copyright 2007 idc. reproduction is forbidden unless authorized. all rights reserved. industry...
TRANSCRIPT
Copyright 2007 IDC. Reproduction is forbidden unless authorized. All rights reserved.
Industry Trends & Market Analysis
June 26, 2007
04/10/23© 2007 IDC
AgendaAgenda
Review and Key Data Points From Q1
The Expansion of the Digital UniverseImpacts & Opportunities for EMC
Hardware Trends & Infrastructure VirtualizationSecondary Is the New Primary
Storage Software TrendsArchiving, SRM & Data Protection Review & Landscape
04/10/23© 2007 IDC
0
5
10
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35
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2006
2007
2008
2009
2010
2011
2006
2007
2008
2009
2010
2011
2006
2007
2008
2009
2010
2011
WW Storage Revenue Forecast by TypeWW Storage Revenue Forecast by Type
Services Hardware Software
4.1% CAGR
3.1% CAGR
11.1% CAGR
04/10/23© 2007 IDC
Major Storage System SuppliersExternal Disk Storage SystemsMajor Storage System SuppliersExternal Disk Storage Systems
0%
5%
10%
15%
20%
25%
2005Q2 2005Q3 2005Q4 2006Q1 2006Q2 2006Q3 2006Q4 2007Q1
EMC HP IBM Dell Hitachi Network Appliance Sun Microsystems
Trailing 4-Quarter Revenue Share
04/10/23© 2007 IDC
Major Storage System SuppliersStorage SoftwareMajor Storage System SuppliersStorage Software
0%
5%
10%
15%
20%
25%
30%
35%
2005Q2 2005Q3 2005Q4 2006Q1 2006Q2 2006Q3 2006Q4 2007Q1
EMC HP IBM
Dell (SW not tracked) Hitachi Network Appliance
Sun Microsystems
Trailing 4-Quarter Revenue Share
04/10/23© 2007 IDC
Major Storage System SuppliersExternal Disk Storage + Storage SWMajor Storage System SuppliersExternal Disk Storage + Storage SW
0%
5%
10%
15%
20%
25%
30%
2005Q1 2005Q2 2005Q3 2006Q1 2006Q2 2006Q3 2006Q4 2007Q1
EMC HP IBM
Dell (SW not tracked) Hitachi Network Appliance
Sun Microsystems
Trailing 4-Quarter Revenue Share
04/10/23© 2007 IDC
Three Take-Aways From TodayThree Take-Aways From Today
Information creation is far surpassing our ability to store it and manage it
Continued data growth and changing applications are driving companies to deploy and manage more modular "secondary" storage rather than traditional primary storage solutions
The need for “active” archiving of all this information will influence new storage hardware designs and spur new investments in storage and information management software solutions
Copyright 2007 IDC. Reproduction is forbidden unless authorized. All rights reserved.
The Expanding Digital Universe:Project Summary and Implications for EMC
June 26, 2007
John GantzChief Research Officer & Project Director
04/10/23© 2007 IDC
AgendaAgenda
Summary of Global Results
Research Challenges
Market Feedback
Next Steps
04/10/23© 2007 IDC
Key FindingsKey Findings
The digital universe will grow six-fold, from 161 exabytes in 2006 to 988 exabytes in 2010
Information created will exceed the available storage capacity this year
> 90% of the information in the digital universe is unstructured
By 2010 ~ 70% of the digital universe will be created by individuals
At the same time organizations will have responsibility or liability for 85% of the information
04/10/23© 2007 IDC
0
100,000
200,000
300,000
400,000
500,000
600,000
700,000
800,000
900,000
1,000,000
2005 2006 2007 2008 2009 2010
Pe
tab
yte
s
Information
Available Storage
Information And StorageInformation And Storage
Transient information or unfilled demand for storage
04/10/23© 2007 IDC
0
50,000
100,000
150,000
200,000
250,000
300,000
2005 2006 2007 2008 2009 2010
0
10000
20000
30000
40000
50000
60000
70000
EnterpriseInformation (PB)
No. of "Files" (T)
Organizational Information “Unit” Growth WW
Information Files
Information “Units”Information “Units”
Information created/replicated within enterprises and numbers of files, e.g., images, voice packets, RFID signals, computer files
04/10/23© 2007 IDC
2010988 Exabytes
User* Generated
Content
692 Exabytes
WW* Consumers and Workers
Creating, Capturing, or Replicating Personal
Information
Organizational Touch** Content
859 Exabytes WW
** Transported, Hosted,
Managed, or Secured
User Creation; Enterprise WorriesUser Creation; Enterprise Worries
04/10/23© 2007 IDC
SurprisesSurprises
The timing of the big analog to digital conversions (image, voice, TV)
The “biodiversity” of information types, from behemoth video files to gnat size sensor signals
The unpredictability of information traffic flow – e.g., P2P MP3 and video (what does Joost imply?)
