For calendar year 2025 the market finished growing 80.4% compared to 2024, reaching a yearly record of $444.1 billion dollars revenue.
Dell Technologies clearly leads the OEM market with $12.5 billion in total revenue share, accounting for 10% of total sales. IDC attributed this to outstanding growth on accelerated servers.
Supermicro was in second place with $11.7 billion or 9.5% revenue share by growing triple digit also on accelerated servers. IEIT Systems and Lenovo statistically tied for the third position in the market with 4.1% and 4.0% share respectively while Hewlett Packard Enterprise finished in the fifth position in the market, with just $3.8 billion, or 3.1% share. And that was on an 8.6% decline from the $4,24 billion the prior year, according to IDC.
The HPE decline reflects a change in strategy on HPE’s part, according to Lidice Fernandez, IDC group vice president, worldwide enterprise infrastructure trackers and Americas data & analytics team lead.
“They have repositioned around edge computing, hybrid IT, and mission-critical systems rather than competing directly in the high-volume x86 segment where they once dominated,” Fernandez said.
There are other factors affecting HPE as well, including the rise of Dell into a systems powerhouse, Lenovo making its own moves, enterprise customers increasingly making purchases based on overall technology stack, where Dell’s broader portfolio was advantageous, and hyperscale cloud providers custom-designing their own servers, reducing market opportunities, according to Fernandez.
