August 14, 2009 – The Dell’Oro Group market research firm recently released market figures for SANs, including Fibre Channel HBAs. Both Emulex and QLogic immediately put out positive press releases, both claiming market share gains.
Emulex’s release
QLogic’s release
How can these arch rivals both have gained market share? Through the miracle of spin. It depends on how you slice and dice the numbers. For the record, here are the results direct from the Dell’Oro Group:
Share Mfg Revenue (%)
SAN HBAs - Worldwide Fibre Channel Total
2Q08 1Q09 2Q09
Emulex 37.6% 37.2% 38.2%
QLogic 53.7% 56.2% 54.2%
(The “rest” of the HBA market includes vendors such as Apple, Atto, Brocade and LSI.)
I’m betting that this one-upmanship spin will get way out of control when research firms start tracking the market for FCoE-based converged network adapters (CNAs).
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