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Copyright 2007 IDC. Reproduction is forbidden unless authorized. All rights reserved. Industry Trends & Market Analysis June 26, 2007.

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Presentation on theme: "Copyright 2007 IDC. Reproduction is forbidden unless authorized. All rights reserved. Industry Trends & Market Analysis June 26, 2007."— Presentation transcript:

1 Copyright 2007 IDC. Reproduction is forbidden unless authorized. All rights reserved. Industry Trends & Market Analysis June 26, 2007

2 1/1/2014 © 2007 IDC Agenda Review and Key Data Points From Q1 The Expansion of the Digital Universe Impacts & Opportunities for EMC Hardware Trends & Infrastructure Virtualization Secondary Is the New Primary Storage Software Trends Archiving, SRM & Data Protection Review & Landscape

3 1/1/2014 © 2007 IDC WW Storage Revenue Forecast by Type ServicesHardwareSoftware 4.1% CAGR 3.1% CAGR 11.1% CAGR

4 1/1/2014 © 2007 IDC Major Storage System Suppliers External Disk Storage Systems Trailing 4-Quarter Revenue Share

5 1/1/2014 © 2007 IDC Major Storage System Suppliers Storage Software Trailing 4-Quarter Revenue Share

6 1/1/2014 © 2007 IDC Major Storage System Suppliers External Disk Storage + Storage SW Trailing 4-Quarter Revenue Share

7 1/1/2014 © 2007 IDC Three 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

8 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 Gantz Chief Research Officer & Project Director

9 1/1/2014 © 2007 IDC Agenda Summary of Global Results Research Challenges Market Feedback Next Steps

10 1/1/2014 © 2007 IDC Key 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

11 1/1/2014 © 2007 IDC Information And Storage Transient information or unfilled demand for storage

12 1/1/2014 © 2007 IDC Organizational Information Unit Growth WW Information Files Information Units Information created/replicated within enterprises and numbers of files, e.g., images, voice packets, RFID signals, computer files

13 1/1/2014 © 2007 IDC 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 Worries

14 1/1/2014 © 2007 IDC Surprises 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

15 1/1/2014 © 2007 IDC Agenda Summary of Global Results Research Challenges Market Feedback Next Steps

16 1/1/2014 © 2007 IDC Project Methodology 1.Size and forecast each category of digital device or application 2.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, ed, shared, etc.) 5.Estimate available storage capacity from installed media forecasts 6.Cross check with third-party information on content creation 7.Estimate qualitative information via device/application level classifications (e.g., unstructured data vs. structured)

17 1/1/2014 © 2007 IDC Number of Model Elements

18 1/1/2014 © 2007 IDC Number 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

19 1/1/2014 © 2007 IDC Last Minute Expansions Belgium France Germany Italy Netherlands Portugal Spain Switzerland UK Australia New Zealand China Hong Kong Taiwan India Japan Singapore So. Korea

20 1/1/2014 © 2007 IDC Agenda Summary of Global Results Research Challenges Market Feedback Next Steps

21 1/1/2014 © 2007 IDC PHENOMENAL!

22 1/1/2014 © 2007 IDC PHENOMENAL! RECORD EMC GLOBAL COVERAGE Estimated U.S. broadcast audience:12 million U.S. & Intl TV: 90+ stations U.S. Radio: 422 stations (radio news release) Print Media: 450+ outlets worldwide Blogs: 1,641 posts 10,000+ links worldwide Counts as of March 13, 2007

23 1/1/2014 © 2007 IDC Findings Resonate with Users They buy the underlying story They feel the storage stress today, know its 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 havent thought out the impact on tomorrows data architecture

24 1/1/2014 © 2007 IDC Agenda Summary of Global Results Research Challenges Market Feedback Next Steps

25 1/1/2014 © 2007 IDC Retrospective 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 EMCs contribution went well beyond funding – from editing and QC to publicity

26 1/1/2014 © 2007 IDC Looking 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)

27 1/1/2014 © 2007 IDC

28 Copyright 2007 IDC. Reproduction is forbidden unless authorized. All rights reserved. Hardware Trends & Infrastructure Virtualization Secondary Is the New Primary Richard Villars Vice President, Storage Systems

29 1/1/2014 © 2007 IDC 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

30 1/1/2014 © 2007 IDC Physical Server Installed Base (Millions) Source: IDC, May 2007 Datacenter Economics 2.0 Shifting Management Requirements $0 $50 $100 $150 $200 $250 $ Spending (US$B) Logical Server Installed Base (Millions) Virtualization Management Gap New Server Spending Server Mgt and Admin Costs x4 Power and Cooling Costs x8

31 1/1/2014 © 2007 IDC Impact of Server Virtualization On Storage Systems Greatest impact on connectivity and management, not capacity Consolidated servers arent 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

32 1/1/2014 © 2007 IDC Evolution of Virtualization >2010 Virtualization 3.0 Automation Service Oriented Policies Based Variable Costs CAPEX Operational Cost Reduction 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

33 1/1/2014 © 2007 IDC What 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 Consumption of External Disk Capacity by Type CAGR 37% 62% 47% (EB)

34 1/1/2014 © 2007 IDC External Disk Storage Systems Forecast by Priceband ($B)

35 1/1/2014 © 2007 IDC Secondary 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

36 1/1/2014 © 2007 IDC Evolution 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

37 1/1/2014 © 2007 IDC Disk Arrays Network Networked Controllers Tape Libraries integration encryption extended life optimized systems performance capacity density energy non-disruptive upgrade/replacement scalability performance flexibility Evolving Storage Architectures Common Storage Services Virtualization thin provision replication data reduction security

38 1/1/2014 © 2007 IDC Impact 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

39 1/1/2014 © 2007 IDC What 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 (EB)