The relatively low impact of voice
04/10/23© 2007 IDC
AgendaAgenda
Summary of Global Results
Research Challenges Market Feedback
Next Steps
04/10/23© 2007 IDC
Project MethodologyProject Methodology
1. Size and forecast each category of digital device or application2. Assign information “units” per device/application (e.g., images per
camera, minutes of calling per VoIP phone)3. Estimate bytes per information unit (accounting for compression)4. Estimate % information that is copied/replicated (e.g., archived,
emailed, shared, etc.)5. Estimate available storage capacity from installed media forecasts6. Cross check with third-party information on content creation7. Estimate qualitative information via device/application level
classifications (e.g., unstructured data vs. structured)
04/10/23© 2007 IDC
Number of Model ElementsNumber of Model Elements
Image Capture/Creation Data Creation Data StoragePC applications HDD
High End Cameras Data base OpticalDigital Cameras Office Applications TapeCamcorders Email NV Flash MemoryCamera phones Video/teleconference MemoryWebcams IMSurveillance OtherScanners Smart HandheldsMultifunction Periperals Server WorkloadsOCR Business ProcessingBar Code Readers Decision SupportMedical Imaging CollaborativeDigital TV Application DevelopmentDigitized Movies & Video IT InfrastructureSpecial Effects Web InfrastructureGraphics Workstations Technical
Other
Digital Voice Capture Terminals, ATMs, Kiosks, Specialized ComputersLandline Telephony Industrial machines/cars/toysVoice over IP RFIDMobile Phones Sensors
Smart CardsVideo gamesMP3 playersSMSGPS
04/10/23© 2007 IDC
Number of InputsNumber of Inputs
Berkeley study was a good sanity check, but not a key input
Conflicting information on HDTV compression and rollouts
IDC survey data on image and video capture
No IDC data on digital movie theaters, general sensors
No visibility on telephone call recording
04/10/23© 2007 IDC
Last Minute ExpansionsLast Minute ExpansionsBelgiumFranceGermanyItalyNetherlandsPortugalSpainSwitzerlandUK
AustraliaNew Zealand
ChinaHong KongTaiwan
India
Japan
SingaporeSo. Korea
04/10/23© 2007 IDC
AgendaAgenda
Summary of Global Results
Research Challenges
Market Feedback Next Steps
04/10/23© 2007 IDC
PHENOMENAL!PHENOMENAL!
3EMC CONFIDENTIAL—INTERNAL USE ONLY
Digital Universe – Broadcast Coverage
04/10/23© 2007 IDC
PHENOMENAL!PHENOMENAL!
RECORD EMC GLOBAL COVERAGEEstimated U.S. broadcast audience:12 million
U.S. & Int’l TV: 90+ stationsU.S. Radio: 422 stations (radio news release)
Print Media: 450+ outlets worldwide
Blogs: 1,641 posts10,000+ links worldwide
Counts as of March 13, 2007
04/10/23© 2007 IDC
Findings Resonate with UsersFindings Resonate with Users
They buy the underlying story
They feel the storage stress today, know it’s going to get worse
They understand the security implications
They are vaguely aware of how this will change their relationship with the business
They are not ready yet for new information types – voice packets, video streams, IPTV, sensors, etc.
