Gartner: Trh se servery ve 2Q11 – svět a ČR

Podle analytiků společnosti Gartner zaznamenaly ve druhém čtvrtletí tohoto roku růst všechny světové regiony, a to jak z pohledu tržeb, tak počtu prodaných kusů. V obou případech však jde o výsledky nižší, než jakých trh se servery dosahoval před finanční krizí v roce 2008. (TZ)

Gartner Says Worldwide Server Revenue Increased 19.5 Per Cent; Shipments Grew 8 Per Cent in the Second Quarter of 2011

EMEA Revenue Increased 15.2 Per Cent; Shipments Grew 5 Per Cent

STAMFORD, Conn., August 26, 2011 — Worldwide server shipments in the second quarter of 2011 grew 8 per cent year on year, while revenue moved upward 19.5 per cent year on year, according to Gartner, Inc.

„The second quarter produced solid growth on a yearly basis, as the recovery that started in 2010 continues to eke out slow improvements,“ said Jeffrey Hewitt, research vice president at Gartner. „All regions showed yearly growth in both shipments and vendor revenue, although in both measures the market is again below the pre-downturn levels we saw in the corresponding quarter of 2008.“
„x86 servers forged ahead and grew 8.4 per cent in units for the quarter and 17.7 percent in revenue. RISC/Itanium Unix servers declined 8.5 per cent in shipments but showed a revenue increase of 4.3 percent compared with the same quarter last year. The ‚other‘ CPU category, which is primarily mainframes, showed a strong growth of 48.8 per cent,“ Mr Hewitt said.

From a geographic standpoint, the Asia/Pacific region grew the most in shipments with a 25.6 per cent increase. Japan posted the highest vendor revenue growth at 59.5 per cent for the period.

All of the top five global vendors had revenue increases for the second quarter of 2011.HP continued to lead the worldwide server market based on revenue (see Table 1). The company posted over $3.9 billion in server vendor revenue, accounting for 29.8 percent of the server market based on revenue. This share was down 2.2 percent year on year.
Table 1

Worldwide: Server Vendor Revenue Estimates, 2Q11 (U.S. Dollars)

Company

2Q11

Revenue

2Q11 Market Share (%)

2Q10

Revenue

2Q10 Market Share (%)

2Q10-2Q11 Growth (%)

HP

3,947,063,788

29.8

3,542,849,414

32.0

11.4

IBM

3,793,719,541

28.7

3,061,867,209

27.6

23.9

Dell

1,882,518,660

14.2

1,803,984,658

16.3

4.4

Oracle

936,121,906

7.1

928,500,001

8.4

0.8

Fujitsu

836,980,487

6.3

353,605,651

3.2

136.7

Other Vendors

1,844,894,373

13.9

1,393,266,013

12.6

32.4

Total

13,241,298,756

100.0

11,084,072,945

100.0

19.5

Source: Gartner (August 2011)

In server shipments, HP remained the worldwide leader in the second quarter of 2011 (see Table 2) with a year-on-year shipment increase of 11.7 per cent. This growth was driven by increases in HP’s ProLiant brand. HP’s worldwide server shipment share was 30.8 per cent, representing a 1.0 per cent increase in share from the same quarter in 2010.

Of the top five vendors in server shipments worldwide, all but Dell posted increases in units for the second quarter of 2011.

In terms of x86-based server form factors, blade servers rose 8.2 per cent in shipments and 29.5 per cent in revenues for the quarter. The rack-optimized form factor climbed 8.9 per cent in shipments and 17 percent in revenue for the second quarter of 2011.

Table 2

Worldwide: Server Vendor Shipments Estimates, 2Q11 (Units)

Company

2Q11

Shipments

2Q11 Market Share (%)

2Q10

Shipments

2Q10 Market Share (%)

2Q10-2Q11 Growth (%)

HP

719,590

30.8

644,172

29.8

11.7

Dell

511,507

21.9

542,799

25.1

-5.8

IBM

273,718

11.7

267,614

12.4

2.3

Fujitsu

71,848

3.1

60,974

2.8

17.8

Lenovo

36,220

1.6

24,835

1.2

45.8

Other Vendors

719,963

30.9

618,753

28.7

16.4

Total

2,332,846

100.0

2,159,147

100.0

8.0

Source: Gartner (August 2011)

Additional information is available to subscribers of Gartner Dataquest’s Servers Quarterly Statistics Worldwide programme. This programme provides worldwide market size and share data by vendor revenue and unit shipments. Segments include: region, vendor, vendor brand, sub-brand, CPU type, CPU group, Max CPU, platform, price band, operating systems and distribution channels.

