Telecom Lead India: HP, IBM, Dell, Oracle and Fujitsu are
the top 5 server vendors in the first quarter of 2012.
HP is leading the server market with 29.3 percent factory
revenue share for first quarter of 2012. However, HP’s 9.8 percent revenue
decline included stalled demand for x86-based ProLiant servers.
IBM held the number 2 spot with 27.3 percent share for
the quarter as factory revenue decreased 7.3 percent compared to 1Q11. Dell
maintained the third position with 15.6 percent factory revenue market
share in 1Q12 as factory revenue decreased 2 percent compared to 1Q11,
followed by Oracle with 6.1 percent factory revenue share.
Oracle’s 1Q12 factory revenue decreased 7.3 percent
compared to 1Q11. Fujitsu’s factory revenue share stood at 5.2 percent,
following a 7.3 percent year-over-year increase in server revenue
The factory revenue in the worldwide server market
decreased 2.4 percent year over year to $11.8 billion in the 1Q12, representing
second consecutive quarter of year-over-year revenue decline, according to IDC.
The study found that server unit shipments increased 2.7
percent Y-o-Y in 1Q12 to 2.0 million units, which is the second highest
quarterly total ever reported in the first calendar quarter of any year. On a
year-over-year basis, volume systems experienced 2.1 percent revenue growth.
The report revealed that Linux server demand was
positively impacted by high performance computing and cloud infrastructure
deployments, as hardware revenue improved 16.0 percent Y-o-Y in 1Q12 to $2.4
Linux servers now represent 20.7 percent of all server
revenue, up 3.3 points when compared with the first quarter of 2011.
Microsoft Windows server demand was up 1.3 percent Y-o-Y
in 1Q12 with quarterly server hardware revenue totaling $5.9 billion representing
50.2 percent of overall quarterly factory revenue, up 1.8 points over the prior
Unix servers experienced a revenue decline of 17.2
percent Y-o-Y year over year to $2.2 billion representing 18.3 percent of
quarterly server revenue for the quarter.
The market for non-x86 servers, including servers based
on RISC, EPIC (Itanium-based), and CISC processors, declined 16.1 percent Y-o-Y
to $3.4 billion in 1Q12.
The blade server revenue increased 7.3 percent Y-o-Y,
with shipment growth increasing by 4.8 percent compared to 1Q11.
Overall, bladed servers, including x86, EPIC, and RISC
blades, accounted for $2.0 billion in revenues, representing 16.6 percent of
quarterly server market revenue.
HP maintained the number 1 spot in the server blade
market in 1Q12 with 46.1 percent revenue share, while IBM finished with 18.9
percent revenue share. Cisco and Dell rounded out the top 4 with 12.8 percent
and 8.7 percent factory revenue share, respectively.
Cisco’s blade server revenue increased 48.8 percent Y-o-Y
year over year and gained 3.6 points of blade server market share when compared
with the first quarter of 2011.
Demand for x86 servers weakened in 1Q12 in advance of
Intel’s Xeon E5 dual-socket server processor launch in March. Overall revenues
increased 4.5% in the quarter to $8.4 billion worldwide as unit shipments
increased 3.2% to 1.9 million servers.
HP led the market with 35.3 percent revenue share
based on 2.8 percent revenue decline over 1Q11, followed by Dell retained with
21.8 percent revenue share.IBM now holds 15.2 percent revenue share.
Asia Pacific server shipments grows 15.7 Percent in Q411,
Server shipments in Asia Pacific grew 15.7 percent
year-on-year in the fourth quarter of 2011, while revenue increased 2.4 percent
from the same quarter last year, according to Gartner.
In the fourth quarter, revenue from x86 servers in Asia
Pacific grew 18 percent year-on-year, and shipments were up 17 percent, despite
some issues with hard-disk drive (HDD) inventory shortage because of
the Thailand floods in October 2011.