Networking major Cisco‘s market share in the overall data
center equipment market has declined about 8 percent in Q2 2011.
Year-over-year,
from Q2 2010 to Q2 2011, in the overall data center equipment market, Cisco‘s share has declined about 8
percentage points while HP‘s share has nearly tripled, and Juniper‘s has inched
up less than half a percentage point, according to Infonetics Research.
In Q2 2011,
the global data center network equipment market, including datacenter Ethernet switches,
application delivery controllers (ADCs) and WAN optimization appliances, grew
3.1 percent sequentially and is up 4.2 percent year-over-year.
The Asia
Pacific data center equipment market had the strongest regional performance in
Q2 2011, up 16 percent both quarter-over-quarter and year-over-year, driven by
emerging economies.
Cisco
captures 95 percent of the global revenue derived from purpose-built data
center Ethernet switches; port shipment growth is outpacing revenue growth in
this segment due to fierce competition that is eroding average selling prices
(ASPs).
F5
continues to lead the ADC market, which was up strongly in 2Q11, but is losing
market share to Citrix, which increased its global ADC revenue by 55 percent
sequentially and displaced Cisco as the #2 player.
The
foundation is finally set for true convergence of data center network
infrastructure. Any way we look at it, we see convergence accelerating, from
growth in the purpose-built data center switch market to the exploding adoption
of fibre channel over Ethernet,” said Sam Barnett, directing analyst for data
center and cloud at Infonetics Research.
Very soon
we’re going to hit the inflection point where we can unify all networking silos
in the datacenter, as companies rapidly adopt a single network infrastructure
to lower costs, simplify management, and reap the benefits of economies of
scale,” Barnett added.
Strong
investment will continue in both the data center and SAN equipment market
segments going forward until the majority of enterprises complete this
investment cycle.
SAN
EQUIPMENT MARKET HIGHLIGHTS
SAN switch
and SAN adapter revenue is down 1 percent sequentially but up 16 percent
year-over-year, totaling $746 million in Q2 2011.
Market leader Brocade posted a 6
percent decline in SAN equipment revenue in Q2 2011, but is up 8 percent
year-over-year, and Cisco had a flat quarter but is up a phenomenal 39 percent
year-over-year.
Global
revenue from 10G chassis and fixed Fibre Channel over Ethernet (FCoE) switches
jumped 165 percent year-over-year (2Q10 to 2Q11) and FCoE switch ports are
forecast by Infonetics to make up 48 percent of the SAN equipment market by
2015, up from 4 percent in 2010.
By
Telecomlead.com Team
editor@telecomlead.com