Information Technology and Communications research
As I predicted last quarter the Information Technology and Communications market continues to grow. In total revenues reached $1.9 trillion (the highest of any quarter in history) in the quarter and $7.4 trillion in the year to the end of September – up 5% and 3% respectively. Net profit, however […] Read more »
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 »
A look at IBM Storage's Spectrum Sentinel and how it helps to secure Epic medical records Read more »
ITC spending in the Americas will grow the most (by 8%to $2.8 trillion) largely due to the USA’s more interconnected economy, greater wealth and an easier path to ‘building back better’ and the strength of the dollar. Read more »
American suppliers combined will increase their market share of the world market to over 50% for the first time in years in 2022. Read more »
A look at spending, changes and supplier market shares in enterprise and service provider networks Read more »
A look at the mobile device market and its carbon consequences Read more »
Why is the PC market resurging? Where is it going? Read more »
A look at the causes of the shortages of microprocessors Read more »
A look at the acquisition of BlueChip by Service Express International Read more »
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 »
A look at network equipment sales and market shares in 2019 Read more »
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 »
Some thoughts on changes in the value of international currencies against the $US in Q3 2019 Read more »
I look at the latest market developments for cloud computing (SaaS, IaaS and PaaS) Read more »
I have a look at the microprocessor market in Q2 2019 Read more »
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 »
A look at the enterprise and service provider network markets Read more »
In my 8th prediction for 2019 I discuss the continued fall of Japanese and European suppliers as global players Read more »
A look at the network hardware market in Q1 2018 Read more »