![]() ![]() Most storage systems today have been designed as “islands of data”, which means talking to other systems tends to be a challenge. And compatibility across storage product lines remains a difficult challenge. The new Dell EMC has a lot of storage brands to contend with and positioning these as a cohesive portfolio will be critical moving forward to avoid channel and customer confusion. In addition, both organizations have strong plays in converged systems, another area of growth for data-centric workloads.īut merging two world-class storage portfolios is easier said than done. the prior quarter) of the rapidly expanding all-flash array segment. And, looking out a bit further, EMC has captured 40% (up 10 points vs. Dell has also had success in the hyperscale market, which combined with EMC’s storage IP, could be leveraged to capture a bigger piece of the pie in storage systems for this segment. This makes Dell EMC a much more formidable vendor, partner and competitor.īut economies of scale are only a first-order benefit in a market with so many moving pieces.ĭell’s strong market position in servers positions them well to capitalize on the aforementioned shift to server-based storage. Dell and EMC together captured almost 30% of the total revenue of enterprise storage systems in 2Q16 with the next largest vendor, HPE, at just under 18%. Dell’s acquisition of EMC now means that the combined entity is by far the dominant player in the storage systems market. This shifting demand environment provides a window of opportunity for today’s enterprise storage vendors to make big moves. Over the next 5 years, some estimates indicate that half of all datacenters will deploy all-flash arrays. According to IDC, revenue from all-flash arrays passed the $1 billion mark in Q216-over 12% of the total enterprise market-at a growth rate of over 90% versus the same quarter last year. As the cost of flash media declines and the capacity of flash increases, hybrid and all-flash arrays are beginning to take hold beyond high-performance computing and big data analytics workloads. Demand from these buyers is expected to pick back up in the second half of the year, which should have a positive effect on market share for the group of original design manufacturers (ODMs) large enough to sell directly to hyperscale datacenters. Hyperscale IT buyers make up a considerable chunk of the market, so a lull in their demand is enough to swing the growth patterns of the overall market. Hyperscale buyers-companies like Facebook, Amazon, Google, Baidu, and others who buy IT equipment at massive scale-generally buy their equipment in cycles, and many have slowed down their spending over the last couple of quarters. A slowdown in “hyperscale” purchasing is creating choppy market demand.While traditional external storage arrays still make up the majority of the market, IDC’s numbers for 2Q16 show server-based storage is now about 27% of the total market, up from 22% a year ago. With the rise of software-defined storage, IT organizations are combining commodity server hardware with software-defined storage stacks to lower costs and streamline operations. When you look below the smooth surface of the enterprise storage systems market, some interesting and quite disruptive things are happening that are worth noting. Is the enterprise storage market becoming more of a commodity business, favoring economies of scale? In addition, these traditional storage vendors are being challenged by public cloud storage-as-a-service offerings from the likes of Amazon AWS, Google Cloud, Microsoft Azure and others. Vendors like Dell EMC, Hewlett Packard Enterprise(HPE), NetApp, IBM and others are servicing the storage market with on-premise traditional storage systems and server-based storage products. Still, despite this unprecedented acceleration in demand, total vendor revenue for enterprise storage systems has been flat to declining over the last few quarters, according to IDC. ![]() The confluence of mobility, cloud computing and the Internet of Things (Iot) are causing massive increases in the volume of data that needs to be moved, processed and stored by IT. ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |