My first analysis of Lenovo's announcement to acquire Infinidat Read more »
Lenovo to acquire Infinidat – a better storage strategy at a politically challenging time
3. ITC spending in China will grow most in 2025
My third prediction concerns ITC spending growth at a country level Read more »
6 Trade tariffs reduce the growth of the ITC market
My sixth prediction concerns the negative effects new trade tariffs will have on the world ITC market Read more »
The world ITC market grows 5% to reach $1.9 trillion in Q3 2024
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 »
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 »
The profitability of chip suppliers
A look at profitability in the microprocessor industry Read more »
Mobile devices – the battle between East and West for a $545 billion market
The mobile device market is massive – in 2021 there were 1.7 billion shipments worth $545 billion and an installed base of 3.7 billion. Growth in the year was 25% in spending and 8% in shipments, although the installed base didn’t grow. The number of non-Internet enabled basic phones and […] Read more »
Spending in the Americas grows 8%, Asia Pacific 6% and EMEA 2%
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 increase their combined global ITC market share to over 50%
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 »
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 »
PC sales rebound due to lockdown and home working
Why is the PC market resurging? Where is it going? Read more »
Microprocessor shortages – reasons, data and solutions
A look at the causes of the shortages of microprocessors Read more »
Mobile devices and international politics
A look at the annual changes and future challenges of the mobile device and smart phone market Read more »
Networks – $185b, 2.1b ports shipped in 2019
A look at network equipment sales and market shares in 2019 Read more »
Mobile devices – a $361b market, 1.4b shipments, 3.2b installed base in 2019
My look at the 2019 market for mobile devices with a forecast to 2025 Read more »
Exchange rates v $US in Q3 2019 – Egypt best, Venezuala worst
Some thoughts on changes in the value of international currencies against the $US in Q3 2019 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 »
Huawei v Cisco vie for control of the $181b network market
A look at the enterprise and service provider network markets Read more »