Dell, EMC, Dell Technologies, Cisco,

Sunday, February 19, 2017

Hyperconverged market gets hyper-competitive as new riders enter field

Analysis The #hyperconverged infrastructure appliance (HCIA) market has become hypercompetitive as the two-horse race between #Dell and #Nutanix has been blown open with #HPE/ #SimpliVity, #NetApp and #Cisco chasing them. Three things happened this week: Cisco's boss Chuck Robbins said of its #HyperFlex product: "We certainly would like to see it moving more quickly. We have recently had a release of software that has helped with some of the capabilities, and I think that there are a couple more coming that should continue to give us more capabilities in that space." NetApp said it was developing a SolidFire all-flash array-based hyperconverged product, with more news coming on April 5. Dell President Chad Sakac said he thought Dell was a hyperconverged revenue market leader with its VxRack, VxRail, and XC products, and could be in front with just VxRail by the end of the year, as its sales are growing so fast. Add these three points to HPE's earlier purchase of SimpliVity and what do we have? First Cisco's HyperFlex efforts are not resulting in sales popularity. What Cisco has done is twin its UCS server hardware with OEMed Springpath's hyperconverged software to produce its HyperFlex line. It has made a faster entry to the hyperconverged market than NetApp, but then Cisco does have its UCS servers, arguably at least as important as storage in this market, and a multitude of players putting their hyperconverged system software on UCS servers in a Cisco-certified way or via relatively unofficial partnerships. SimpliVity was one such and Cisco stepped away from any purchase of that firm, with HPE scooping it up to boost its own stuttering hyperconverged appliance product sales. IBM is nowhere, not having an x86 server line anymore, and NetApp has yet to enter the market. So it's basically a two-horse race – Dell and Nutanix – with HPE/SimpliVity in, we think, third place, and the stragglers, which include Cisco and several startups such as Pivot3 and Maxta, a long way behind.
https://www.theregister.co.uk/2017/02/17/hyperconverged_market_gets_hypercompetitive/

No comments:

Post a Comment