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Storage sales fall in Q1; EMC/IBM lose share, NetApp gains (relatively)

  • Thanks to a 25% drop in high-end storage spend, external disk storage and total disk storage sales respectively fell 5.2% and 6.9% Y/Y in Q1, says IDC. Those figures contrast with Q4 growth rates of 2.4% and 1.3%.
  • Market leader EMC, which depends heavily on its high-end Symmetrix line, saw its external share fall 110 bps Y/Y to 29.1%, and its total share fall 50 bps to 22.4%. EMC previously reported its high-end sales fell 22% in Q1; strong flash/scale-out storage sales partly offset the drop.
  • NetApp's (NTAP) low high-end exposure allowed its shares to grow 30 bps and 50 bps to 15.1% and 11.7%, in spite of a 2.8% revenue drop. H-P's (HPQ) external share rose 40 bps to 8.8% (3PAR strength), but its total share fell 20 bps to 15.1% (server weakness).
  • Things still look bleak for IBM, which reported a 23% Y/Y Q1 system storage revenue drop: Its external share fell 200 bps to 8.8%, and its total share 180 bps to 10.1%.
  • The total disk share of non-top-5 vendors rose 370 bps to 28.8%. Chalk that up to both surging demand for cloud storage (getting cheaper by the quarter) running on commodity hardware, and solid momentum for flash/hybrid storage upstarts such as Nimble (NMBL), Pure Storage, and Nutanix.
  • Hard drive/assembly suppliers: STX, WDC, HTCH
Comments (5)
  • Michael Bryant
    , contributor
    Comments (5338) | Send Message
     
    Then where are all the data going? To the cloud???
    6 Jun, 07:55 PM Reply Like
  • gigabob635
    , contributor
    Comments (219) | Send Message
     
    It ain't all going to infinity and beyond - yes - the cloud is consuming mass quantities and then cloud resources are being sold back to mid-sized businesses who are using cloudbursting instead of expanding directly their own data center investments.
    6 Jun, 08:13 PM Reply Like
  • Cha-Charlie
    , contributor
    Comments (36) | Send Message
     
    emc now is just pure crab now. Let me give you several technical examples. Now emc vmax fc disks in pool is configured as mirror. this is really good to emc but bad to customer. second, emc vnx (both san & nas) just doesn't live up to customer's expectation, particularly nas. third, emc has lost its ethnicity, the reason I'm saying this is one customer bought over60 SSDs for one vnx 7500(does cusotmer knows what he is doing, of course not). how does that sound? sounds like hybrid, doesn't it?! good to emc
    7 Jun, 12:09 PM Reply Like
  • Cha-Charlie
    , contributor
    Comments (36) | Send Message
     
    emc is also lead from behind for quite a while. for example, emc also selss xtreme IO flash card which compete fusion-io, but no comparison.
    7 Jun, 12:10 PM Reply Like
  • jeepnsam
    , contributor
    Comments (49) | Send Message
     
    Long $WDC $SNDK and $NMBL
    7 Jun, 07:54 PM Reply Like
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