Computerwire's take on the IDC report:
DATE: 11/14/2001 PRINT FRIENDLY
EMC Market Share Falling Says IDC
By Tim Stammers
EMC Corp has held the number-one slot in external RAID share revenues for the fifth year running, but is losing share to a comeback staged by IBM Corp and centered on its home mainframe market, according to a limited preview of IDC's 2001 market share estimates seen by ComputerWire yesterday. EMC has also clearly overtaken Network Appliance Inc in the NAS market.
In a newly price-sensitive market, which will have shrunk by around 18% this year, EMC is facing strong emerging competition from Hitachi Ltd and IBM, and will this this year lose the number-one slot in overall worldwide disk storage revenues, handing it to Compaq Computer Corp. As IDC pointed out, Compaq operates in the mid-range of the market and so has not been forced into the same price wars as EMC. IBM will take third place behind Compaq, IDC said, and will be the only top-five player to gain market share.
Among the highlights for EMC is that it has easily overhauled Network Appliance in the NAS market. For NAS storage, it has swapped worldwide revenue market shares with NetApp. EMC's NAS market share will grow from 33% last year to 42% this year, while NetApp's will shrink from 45% to 33%.
Although EMC is still number-one in external RAID revenues, its share has been cut, while IBM's has grown. EMC this year will hold a 25.3% share, compared to 26.1% last year. By contrast, the figure for IBM has grown from 8.3% last year, to a second-placed 11.6% this year.
The greatest gain for IBM was on its home turf, in the OS/390 mainframe market for internal and external RAID. Last year EMC's total revenue share was 38.7%, with IBM taking a second-place 32.3% share. This market will have declined 18% this year, but IBM will have taken a huge leap forward to a 50.4% share, compared to EMC's 23.5%.
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