IBM held on to its number 1 spot in the worldwide server systems market with 31.7% market share in factory revenue while growing factory revenue by 6.3% compared to Q3 2003. In terms of unit shipments, HP was the number 1 vendor worldwide. HP maintained the number 2 spot in terms of factory revenue with 26.8% share, growing revenue 2.9% compared to Q3 2003. Sun and Dell tied for third place in factory revenue with 10.2% and 10.1% share respectively. Dell experienced strong 14.1% YTY revenue growth while Sun?s revenues were flat, growing 0.1% when compared to Q3 2003.
The x86 server market dynamics continued to be strong. Factory revenue grew 14.2% to more than $5.4 bln worldwide ? exceeding the revenue generated by RISC-based servers worldwide for the third consecutive quarter. Unit shipments grew 18.3% to more than 1.4 mln servers worldwide. IBM and Dell both outpaced the category’s growth rate, posting year-over-year unit shipment growth of 26.0% and 25.5%, respectively.