Der Trend geht weiter Richtung “Industriestandard” (Intel), auch wenn sich POWER6/Unix noch ganz wacker schlägt:
Ordentlich zweistelliger Umsatzschwund bei System z und i. Die Software steht schon drüben bei Volker, wen’s interessiert.
Zur Systems-Entwicklung schreibt “Big Blue”:
System z revenue decreased 11.2 percent (15 percent adjusted for currency) year to year. System z MIPS (millions of instructions per second) shipments increased 3 percent in 2007 versus 2006. System z revenue declined in the second half of 2007 following a long and successful technology cycle of over two-and-a-half years. The expected announcement and availability of the next generation mainframe is late February 2008.
System i revenue decreased 10.6 percent (14 percent adjusted for currency) in 2007 versus 2006. Although System i revenue declined year over year, fourth-quarter 2007 revenue increased 2 percent with growth in POWER6 servers which were introduced late in the third quarter of 2007.
System p revenue increased 8.8 percent (5 percent adjusted for currency) in 2007 versus 2006. The increase was primarily driven by strength in mid-range POWER5+ and POWER6 servers, which increased 23 percent in 2007 versus the prior year. System p revenue increased in all geographies, with particular strength in Asia Pacific. In the first quarter of 2008, the company will announce and ship POWER6 technology in System p’s entry segment.
System x revenue increased 7.0 percent (3 percent adjusted for currency) in 2007 versus 2006. Revenue performance was driven by System x server products which grew 8 percent and System x blades which increased 16 percent in 2007 versus 2006. The new x86 servers with quad-core processors and BladeCenter-S for the Small and Medium Business sector shipped in the fourth quarter and were well received in the marketplace.
System Storage revenue increased 5.1 percent (2 percent adjusted for currency) in 2007 versus 2006. The increase was primarily driven by 13 percent growth in tape products, while external disk products increased 1 percent in 2007. Enterprise tape products had strong double-digit revenue growth, while Midrange tape products had mid single-digit revenue growth. The company completed the acquisition of XIV in late December, which will further strengthen its storage portfolio in the long term. This acquisition positions the company to grow in emerging opportunities like Web 2.0 applications, digital archives and digital media.
Microelectronics revenue decreased 11.8 percent in 2007 versus 2006, driven by reduced demand for game processors. The Microelectronics OEM business has minimal impact to the company’s overall Net income, but this business continues to deliver key technology to the systems business, which is the fundamental objective of the company’s investment.
Seit wann ist der Industrieschrott vom Intel Standard?
Seit Apple umgestiegen ist? Na, Scherz beiseite: Bestimmt schon so ungefähr seit Anfang der Dekade, wenn man dem Branchensprech Glauben schenken mag. Und den Server-Statistiken von Gartner, IDC und Konsorten. Was natürlich noch lange nicht heißt, dass Unix oder Mainframe tot sind. Aber das Wachstum (nach Stückzahlen zumindest) spielt sich anderswo ab. Intel und AMD, x86/x64. Keine Frage.