The latest external storage system revenue numbers are in from IDC and Gartner, showing that trends we saw in the first half of 2010 continued into last quarter.
Those include the rise of Ethernet in networked storage at the expense of Fibre Channel, and market share gains by NetApp and EMC at the expense of IBM, Hewlett-Packard and Dell.
According to IDC, Ethernet-based NAS and iSCSI SANs outgrew the market again in the third quarter of 2010. NAS increased 49.8% over last year and iSCSI jumped 41.4%. Those numbers compare to overall SAN revenue growth of 18.5% and an external storage increase of 19%.
EMC led the NAS market with 46.6% share followed by NetApp with 28.9%, according to IDC. Both vendors picked up share over last quarter. EMC is also in the process of acquiring clustered NAS vendor Isilon, which had 0.75% of the overall storage share last quarter.
Dell still leads the iSCSI market on the strength of its EqualLogic platform. Dell had 33.8% market share last quarter, well ahead of EMC at 13.8% and HP at 13.7%. Dell increased its iSCSI share from 32.9% in the second quarter.
In the overall vendor horse race, EMC kept its lead in external storage with 26.1% of the market revenue, followed by IBM at 12.9%. NetApp, which edged ahead of HP in the second quarter, stayed third with 11.6%. HP was fourth at 11.1%, followed by Dell with 9.1%
EMC and NetApp gained total share over the previous quarter and last year while the other three of the top five lost share. NetApp revenue grew a whopping 54.9% since last year while EMC grew 28.3%. HP had the lowest growth at 11.3% over last year. Maybe that’s why HP spent $2.35 billion to acquire SAN vendor 3PAR, which had 0.83% of the market last quarter.
IDC said total external storage sales for last quarter were $5.2 billion.
Gartner reported similar numbers, placing the total external storage revenue at $4.6 billion — up 16% from last year.
Gartner added Fujitsu to the list of vendors who outgrew the market, and shed more light on specific vendor successes and failures. Gartner’s top five was the same as IDC’s, and it listed Hitachi Data Systems, Futjitsu and Oracle/Sun as the next three leaders. Gartner said Oracle/Sun revenue declined 36.3% from last year, attributing it to Oracle’s ending the OEM deal Sun had with HDS for its 9000 high-end monolithic array platform.
Other information in the Gartner report: