之所以能成倍增長(zhǎng),主要是因?yàn)榛鶖?shù)比較小,華為營(yíng)收為730萬(wàn)美金,NetApp 營(yíng)收4680萬(wàn)美金。不過(guò)華為一下子增長(zhǎng)到8410萬(wàn)美金,能有如此增長(zhǎng)速度,可見(jiàn)市場(chǎng)對(duì)新存儲(chǔ)品牌的接受度還是可以的。
這些數(shù)據(jù)來(lái)自NetApp的分析師日,是由美國(guó)富國(guó)銀行分析師Aaron Rakers提供的,Aaron Rakers列出了2016年和2017年Q4全閃存外部陣列調(diào)研的營(yíng)收數(shù)據(jù)。
Individual entries may well surprise you; El Reg was surprised by a few:
Vendor | 4Q2016 Revenue | 4Q2017 Revenue | Y/Y% Change |
EMC XtremIO | $145.7m | $92.7m | -36.4% |
EMC All-Flash VMAX | $286.8m | $240.5m | -16.2% |
EMC Unity (VNX) | $210.6m | $229.8m | 9.1% |
EMC DSSD | $1.9m | $0 | n/a |
EMC All-flash Isilon | $0 | $4.8m | n/a |
EMC Total | $645.1m | $563.0m | -12.7% |
Dell | $0 | $0 | n/a |
NetApp SolidFire | $20.3m | $25.2m | 23.4% |
NetApp EF-Series | $12.2m | $11.2m | -8.8% |
NetApp All-flash FAS | $199.9m | $48.7m | -75.6% |
NetApp AFF A-Series | $46.8m | $265.4m | 466.7% |
NetApp Total | $279.2m | $350.3m | 25.5% |
HPE All-flash 3PAR | $211.7m | $174.8m | -17.4% |
HPE Nimble | $32.3m | $68.6m | 112.3% |
HPE Total | $244.0m | $243.4m | -0.2% |
IBM | $188.4m | $230.4m | 22.3% |
Hitachi | $40.1m | $76.8m | 91.3% |
Huawei | $7.3m | $84.1m | 1,052.2% |
Pure Storage | $173.7m | $250.3m | 44.1% |
Others | $111.7m | $146.1m | 30.9% |
Total | $1,689.4m | $1,944.4m | 15.1% |
與2016年第四季度相比,EMC下降了12.7%,其中XtremIO下降了36%。
NetApp整體增長(zhǎng)了25.5%,主要是由A系列的全閃存支撐的。
HPE因?yàn)?PAR表現(xiàn)下滑,HPE營(yíng)收降低了0.2%,好在Nimble表現(xiàn)不俗增長(zhǎng)了112.3%。
IBM表現(xiàn)良好增長(zhǎng)了22.3%。
HDS因?yàn)槌闪⑿碌臉I(yè)務(wù)實(shí)體Vantara,閃存陣列營(yíng)收增長(zhǎng)了91.3%。
華為就更搶眼了,營(yíng)收增長(zhǎng)了1052.2%,為8410萬(wàn)美金。
Pure Storage穩(wěn)健增長(zhǎng)了44.1個(gè)百分點(diǎn),僅次于Dell-EMC和NetApp。
這些增長(zhǎng)在2018年能否為繼呢?Dell-EMC整合優(yōu)勢(shì)可能會(huì)重新奪回一些市場(chǎng)份額。
HPE也可能從小幅下滑中恢復(fù)過(guò)來(lái)。