Last year Q4 server/storage sales growth

According to foreign media reports, due to the release of the Intel GrantTek Xeon chips, Internet data center investment made up for the sluggish demand for high-end servers. Market research firm IDC estimated that global server revenue in the fourth quarter of last year increased by 1.9% to US$14.5 billion (approximately Combined RMB 89.3 billion). Market research firm Gartner estimates that global server revenues increased by 2.2% to US$14 billion (approximately RMB 86.2 billion) in the fourth quarter of last year. The two companies believe that global server revenue growth in the third quarter of last year was 4.8% and 1.7% respectively.

Driven by the strong demand for Web investments and mid-range systems using flash memory, IDC estimated that global enterprise storage system business revenue in the fourth quarter of last year increased by 7.2%, and the growth rate in the third quarter of last year was 5.1%.

IBM is in a difficult position in the server and storage systems market. IDC believes that IBM’s share in the global storage system market has dropped from 12.7% in the same period last year to 9% (for Tier 3). Gartner estimates that IBM’s worldwide server business revenue declined by 14% excluding IBM’s X86 server business, IBM’s X86 servers The business was sold to Lenovo. IDC estimated that considering the sale of X86 server business, the proportion of IBM server business fell from 26.8% to 13.7%.

HP's situation is slightly better. IDC said that HP's server business accounted for only a slight drop to 26.8% (still the first), and the storage system business ratio dropped from 14.1% to 13.8% (ranked second). The HP X86 server business eroded IBM's sales, but sales of high-end servers remained weak.

Cisco UCS server business continued to grow, with market share rising from 4.5% to 5.3% (5th place), annual revenue of 2.9 billion USD (approximately RMB 17.9 billion); positive pricing strategies and X86 server sales growth Driven by this, Dell's server market share increased from 15.2% to 16.7% (2nd place), storage system market share fell from 9.2% to 9% (for 3rd place); with the acquisition of IBM X86 server business, Lenovo’s server market share is 7.6% (4th) squeezed Oracle out of the top 5.

EMC's high-end storage system sales have been under pressure. The market share of storage systems has dropped from 23.1% to 22.2% (still the first place); NetApp's market share has dropped from 8% to 7.2%.

The market share of white-brand hardware manufacturers favored by giants such as Google, Facebook and Amazon continues to increase. IDC estimates that the market share of such servers has increased from 6.4% to 8.2%, and the market share of such storage systems has increased from 9.9% to 12.8%.

X86 server revenue increased by 7.1% to US$11.5 billion (approximately RMB70.8 billion). Due to the declining demand for mainframe and UNIX servers, non-X86 server revenue declined by 14% to US$3 billion (approximately RMB18.5 billion).