The regional PC market’s American bias

In 2017 spending on PCs increased by 5% to $153 billion – the first annual growth since 2012. The same is not true of annual shipment growth, which has typically been stronger due increasing competition and declining average values. This trend was reversed in 2017 when the popularity of machines based on new […] Read more »

ITC markets down 2% in Q2 2017 – growth worst in the UK (again), best in India

A précis of ITCandor's quarterly tracking of the ITC market in Q2 2017 and the year to the end of June. Read more »

Storage 2017 – growth at last!

A complete review of the storage systems, disc, NAND and DRAM markets. Read more »

Brexit – selling UK IT assets by the pound

Source: ITCandor from OANDA historical data Part of my methodology each quarter is to look at currency movements of international currency against the $US. My Figure shows the movement of the average value of each local currency in Q2 2016 compared with their rates in Q2 2015. Those on the […] Read more »

2016 prediction 2 – EMEA and the Americas outgrow Asia Pacific – at least in constant dollars

The slackness of the market will also be apparent in region spending growth. In particular: The Americas will outperform the others, growing by 0.5% to $2.3T; vendors will need to offer innovative products to persuade these sophisticate users to buy yet more technology EMEA will grow by 0.3% to $1.7T; […] Read more »

2016 prediction 3 – The USA grows faster than other American countries

The USA is by far the largest country market worldwide and within the Americas: in 2016 it will spend $1.7T – 28% of the world total. Growth will be 1.2% – better than other countries in the region. We need the US to grow in order to make up for […] Read more »