Security Appliance Market Continues on Strong Growth Trajectory in First Quarter of 2012, According to IDC
02 Jul 2012
FRAMINGHAM,
Mass., July 2, 2012 – According to the
International Data Corporation (IDC) Worldwide Quarterly Security Appliance Tracker, both factory revenue and unit shipments grew in the
first quarter of 2012 (1Q12) marking the eighth consecutive quarter of
year-over-year growth. Worldwide factory revenue was up 9.7% year over year to
$1.9 billion as shipments increased 12.9% to 511,220 units.
Geographically,
all regions with the exception of Asia/Pacific (excluding Japan) saw
double-digit growth in unit shipments. Shipments grew fastest in Central &
Eastern Europe with an impressive 39.3% year-over-year increase, marking the
seventh consecutive quarter with double-digit unit growth. The United States
saw the biggest year-over-year gains in factory revenue (16.2%), due to
increased high-end firewall and IPS shipments in the quarter.
"The increasingly complex nature of IT
security along with the growing threat landscape has the potential to affect
operations and cause significant disruptions and the loss of sensitive
data," said Ebenezer
Obeng-Nyarkoh,
senior research analyst, Worldwide Trackers Group. "Security products are
expanding rapidly into other small, fast-growing geographies where demand is greater
than ever."
The combined shares of the top 5 global
vendors increased to 50.7% in the first quarter of 2012. Cisco continues to
lead the overall security appliance market with 18.4% share in factory revenue
for the first quarter. Check Point held the number 2 spot with 12.7% share for
the quarter as revenue increased 25.9% compared to the first quarter of 2011. Juniper
was the only top 5 vendor that saw share loss (0.7 points year over year) and saw
a modest 0.8% year-over-year increase in revenue. McAfee and Fortinet gained
roughly half a percent of market share compared to the prior year's period, as
both saw strong double-digit growth.
Top 5 Vendors, Worldwide Security Appliance Revenue, First Quarter
of 2012 (revenues
in $ millions)
Vendor
1Q12 Revenue
1Q12 Share
1Q11 Revenue
1Q11 Share
1Q12/1Q11 Growth
Cisco
$346
18.4%
$303
17.6%
14.4%
Check Point
$238
12.7%
$189
11.0%
25.9%
Juniper
$152
8.1%
$151
8.8%
0.8%
McAfee
$112
6.0%
$95
5.5%
18.1%
Fortinet
$104
5.5%
$84
4.9%
24.2%
Others
$930
49.4%
$895
52.2
3.9%
Total
$1,882
100%
$1,716
100%
9.7%
Source:
IDC Worldwide Quarterly Security Appliance Tracker, June 29, 2012
Functional Market Results
At the functional market level, the Firewall/VPN
segment saw the largest year-over-year revenue growth at 23.3% and accounted
for 28.3% of the overall security appliance market in 1Q12. This was due in
large part to Cisco's growth and a strong quarter for Juniper's high end SRX,
despite weakness elsewhere in the portfolio. The Unified Threat Management (UTM)
market represented 28.5% of security appliance revenues thanks to 12.2%
year-over-year growth. Content management saw more modest year-over-year revenue
growth of 5.3% as its share of the overall appliance market fell to 17.7%.
Standalone VPN was the only market to post a decline versus the prior year (–10.2%)
and accounted for 7.9% of the market.
Chart: Total WW Appliance Market, 1Q 2012, Function Market Share (Factory Revenue)Description: Source: IDC Worldwide Quarterly Security Appliance Tracker, June 28, 2012
Note: IDC's Worldwide Quarterly Security Appliance Tracker provides, in over 45 countries, quarterly market size and vendor shipments by units, factory revenue, and customer revenue for multiple function, OS, price band, server class, CPU type, form factor, U-rating, and more. Forecast data is provided by CPU, form factor, socket capability, OS, and price band.
For more information, or to subscribe to the research, please contact Kathy Nagamine at 1-650-350-6423 or knagamine@idc.com.
Further detail about this tracker can be found at:
http://www.idc.com/tracker/showproductinfo.jsp?prod_id=38
Tags: IDC, Tracker, IBM, HP, Cisco, Check Point, Fortinet, Juniper, McAfee, Stonesoft, Symantec, Vendor, Vendors, Market Share, Security, Security Appliance, 4Q2011, UTM, Unified Threat Management, VPN, FW,Author: IDCcharts powered by iCharts
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"Increasingly, customers are requiring
products that protect against a variety of threats, lower the total cost of
ownership, and offer more streamlined management," said John Grady, senior research analyst,
Security Products at IDC. "The
UTM market, which includes most application-aware, next-generation firewalls
fulfills these requirements. As such, IDC expects to see continued strong
growth in this market segment."
IDC's Worldwide Quarterly
Security Appliance Tracker is a quantitative tool for analyzing the global
security market on a quarterly basis and is available on demand. The Tracker
includes quarterly shipments and revenues (both customer and factory),
segmented by vendor, family, model, region, operating system, price band, and
security functions.
About
IDC
International Data Corporation (IDC) is the
premier global provider of market intelligence, advisory services, and events
for the information technology, telecommunications, and consumer technology
markets. IDC helps IT professionals, business executives, and the investment
community to make fact-based decisions on technology purchases and business
strategy. More than 1,000 IDC analysts provide global, regional, and local
expertise on technology and industry opportunities and trends in over 110
countries. For more than 48 years, IDC has provided strategic insights to help
our clients achieve their key business objectives. IDC is a subsidiary of IDG,
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learn more about IDC by visiting www.idc.com.