They haven’t thought out the impact on tomorrow’s data architecture
04/10/23© 2007 IDC
AgendaAgenda
Summary of Global Results
Research Challenges
Market Feedback
Next Steps
04/10/23© 2007 IDC
RetrospectiveRetrospective
Together we have established a new industry standard
We got very little pushback for publishing a single vendor sponsored study
This project has legs – we are still getting requests for translations, reprints, IDC presentations, and even a Digital Universe “ticker”
EMC’s contribution went well beyond funding – from editing and QC to publicity
04/10/23© 2007 IDC
Looking ForwardLooking Forward
We need to determine the shelf life of the study – how and when to update
More country or region specialization would be nice
Multiple documents for multiple audiences would be nice – by IT job function or technology area (e.g., ILM, security)
04/10/23© 2007 IDC
Copyright 2007 IDC. Reproduction is forbidden unless authorized. All rights reserved.
Hardware Trends & Infrastructure VirtualizationSecondary Is the New Primary
Richard VillarsVice President, Storage Systems
04/10/23© 2007 IDC
What we said last time: (March 07)What we said last time: (March 07)
Changing Information Mix in the Data Center
Growth in fixed content and replicated data
Rise of new customer base “Content depots”
Impact of Server Virtualization
Slowdown in physical server shipments will not drive a comparable slowdown in storage shipments
Use of server virtualization for disaster recovery and improved availability presents opportunities in backup/replication
04/10/23© 2007 IDC
PhysicalServer Installed Base (Millions)
Source: IDC, May 2007
Datacenter Economics 2.0Shifting Management RequirementsDatacenter Economics 2.0Shifting Management Requirements
$0
$50
$100
$150
$200
$250
$300
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
Spending(US$B)
0
5
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35
40
45
50
55
60
60
LogicalServer Installed Base (Millions)
Virtualization Management
Gap
New Server Spending
Server Mgt and Admin Costs x4Power and Cooling Costs x8
04/10/23© 2007 IDC
Impact of Server Virtualization On Storage SystemsImpact of Server Virtualization On Storage Systems
Greatest impact on connectivity and management, not capacity
Consolidated servers aren’t major consumers of storage capacity
Focus on connectivity costs spurs disproportionate interest in iSCSI
Focus on automated provisioning and operations spurs interest in block-level storage virtualization solutions
Use of mobility functions in server virtualization solutions for improved availability and disaster recovery is altering backup/replication requirements
Virtual machine image management and boot from SAN become critical requirements
Extending server mobility geographically for DR requires more investment in sophisticated replication capabilities
04/10/23© 2007 IDC
Evolution of VirtualizationEvolution of Virtualization
>2010 Virtualization 3.0• Automation • Service Oriented• Policies Based • Variable Costs
CAPEX
Operational C
ost Reducti
on
2009 Virtualization 2.5• Unplanned downtime• HA/DR/Back-Up• Workload Balancing
2007 Virtualization 2.0• Mobility (data and app)• Planned Downtime• Automated Provisioning
2005 Virtualization 1.0• Server Consolidation • Resource Sharing• Storage Consolidation
Virtualization must encompass all aspects of IT costs
Server and storage virtualization must work together
04/10/23© 2007 IDC
What Will We Keep:Changing Enterprise Data ProfileWhat Will We Keep:Changing Enterprise Data Profile
