IDC Says Lenovo Strengthens, IBM Stumbles in Q1 Ranking

By John Russell

July 7, 2015

IDC reported the worldwide technical server market grew more than 10 percent on a year-over-year basis to more than $2.5B for Q1 2015 versus Q1 2014. There was good news for Lenovo, which bumped up to third place behind HP and Dell, while IBM fell from second to a distant fourth. Not surprisingly, the ripples from the sale of IBM’s x86 business are still jostling server market waters.

Bob Sorensen, Research Vice President in IDC’s High Performance Computing group told HPCwire, “IDC expects x86-based will continue to capture over 80% of HPC server revenue, but key wins for the OpenPOWER Foundation could build on the momentum of IBM Power’s success in the recent DOE CORAL acquisitions and make a dent in Intel’s x86 market dominance over time.”

These were among findings presented in IDC’s just released Worldwide High-Performance Technical Server QView Report. Lenovo is doing a better-than expected job retaining former IBM x86 customers as well as growing strongly on its own in the U.S. enterprise computing market and in China, according to IDC. For IBM, the hit was not unexpected, and as IDC noted the IBM Power Systems business has growing momentum.

One challenge facing system- and chipmakers is the need to bridge performance requirements of technical computing and big data.

“The HPC sector is currently looking to serve two somewhat distinct masters; the traditional compute-centric modeling and simulation space where high flops counts are king, and the rapidly growing HPDA (high performance data) space where considerations of efficient and effective data movement – not computational capability – is the critical performance metric,” said Sorensen.

“Any chip vendor – or consortium of vendors – that wants to succeed going forward will face the daunting task of addressing the somewhat distinct performance requirements of both spaces,” he emphasized.

IDC believes there will likely never be a one-size fits all HPDA architecture and that HPDA architects will increasingly need to design with an eye towards HPDA system flexibility. “They will need to draw on and design within a fully supported and tightly integrated ecosystem where single use-case HPDA systems can be readily assembled out of existing COTS (commercial off the shelf) or related HPC subcomponents for a specific workload or application. A processor base that best supports that philosophy stands a strong chance of success in the market.”

IDC_Q1 2015 Core PricingSorensen also noted a nascent trend by suppliers looking to differentiate their products by offering ARM-based options: “Gains will be small at first, and future viability will depend heavily on the development of a heretofore limited HPC software ecosystem for ARM chips. We’re also closely watching the spate of indigenous processors developments, coming out of Japan and — more notably and aggressively — China, looking to build processors targeted initially for domestic HPC inclusion, but with a long-term prospect to sell those chips in foreign markets. Progress here will come slowly and not without significant fits and starts,” said Sorensen.

The rise of Chinese server and chip makers is also a growing theme according to the IDC QView Report. Here’s a brief excerpt:

“In the Chinese market, Chinese technical server vendors appear to be making a move against their competitors from the United States and Japan. In addition to Lenovo’s explosive growth — essentially a strong reflection on the ability of the firm to retain IBM x86 customers — another Chinese technical server supplier, Sugon, saw its first-quarter 2015 year- over-year revenue increase by over 60%.

“Although Sugon is only about one-seventh the size of Lenovo — and is currently making sales primarily in the Chinese market — its overall growth rate is outpacing most competitors. Lenovo has said publicly that it expects to lose some IBM x86 server business worldwide but make up for this with increased business in China. But Lenovo is pushing hard into the European high-performance computing (HPC) market by joining the European Technology Platform for HPC (ETP4HPC) and establishing a European HPC innovation center in Stuttgart, Germany.”

Sorensen further noted, “Chinese telecommunications giant, Huawei, which makes 75 per cent of its revenue overseas through the sales of telecomm equipment and smart phones, is also well positioned to expand sales of its servers globally. In addition these and other Chinese server vendors will benefit from recent activities by some of the larger Chinese data center and cloud service providers looking to expand their presence overseas.”

One example: “A few months ago, China’s Alibaba‘s – the world’s most popular destination for online shopping with transactions totaling more than those of eBay and Amazon.com combined – announced it was preparing to open its first overseas cloud data center in Silicon Valley as part of a larger global push. Chinese server vendors could be major supplier of hardware technology to fuel this and other Chinese data center expansions globally,” said Sorensen.

Looking ahead generally IDC also predicted continued growth of smaller, more differentiated technical server suppliers — like NEC, Cray, SGI, Fujitsu, Hitachi, T-Platforms, and Atos-Bull — to develop and compete effectively with relatively higher-cost and higher-performance systems using more proprietary and custom technology. IDC also noted white-box suppliers had a 26% first-quarter 2015 rise rate and appear to be targeting the major brand-name technical server vendors with more than just lower prices

IDC will present its latest full HPC market update at its annual ISC breakfast next week in Frankfurt, Germany. More information about the Worldwide High-Performance Technical Server QView Insight Report can be found at: https://www.idc.com/getdoc.jsp?containerId=IDC_P225

Subscribe to HPCwire's Weekly Update!

Be the most informed person in the room! Stay ahead of the tech trends with industy updates delivered to you every week!

