Gartner anuncia que vendas mundiais de servidores cresceu 7 % no terceiro trimestre de 2011

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As vendas mundiais de servidores no terceiro trimestre de 2011 cresceu 7,2 por cento em relação às pesquisas ano a ano, enquanto a receita neste setor cresceu 5,2 por cento, segundo o Gartner. O analista Jeffrey Hewitt diz que neste terceiro quarter ocorreu um cresecimento global neste setor, mas que há variação de crescimento por região.

Gartner Says Worldwide Server Shipments Grew 7 Per Cent; Revenue Increased 5 Per Cent in the Third Quarter of 2011

São Paulo, 28 de novembro de 2011 — Worldwide server shipments in the third quarter of 2011 grew 7.2 per cent year-on-year, while revenue increased 5.2 per cent year-on-year, according to Gartner, Inc.
“The third quarter of 2011 produced growth on a global level but there was some significant variation in growth by region,” said Jeffrey Hewitt, research vice president at Gartner. “All regions showed growth in both shipments and vendor revenue except for Western Europe which posted a 4.9 per cent decline in revenue for the period. Latin America grew the most significantly in shipments with a 28.3 per cent increase. Eastern Europe posted the highest vendor revenue growth at 33 per cent for the period.”
“x86 servers forged ahead and grew 7.6 per cent in units and 9.3 per cent in revenue. Some regions like Western Europe and the United States did not produce as much relative x86-based server growth because of comparatively stronger third quarter results in 2010. RISC/Itanium Worldwide Unix server shipments declined 6.8 per cent, but vendor revenue increased 3.5 per cent compared to the same quarter last year. The ‘other’ CPU category, which is primarily mainframes, showed a decline of 6.9 per cent,” Mr Hewitt said.
All of the top five global vendors had revenue increases for the third quarter of 2011 except HP. IBM took the lead in the worldwide server market based on revenue (see Table 1) — the company posted just over $3.8 billion in server vendor revenue for a total share of 29.7 per cent for the third quarter of 2011. This share was down 0.5 per cent year-on-year. Most of IBM’s revenue growth came from its pSeries brand with some contribution by xSeries as well.

Table 1
Worldwide: Server Vendor Revenue Estimates, 3Q11 (US Dollars)
Company 3Q11
Revenue 3Q11 Market Share (%) 3Q10
Revenue 3Q10 Market Share (%) 3Q10-3Q11 Growth (%)
IBM 3,846,807,802 29.7 3,717,419,666 30.2 3.5
HP 3,802,440,047 29.3 3,942,615,230 32.0 -3.6
Dell 1,903,221,687 14.7 1,789,631,319 14.5 6.3
Oracle 763,610,285 5.9 763,964,420 6.2 0.0
Fujitsu 603,044,868 4.7 582,244,543 4.7 3.6
Other Vendors 2,048,599,229 15.8 1,533,530,740 12.4 33.6
Total 12,967,723,917 100.0 12,329,405,918 100.0 5.2
Source: Gartner (November 2011)

In server shipments, HP remained the worldwide leader in the third quarter of 2011 (see Table 2) in spite of a year-on-year shipment decline of 3.1 per cent for the quarter. This decline was driven primarily by drops in HP’s ProLiant and Integrity brands. HP’s worldwide server shipment share was 29.2 per cent representing a 3.1 per cent drop in share from the same quarter in 2010. Of the top five vendors in server shipments worldwide, all produced shipment increases except for HP.
In terms of server form factors, blade servers rose 4.6 per cent in shipments and 13.5 per cent in revenue for the quarter. The rack-optimised form factor climbed 8.5 per cent in shipments and 9.2 per cent in revenue for the third quarter of 2011.

