Measuring the technology cycle in action
When we as an industry launched Fibre Channel two decades ago, we made a choice to reuse rather than replace the then decade-old server-side SCSI software stack. That choice in turn preserved a boundary between server and shared storage which made storage systems what they've evolved to over those decades.
Both flash based storage -- which causes us to revisit the SCSI decision and leads to NVMe and NVMe over Fabric -- and the emergence of http-over-Ethernet accessed, highly cost-per-GB sensitive object storage systems call for very different storage system designs. Those newer designs don't fit the model of traditional storage systems,
So we'll likely see analyses like this which capture sales in one storage technology approach but not the other approaches competing for those same customer dollars. If you think the numbers today are confusing, just wait for storage-in-memory to take hold. Then it will be really hard to divide the revenue between what is server revenue and what is storage revenue.