Disk storage systems market leaders: HP, IBM, EMC, Dell, Hitachi

In the total worldwide disk storage systems market, HP maintained its lead with 24.2% revenue share followed by IBM with 22.5% share. EMC maintained the third position with 14.5% revenue share. Dell and EMC posted the largest year-over-year revenue growth among the top 5 vendors during the quarter, with 15.8% and 13.4% points gained respectively. For the full year 2004, the total disk storage systems market posted 3.2% growth to $20.9 bln. HP maintained its leadership with 23.6% revenue share, followed by IBM and EMC with 20.6% and 14.3% revenue share, respectively.

Worldwide Disk Storage
Systems

Factory Revenue, 2004
Vendor 2004 rev.,
mln. $
Market
share
2003 rev.,
mln. $
Market
share
Revenue growth,
2004/2003
           
HP $4,922 23.6% $5,216 25.8% -5.6%
IBM $4,298 20.6% $4,241 21.0% 1.3%
EMC $2,987 14.3% $2,523 12.5% 18.4%
Dell $1,507 7.2% $1,285 6.4% 17.3%
Hitachi $1,259 6.0% $1,253 6.2% 0.4%
Sun Microsystems $1,238 5.9% $1,300 6.4% -4.7%
Others $4,650 22.3% $4,402 21.8% 5.7%
           
All Vendors $20,862 100.0% $20,219 100.0% 3.2%
Source: IDC

The total network storage market (NAS combined with Open and iSCSI SAN) posted 11.6% year-over-year growth in Q4 to more than $2.4 bln, the highest quarterly revenue recorded. EMC continues to maintain its leadership in the total network storage market with 29.0% revenue share, followed by HP and IBM with 23.7% and 11.2% revenue share, respectively. Network Appliance and Dell posted the strongest year-over-year revenue growth for the quarter, with 29.7% and 22.9% growth, respectively. Similar to Q3 2004, the #1 position in the Open/iSCSI SAN market continues to be hotly contested. HP and EMC, each with roughly 28% revenue share, were again locked in a statistical tie for the top ranking in the market with just a 0.7% difference in market share. The Open/iSCSI SAN market grew 10.9% year over year.

In the NAS market, which grew 14.7% year over year, Network Appliance led with 36.9% revenue share, followed by EMC with 32.8% share. The iSCSI SAN market continues to show strong momentum, posting nearly 32% revenue growth compared to Q3 2004. Network Appliance continues to lead the market with 38.9% share, followed by EMC with 25.6% share.