IBM’s enterprise external storage revenues tumbled 21.6 per cent in the third quarter while HPE and Huawei outgrew an anaemic market. HOwever, there is a helluva long way to go before anyone catches up with Dell.
IDC’s quarterly Storage Tracker Q3 2020 show the enterprise external storage market eased 1.8 per cent Y/Y to $6.74bn. IDC research analyst Greg Macatee said the product segment “continued to face headwinds due to the effects of the global pandemic”.
According to IDC, the market bright spots in Q3 were China’s booming external OEM market, and no-brand ‘ODM’ vendors selling direct to hyperscalers. “Collaboration tools and content delivery networks were key drivers of ODM sales as consumers continue to demand these types of at-home services on top of traditional enterprise-driven ODM Direct infrastructure consumption,” Macatee said.
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