ITC spending reaches $1.865 trillion in Q2 2024 – the highest ever total

It may seem a long time ago, but it takes time to assess market movements. In this post I’ll pass on our findings about the size and growth of the ITC market in the second quarter (April to June) 2024. Read more »

Networks – a tale of two cities and failing trust

A look at spending, changes and supplier market shares in enterprise and service provider networks Read more »

Smart phones, global warming, suppliers and nations

A look at the mobile device market and its carbon consequences Read more »

Microprocessor shortages – reasons, data and solutions

A look at the causes of the shortages of microprocessors Read more »

Apple – how much bigger can it grow?

Apple is the largest IT company in the world. It’s revenues were $294 billion in 2020 – the equivalent of everyone alive on the planet spending $26.52 on its offerings. It’s business grew substantially on the introduction of the iPhone, expanded as we recovered from the Credit Crunch and has […] Read more »

2. The Americas will lead regional ITC spending growth

On a regional level (see my Figure) I expect the Americas to do best with a 1.6% growth to $2.659 trillion, followed by Asia Pacific (+0.8% to $2.187 trillion); I expect business in EMEA to decline slightly by 0.1% to $2.006 trillion. Americas’ rise in the chart is due in […] Read more »

Microprocessor chip sales $317 billion – highly profitable, but sluggish

I have a look at the microprocessor market in Q2 2019 Read more »

Huawei at the centre of the global/national 5G battlefield

5G mobile communications will be faster, deeper and wider than 4G, enabling new applications and is being tested in many countries planning to deploy in the next few years. Huawei is the world’s biggest supplier of Service Provider networks and leading developer and supplier of 5G base stations used by […] Read more »