Traditional, transaction-oriented data accounts for declining portion of future storage needs but performance remains critical
Opportunity for Tier 0 storage (enhanced cache or SSD)
Compliance and analysis are driving surge in replication
New generation of replication solutions
Explosion in fixed content changing storage needs in the data center
Spur to investment in file technologies
Secondary storage is the new primary storage
0.0
2.0
4.0
6.0
8.0
10.0
12.0
14.0
2005 2006 2007 2008 2009 2010
Fixed contentReplicated dataTraditional business data
Consumption of External Disk Capacity by Type CAGR
37%
62%
47%
(EB)
04/10/23© 2007 IDC
External Disk Storage SystemsForecast by PricebandExternal Disk Storage SystemsForecast by Priceband
$0
$2
$4
$6
$8
$10
$12
2002 2003 2004 2005 2006 2007 2008 2009 2010 2011
Priceband $1-$49.9k Priceband $50-299.9k Priceband $300k+
($B)
04/10/23© 2007 IDC
Secondary Is The New PrimarySecondary Is The New Primary
With the continued growth in data and the changing applications mix, companies are deploying more modular "secondary" storage than traditional primary storage solutions
Has major implications for disk storage system design and product packaging/marketing
Will drive investments in file-based storage
Important opportunity for new storage players to build a significant presence in the market
04/10/23© 2007 IDC
Evolution of Storage SystemsEvolution of Storage Systems
Monolithic storage
I/O performance and reliability
Tightly integrated hardware
Proprietary (lucrative) software add-ons
Modular storage
Emphasis on cost and capacity
Standard hardware architecture
Limited opportunity for SW value-add
04/10/23© 2007 IDC
DiskArrays
Network
Networked Controllers
Tape Libraries
•integration•encryption•extended life
optimized systems•performance•capacity•density•energy
non-disruptive upgrade/replacement
•scalability•performance•flexibility
Evolving Storage ArchitecturesEvolving Storage Architectures
Common Storage Services
Common Storage Services
•Virtualization•‘thin’ provision•replication•data reduction•security
04/10/23© 2007 IDC
Impact On Storage IndustryImpact On Storage Industry
Serverization of hardware
Storage systems based on standard server platforms
Faster introduction of new products and solutions
Strategic relationships with customers built increasingly on software,services and solutions foundation
Expanded focus on file-based storage and information management
Role-based storage (e.g.,content, recovery, archive)
Interoperability with server virtualization emerges as critical capability
Deployment of new, data intensive applications and server virtualization open door for new suppliers with scalable "module" architectures
Companies to watch include 3Par, Compellent, Equalogic, Isilon, LeftHand
04/10/23© 2007 IDC
What Will We Keep:Archives Are The Missing PieceWhat Will We Keep:Archives Are The Missing Piece
Archived data dwarfs active data in most organizations
Significant duplication
Limited organization
Impact on Companies
Reducing media consumption becomes high priority (VTL)
Data de-duplication becomes important feature
Data management and organization become critical
Consumption of External Disk Capacity by Type
0.0
5.0
10.0
15.0
20.0
25.0
30.0
35.0
40.0
45.0
2005 2006 2007 2008 2009 2010
Archive (tape, optical)Content DepotsReplicated dataTraditional business data
(EB)
04/10/23© 2007 IDC
Thank youThank you
Please email us [email protected]@[email protected]@[email protected]@idc.com
Copyright 2007 IDC. Reproduction is forbidden unless authorized. All rights reserved.
