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
The world ITC market grows 5% to reach $1.9 trillion in Q3 2024
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 »
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 »
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 »
Softness in client device and raw storage sales creates challenges for IT spending in 2023
A look at the downturn in the ITC market in Q1 2023 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 »
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 »
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 »
The PC market booms, despite supply chain and government challenges
a summary of the worldwide and regional PC market in 2021 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 »
Smart phones, global warming, suppliers and nations
A look at the mobile device market and its carbon consequences Read more »
The worldwide server market – hedged in by cloud, but still vital
The server market is vital for enterprise and SMEs, supporting vital workloads, but growth appears to have stalled. No doubt spending would be much higher if the self-built systems of the largest cloud computing weren’t continuing to eat up commercial workloads. Within the market the leading vendors – Dell EMC […] Read more »
PC sales rebound due to lockdown and home working
Why is the PC market resurging? Where is it going? 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 »
Servers – $75.6 spent on 21.3 systems in 2019
A look at the server market in 2019 including shares for suppliers, operating systems and virtualization status. 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 »
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 »