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 »
An update of the resurgent raw storage (HDD, NAND and DRAM) market with details of spending and capacity shipments from ITCandor. Read more »
Infinidat launches its fourth generation storage arrays and version 8 of its Infuze operating software Read more »
My forecast for hard disk drive, NAND and DRAM markets following two ywars of steep decline Read more »
I’m nervous to make predictions around raw storage devices following the failures I’ve made here over the last couple of years. There’s no doubt that these markets have proved highly volatile since the pandemic, when not enough of these components were made to meet demand and then were over produced. […] Read more »
Poor performance in the sales of raw data storage devices is contributing to the softness of the current ITC market; does this represent a temporary or permanent change in the storage market? Read more »
IBM announced last updated its FS5000 series storage systems in February 2021, having launched them the year before. This week it announced the FS5045, which replaces the FS5035. Like the FS5035, the new product includes Data reduction (compression and deduplication), Scale-out clustering, IBM HyperSwap high-availability and Encryption To differentiate it […] Read more »
An introduction to Peer Software's GFS 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 »
A look at the raw storage market for HDD, NAND and DRAM in 2021 Read more »
IBM today launches a number of market-leading hardware products based on its new, third generation, FlashCore Module. Not content just to keep technically ahead of its competitors, it continues to work hard to integrate these offerings into its wider approach to hybrid multi-cloud computing, its cyber resiliency services and new […] Read more »
The capacity of raw storage shipped continues to grow exponentially (see my Figure above). In 2022 this growth will create 4 Zetabytes of capacity – a massive amount so large that it’s difficult to comprehend. Read more »
My latest shares, trends and analysis of the global storage market Read more »
A look at the causes of the shortages of microprocessors Read more »
A sizing of the storage systems and raw storage markets in 2019 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 »