IDC Brasil, a leader in market intelligence, consulting and conference services for the Information Technology and Communications industries, has just consolidated data from its studies of sectors linked to IT infrastructure – Servers, Storage and Networking. Combined, they handled US$ 393.62 million in the second quarter of 2018, representing an increase of 41% compared to the same period in 2017. For the year 2018, sales are forecast to reach US$ 1.376 billion , 8% more than the US$ 1.271 billion recorded in 2017.
"In general, the last quarter is usually the strongest of the year, but the second quarter was excellent and should be the best of 2018. Companies in the manufacturing, trade and finance sectors that had very outdated infrastructure invested in renewing their base installed in this period, advancing its business in the face of a very uncertain scenario in the second half, with elections and the oscillation of the dollar”, says Luis Altamirano, research analyst at IDC Brasil.
The results returned to be positive after a series of difficult years, with successive and significant drops in sales since 2015 due to factors such as the economic crisis, a troubled political scenario and the impact of new technologies, such as the cloud. Last year, combined infrastructure revenue was US$ 1.271 billion, 10% lower than in 2016 (-15% in Servers, -4% in Storage and -10% in Networking). For this year, the forecast is for a growth of 8%, thanks to investments that have been held back in recent years and that are heavily concentrated in the first half of the year.
When analyzing the numbers for the second quarter, the biggest growth was in the sector of x86 Servers, whose sales were 66% higher than in the 2nd quarter of 2017, with a revenue of US$ 147.62 million - the highlight was rack machines for data centers, and , in the ecosystem layer of channels, tower equipment intended for small and medium-sized companies. External storage devices had a growth of 34%, moving US$ 82.58 million, with mid-range devices gaining market in relation to the high-end segment.
The networking sector, which includes routers, switches and Wi-Fi, grew 26%, reaching a revenue of US$ 162 million. Routers dominated sales, with switches also contributing to the good results. “With the arrival of new technologies, such as 4.5G, 5G and SD-WAN, operators are returning to invest and this is encouraging the networking sector, which should end the year with a growth of 4% and maintain this pace in 2019. demand for the increase of Wi-Fi access points in sectors such as education should also boost the segment, with a projected growth of 6% in the next year”, comments Altamirano.
Perspectives for 2019 are of stability for the infrastructure market, with a drop in server sales offset by growth in storage and networking.
"In general, the last quarter is usually the strongest of the year, but the second quarter was excellent and should be the best of 2018. Companies in the manufacturing, trade and finance sectors that had very outdated infrastructure invested in renewing their base installed in this period, advancing its business in the face of a very uncertain scenario in the second half, with elections and the oscillation of the dollar”, says Luis Altamirano, research analyst at IDC Brasil.
The results returned to be positive after a series of difficult years, with successive and significant drops in sales since 2015 due to factors such as the economic crisis, a troubled political scenario and the impact of new technologies, such as the cloud. Last year, combined infrastructure revenue was US$ 1.271 billion, 10% lower than in 2016 (-15% in Servers, -4% in Storage and -10% in Networking). For this year, the forecast is for a growth of 8%, thanks to investments that have been held back in recent years and that are heavily concentrated in the first half of the year.
When analyzing the numbers for the second quarter, the biggest growth was in the sector of x86 Servers, whose sales were 66% higher than in the 2nd quarter of 2017, with a revenue of US$ 147.62 million - the highlight was rack machines for data centers, and , in the ecosystem layer of channels, tower equipment intended for small and medium-sized companies. External storage devices had a growth of 34%, moving US$ 82.58 million, with mid-range devices gaining market in relation to the high-end segment.
The networking sector, which includes routers, switches and Wi-Fi, grew 26%, reaching a revenue of US$ 162 million. Routers dominated sales, with switches also contributing to the good results. “With the arrival of new technologies, such as 4.5G, 5G and SD-WAN, operators are returning to invest and this is encouraging the networking sector, which should end the year with a growth of 4% and maintain this pace in 2019. demand for the increase of Wi-Fi access points in sectors such as education should also boost the segment, with a projected growth of 6% in the next year”, comments Altamirano.
Perspectives for 2019 are of stability for the infrastructure market, with a drop in server sales offset by growth in storage and networking.
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