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 profitability in the microprocessor industry Read more »
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 »
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 annual changes and future challenges of the mobile device and smart phone market Read more »
A look at network equipment sales and market shares in 2019 Read more »
My look at the 2019 market for mobile devices with a forecast to 2025 Read more »
Some thoughts on changes in the value of international currencies against the $US in Q3 2019 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 »
An update on the growth and market shares of cloud computing by type, region and in context with other areas of enterprise IT spending Read more »
My third 2018 prediction is about the prospects for spending growth among 43 separate country markets. Read more »