Storage Software: Archiving, SRM and Data Protection Review and Landscape
Laura DuBoisResearch Director, Storage Software
04/10/23© 2007 IDC
Storage Software Trends (Q1-2007)Storage Software Trends (Q1-2007)
Archive and HSM software growth continues at 19.9% y/y, Increased focus on Notes, SharePoint and file archiving, e-discovery continues to be major driver
Data Protection and Recovery software growth rate at 9.9% y/y, fueled by growth in EMC, IBM and others, online backup services
Storage Management software at 5.6% y/y growth, pockets of opportunity for point solutions vs. monolithic packages
Replication software at 16.6% y/y growth, use cases for strategic data migrations, heterogeneous replication between devices and ongoing BC/DR objectives
04/10/23© 2007 IDC
ArchivingTrends and Future OutlookArchivingTrends and Future Outlook
Firms have hundreds of repositories that require archiving, opportunity well beyond email, disparate and many architectures
Regulated email archive deployments being replaced (scalability issue), new deployments from distributed .pst problem and e-discovery
FRCP rules will present archiving, asset discovery, classification and policy development opportunities
Increased demand in file archiving fueled by consolidation projects, improved knowledge and control of unstructured data, controls will move slowly to the desktop
Active archiving is the second major driver of disk storage spending
04/10/23© 2007 IDC
Data Protection and RecoveryTrends and Future OutlookData Protection and RecoveryTrends and Future Outlook
Strong adoption and strong intent for VTL technologies, 60% using or planning to use in the next 12 months
Incorporation of CDP into data protection products as a feature or option to a data protection framework
Data protection and disaster recovery is the first major driver of planned storage spending
Mature market, not without tipping points for spending: remote office migrations, new SQL and Exchange, SAP migrations, Oracle Fusion, consolidation projects, compressing SLAs, poor compliance audits, security breaches, hardware refreshes
04/10/23© 2007 IDC
Storage Management SoftwareTrends and Future OutlookStorage Management SoftwareTrends and Future Outlook
The adoption of storage management software continues to be hampered by inability of organizations to recognize adequate returns on investment.
There is a need and interest in mapping application specific performance and availability requirements to storage resources
Great opportunity for storage management vendors to partner with content and information classification solutions to deliver a comprehensive view of all enterprise information
Executing on the knowledge gained through storage management continues to be a challenge, primarily around reclaiming unutilized capacity and planning for future growth
Source:/Notes:
04/10/23© 2007 IDC
Storage ReplicationTrends and Future OutlookStorage ReplicationTrends and Future Outlook
Data migration problems of moving data from old to new storage hardware is a necessity and increasing problem
Potential growth of adoption of virtualization appliances will cause re-mapping or redesigning of infrastructure driving migration issues
Business directives around disaster recovery, business continuity become part of overall risk management – understanding what a company’s appetite for risk is will drive storage replication growth
Expect greater adoption of heterogeneous replication for data migration and data analysis
Copyright 2007 IDC. Reproduction is forbidden unless authorized. All rights reserved.
Supporting Tracker Data Q1’07
Disk Storage Systems
March 23, 2007
04/10/23© 2007 IDC
External Disk Storage Systems Market (Trailing 4 Quarter Revenue)External Disk Storage Systems Market (Trailing 4 Quarter Revenue)
$14,299
$16,086
$17,275
$13,000
$13,500
$14,000
$14,500
$15,000
$15,500
$16,000
$16,500
$17,000
$17,500
2004
Q4
2005
Q1
2005
Q2
2005
Q3
2005
Q4
2006
Q1
2006
Q2
2006
Q3
2006
Q4
2007
Q1
External Disk
(Millions)
04/10/23© 2007 IDC
Storage Software as Percent of Ext Disk (Trailing 4 Quarter Revenue)