Pandemic ‘Wipes Out’ 2020 HPC Market Growth, Flat to 12% Drop Expected

March 31, 2020

As the world battles the still accelerating novel coronavirus, the HPC community has mounted a forceful response to the pandemic on many fronts. But these efforts won't inoculate the HPC industry from the economic effects of COVID-19. Market watcher Intersect360 Research has revised its 2020 forecast for HPC products and services, projecting... Read more…

By Tiffany Trader

LLNL Leverages Supercomputing to Identify COVID-19 Antibody Candidates

March 30, 2020

As COVID-19 sweeps the globe to devastating effect, supercomputers around the world are spinning up to fight back by working on diagnosis, epidemiology, treatment and vaccine development. Now, Lawrence Livermore National Read more…

By Staff report

Weather at Exascale: Load Balancing for Heterogeneous Systems

March 30, 2020

The first months of 2020 were dominated by weather and climate supercomputing news, with major announcements coming from the UK, the European Centre for Medium-Range Weather Forecasts and the U.S. National Oceanic and At Read more…

By Oliver Peckham

Q&A Part Two: ORNL’s Pooser on Progress in Quantum Communication

March 30, 2020

Quantum computing seems to get more than its fair share of attention compared to quantum communication. That’s despite the fact that quantum networking may be nearer to becoming a practical reality. In this second inst Read more…

By John Russell

SiFive Accelerates Chip Design with Cloud Tools

March 25, 2020

Chip designers are drawing on new cloud resources along with conventional electronic design automation (EDA) tools to accelerate IC templates from tape-out to custom silicon. Among the challengers to chip design leade Read more…

By George Leopold

AWS Solution Channel

Amazon FSx for Lustre Update: Persistent Storage for Long-Term, High-Performance Workloads

Last year I wrote about Amazon FSx for Lustre and told you how our customers can use it to create pebibyte-scale, highly parallel POSIX-compliant file systems that serve thousands of simultaneous clients driving millions of IOPS (Input/Output Operations per Second) with sub-millisecond latency. Read more…

What’s New in Computing vs. COVID-19: White House Initiative, Frontera, RIKEN & More

March 25, 2020

Supercomputing, big data and artificial intelligence are crucial tools in the fight against the coronavirus pandemic. Around the world, researchers, corporations and governments are urgently devoting their computing reso Read more…

By Oliver Peckham

Pandemic ‘Wipes Out’ 2020 HPC Market Growth, Flat to 12% Drop Expected

March 31, 2020

As the world battles the still accelerating novel coronavirus, the HPC community has mounted a forceful response to the pandemic on many fronts. But these efforts won't inoculate the HPC industry from the economic effects of COVID-19. Market watcher Intersect360 Research has revised its 2020 forecast for HPC products and services, projecting... Read more…

By Tiffany Trader

Weather at Exascale: Load Balancing for Heterogeneous Systems

March 30, 2020

The first months of 2020 were dominated by weather and climate supercomputing news, with major announcements coming from the UK, the European Centre for Medium- Read more…

By Oliver Peckham

Q&A Part Two: ORNL’s Pooser on Progress in Quantum Communication

March 30, 2020

Quantum computing seems to get more than its fair share of attention compared to quantum communication. That’s despite the fact that quantum networking may be Read more…

By John Russell

DoE Expands on Role of COVID-19 Supercomputing Consortium

March 25, 2020

After announcing the launch of the COVID-19 High Performance Computing Consortium on Sunday, the Department of Energy yesterday provided more details on its sco Read more…

By John Russell

[email protected] Rallies a Legion of Computers Against the Coronavirus

March 24, 2020

Last week, we highlighted [email protected], a massive, crowdsourced computer network that has turned its resources against the coronavirus pandemic sweeping the globe – but [email protected] isn’t the only game in town. The internet is buzzing with crowdsourced computing... Read more…

By Oliver Peckham

Conversation: ANL’s Rick Stevens on DoE’s AI for Science Project

March 23, 2020

With release of the Department of Energy’s AI for Science report in late February, the effort to build a national AI program, modeled loosely on the U.S. Exascale Initiative, enters a new phase. Project leaders have already had early discussions with Congress... Read more…

By John Russell

Servers Headed to Junkyard Find 2nd Life Fighting Cancer in Clusters

March 20, 2020

Ottawa-based charitable organization Cancer Computer is on a mission to stamp out cancer and other life-threatening diseases, including coronavirus, by putting Read more…

By Tiffany Trader

Kubernetes and HPC Applications in Hybrid Cloud Environments – Part II

March 19, 2020

With the rise of cloud services, CIOs are recognizing that applications, middleware, and infrastructure running in various compute environments need a common management and operating model. Maintaining different application and middleware stacks on-premises and in cloud environments, by possibly using different specialized infrastructure and application... Read more…

By Daniel Gruber,Burak Yenier and Wolfgang Gentzsch, UberCloud

[email protected] Turns Its Massive Crowdsourced Computer Network Against COVID-19

March 16, 2020

For gamers, fighting against a global crisis is usually pure fantasy – but now, it’s looking more like a reality. As supercomputers around the world spin up Read more…

