Telecom Lead Asia: Global security software revenue
touched $17.7 billion in 2011, up 7.5 percent from 2010 revenue of $16.4
billion.
Gartner said small or midsize business demand, advanced
persistent threats and compliance are growth drivers.
“Growth in the 2011 security market reflects a continuation in demand for
consumer and enterprise security tools. However, despite overall solid growth,
some regions did not experience the high-double-digit growth of emerging
Asia/Pacific and Eurasia, which has been driven by ‘greenfield’ projects and
buoyant economies. Western Europe remained the laggard because of the region’s
uncertain economic situation,” said Ruggero Contu, research director at Gartner.
MAIN DEVELOPMENTS IN SECURITY SOFTWARE MARKET
Intel wrote down approximately 30 percent of McAfee’s
$1.4 billion of deferred revenue. McAfee was acquired by Intel on 28 February
2011.
Symantec recorded growth of 17 percent, reaching $3.7
billion in 2011. Symantec is expanding by leveraging its competency and mind
share in the storage/data backup space and by putting a new focus on securing
data, both at rest and in motion, through its data loss prevention (DLP) and
encryption products.
Table 1
Security Software Revenue Market Share Estimates,
Worldwide, 2011 (Millions of Dollars)
|
Company |
2011 Revenue |
2011 Market Share (%) |
2010 Revenue |
2010-2011 Growth (%) |
|
Symantec |
3,652.0 |
20.6 |
3,121.6 |
17.0 |
|
McAfee |
1,226.0 |
6.9 |
1,691.6 |
-27.5 |
|
Trend Micro |
1,205.1 |
6.8 |
1,082.5 |
11.3 |
|
IBM |
930.1 |
5.3 |
814.7 |
14.2 |
|
EMC |
716.1 |
4.0 |
626.6 |
14.3 |
|
Others |
9,985.8 |
56.4 |
9,137.2 |
9.3 |
|
Total |
17,715.1 |
100.0 |
16,474.2 |
7.5 |
Source: Gartner (April 2012)
Gartner said McAfee has a strong brand and market
presence which originates from its primary focus and specialization on
security, in both the consumer and enterprise markets.
On the enterprise side, McAfee has been expanding its
security software offering to network security following its acquisition of
Secure Computing in November 2008. McAfee aims to build on both companies’
competencies and have better integration between hardware and security. The
McAfee DeepSAFE, a new low-level security agent that runs below the OS on Intel
Core I-series processors, is an example of the innovation that this new
corporate entity aims to bring to the market.
During 2011, Trend Micro grew 11 percent, generating $1.2
billion revenue, growth that unlike that of its main market competitors, was
organic rather than from acquisitions.
Products within the security market are undergoing rapid
evolution, in terms of both new delivery models – with security as a service
(SaaS) showing increasing popularity – and new technologies being introduced,
often by startup companies.
“Key vendors continued to expand their product
portfolios in 2011, buying companies where appropriate and expanding their
reach into emerging markets. Merger-and-acquisition activity also has been an
important factor in shaping the market landscape, at least during the past five
years,” Contu added.