2023 Semiconductor Market Revenue Went Down 9 Percent YoY
Omdia’s latest Competitive Landscape Tool report reveals a downturn in the semiconductor industry, with revenue down 9% from $597.7 billion in 2022 to $544.8 billion in 2023.
The EMEA external storage systems market recorded another positive quarter in 4Q18, with 9.4% year-on-year growth in dollars (12.9% in euros), according to IDC. The segment closed the year with record growth (+16.4% in dollars, +11.8% in euros) on the back of strong investments.
The all-flash-array (AFA) market is steadily edging toward 40% of total shipments in value (37% in the fourth quarter alone and 35% for the full year) and is about to overtake hybrid arrays (HFAs) as the most popular array type. HFAs still accounted for 45.1% of total shipments in value terms for the full year (43.8% for the quarter), though with slower growth (+5.8% in 2018Q4 versus 32% growth in AFAs). The growth in flash-powered arrays is happening at the expense of HDD-only arrays, which remain mostly confined to secondary workloads. HDD-only arrays lost 12.8% year on year for the quarter and 18.4% for the full year.
The Western European market grew 10.1% in dollars and 13.6% in euros in value terms. All-flash arrays played a big part in this increase, at just shy of 38% of total shipments with a year-on-year increase of nearly 25%. Central and Eastern Europe, the Middle East, and Africa (CEMA) recorded single-digit growth in external storage spending (7.5% YoY). Similarly to Western Europe, AFAs drove the entire market up, with 60% YoY growth and a 35% increase in share.
The regional growth came on the back of flourishing growth in the Central and Eastern European (CEE) storage market (20.5% YoY), where almost all individual markets, except Central Europe, recorded growth. Performance in the Middle East and Africa (MEA) was more varied (-4.2% YoY) as the smaller countries saw a significant increase in storage shipments while the bigger countries, such as Turkey and South Africa, lagged.
Top 5 Vendors, EMEA External Disk Storage Systems Value ($M) | |||||
Vendor | 4Q17 | 4Q17 Share | 4Q18 | 4Q18 Share | 4Q18 Growth |
Dell EMC | $553.46 | 25.81% | $701.02 | 29.89% | 26.66% |
HPE | $347.60 | 16.21% | $342.84 | 14.62% | -1.37% |
NetApp | $289.43 | 13.50% | $331.23 | 14.12% | 14.44% |
IBM | $310.32 | 14.47% | $279.12 | 11.90% | -10.05% |
Hitachi | $144.11 | 6.72% | $155.98 | 6.65% | 8.24% |
Others | $499.05 | 23.28% | $534.82 | 22.81% | 7.17% |
Grand total | $2,143.97 | 100.00% | $2,345.02 | 100.00% | 9.38% |