[Gartner] Server Shipments Grew 15.7 Percent in Fourth Quarter of 2011;全球伺服器市場

http://www.gartner.com/it/page.jsp?id=1938516

Gartner Says Asia Pacific Server Shipments Grew 15.7 Percent in Fourth Quarter of 2011

Revenue Up 2.4 Percent Over The Same Quarter Last Year

Singapore, February 29, 2012— Server shipments in Asia Pacific grew 15.7 percent year-on-year in the fourth quarter of 2011, while revenue increased 2.4 percent from the same quarter last year, according to Gartner, Inc.

“Asia Pacific was the fastest growing region for server shipments during the fourth quarter of 2011, with China as the main growth engine, supported by the continued momentum of data centre build out,” said Gartner principal analyst Erica Gadjuli. “Most major economies in Asia Pacific performed better than the rest of the world, which encouraged IT spending during 2011.”

During the fourth quarter, the x86 server market in Asia Pacific continued similar positive sales trends as observed in the previous quarter, despite some issues with hard-disk drive (HDD) inventory shortage because of the Thailand floods in October 2011. Revenue from x86 servers grew 18 percent year-on-year, and shipments were up 17 percent. The x86-based server sales represented 98 percent of total shipments in Q4 of 2011 whilst revenue share increased to account for 67 percent in this quarter, compared to 58 percent in Q4 2010 and 62 percent in the previous quarter. The strength of this segment was driven by enterprise buying preferences favoring richer configurations of rack optimized and blade servers.

Meanwhile the mainframe platform and RISC/ IA64 Unix servers saw revenues decline by 56 percent and 5 percent respectively, after positive performances in the previous three quarters of 2011. Furthermore, there was a global weakness in RISC/Itanium Unix server shipments.

Country performance in Q4

Server shipments to China were up 27 percent from the fourth quarter of 2010 and revenue increased 17 percent year on year. For the same quarter, server shipped to Hong Kong increased 34 percent year-on-year, but revenue fell at 6 percent rate. On the other hand, the server market in Taiwan ended weaker than in Q4 2010, in both shipments and revenue, as they declined 14 percent and 5 percent respectively. Singapore, as one of the mature markets in this region, had server shipments decline 6 percent during the fourth quarter and revenue was also down 7 percent year on year. Consistent growth of x86 servers in Korea continued in this quarter and helped the overall server shipment volume to grow 16 percent but revenue declined 9 percent with the lack of contribution from other server platforms, namely mainframe, RISC, and Itanium based servers. In Malaysia, revenue from all server categories by CPU type except mainframe class servers declined year-on-year, which also led to a slowdown of 6 percent in overall revenue in Q4 2011 compared to Q4 2010. Lastly, server market performance in Australia was generally weaker across all server platforms, finishing at 10 percent lower year-on-year in shipments and 39 percent in revenue.

Vendor performance in Q4

“In this region, blade server revenue continued to grow the fastest compared to other form factors,” Ms. Gadjuli said. Blade servers (x86 and non x86) expanded in revenue by 15 percent year on year. HP continued to lead this market segment with 45 percent of total blade revenue in Q4 2011 and 32 percent share of shipments. However, Dell, in third place in the blade market, firmed up its share of both shipments and revenue, accounting for 11 percent and 9 percent respectively, up from 8 percent and 6 percent in Q4 2010. Cisco accelerated its penetration of the server market in Asia Pacific by pushing its USC blade product in 2011.

IBM continued its revenue leadership, accounting for 40 percent market share despite experiencing a decline of 3 percent year-on-year due to the lack of contribution from mainframe platform during Q4 2011. Compared with the same quarter of 2010, HP saw revenue decline 14 percent, mainly because of a slowdown in demand for its x86 servers, partly resulting from the HDD shortage issue, and Itanium based servers. On the other hand, server revenue from Dell grew reasonably strongly, up 28 percent year-on-year, fueled by significant take up in blade servers.