40 1/1/2014 © 2007 IDC Thank you Please us at

41 Copyright 2007 IDC. Reproduction is forbidden unless authorized. All rights reserved. Storage Software: Archiving, SRM and Data Protection Review and Landscape Laura DuBois Research Director, Storage Software

42 1/1/2014 © 2007 IDC 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

43 1/1/2014 © 2007 IDC Archiving Trends and Future Outlook Firms have hundreds of repositories that require archiving, opportunity well beyond , disparate and many architectures Regulated 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

44 1/1/2014 © 2007 IDC Data Protection and Recovery Trends 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

45 1/1/2014 © 2007 IDC Storage Management Software Trends 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:

46 1/1/2014 © 2007 IDC Storage Replication Trends 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 companys appetite for risk is will drive storage replication growth Expect greater adoption of heterogeneous replication for data migration and data analysis

47 1/1/2014 © 2007 IDC Thank you Please us at

48 Copyright 2007 IDC. Reproduction is forbidden unless authorized. All rights reserved. Supporting Tracker Data Q1 07 Disk Storage Systems March 23, 2007

49 1/1/2014 © 2007 IDC External Disk Storage Systems Market (Trailing 4 Quarter Revenue) (Millions)

50 1/1/2014 © 2007 IDC Storage Software as Percent of Ext Disk (Trailing 4 Quarter Revenue)

51 1/1/2014 © 2007 IDC External Disk Storage Systems Market (Trailing 4 Quarter Revenue) WW Revenue by Installation Environment

52 1/1/2014 © 2007 IDC Systems Suppliers Comparing the Major Systems Suppliers External Disk as Percent of Server Sales (Trailing 4 Quarter Revenue)

53 1/1/2014 © 2007 IDC The Pure-Play Disk Storage Suppliers + Help from OEMs External Disk Storage Systems Factory Revenue Market Share Trailing 4-Quarter Revenue

54 1/1/2014 © 2007 IDC The Pure-Play Disk Storage Suppliers External Disk Storage Systems Factory Revenue Market Share Trailing 4-Quarter Revenue No OEMs

55 1/1/2014 © 2007 IDC The Pure-Play Disk Storage Suppliers + Help from OEMs External Disk Storage Systems Terabyte Market Share Trailing 4-Quarter TB

56 1/1/2014 © 2007 IDC The Pure-Play Disk Storage Suppliers External Disk Storage Systems Terabyte Market Share Trailing 4-Quarter TB No OEMs

57 1/1/2014 © 2007 IDC WW High-End Select Products (Trailing 4-Quarter Revenue)

58 1/1/2014 © 2007 IDC WW High-End Select Products (Trailing 4-Quarter Revenue) Combine Hitachi + HP + Sun

59 1/1/2014 © 2007 IDC External Disk Storage Systems Market External Storage Revenue WW Trailing 4-Quarter Revenue Share by Price Band Group

60 1/1/2014 © 2007 IDC EMC by Priceband Segments External Storage Revenue WW Trailing 4-Quarter Revenue Share by Price Band Group

61 1/1/2014 © 2007 IDC HP by Priceband Segments External Storage Revenue WW Trailing 4-Quarter Revenue Share by Price Band Group

62 1/1/2014 © 2007 IDC IBM by Priceband Segments External Storage Revenue WW Trailing 4-Quarter Revenue Share by Price Band Group

63 1/1/2014 © 2007 IDC Dell by Priceband Segments External Storage Revenue WW Trailing 4-Quarter Revenue Share by Price Band Group

64 1/1/2014 © 2007 IDC Sun by Priceband Segments External Storage Revenue WW Trailing 4-Quarter Revenue Share by Price Band Group

65 1/1/2014 © 2007 IDC NTAP by Priceband Segments External Storage Revenue WW Trailing 4-Quarter Revenue Share by Price Band Group

66 1/1/2014 © 2007 IDC Hitachi by Priceband Segments External Storage Revenue WW Trailing 4-Quarter Revenue Share by Price Band Group

67 Copyright 2007 IDC. Reproduction is forbidden unless authorized. All rights reserved. Supporting Tracker Data Q1 07 Worldwide Storage Software Tracker Team

68 1/1/2014 © 2007 IDC Worldwide Storage Software Market Snapshot Q1 07 Note: Symantec is reported as the combined entity of Symantec and VERITAS for 4Q05. Source: IDC June, 2007

69 1/1/2014 © 2007 IDC Worldwide Storage Software Q1-05v. Q1-06 v. Q1-07 Revenues by Market Source: IDC June, 2007

70 1/1/2014 © 2007 IDC Overall Quarterly Comparisons Source: IDC June, 2007

71 1/1/2014 © 2007 IDC Archive and HSM Software Leaders Source: IDC June, 2007 Note: Symantec is reported as the combined entity of Symantec and VERITAS for 4Q05.

72 1/1/2014 © 2007 IDC Storage Replication Leaders Source: IDC June, 2007

73 1/1/2014 © 2007 IDC Storage Management Software Leaders Source: IDC June, 2007

74 1/1/2014 © 2007 IDC Data Protection and Recovery Software Note: Symantec is reported as the combined entity of Symantec and VERITAS for 4Q05. Source: IDC June, 2007

75 1/1/2014 © 2007 IDC Archive and HSM Software Source: IDC June, 2007

76 1/1/2014 © 2007 IDC Storage Replication Software Source: IDC June, 2007

77 1/1/2014 © 2007 IDC Storage Management Software Source: IDC June, 2007

78 1/1/2014 © 2007 IDC Data Protection and Recovery Software Source: IDC June, 2007

79 1/1/2014 © 2007 IDC Storage Software Market Source: IDC June, 2007


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