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Friday 11 June 2021

IBM, Lenovo server revenues, marketshares surge, report says - WRAL Tech Wire

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RESEARCH TRIANGLE PARK – IBM and Lenovo both made substantial gains in server sales and marketshare, says a new report from research firm IDC.

Lenovo’s server business is based in RTP and is built around IBM’s former x86 business which Lenovo acuired in 2014.

IBM sales reflect higher-end server equipment.

Overall, businesses order more servers across the industry with sales climbing 15% year-over-year to more than $17 billion.

“The first quarter 2021 server market performance benefited from a comparison against the most difficult quarter of last year’s pandemic stricken year, but this fact doesn’t tell a complete story,” said Paul Maguranis, senior research analyst, Infrastructure Platforms and Technologies at IDC. “The considerable increase of server investments during the quarter were also buoyed by global economic tailwinds along with increased investments targeting the modernization of business applications, datacenter infrastructure, and IT operations.”

Lenovo revenues climbed 35% to more than $1.4 billion and its marketshare in revenue climbed to 6.9% from 5.7%.

IBM’s revenues jumped more than 29% to $1.1 billion, good for 5.3% marketshare, up from 4.6%.

In shipments, Lenovo shipped 10% more than in 2019’s Q1.

“Revenue generated from x86 servers increased 10.9% in 1Q21 to $18.7 billion,” IDC reported. “Non-x86 server revenue grew 23.0% year over year to $2.2 billion.”

Revenues

Top 5 Companies, Worldwide Server Vendor Revenue, Market Share, and Growth, First Quarter of 2021 (Revenues are in US$ Millions)
Company 1Q21 Revenue 1Q21 Market Share 1Q20 Revenue 1Q20 Market Share 1Q21/1Q20 Revenue Growth
1. Dell Technologies $3,556.3 17.0% $3,473.7 18.6% 2.4%
2. HPE/H3C(a) $3,324.9 15.9% $2,891.3 15.5% 15.0%
T3. Inspur/Inspur Power Systems(b)* $1,507.7 7.2% $1,374.5 7.4% 9.7%
T3. Lenovo* $1,435.4 6.9% $1,063.9 5.7% 34.9%
4. IBM $1,110.5 5.3% $860.1 4.6% 29.1%
ODM Direct $5,488.7 26.3% $4,826.4 25.9% 13.7%
Rest of Market $4,476.0 21.4% $4,167.9 22.3% 7.4%
Total $20,899.4 100.0% $18,657.7 100.0% 12.0%
Source: IDC Worldwide Quarterly Server Tracker, June 10, 2021

Units shipped

Top 5 Companies, Worldwide Server Unit Shipments, Market Share, and Growth, First Quarter of 2021
Company 1Q21 Unit Shipments 1Q21 Market Share 1Q20 Unit Shipments 1Q20 Market Share 1Q21/1Q20 Unit Growth
1. Dell Technologies 488,981 17.5% 474,011 18.4% 3.2%
2. HPE/H3C(a) 405,190 14.5% 377,544 14.6% 7.3%
3. Inspur/Inspur Power Systems(b) 222,596 8.0% 216,896 8.4% 2.6%
4. Lenovo 169,467 6.1% 154,415 6.0% 9.7%
T5. Super Micro* 128,558 4.6% 131,989 5.1% -2.6%
T5. Huawei* 116,606 4.2% 100,035 3.9% 16.6%
ODM Direct 887,520 31.7% 770,466 29.8% 15.2%
Rest of Market 377,236 13.5% 356,689 13.8% 5.8%
Total 2,796,154 100.0% 2,582,044 100.0% 8.3%
Source: IDC Worldwide Quarterly Server Tracker, June 10, 2021
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June 11, 2021 at 08:36PM
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IBM, Lenovo server revenues, marketshares surge, report says - WRAL Tech Wire

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