Worldwide Enterprise External OEM Storage Systems Market Revenue Declined 2.1% During The Fourth Quarter Of 2020: IDC
By Godson Umejiego, Correspondent USA
According to the International Data Corporation (IDC) Worldwide Quarterly Enterprise Storage Systems Tracker, global market revenue for enterprise external OEM storage systems declined 2.1 per cent year over year to US$7.8 billion during the fourth quarter of 2020 (4Q20). Total external OEM storage capacity shipped was up 11.3 per cent year over year to 23.8 exabytes during the quarter.
Revenue generated by the group of original design manufacturers (ODMs) selling directly to hyperscale datacenters grew 2.0 per cent year over year to US$6.6 billion in 4Q20, while capacity shipped grew by 7.6 per cent year over year to 76.0 exabytes. Total capacity shipments for the market (External OEM + ODM Direct + Server-Based Storage) increased 8.3 per cent to 135.1 exabytes.
“The external storage system market contracted for the fourth consecutive quarter in 4Q20, down 2.1 per cent year over year, as the market for the full year 2020 closed out with a 4.0 per cent decline,” said research analyst, Infrastructure Platforms and Technologies Group at IDC, Greg Macatee. “Geographically, the lone region to experience growth during the quarter was China (PRC), which grew nearly 30 per cent year over year and was bolstered by strong performances from a series of locally headquartered vendors. Another of the overall enterprise storage systems market bright spots was the ODM Direct segment, which grew this quarter at a rate of 2.0 per cent annually.”
Enterprise External OEM Storage Systems Results, by Company
Dell Technologiesa was the largest external enterprise storage systems supplier during the quarter, followed by HPE/New H3C Groupb. Huawei, NetApp, and IBM took the third, fourth, and fifth positions in the market, respectively.
a) Dell Technologies represents the combined revenues for Dell and EMC.
b) Due to the existing joint venture between HPE and the New H3C Group, IDC is reporting external market share on a global level for HPE and New H3C Group as “HPE/New H3C Group” starting from 2Q 2016. Per the JV agreement, Tsinghua Holdings subsidiary, Unisplendour Corporation, through a wholly-owned affiliate, purchased a 51 per cent stake in New H3C and HPE has a 49 per cent ownership stake in the new company.
Flash-Based Storage Systems Highlights
The total All Flash Array (AFA) market generated US$3.0 billion in revenue during the quarter, down 6.9 per cent year over year. The Hybrid Flash Array (HFA) market was worth nearly US$3.2 billion in revenue, increasing 5.8 per cent from the year ago quarter.
Regional External Storage System Highlights
On a geographic basis, storage revenue in PRC grew 28.0 per cent year over year. EMEA declined 2.4 per cent, Japan declined 7.8 per cent year over year, while Canada and the United States fell 8.7 per cent and 10.1 per cent, respectively. Asia/Pacific (excluding Japan and PRC) also contracted 14.4 per cent annually, and Latin America fell 18.3 per cent.