Table 1: Asia Pacific: Server Vendor Revenue Estimates, 4Q11 (U.S. Dollars Thousands)

	4Q11	4Q10	4Q11 Market Share (%)	4Q10 Market Share (%)	Year-Over-Year Growth (%)
IBM	1,060,123	1,092,884	40.3%	42.5%	-3.0%
HP	640,111	748,631	24.3%	29.1%	-14.5%
Dell	400,118	312,986	15.2%	12.2%	27.8%
Oracle	102,956	108,754	3.9%	4.2%	-5.3%
Lenovo	87,594	38,694	3.3%	1.5%	126.4%
Others	341,639	269,750	13.0%	10.5%	26.7%
All Servers	2,632,542	2,571,699	100.0%	100.0%	2.4%

Source: Gartner (February 2012)

Table 2 highlights the top five vendors’ server shipments in Asia Pacific. Dell climbed to first position with year-on-year growth of 30 percent. Shipments to Greater China, Korea and India, particularly of blade and rack optimized servers, accounted for Dell’s success in this quarter.

Table 2: Asia Pacific: Server Vendor Shipments Estimates, 4Q11 (Units)

	4Q11	4Q10	4Q11 Market Share (%)	4Q10 Market Share (%)	Year-Over-Year Growth (%)
Dell	135,831	104,137	23.9%	21.2%	30.4%
HP	132,314	141,644	23.3%	28.8%	-6.6%
IBM	117,723	97,262	20.7%	19.8%	21.0%
Lenovo	43,242	27,047	7.6%	5.5%	59.9%
Inspur Electronics	25,250	18,461	4.4%	3.8%	36.8%
Others	113,912	102,832	20.1%	20.9%	10.8%
All Servers	568,272	491,383	100.0%	100.0%	15.7%

Source: Gartner (February 2012)

Additional information is available to subscribers of Gartner Dataquest’s Servers Quarterly Statistics Worldwide program. This program provides worldwide market size and share data by vendor revenue and unit shipments. Segments include: region, vendor, vendor brand, sub brand, CPU type, CPU group, Max CPU, platform, price band, operating systems and distribution channels.

Contact: 
 

Susan Moore 
Gartner

Gartner：去年全球伺服器市場營收成長7.9%

文/范眠 2012-03-03

去年第四季因受泰國水災影響而衰退，但全年受惠於大型資料中心建置的需求帶動，全球伺服器營收和出貨量分別成長了7.9%和7%。

市場研究機構Gartner表示，受泰國水災硬碟供應短缺影響，去年第四季全球伺服器營收衰退5.4%，預估此效應仍將持續到今年第一季。但去年全年受惠於大型資料中心建置的需求帶動，全球伺服器營收和出貨量分別成長了7.9%和7%。 以營收來看，第四季前五大伺服器業者為：IBM(市佔率33.7%)、惠普(26.9%)、戴爾(14.8%)、甲骨文(5.3%)、富士通(3.6%)。若以出貨量來看，則分別是：惠普(28.1%)、戴爾(22.9%)、IBM(13.1%)、富士通(2.8%)、聯想(2%)。 Gartner指出，雖然IBM以47億美元營收居第四季冠軍，但與前年同期相比，營收衰退了10.2%。在營收前五大業者中，只有戴爾成長了7.3%，其他業者均為衰退。而以出貨量來看，聯想成長了51%，表現最佳，其次是戴爾的11.2%。 去年第四季全球各地的出貨量除西歐下跌3.1%之外，均有成長。其中，受惠於中國市場龐大需求的帶動，亞太地區成長最快，出貨量增加15.7%，營收成長2.4%。 以亞太地區的營收來看，IBM以40.3%的市佔率遙遙領先惠普的24.3%、戴爾15.2%、甲骨文3.9%和聯想3.3%。但若以出貨量計，戴爾以出貨量成長30%的佳績取回第一名位置，市佔率23.9%，其次為惠普(23.3%)、IBM(20.7%)、聯想(7.6%)、Inspur Electronics(4.4%)。 Gartner表示，去年伺服器市場在北美以及亞太、拉丁美洲建置大型資料中心的推動下，x86伺服器為出貨量大宗，RISC和Itanium Unix伺服器營收在去年第四季下滑了3.9%。 Gartner預估，今年全球經濟低迷的氛圍仍將持續，伺服器業者在未來幾季仍將面臨挑戰。不過，隨著英特爾和超微推出新的處理器，可望帶動今年新一輪的x86伺服器換機潮，這將是業者搶回市佔率的最好時機。(編譯/范眠)