A look at the major spending movements in the UTC market workdwide in Q2 2023 Read more »
Q2 2023 ITC spending – declines in memory and devices, growth in AI hardware
The Apple king of mobile devices
How has the mobile device market changed since the pandemic? Can Apple maintain its leadership as we enter the era of consumer IoT? 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 »
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 »
Mobile devices and international politics
A look at the annual changes and future challenges of the mobile device and smart phone market 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 »
Mobile device sales continue to decline in Q1 2020 despite their vital role during the pandemic
How will the mobile device market behave during and after the pandemic? I look at the trends and publish a new forecast Read more »
Cloud computing – 18% growth to $260b in the year to March 2020
A look at cloud computing spending growth, market shares and forecasts in Q1 2020 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 »
The ITC market’s top suppliers – a 10-year perspective
Having made my predictions for the year, I wanted to follow up with the long-term vendor share developments in the ITC industry. In the Figure above I show market shares for the top 12 suppliers in the years to then of September in 2009 and 2019. There have been a […] Read more »
6. The only hardware spending growth will be on solid state disks and processors
The hardware market will decline by 2.0% overall and only two product types – solid state drives and processors – will grow in 2020 (please note that I have excluded OEM sales from this forecast). Mobile device will be the one on which we spend most, but it will be […] Read more »
Mobile device market down 8% to $392b – what’s the next big thing?
We look at the state of play in the mobile device 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 »
Is Apple over-dependent on China and iPhone?
A look at Apple in 2019 Read more »
Mobile devices in Q2 2018 – ‘smart’ dominates, but we need something more secure
An update on the Q2 2018 market form smartphones and some ideas about the need for more secure devices Read more »
Mobile device sales grow 7.4% in Q1 2018
An update of my mobile devices market based on my Q1 2018 findings Read more »
ITcandor publishes 2017 mobile device market shares and forecasts
ITCandor announces the publication of its Q4 2017 mobile device data set Read more »