Cisco, HPE, Dell share in infrastructure market

The global server, storage and networking infrastructure revenue rose 4.8 percent to $38.8 billion in Q1 2019 as compared with 16.3 percent increase in 2018.

The main factors include a slowdown in capital expenditure by the hyperscale cloud builders, weakness in service provider spending, the end of the mainframe refresh cycle, and smaller expansion in enterprise server and storage sales.

Server shipments grew 3.7 percent; storage shipment rose 4.6 percent; and networking revenue increased 6.5 percent.

Cisco dominated each segment of the networking market. Dell EMC achieved gains in the channel in both servers and storage. HPE is the leading challenger in all segments, with its Aruba wireless LAN business taking further share. Huawei was the fourth largest vendor, accounting for 7.3 percent.