Table 2
Worldwide: Server Vendor Shipment Estimates, 3Q11 (US Dollars)
Company 3Q11
Shipment 3Q11 Market Share (%) 3Q10
Shipment 3Q10 Market Share (%) 3Q10-3Q11 Growth (%)
HP 693,265 29.2 715,481 32.3 -3.1
Dell 517,867 21.8 501,593 22.7 3.2
IBM 287,507 12.1 287,574 13.0 0.0
Fujitsu 79,072 3.3 75,479 3.4 4.8
NEC 37,823 1.6 37,099 1.7 2.0
Other Vendors 757,448 31.9 596,888 27.0 26.9
Total 2,372,982 100.0 2,214,115 100.0 7.2
Source: Gartner (November 2011)

In Europe, the Middle East and Africa (EMEA), server shipments exceeded 606,300 units in the third quarter of 2011, an increase of 4.3 per cent from the same period last year. Server revenue totalled $3.25 billion, a decline of 0.5 per cent from last year (see Table 3).
“The market’s recovery faltered this quarter as challenging economic conditions in Western Europe dragged down spending levels for the overall EMEA region,” said Adrian O’Connell, research director at Gartner. “The third quarter of 2011 marked three years since the start of the downturn, and despite a relative recovery during the last few quarters, both volume and revenue remained lower than in the third quarter of 2008. Growth in Eastern Europe and Middle East and Africa has not been enough to offset some real challenges in Western Europe, which recorded a decline of 4.9 per cent in the third quarter of 2011.”

Table 3
EMEA: Server Vendor Revenue Estimates, 3Q11 (US Dollars)
Company 3Q11
Revenue 3Q11 Market Share (%) 3Q10
Revenue 3Q10 Market Share (%) 3Q10-3Q11 Growth (%)
HP 1,301,580,579 40.0 1,375,233,250 42.1 -5.4
IBM 756,439,235 23.3 841,400,217 25.8 -10.1
Dell 414,500,382 12.7 381,616,100 11.7 8.6
Oracle 242,828,070 7.5 203,354,075 6.2 19.4
Fujitsu 202,991,262 6.2 206,240,478 6.3 -1.6
Others 334,016,557 10.3 259,405,291 7.9 28.8
Total 3,252,356,084 100.0 3,267,249,411 100.0 -0.5
Source: Gartner (November 2011)

The quarter saw mixed results in the key segments: x86 system revenue grew 6.5 per cent, the ‘other’ CPU category declined 26.0 per cent, and RISC/Itanium Unix systems declined 8.2 per cent.
“The x86-based segment managed to exhibit growth, but after a strong replacement cycle both the ‘other CPU’ and RISC/Itanium UNIX segments continued to decline. Vendors reliant on these segments will face increasing challenges as the combination of a weak economic environment and platform migrations will continue to exert pressure,” said Mr O’Connell.
In the RISC/Itanium Unix segment, IBM consolidated its lead with an 11 per cent increase in revenue year-on-year, while Oracle grew 1.9 per cent and HP declined 28.7 per cent. “EMEA has been one of the regions with a relatively strong RISC/Itanium Unix base, however the performance of this segment is increasingly challenged by migration activity to other platforms. We forecast single-digit growth for both revenue and shipments next quarter,” said Mr O’Connell.
In the third quarter of 2011 only two of the top five vendors, Dell and Oracle, achieved revenue growth, compared with the equivalent quarter of 2010. HP held the No. 1 position, but its revenue declined 5.4 per cent year-on-year. IBM, ranked No. 2, declined 10.1 per cent year-on-year, the weakest performance of the top five vendors. Considering Dell’s exposure to the public sector, it performed well. Oracle’s growth demonstrated the success it is having with its new server platforms.
In server shipments, HP maintained its leading position (see Table 4). However, Dell’s strong performance closed the gap with HP, and Dell was the only top five vendor to increase its market share year-on-year.

Table 4
EMEA: Server Vendor Shipment Estimates, 3Q11 (Units)
Company 3Q11
Shipments 3Q11 Market Share (%) 3Q10
Shipments 3Q10 Market Share (%) 3Q10-3Q11 Growth (%)
HP 254,457 42.0 257,863 44.4 -1.3
Dell 120,145 19.8 109,447 18.8 9.8
IBM 67,102 11.1 70,897 12.2 -5.4
Fujitsu 39,173 6.5 38,495 6.6 1.8
Oracle 9,088 1.5 10,098 1.7 -10.0
Others 116,367 19.2 94,494 16.3 23.1
Total 606,332 100.0 581,294 100.0 4.3
Source: Gartner (November 2011)

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.