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IDC: NetApp Tanks, Huawei Banks As Storage Industry Realigns

IDC reports worldwide enterprise external OEM storage systems sales rose a mere 1.3 percent over last year, with the biggest changes coming from continue sales issues at NetApp while the China market, and China's Huawei, grab the growth baton.

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Changes Afoot In Storage

It was a tough third quarter for storage this year. IDC on Dec. 4 reported that revenue for the worldwide enterprise external OEM storage systems market reached sales of $6.6 billion in the third quarter of 2019, up only about 1.3 percent compared to the same period as last year.

In terms of capacity, the vendors shipped about 17.3 exabytes during the third quarter, which IDC said was up 6.8 percent over the third quarter of 2018. However, when total capacity from external OEM storage systems, ODM storage systems, and server-based storage is added together, shipments declined 13.9 percent over last year to 98.8 exabytes.

While that shows there is still growth in that part of the storage industry, it is far from good news. Nearly all the largest vendors saw sales fall year-over-year in the quarter and the one major vendor to show very strong growth, Huawei, focuses on the China market.

Fortunately for the storage vendors, and the solution providers who work with them, the all-flash array storage business showed significant growth, which more than offset a slight decline in hybrid flash array storage sales.

For a look at how IDC defines the storage market in its quarterly report, and a look at some of the details behind the vendors' numbers, turn the page.

 
 
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