According to the IDC Worldwide Quarterly Enterprise Storage Systems Tracker, global market revenues for enterprise external OEM storage systems grew 9.7% on year to US$6.9 billion during the second quarter of 2021. Total external OEM storage capacity shipped was up 27.9% on year to 22.1EB during the quarter.
Revenues generated by the group of original design manufacturers (ODMs) selling directly to hyperscale datacenters declined by 7.7% on year in the second quarter of 2021 to US$6.4 billion, while capacity shipped grew 13.8% on year to 88.7EB. Enterprise storage capacity shipments for the entire market (External OEM + ODM direct + server-based storage) increased 25.2% to 156.1EB.
"The external storage systems market recovery observed during first quarter of 2021 continued even stronger during the second quarter," said Zsofia Madi-Szabo, research manager, Infrastructure Platforms and Technologies at IDC. "The degree to which demand returned was highly influenced by the rate at which each regional economy has recovered from the difficulties associated with the global pandemic."
Dell was the largest external enterprise storage systems supplier during the quarter, accounting for 26.8% of worldwide revenues. HPE/H3C was the second-largest supplier during the quarter with 10.9% of the revenues. NetApp and Huawei tied for third place with 9.9% and 8.9% of total revenues, respectively. Three vendors, Hitachi, IBM, and Pure Storage, tied for fifth place in the market with shares of 4.9%, 4.7% and 4.1%, respectively.
IDC: Top-5 companies, worldwide enterprise external OEM storage systems market, 2Q21 (US$m) | |||||
Company | 2Q21 revenues | 2Q21 market share | 2Q20 revenues | 2Q20 market share | Y/Y |
1. Dell | 1,860.1 | 26.8% | 1,689.7 | 26.7% | 10.1% |
2. HPE/H3C | 756.7 | 10.9% | 659.7 | 10.4% | 14.7% |
T3. NetApp | 685 | 9.9% | 612.6 | 9.7% | 11.8% |
T3. Huawei | 619.5 | 8.9% | 489 | 7.7% | 26.7% |
T5. Hitachi | 338.3 | 4.9% | 352.4 | 5.6% | (4%) |
T5. IBM | 322.9 | 4.7% | 504.6 | 8% | (36%) |
T5. Pure Storage | 287.4 | 4.1% | 256.5 | 4.1% | 12% |
Others | 2,061 | 29.7% | 1,752.8 | 27.7% | 17.6% |
Total | 6,930.8 | 100% | 6,317.2 | 100% | 9.7% |
*Notes: IDC declares a statistical tie when there is a difference of 1% or less in the share of revenues or shipments among two or more vendors.
Source: IDC, compiled by Digitimes, September 2021.