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 »
My forecast for hard disk drive, NAND and DRAM markets following two ywars of steep decline Read more »
A look at the major spending movements in the UTC market workdwide in Q2 2023 Read more »
The worldwide storage systems hardware market grew by just 2% in 2021 to reach $34.8 billion, which proved yet again that the success of these products has become increasingly unconnected with that of raw storage, which grew by 19% growth in the year. My Figure above shows total spending by […] Read more »
My latest shares, trends and analysis of the global storage market Read more »
Spending on raw storage (which in this case includes OEM shipments) declined by 24% to $172 billion in 2019 following two years of strong growth (37% in 2017 and 18% in 2018); nevertheless shipped capacity continued to increase, reaching 1.683 Zetabytes. While the creation of new products with much larger […] Read more »
A look at the balance between raw and system storage markets Read more »
A look at the implications of IBM Storage division's Q1 2019 announcements Read more »
Storage supplier consolidation thoughts Read more »