functionality, such as scale-out architectures, tiering, data deduplication, etc. continues,” Amita Potnis, senior research analyst, Storage Systems, said in the IDC release.
IDC also said the SAN market grew 16.1% year-over-year and the NAS market grew 3.5%. EMC led the SAN market with 25.3%, followed by IBM (15.4%) and HP (14%). EMC also led in NAS with 46.7% share following its Isilon acquistion, with NetApp at 30.9%. iSCSI SAN revenue increased 19.5%. Dell, with its EqualLogic product line, led the iSCSI market with 30.3% followed by EMC with 19.2% and HP at 14%.
Server vendors HP, IBM and Dell have higher market shares in the overall disk storage segment, which includes server and direct attached storage. EMC still led the category, although all of its revenue comes from external storage. EMC’s overall disk market share is $21.7. HP is next with $1.436 million (18.9%), followed by IBM with $1.125 million (14.8%), Dell $879 million (11.6%) and NetApp at $700 million (9.2%). HDS did not crack the top five. As with EMC, NetApp and HDS are pure-play external storage vendors and get all their revenue from SAN and NAS systems.
The total disk storage market grew 8.5% to $7.6 billion. The external disk storage revenue was $5.8 billion.