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 »
Raw storage spending soars by 54% in Q2 2024 – the recovery continues
An update of the resurgent raw storage (HDD, NAND and DRAM) market with details of spending and capacity shipments from ITCandor. Read more »
The raw storage market returns to growth… will it be ‘exponential’?
My forecast for hard disk drive, NAND and DRAM markets following two ywars of steep decline 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 »
Raw storage in 2021 reaches 3.6ZB capacity, $182B spending, 1B shipments
A look at the raw storage market for HDD, NAND and DRAM in 2021 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 »
Storage systems – 1.8ZB shipped, $33.4b spent in 2019
A sizing of the storage systems and raw storage markets in 2019 Read more »
Storage systems – calm in a stormy storage sea
Some stats and thoughts about the storage systems market in the first half of 2019 Read more »
Storage sales $199b in 2018 – exponential capacity growth, increasing software control
A look at the balance between raw and system storage markets Read more »
Storage in Q2 2018 – ‘system’ stagnant, ‘raw’ booms with 2 Zetabytes shipped
A look at the on-going development of the storage market in Q2 2018 Read more »
Storage – the raw v system dichotomy
Some 2017 sizing, shares and forecast from ITCandor's storage research Read more »
Storage systems down, disk drives up, solid state booms in Q2 2017
A post on the latest Q2 2017 market growth, shares and successes of the raw and systems storage. Read more »
Storage 2017 – growth at last!
A complete review of the storage systems, disc, NAND and DRAM markets. Read more »
Storage systems down 2.5% in Q1 2016 – long term decline causes widespread consolidation
Storage systems markets continue to wane Read more »
Storage systems down 15.2% in Q3 2015
My sizing of the Q3 storage market Read more »
How WD, Seagate and Toshiba ate the hard disk drive market
And then there were 3.... Some thoughts on maturing markets. Read more »