IBM and HP may have narrowly edged past long-time leader Sun in the worldwide market for Unix servers — depending on who you're listening to.
In the second quarter of 2005, IBM's Unix server revenue was 31 percent of the $4.3bn market, according to analyst research firm IDC, while HP had 30 percent and Sun 29.5 percent. Sun has lost its lead in various quarters before, but until now had kept the top rank for the second quarter, the last in the Santa Clara, California-based company's fiscal year and one in which its sales typically are stronger.
IDC released its figures on Friday. But those released on Wednesday by a rival firm, Gartner, tell a different tale, with Sun holding its Unix lead. Gartner's figures gave Sun 33 percent of a $4.2bn (£2.3bn) market, with HP at 29 percent and IBM at 28 percent.
The two analyst firms might not agree on the precise ranking, but they agree in the general direction: IBM has been gaining at Sun's expense. Gartner, for example, showed IBM's Unix revenue increasing 33 percent, HP's increasing 6 percent and Sun's decreasing 7 percent.
Sun prefers to steer market-watchers toward unit shipments rather than revenue, arguing that "volume begets volume": Large quantities of servers mean large numbers of customers who become candidates for future sales.
Looking at units also puts Sun in a more flattering light. "In terms of shipments, Sun is always outshipping IBM and HP," said IDC analyst Jean Bozman.
Unix servers are a major part of the overall server market, which IDC said grew 5.6 percent to $12.2bn in the second quarter. They're often used for more demanding tasks such as running corporate financial transactions or large databases, and such high-end systems often lead to sales of accompanying storage systems, software and services.
Sales of midrange Unix servers — those costing between $25,000 and $249,999 — grew 15.6 percent in the second quarter, while high-end systems — those costing $500,000 and up — grew 19.2 percent, Bozman said.
Gartner and IDC both rank IBM as the overall market leader, with HP second, Sun third and Dell a close fourth. Gartner also detailed results for server market segments:
- For Linux servers, Gartner ranked IBM top with $420,000 in sales in a market segment that grew 32 percent to $1.5bn in the quarter. HP was second with $363,000, and Dell third at $253,000.
- The blade server market grew 567 percent to $419m, Gartner said. IBM continues to lead it with 42 percent share to HP's 34 percent. Dell is a distant third at 8 percent.
- Among x86 servers — those using server processors such as Intel's Xeon and AMD's Opteron — HP continues to lead the $5.9bn market, Gartner said. HP had revenue of $2bn to Dell's $1.3bn and IBM's $1bn. Sun, which entered the x86 market recently after years shunning it, is still a minor player with revenue of $108m, but that revenue grew at 192 percent and was enough for a sixth-place finish.