By Oliver Peckham

Julia Programming’s Dramatic Rise in HPC and Elsewhere

January 14, 2020

Back in 2012 a paper by four computer scientists including Alan Edelman of MIT introduced Julia, A Fast Dynamic Language for Technical Computing. At the time, t Read more…

By John Russell

Global Supercomputing Is Mobilizing Against COVID-19

March 12, 2020

Tech has been taking some heavy losses from the coronavirus pandemic. Global supply chains have been disrupted, virtually every major tech conference taking place over the next few months has been canceled... Read more…

By Oliver Peckham

[email protected] Rallies a Legion of Computers Against the Coronavirus

March 24, 2020

Last week, we highlighted [email protected], a massive, crowdsourced computer network that has turned its resources against the coronavirus pandemic sweeping the globe – but [email protected] isn’t the only game in town. The internet is buzzing with crowdsourced computing... Read more…

By Oliver Peckham

Steve Scott Lays Out HPE-Cray Blended Product Roadmap

March 11, 2020

Last week, the day before the El Capitan processor disclosures were made at HPE's new headquarters in San Jose, Steve Scott (CTO for HPC & AI at HPE, and former Cray CTO) was on-hand at the Rice Oil & Gas HPC conference in Houston. He was there to discuss the HPE-Cray transition and blended roadmap, as well as his favorite topic, Cray's eighth-gen networking technology, Slingshot. Read more…

By Tiffany Trader

DoE Expands on Role of COVID-19 Supercomputing Consortium

March 25, 2020

After announcing the launch of the COVID-19 High Performance Computing Consortium on Sunday, the Department of Energy yesterday provided more details on its sco Read more…

By John Russell

Fujitsu A64FX Supercomputer to Be Deployed at Nagoya University This Summer

February 3, 2020

Japanese tech giant Fujitsu announced today that it will supply Nagoya University Information Technology Center with the first commercial supercomputer powered Read more…

By Tiffany Trader

Tech Conferences Are Being Canceled Due to Coronavirus

March 3, 2020

Several conferences scheduled to take place in the coming weeks, including Nvidia’s GPU Technology Conference (GTC) and the Strata Data + AI conference, have Read more…

By Alex Woodie

Leading Solution Providers

SC 2019 Virtual Booth Video Tour

AMD
AMD
ASROCK RACK
ASROCK RACK
AWS
AWS
CEJN
CJEN
CRAY
CRAY
DDN
DDN
DELL EMC
DELL EMC
IBM
IBM
MELLANOX
MELLANOX
ONE STOP SYSTEMS
ONE STOP SYSTEMS
PANASAS
PANASAS
SIX NINES IT
SIX NINES IT
VERNE GLOBAL
VERNE GLOBAL
WEKAIO
WEKAIO

Cray to Provide NOAA with Two AMD-Powered Supercomputers

February 24, 2020

The United States’ National Oceanic and Atmospheric Administration (NOAA) last week announced plans for a major refresh of its operational weather forecasting supercomputers, part of a 10-year, $505.2 million program, which will secure two HPE-Cray systems for NOAA’s National Weather Service to be fielded later this year and put into production in early 2022. Read more…

By Tiffany Trader

Exascale Watch: El Capitan Will Use AMD CPUs & GPUs to Reach 2 Exaflops

March 4, 2020

HPE and its collaborators reported today that El Capitan, the forthcoming exascale supercomputer to be sited at Lawrence Livermore National Laboratory and serve Read more…

By John Russell

Summit Supercomputer is Already Making its Mark on Science

September 20, 2018

Summit, now the fastest supercomputer in the world, is quickly making its mark in science – five of the six finalists just announced for the prestigious 2018 Read more…

By John Russell

IBM Unveils Latest Achievements in AI Hardware

December 13, 2019

“The increased capabilities of contemporary AI models provide unprecedented recognition accuracy, but often at the expense of larger computational and energet Read more…

By Oliver Peckham

IBM Debuts IC922 Power Server for AI Inferencing and Data Management

January 28, 2020

IBM today launched a Power9-based inference server – the IC922 – that features up to six Nvidia T4 GPUs, PCIe Gen 4 and OpenCAPI connectivity, and can accom Read more…

By John Russell

TACC Supercomputers Run Simulations Illuminating COVID-19, DNA Replication

March 19, 2020

As supercomputers around the world spin up to combat the coronavirus, the Texas Advanced Computing Center (TACC) is announcing results that may help to illumina Read more…

By Staff report

University of Stuttgart Inaugurates ‘Hawk’ Supercomputer

February 20, 2020

This week, the new “Hawk” supercomputer was inaugurated in a ceremony at the High-Performance Computing Center of the University of Stuttgart (HLRS). Offici Read more…

By Staff report

Summit Joins the Fight Against the Coronavirus

March 6, 2020

With the coronavirus sweeping the globe, tech conferences and supply chains are being hit hard – but now, tech is hitting back. Oak Ridge National Laboratory Read more…

By Staff report

  • arrow
  • Click Here for More Headlines
  • arrow
Do NOT follow this link or you will be banned from the site!
Share This