In Europe, the Middle East and Africa (EMEA), server shipments surpassed 611,000 units in the second quarter of 2011, an increase of 5.0 per cent from the same period last year (see Table 4). Server revenue totalled $3.69 billion in the second quarter, a growth of 15.2 per cent from the same quarter last year (see Table 3).

“Against a backdrop of ongoing economic concerns, the server market continues to recover across the EMEA regions,” said Adrian O’Connell, research director at Gartner. “Revenue growth outpacing shipment growth shows the strength in some high-end platforms which, having longer sales cycles, have taken longer to return to growth mode.”

Table 3

EMEA: Server Vendor Revenue Estimates, 2Q11 (US Dollars)

Company

2Q11 Revenue

2Q11 Market Share (%)

2Q10 Revenue

2Q11 Market Share (%)

2Q10-2Q11 Growth (%)

HP

1,344,890,506

36.5

1,198,773,837

37.5

12.2

IBM

1,070,180,223

29.0

823,837,731

25.8

29.9

Dell

383,430,650

10.4

402,288,579

12.6

-4.7

Oracle

287,295,813

7.8

283,192,500

8.9

1.4

Fujitsu

189,343,868

5.1

183,488,148

5.7

3.2

Other Vendors

410,114,621

11.1

307,090,476

9.6

33.5

Total

3,685,255,681

100.0

3,198,671,270

100.0

15.2

Source: Gartner (August 2011)

Table 4

EMEA: Server Vendor Shipments Estimates, 2Q11 (Units)

Company

2Q11 Revenue

2Q11 Market Share (%)

2Q10 Revenue

2Q11 Market Share (%)

2Q10-2Q11 Growth (%)

HP

264,817

43.3

241,898

41.5

9.5

Dell

106,905

17.5

111,328

19.1

-4.0

IBM

68,707

11.2

63,701

10.9

7.9

Fujitsu

39,437

6.4

36,575

6.3

7.8

Oracle

10,198

1.7

15,473

2.7

-34.1

Other Vendors

121,763

19.9

113,554

19.5

7.2

Total

611,828

100.0

582,529

100.0

5.0

Source: Gartner (August 2011)

The second quarter of 2011 saw revenue growth in all the key segments. X86 systems grew by 16.2 per cent in the second quarter of 2011, the “Other” CPU category, largely driven by the IBM System Z platform, grew by 36.2 per cent and RISC/Itanium Unix systems, while also growing, only managed a year-on-year growth rate of 2.1 per cent.

Mr O’Connell said: “As we have cautioned before, current growth rates may look positive but in absolute terms the market remains quite some way below the levels that we saw prior to the downturn. Total server revenue across EMEA is only just over three quarters of the level that it was in the second quarter of 2008. The RISC/Itanium Unix and Other CPU systems are even worse – both around 50 per cent of those pre-downturn levels. With that in mind, and the ongoing economic concerns, there is a real need for vendors to focus on driving competitive wins to maximise the available market opportunity, particularly in these non-x86 segments.”

In the second quarter of 2011, all of the top five vendors with the exception of Dell exhibited revenue growth. HP held the No. 1 position with revenue growing at 12 per cent year-on-year. IBM, ranked No. 2, grew 30 per cent year-on-year, the strongest rate of the top five vendors. Dell’s growth was constrained by weakness in the public sector. X86 revenue increased 16.2 per cent in the second quarter of 2011.

Overall, RISC and Itanium Unix revenues increased 2.1 per cent in the second quarter of 2011. IBM led the segment with a growth of 21.9 per cent year-on-year. This resulted in a share increase to 43.9 percent. Revenues from second-ranked Oracle declined 16.1 percent and fell 0.6 percent for third-ranked HP.

“The Unix market continues to be squeezed between x86 and mainframe platforms. IBM is currently the best-performing vendor in this highly consolidated segment with both Oracle and HP struggling to improve business results,” said Mr O’Connell.
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