2012H1 PRC Storage Market Overview

Copyright2009IDC.Reproductionisforbiddenunlessauthorized.Allrightsreserved.EnterpriseSystemsandSoftwareIDCConsulting(Beijing)Ltd.September2420122012H1PRCExternalDiskStorageMarketOverview*IDCOEMRelatedMethodology:Topreventanypossibledataoverlapordoublecount,IDCobeys“OEMBrandPolicy”.Forinstance,ifVendorAprovidesitsownstorageproductstoitsOEMpartnerVendorB,andVendorBsellstherelatedproductwiththelogoofitself(VendorB),IDCwillcountintherelatedrevenueonVendorBinsteadofVendorA.Presentation©2010IDCTableofContentsAPeJMarketOverviewLocalMarketOverviewSizeClassMarketAnalysisConnectionMarketAnalysisRegionalMarketAnalysis2©2010IDCAPeJStorageMarketOverview,2012H184.0%8.9%7.1%GreaterChinaStorageMarketOverviewbyCountry,2012H1PRCHKTW•ExternaldiskstoragesystemsmarketinAsia/Pacific(excludingJapan)showedgoodperformancewith15.1%highYoYgrowthin2012H1.•ThemarketshareofGreaterChinaexternaldiskstoragesystemsgot21.5%YoYgrowthand49.7%(gainshare2.6%)marketshareofAPeJ.•PRCaccountedfor84.0%(gainshare1.5%)marketshareofGreaterChinaandgottheveryhighYoYgrowthratewith23.7%inthefirsthalfofyear.323.7%30.3%8.4%-18.9%-3.9%21.9%0.1%22.8%22.3%-0.2%-7.9%57.5%-27.6%-44.9%41.7%20.4%9.5%6.6%4.8%4.4%3.5%2.4%1.8%1.7%1.4%0.9%0.5%0.3%-60%-40%-20%0%20%40%60%80%0100200300400500600700800PRCAustraliaKoreaIndiaSingaporeHongKongTaiwanMalaysiaIndonesiaNewZealandThailandPhilippinesVietnamRestofAsia/PacificFactoryRevenueUS$MAPeJExt.DiskStorageMarketOverview,2012H1/2011H12011H12012H1YOYGrowth%AVGGrowth%2012H1Share%©2010IDCTableofContentsAPeJMarketOverviewLocalMarketOverviewSizeClassMarketAnalysisConnectionMarketAnalysisRegionalMarketAnalysis4©2010IDCPRCStorageMarketOverviewandForecast1,413.11,670.21,908.52,155.62498.32833.121.6%18.2%14.3%12.9%15.9%13.4%0%5%10%15%20%25%05001,0001,5002,0002,5003,000201120122013201420152016US$MPRCStorageMarketCustomerRevenueForecast,2011-2016CustomerRevenueYOYGrowth%271.9287.3329.5353.8336.3355.425.0%37.0%28.3%29.1%23.7%23.7%0%5%10%15%20%25%30%35%40%0501001502002503003504002011Q12011Q22011Q32011Q42012Q12012Q2US$MStorageMarketFactoryRevenueQuarterlyOverview2011Q1-2012Q2FactoryRevenueYOYGrowth%2012Q2PerformanceIn2012Q2,thefactoryrevenueofChina’sstoragemarketreached355.4US$M,representing23.7%YOYgrowth.Meanwhile,shipmentsreached21,642unitswithasumof334.9PB.TheGovernmentincreasedITinvestmentspecialinPublicsecurity,SocialInsuranceandhealthdept.Financegotverygoodperformancewith30.5%YOYgrowthin2012Q2,Meanwhile,Government,Petroleum,HealthcareandCCMB/RCCBallshowedaggressiveYOYgrowthtodrivethemarketandwillcontinuethegrowthtrendin2012.2012-2016ForecastIDCforecastthatthestoragemarketwillcontinueshowagoodgrowth(AVGgrowthis14.9%)inthenextfiveyears,theTBcapacitymayreach18419PBintotal.Government,FinanceandTEL/TEMwilltakethenextlargemarketshare,Utilities,DistributionandHealthwillshowbigopportunitiesinstorage.Thereareandwillbewideinterestsincloudstorage,asmanylocalusers,especiallytelecom,governmenthavingdemandsfortheacknowledgedexpertise.Storagevirtualizationhasneededinupgradingdatacentersoflargeenterprises.Note:Allthenumbersof2012Q2ispreliminarynumber5©2010IDCPRCVerticalMarketGrowingAspects,2012H128.2%12.6%30.5%24.8%25.8%19.1%21.7%30.5%14.9%40.9%36.6%11.4%0%5%10%15%20%25%30%35%40%45%020406080100120140160180200GovernmentTeleco/TEMFinanceManufacturingMediaDistributionEducationUtilitiesTransportationHealthPetrolOthersFactoryRevenueUS$MVerticalYOYGrowthPerformance,2012H1/2011H12011H12012H1YOYGrowth%AVGGrowth%6©2010IDCKeyVendorsPerformanceAnalysis,2012Q220.6%37.7%-21.0%19.4%22.2%26.5%38.7%35.0%30.9%29.8%31.2%0.0%-4.0%0.0%55.9%-11.7%5.0%23.6%17.6%9.3%6.9%6.9%5.8%5.0%3.7%3.4%3.0%3.0%2.3%2.2%1.9%1.5%1.2%2.6%-40%-20%0%20%40%60%80%100%120%0102030405060708090IBMEMCHewlett-PackardDellHDSHuaweiSugonNetAppInspurToyouOracleSOULUITUniviewLenovoFujitsuOthersFactoryRevenueUS$MKeyVendorsCompetitiveAnalysis,2012Q2/2011Q22011Q22012Q2YOYGrowth%AVGGrowth%2012Q2Share%7©2010IDCKeyVendorsPerformanceAnalysis,2012H122.9%51.0%-28.5%10.5%21.3%24.2%42.6%44.1%40.1%29.3%13.8%0.0%4.3%0.0%78.8%-10.9%1.5%25.8%19.2%9.2%6.9%6.5%5.3%3.9%3.7%2.9%2.8%2.3%2.2%2.0%1.8%1.6%1.5%2.5%-40%-20%0%20%40%60%80%100%120%020406080100120140160180200IBMEMCHewlett-PackardDellHDSHuaweiNetAppSugonInspurOracleToyouUniviewUITSOULLenovoFujitsuOthersFactoryRevenueUS$MKeyVendorsCompetitiveAnalysis,2012H1/2011H12011H12012H2YOYGrowth%AVGGrowth%2012H2Share%8©2010IDC915.3%19.5%-51.7%96.3%30.3%153.2%163.6%-51.3%34.2%12.8%5.0%6.3%2.6%25.2%3.8%10.1%-100%-50%0%50%100%150%200%02004006008001,0001,2001,400SymmetrixDataDomainCLARiiONIsilonAvamarVNXVNXeOthersProductFactoryRevenueUS$MEMCWWProductLineAnalysis,2012H1/2011H12011H12012H2YOYGrowth%VendorHighlight-EMC20.0%39.8%-67.6%130.4%0.0%307.7%74.9%-61.7%38.5%7.8%5.5%4.5%1.1%35.9%2.8%4.0%-100%-50%0%50%100%150%200%250%300%350%020406080100120140160180SymmetrixDataDomainCLARiiONIsilonAvamarVNXVNXeOthersProductFactoryRevenueUS$MEMCAPProductLineAnalysis,2012H1/2011H1YOYGrowthShareinWWShareChangein