I have compiled the facts and comments for you - here as a general statement: "...Worldwide external disk storage systems factory revenues posted a year-over-year decline of -0.8%, totaling just over $5.9 billion, in the second quarter of 2013 (2Q13), according to the International Data Corporation (IDC) Worldwide Quarterly Disk Storage Systems Tracker. For the quarter, the total (internal plus external) disk storage systems market generated $7.7 billion in revenue, representing a -5.0% decline from the prior year's second quarter and a slight sequential decline compared to the first quarter of 2013. Total disk storage systems capacity shipped reached 8.2 exabytes, growing 21.5% year over year."
- IDC Press Release and summary of report with market numbers here.
- Computerworld comment here. (by Lucas Mearian)
- The Register comment here. (by Chris Mellor)
- And some more detailed numbers for EMEA specifically here. (by our friends at StorageNewsletter)
In the midterm, the Gartners, IDCs and the likes will have to figure out if they eventually need to include storage provisioned thru cloud services as well? As of today, I think the capacities sold and installed off-premises by companies like Amazon Webservices, Rackspace or Google are not accounted for...they don't procure systems from the legacy storage vendors in most cases, so don't show up in the statistics here!
And actually this links right into the next topic: an interesting podcast by Jon Toigo on cloud:
"...I did think that maybe one of the better models for cloud going forward -- a sustainable business model for cloud, would be cloud that is specialized in holding huge repositories of certain kinds of data. I asked experts about this. Jeff Jonas at IBM, I asked him, would it make sense for a cloud service provider to stand up big data so I don't have to buy the infrastructure myself?"
And in that same week a statement from NetApp on how they think their systems will interact and integrate with the cloud, I personally think they have a great story there: they have rolled out DOT 8.2 starting this year which enables clustered Data ONTAP and adding cloud gateway capability and a couple interfaces to public cloud services should not represent a major hurdle.
See the short 2' video clip here.
But ultimately, it will be our customers call to decide if and how they will entrust their data to any form of "cloud", see the five reasons for - and five reasons against doing it...great writeup by Trevor Pott: "The cloud will inevitably replace all other forms of IT? The cloud is a passing fad?"
And lastly in a surprise but important move, CISCO announced its intent to acquire Whiptail, a vendor of Flash Storage systems. While CISCO in their own press release emphasize the use of Whiptail technology inside their UCS servers, the rest of the industry sees this move mostly as a way of CISCO to expanding their reach into storage. Read this great analysis here.