Archive for the ‘MarketShare’ Category

Disruption, Enabling: The Tides of Change

Sam Marraccini

Sam Marraccini

Director, EMC Global Portfolio Messaging at EMC Corporation
Sam Marraccini is a 17-year EMC veteran and 26-year technology veteran. Part of EMCs Global Portfolio Marketing Team, Sam is focused on the EMCs Storage Strategy and developing messaging to support the storage portfolio. The Global Portfolio Marketing team is responsible for developing and delivering customer messaging across the full EMC product portfolio. In addition to developing the Global Portfolio Storage messaging, Sam's passion and drive continue to be demonstrated in multiple blogs including: The Source "TheSourceBlog.emc.com" and www.insideflash.com (All things flash at EMC). Flash and Microsoft information can be found at www.youtube.com/sammarraccini and Twitter @SamMarraccini (www.twitter.com/SamMarraccini)
Sam Marraccini
Sam Marraccini

If you followed EMCs latest earning report , Q4/2014 (http://www.emc.com/ir), one thing is clear… XtremIO is a rocket ship! The slide on the right is part of the webcast presentation; the first bullet is just remarkable.XtremIO by the Numbers

“Fastest Growing Product in EMC History”. When you consider all of the products and all of the EMC acquisitions over the years, being the fastest growing product is incredible. Interestingly enough, all of these accomplishments happened in just over a year, since XtremIO GA back in November 2013.

Customers after customer are experiencing firsthand just how XtremIO can change the way applications are deployed. It’s not just storage, its enabling enterprise application deployments that just weren’t possible: In-line data services providing Deduplication and Compression, providing the foundation for revolutionary snapshot capabilities. Yes, I know storage arrays have been doing snapshots for decades so what’s different with XtremIO? Each snapshot gets full production performance without impacting productions, that’s just not possible with a traditional array. Be sure to check out my recent SAP blog for some more detail.

EMC Information infrastructure Mix shiftFlash Storage is creating a disruption in the industry; more importantly, Flash Storage is creating an opportunity. An opportunity to implement new technology to take advantage of Flash. The more you know about XtremIO, the more you realize that Flash is just the storage media – the real value is in architecture providing data services for next generation applications while reducing the overall cost of deploying storage. If you consider Flash and Emerging Storage Platform, it’s interesting to look at another slide from the Q4 earning Call, “EMC Information Infrastructure Mix Shift”. It’s clear that since 2010, “Emerging Storage” is becoming more and more relevant to our customers. While the pie has indeed shifted, what isn’t obvious from this chart is the size of the overall pie. Looking at Q4 2010 vs Q4 2014, Q4/2010 EMCs information Storage revenue was $3.6Billion (Source http://www.emc.com/collateral/corporation/earnings/2010-q4-webcast.pdf) in Q4/2014 that number was $5.3Billion(http://www.emc.com/collateral/corporation/earnings/2014-q4-webcast.pdf), While the tide is changing, EMC is leading the way!

In the context of change and disruption, it is time to “Redefine Simple”!
Attending VMWare Partner Exchange (PEX) next week? If so, look me up and I’ll get you the inside scoop! Twitter @SamMarraccini

IDC confirms our suspicion… EMC is #1 in Flash Market Share! But the real story is the bigger picture…

Sam Marraccini

Sam Marraccini

Director, EMC Global Portfolio Messaging at EMC Corporation
Sam Marraccini is a 17-year EMC veteran and 26-year technology veteran. Part of EMCs Global Portfolio Marketing Team, Sam is focused on the EMCs Storage Strategy and developing messaging to support the storage portfolio. The Global Portfolio Marketing team is responsible for developing and delivering customer messaging across the full EMC product portfolio. In addition to developing the Global Portfolio Storage messaging, Sam's passion and drive continue to be demonstrated in multiple blogs including: The Source "TheSourceBlog.emc.com" and www.insideflash.com (All things flash at EMC). Flash and Microsoft information can be found at www.youtube.com/sammarraccini and Twitter @SamMarraccini (www.twitter.com/SamMarraccini)
Sam Marraccini
Sam Marraccini

IDC recently released the “Worldwide All-Flash and Hybrid Flash Array Market: 1H2014 Vendor Shares and Market Outlook,”
Not surprising to anyone here at EMC, EMC is the market share leader in Flash.  In both “All-Flash Array Revenue” and “Hybrid Flash Array Revenue”, shipping over 58PB combined in the first half of 2014. WOW!
According to IDC, the Flash Market, both All-Flash Arrays (AFA) and Hybrid Flash Arrays (HFA), is “ON FIRE!” – exceeding their original 2013 projections.
IDC goes on to conclude that the addition of enterprise features to All-Flash Arrays will be necessary to successfully deploy All-Flash. Exactly! Flash is Media; it’s a way to store data, and yes, it’s fast. But being fast isn’t enough. In order to successfully integrate Flash into the data center, enterprise data services are a MUST! That’s exactly what EMC is focused on, the transforming impact of Flash on the data center.  Transforming economics via Hybrid Flash Arrays, a little Flash still goes a long way, to transforming architecture with the industry leading All-Flash Array XtremIO. The unique scale-out architecture creates a shared memory space across all controllers, delivering performance at scale with all data services all the time. Data services that include deduplication, compression, encryption and revolutionary snap shots that change the way applications are deployed.
The following tables are taken from the IDC Report; they reflect the 1H 2014 market share numbers for both All-Flash Arrays and Hybrid Flash arrays.

IDC Worldwide All-Flash Array
Market Share, 1H14
IDC Worldwide Hybrid Flash Array
Market Share, 1H14
World-Wide All-Flash Array Revenu by Vendor 1H14 World-Wide Hybrid Flash Revenue by Vendor 1H14

 In both cases EMC is the market share leader, 22% and 35% respectively.  Looking a little closer at IDCs numbers it’s clear that the AFA Market is growing, as IDC said – “It’s on Fire”.  It’s also clear that the AFA Market is still dwarfed by the HFA Market.  In the first half of 2014, the Hybrid Flash Array market commanded 90% of external storage revenue.  That said, it’s also clear that the storage industry is evolving to more flash, it will be interesting to compare these numbers to next year and the following.
All-Flash Array - Hybrid Flash Array Revenue 1H2014 PIE
If you combine all of the numbers into a single view, a view of market share across All-Flash Arrays and Hybrid Flash arrays, EMC is obviously the clear leader.  You’ll also notice that the players in the combined market share are the storage venders you’re probably most familiar with.  I put together a quick reference, and what’s most interesting… the “Other HFA” category gets the #3 spot 😉

Why do I point this out?  The EMC Flash Strategy has always been “Flash Everywhere”.  Flash is a component, an ingredient.  It’s the underlying storage architecture and software that delivers the potential of Flash as a media.  Flash has been fundamental to our storage strategy for just about a decade now.  From our hybrid offerings where a little Flash goes a long way, to the now confirmed industry leading All-Flash Array, XtremIO, EMC is committed to leveraging Flash to accelerate an entire storage portfolio.
Combined All-flash and Hybrid Flash Market ShareWhile the All-Flash Array market is an incredible opportunity for EMC and the industry, a well-rounded portfolio will provide the choice needed to deliver the right architecture for the unique needs of our customers’ application deployments.  The EMC Flash Everywhere strategy has always been designed to address all of our customers flash needs, rregardless of application.  For more informaiton be sure to check out http://www.emc.com/storage/flash/index.htm and the latest EMC Pulse Blog on the topic.
Get all the latest at insideflash.emc.com and follow me on twitter @SamMarraccini

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