Storage Software as Percent of Ext Disk (Trailing 4 Quarter Revenue)
40%
45%
50%
55%
60%
65%
2003
Q4
2004
Q1
2004
Q2
2004
Q3
2004
Q4
2005
Q1
2005
Q2
2005
Q3
2005
Q4
2006
Q1
2006
Q2
2006
Q3
2006
Q4
2007
Q1
Storage Software
04/10/23© 2007 IDC
External Disk Storage Systems Market (Trailing 4 Quarter Revenue)External Disk Storage Systems Market (Trailing 4 Quarter Revenue)
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%2
00
4Q
1
20
04
Q2
20
04
Q3
20
04
Q4
20
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Q1
20
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20
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20
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Q2
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Q3
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Q4
20
07
Q1
DAS NAS SAN iSCSI ESCON SAN
WW Revenue by Installation Environment
04/10/23© 2007 IDC
Systems SuppliersComparing the Major Systems SuppliersSystems SuppliersComparing the Major Systems Suppliers
8%
10%
12%
14%
16%
18%
20%
22%
24%
26%
28%
20
04
Q1
20
04
Q2
20
04
Q3
20
04
Q4
20
05
Q1
20
05
Q2
20
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20
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Q1
20
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Q2
20
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Q3
20
06
Q4
20
07
Q1
Dell HP IBM Sun Microsystems
External Disk as Percent of Server Sales(Trailing 4 Quarter Revenue)
04/10/23© 2007 IDC
The Pure-Play Disk Storage Suppliers + Help from OEMsThe Pure-Play Disk Storage Suppliers + Help from OEMs
0%
5%
10%
15%
20%
25%
30%2
00
4Q
1
20
04
Q2
20
04
Q3
20
04
Q4
20
05
Q1
20
05
Q2
20
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Q3
20
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Q4
20
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Q1
20
06
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20
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Q3
20
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Q4
20
07
Q1
EMC+Dell Hitachi+HP+Sun NTAP+IBM
External Disk Storage SystemsFactory Revenue Market Share
Trailing 4-Quarter Revenue
04/10/23© 2007 IDC
The Pure-Play Disk Storage SuppliersThe Pure-Play Disk Storage Suppliers
0%
5%
10%
15%
20%
25%
30%2
00
4Q
1
20
04
Q2
20
04
Q3
20
04
Q4
20
05
Q1
20
05
Q2
20
05
Q3
20
05
Q4
20
06
Q1
20
06
Q2
20
06
Q3
20
06
Q4
20
07
Q1
EMC Hitachi Network Appliance
External Disk Storage SystemsFactory Revenue Market Share
Trailing 4-Quarter RevenueNo OEMs
04/10/23© 2007 IDC
The Pure-Play Disk Storage Suppliers + Help from OEMsThe Pure-Play Disk Storage Suppliers + Help from OEMs
0%
5%
10%
15%
20%
25%
30%
35%2
00
4Q
1
20
04
Q2
20
04
Q3
20
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Q4
20
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20
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20
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20
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Q2
20
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Q4
20
07
Q1
EMC+Dell Hitachi+HP+Sun NTAP+IBM
External Disk Storage SystemsTerabyte Market ShareTrailing 4-Quarter TB
04/10/23© 2007 IDC
The Pure-Play Disk Storage SuppliersThe Pure-Play Disk Storage Suppliers
0%
5%
10%
15%
20%
25%
30%
35%2
00
4Q
1
20
04
Q2
20
04
Q3
20
04
Q4
20
05
Q1
20
05
Q2
20
05
Q3
20
05
Q4
20
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Q1
20
06
Q2
20
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Q3
20
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Q4
20
07
Q1
EMC Hitachi Network Appliance
External Disk Storage SystemsTerabyte Market ShareTrailing 4-Quarter TB
No OEMs
04/10/23© 2007 IDC
WW High-End Select Products(Trailing 4-Quarter Revenue)WW High-End Select Products(Trailing 4-Quarter Revenue)
$0M
$500M
$1,000M
$1,500M
$2,000M
$2,500M
EMC DMX/Symm/Celerra HDS 9900/Tagma USP HP XP
IBM ESS/DS6000/DS8000 Sun StorageTek 9900
04/10/23© 2007 IDC
WW High-End Select Products(Trailing 4-Quarter Revenue)WW High-End Select Products(Trailing 4-Quarter Revenue)
$0M
$500M
$1,000M
$1,500M
$2,000M
$2,500M
2004
Q1
2004
Q2
2004
Q3
2004
Q4
2005
Q1
2005
Q2
2005
Q3
2005
Q4
