My first analysis of Lenovo's announcement to acquire Infinidat Read more »
Lenovo to acquire Infinidat – a better storage strategy at a politically challenging time
ITC spending reaches $1.865 trillion in Q2 2024 – the highest ever total
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 »
The ITC market in first quarter 2024 – moving on up
A look at the size and growth of spending, revenue and net profit across the whole ITC market in first quarter 2024 Read more »
Server market 2023 – a virtualized, x86, Windows driven world
Have a look at how the server market is evolving and is likely to change in years to come Read more »
ITC regional and category forecasts – the small growth of a massive, but disaggregating, market
Top level ITCandor's 2023 sizing and 2024-25 forecast for the ITC industry, discussing regions, categories and vendors. Read more »
Cloud computing grows up – $413 billion and counting…
Cloud computing has been one of the fastest growing and exciting IT markets over the past decade. Typically bought by enterprises wanting to avoid the complexity of setting up, deploying and managing applications them in their own data centers, cloud services come in three flavours – software, platform and infrastructure […] Read more »
Networking – converged, converging or eternally independent?
Some sizing and ideas about the networking market and the convergence beyween telecoms and IT markets Read more »
Storage systems – sales steady, but uncoupled from raw storage growth
A look at the size, growth and major suppliers of storage systems in 2022. Read more »
Dell heads the slowly evolving server market in 2022
A round-up of the worldwide server market in 2022 and its opportunities in 2023 and beyond Read more »
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 »
My 360° insight into the $7.3 trillion post-pandemic ITC market
A multi-dimensional look at the worldwide IT and communications market 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 »
The $1.2 trillion Enterprise IT market 2021 – Amazon market leader of a varied and changing landscape
A look at the total market for enterprise IT encompassing hardware, infrastructure software, outsourcing, managed service and cloud computing with market trnds and shares Read more »
The $207b network market – still haunted by issues of trust
A long term view of the enterprise and servic provider network markets with market data and analysis Read more »
Storage systems 2021 – stable spending in a sea of change
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 »
Server market grows 4% to $91 billion in 2021 – could have been more
A review of the server market in 2022 and look ahead to 2023 Read more »
‘as a service’ offerings and hybrid multi-cloud architectures become the norm in enterprise computing
Each generation of enterprise computing (centralized, client-server, Internet, managed services, cloud) has created disruption and inefficiencies in integration of the new with the old. Leading suppliers such as Cisco, IBM, Oracle, HPE, Huawei, Atos, Fujitsu and Hitachi will attempt to hang on to their customers’ budgets by promoting ‘as a […] Read more »
Networks – a tale of two cities and failing trust
A look at spending, changes and supplier market shares in enterprise and service provider networks Read more »
Smart phones, global warming, suppliers and nations
A look at the mobile device market and its carbon consequences Read more »
Storage systems hardware and software, raw storage trends and market shares
My latest shares, trends and analysis of the global storage market Read more »