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Goulden broke down the individual parts of EMC's storage business and how the company expects them to grow through 2016.
Goulden said EMC estimated the total addressable market for high-end storage to be just under $10 billion, of which EMC accounts for about 50 percent with its VMAX arrays, Fully Automated Storage Tiering (FAST) software and related services.
This business will continue to grow with a CAGR of between 1 and 3 percent through 2016 thanks to the growing demand for high-end workloads that require multicore scaling and hybrid arrays, he said.
The second storage business, unified backup and recovery, has a total addressable market of $27 billion and a CAGR of between 3 and 6 percent, Goulden said.
EMC, thanks to its midrange VNX and VNXe arrays, Data Domain and Avamar data protection appliances, Networker data protection software and other products, accounts for about 21 percent of the total market, he said.
Emerging storage, the third part of EMC's storage business, includes scale-out NAS, PCIe flash and flash arrays, and software-defined storage, and has a total addressable market of nearly $4 billion and a CAGR of over 25 percent, Goulden said.
EMC has a market share of over 20 percent in that space thanks to its XtremIO flash array, EMC Atmos cloud storage platform, VPLEX converged infrastructure and RecoverPoint software, he said.
Goulden said that EMC is increasing its market share in all these areas, as well as in the security business with its RSA offering and in content management. The only area where EMC is seeing a retreat in market share is in what he called the "other storage" category where EMC has dropped its consumer storage business with the exception of its Mozy cloud storage offering.
PUBLISHED MARCH 13, 2013
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