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Q1
2006
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Q4
2007
Q1
EMC DMX/Symm/Celerra Hitachi+HP+Sun IBM ESS/DS6000/DS8000
Combine Hitachi + HP + Sun
04/10/23© 2007 IDC
0%
10%
20%
30%
40%
50%
60%
70%
Low End: $0K-$49.99K Mid Tier: $50K-$299.99K High End: $300K+
External Disk Storage Systems Market External Storage Revenue
External Disk Storage Systems Market External Storage Revenue
WW Trailing 4-Quarter Revenue Share by Price Band Group
04/10/23© 2007 IDC
0%
10%
20%
30%
40%
50%
60%
70%
Low End: $0K-$49.99K Mid Tier: $50K-$299.99K High End: $300K+
EMC by Priceband Segments External Storage Revenue
EMC by Priceband Segments External Storage Revenue
WW Trailing 4-Quarter Revenue Share by Price Band Group
04/10/23© 2007 IDC
0%
10%
20%
30%
40%
50%
60%
70%
Low End: $0K-$49.99K Mid Tier: $50K-$299.99K High End: $300K+
HP by Priceband Segments External Storage Revenue
HP by Priceband Segments External Storage Revenue
WW Trailing 4-Quarter Revenue Share by Price Band Group
04/10/23© 2007 IDC
0%
10%
20%
30%
40%
50%
60%
70%
Low End: $0K-$49.99K Mid Tier: $50K-$299.99K High End: $300K+
IBM by Priceband Segments External Storage Revenue
IBM by Priceband Segments External Storage Revenue
WW Trailing 4-Quarter Revenue Share by Price Band Group
04/10/23© 2007 IDC
0%
10%
20%
30%
40%
50%
60%
70%
Low End: $0K-$49.99K Mid Tier: $50K-$299.99K High End: $300K+
Dell by Priceband Segments External Storage Revenue
Dell by Priceband Segments External Storage Revenue
WW Trailing 4-Quarter Revenue Share by Price Band Group
04/10/23© 2007 IDC
0%
10%
20%
30%
40%
50%
60%
70%
Low End: $0K-$49.99K Mid Tier: $50K-$299.99K High End: $300K+
Sun by Priceband Segments External Storage Revenue
Sun by Priceband Segments External Storage Revenue
WW Trailing 4-Quarter Revenue Share by Price Band Group
04/10/23© 2007 IDC
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Low End: $0K-$49.99K Mid Tier: $50K-$299.99K High End: $300K+
NTAP by Priceband Segments External Storage Revenue
NTAP by Priceband Segments External Storage Revenue
WW Trailing 4-Quarter Revenue Share by Price Band Group
04/10/23© 2007 IDC
0%
10%
20%
30%
40%
50%
60%
70%
Low End: $0K-$49.99K Mid Tier: $50K-$299.99K High End: $300K+
Hitachi by Priceband Segments External Storage Revenue Hitachi by Priceband Segments External Storage Revenue
WW Trailing 4-Quarter Revenue Share by Price Band Group
Copyright 2007 IDC. Reproduction is forbidden unless authorized. All rights reserved.
Supporting Tracker Data Q1’07
Worldwide Storage Software Tracker Team
04/10/23© 2007 IDC
Worldwide Storage Software Market Snapshot Q1’07Worldwide Storage Software Market Snapshot Q1’07
Note: Symantec is reported as the combined entity of Symantec and VERITAS for 4Q05.Source: IDC June, 2007
1Q-07 1Q-06 Y-o-Y1Q-07 Market 1Q-06 Market Revenue
Vendor Revenue Share Revenue Share GrowthEMC $674 25.1% $605 25.1% 11.5%Symantec $475 17.7% $465 19.3% 2.2%IBM $332 12.3% $297 12.3% 11.5%NetApp $270 10.0% $181 7.5% 49.4%CA $117 4.4% $116 4.8% 1.4%HP $117 4.4% $129 5.3% -9.4%Other Vendors $453 16.8% $393 16.3% 15.0%All Vendors $2,689 100% $2,414 100% 11.4%
04/10/23© 2007 IDC
Worldwide Storage Software Q1-05v. Q1-06 v. Q1-07 Revenues by MarketWorldwide Storage Software Q1-05v. Q1-06 v. Q1-07 Revenues by Market
Source: IDC June, 2007
$0.00
$100.00
$200.00
$300.00
$400.00
$500.00
$600.00
$700.00
$800.00
Millio
ns
DataProtection
and Recovery
StorageManagement
StorageReplication
Archive andHSM
Quartly Comparison 2004-2006 Storage Software Performance
Q1-2005
Q1-2006
Q1-2007
04/10/23© 2007 IDC
Overall Quarterly ComparisonsOverall Quarterly Comparisons
Source: IDC June, 2007
Storage Software Market
$0.00$100.00$200.00$300.00$400.00$500.00$600.00$700.00$800.00$900.00
Millions
Data Protectionand Recovery
StorageReplication
StorageManagement
Storage DeviceManagement
StorageInfrastructure
File System
Archive andHSM
Other Storage
04/10/23© 2007 IDC
Archive and HSM Software LeadersArchive and HSM Software Leaders
Source: IDC June, 2007
Note: Symantec is reported as the combined entity of Symantec and VERITAS for 4Q05.
