The Long Patience Of Lenovo Starts Paying Off In The Datacenter
TheNextPlatform, February 21st, 2023
It took a long, long time to convert the old IBM PC business acquired in 2004 into the dominant supplier of client devices in the world, but Lenovo is nothing but not patient and bypassed HP Inc in 2013 and has had the largest share of the market since that time.
And now, according to the company, Lenovo has retaken the third place position in servers in the most recent quarter and is gaining share in a somewhat soft datacenter infrastructure market.
For the longest time, IBM was the dominant seller of servers, thanks to a combination of mainframe, RISC/Unix, and X86 server sales. Hewlett Packard Enterprise caught up with IBM in the late 1990s and had to buy Compaq in the early 2000s to hold that share. Sun Microsystems peaked in the early 2000s with the Dot Com boom and Dell had almost no server business at all at the time compared to these three companies, but has grown steadily, like clockwork, over the decades and IBM shrunk immediately and significantly in late 2014 when it sold off its System X X86 server business to Lenovo for a pittance. (Much as it did with its PC business.)