Servers show mixed results

server-racksYesterday we reported that server revenues in Europe the Middle East and Africa (EMEA) only showed minor growth.

Those were figures from Gartner. But data from its deadly rival IDC indicate that things were less gloomy for server vendors in the third quarter of this year.

IDC said vendor revenues worldwide rose by 4.8 percent, year on year, to represent revenues of $12.7 billion.

This, said IDC, is the second quarter in a row that the server market has shown a year on year increase in revenue terms.

And shipments in the quarter improved 5.7 percent year on year, representing 2.38 million units.  This is largely down to increased spending on hyperscale datacentres.  IDC believes it is seeing signs of companies refreshing their servers, which is good news for 2015 too.

There is a difference depending on the type of server. Volume systems showed 8.8 percent revenue growth, midrange systems showed an 18.4 percent growth year on year. But high end enterprise systems plummeted by –23.2 percent, year on year.

IDC figures show HP is n number one place, followed by IBM, Dell, Cisco and Oracle.  The “ODM Direct” category is interesting because these are largely Taiwanese companies producing unbranded boxes for multinationals – with prices to match. This chart shows the changes.

idc_servers

Like Gartner, IDC saw a recline in non X86 servers – the thirteenth consecutive quarter of revenue decline.  IBM is in pole position here, with a share of 60.8 percent share.  Blade servers accounted for 18 percent of total server revenues in the quarter.