Aceshardware

Gartner data as reported here:

http://www.itjungle.com/bns/bns022108-story01.html

Server market: 2007

IBM - $17B, +0.8%
HP - $15.5B, +8.8%
Dell - $6.26B, +13.2%
Sun - $5.91B, +3.5%
FujS - $2.47B, -1.5%
rest - $7.6B, -3.7%

total: $54.8B, +3.8%


Server market: 4Q 2007

IBM - $5.31B, -0.8%
HP - $4.43B, +7.6%
Dell - $1.58B, +4.1%
Sun - $1.49B, +1.0%
FujS - $0.62B, +2.1%
rest - $2.09B, +2.9%

total: $15.5B, +2.8%

I find it interesting that ASP of risc-itanium servers continue to climb while revenues also climb. Perhaps a consequence of humans getting more and more dependent on IT services functioning as intended. It is quite contrary to the belief that cheap commodity servers will take over everything.

Dell and HP seem to be the only ones keeping ahead of inflation. I'd hate to see what happens if the market shrinks by a significant measure. Do these same numbers for the past 3-5 years show any trend towards the server becoming a commodity versus many distinct product lines?

Well there is a secret behind these numbers that show stable but flat
numbers in revenue and a decrease in numbers of shipped units.

You get more and more processing power for your money, and with the
increased use of virtualization you drive the ulitilization of your servers up
and up and up, as the virtualization layers gets more and more advanced in
the Unix world. So the number of 'business transactions' done on RISC/IPF
servers is exploding. But still we need to get the 'linux people' well the ones
that aren't also UNIX people to start using some decent hardware.

// jesper

Here is IDC's take on Q4 and all of 2007:

http://www.idc.com/getdoc.jsp?containerId=prUS21114208

2007:

IBM $17,336m, +1.1%
HP $15,415m, +8.1%
Dell $6145m, +12.4%
Sun $5861m, +1.9%
FujS $2676m, -0.5%
rest $6988m, -3.1%

total $54,421m, +3.6%

Q4:

IBM $5752m, +0.5%
HP $4337m, +6.3%
Dell $1580m, +6.8%
Sun $1457m, -2.4%
FujS $666m, +7.1%
rest $1860m, -0.8%

total $15,653m, +2.5%