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 »
Q2 2023 ITC spending – declines in memory and devices, growth in AI hardware
A look at the major spending movements in the UTC market workdwide in Q2 2023 Read more »
The gaming market – a cloudy future?
My look at the gaming market in 2023, the proposed acquisition of Activision Blizzard by Microsoft and the UK regulator's opposition Read more »
Dire times ahead for the PC market
ITCandor's look-back at the PC market in 2022 with some dire warnings about 2023 Read more »
The PC market booms, despite supply chain and government challenges
a summary of the worldwide and regional PC market in 2021 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 »
How the pandemic is changing the PC market
Some notes on the important role of PCs during the pandemic with market shares and forecasts Read more »
The PC market in 2019 – 244m shipments, $169b spending, 881 installed base
A look at the PC market in 2019 and some thoughts of their importance at a time of crisis. 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 »
PC market maturity drives new supplier business models
A report of the state of the PC market in Q2 2019 with market shares and evidence of maturity Read more »
Lenovo battles HP for leadership of the $163b PC market
A look at PC market shares in shipment units, revenue and installed base in the Americas, Asia Pacific and EMEA Read more »
Download ITCandor’s presentation for SIA Paris
right click on your mouse and ‘Save Target As’ to save the pdf to your device. [email-download download_id=”13355″ contact_form_id=”13360″] Don’t forget to contact us for questions and comments. Read more »
PCs in Q2 2108 – good growth in a market dominated by smart devices
PCs have been at the heart of access to the Internet and wider digital marketplace for many years. Despite falling behind smart phones in recent years it is still a major component of the ITC industry. In the year to the end of June 2018 236m PCs worth $163b were shipped, […] Read more »
The PC market surges in Q1 2018 – HP tops revenue, Lenovo – shipments
There was a good growth in PCs in Q1 2018 - find out why! Read more »
The regional PC market’s American bias
In 2017 spending on PCs increased by 5% to $153 billion – the first annual growth since 2012. The same is not true of annual shipment growth, which has typically been stronger due increasing competition and declining average values. This trend was reversed in 2017 when the popularity of machines based on new […] Read more »
Meltdown and Spectre – 2.7b vulnerable devices and a $37b bill for mitigation
A look at the market consequences of mitigating against Spectre and Meltdown vulnerabilities Read more »
4. SaaS, IaaS, PaaS – the fastest growing offerings
Our fourth prediction for 2018 is that the three cloud service areas - PaaS, IaaS and SaaS will experience the strongest growth among the 29 separate offerings we track. Read more »
PCs – big $30b market, good 4.8% growth in Q2 2017
My latest sizing and market shares for the worldwide PC market. Read more »
Dell Technology – a common hymn book for a big choir
Thoughts on the world's largest IT merger/acquisition Read more »