Archive and HSM Software
$0.00$10.00$20.00$30.00$40.00$50.00$60.00$70.00$80.00
Mil
lio
ns
IBM
Others
Symantec
Zantaz
EMC
HP
04/10/23© 2007 IDC
Storage Replication LeadersStorage Replication Leaders
Source: IDC June, 2007
Storage Replication Software
$0.00
$50.00
$100.00
$150.00
$200.00
$250.00
Mill
ion
s
EMC
NetApp
IBM
Others
HP
HDS
04/10/23© 2007 IDC
Storage Management Software LeadersStorage Management Software Leaders
Source: IDC June, 2007
Storage Management Software
$0.00
$20.00
$40.00
$60.00
$80.00
$100.00
$120.00
Mill
ion
s
EMC
CA
IBM
Others
Sun
HP
04/10/23© 2007 IDC
Data Protection and Recovery SoftwareData Protection and Recovery Software
Note: Symantec is reported as the combined entity of Symantec and VERITAS for 4Q05.
Source: IDC June, 2007
Data Protection and Recovery Software
$0.00
$50.00
$100.00
$150.00
$200.00
$250.00
$300.00
$350.00
Mill
ion
s
Symantec
Others
IBM
EMC
CA
HP
04/10/23© 2007 IDC
Archive and HSM SoftwareArchive and HSM Software
Source: IDC June, 2007
$0.00
$10.00
$20.00
$30.00
$40.00
$50.00
$60.00
$70.00
$80.00
WW Archive and HSM Software MarketQ1 2005/2006/2007
2005Q1 2006Q1 2007Q1
04/10/23© 2007 IDC
Storage Replication SoftwareStorage Replication Software
Source: IDC June, 2007
$0.00
$20.00
$40.00
$60.00
$80.00
$100.00
$120.00
$140.00
$160.00
$180.00
$200.00
WW Storage Replication Software MarketQ1 2005/2006/2007
2005Q1 2006Q1 2007Q1
04/10/23© 2007 IDC
Storage Management SoftwareStorage Management Software
Source: IDC June, 2007
$0.00
$20.00
$40.00
$60.00
$80.00
$100.00
$120.00
WW Storage Management Software MarketQ1 2005/2006/2007
2005Q1 2006Q1 2007Q1
04/10/23© 2007 IDC
Data Protection and Recovery SoftwareData Protection and Recovery Software
Source: IDC June, 2007
$0.00
$50.00
$100.00
$150.00
$200.00
$250.00
$300.00
WW Data Protection and Recovery Software MarketQ1 2005/2006/2007
2005Q1 2006Q1 2007Q1
04/10/23© 2007 IDC
Storage Software MarketStorage Software Market
Source: IDC June, 2007
$0.00
$100.00
$200.00
$300.00
$400.00
$500.00
$600.00
$700.00
WW Storage Software MarketQ1 2005/2006/2007
2005Q1 2006Q1 2007Q1