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 »
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 »
A look at the size and growth of spending, revenue and net profit across the whole ITC market in first quarter 2024 Read more »
My forecast for hard disk drive, NAND and DRAM markets following two ywars of steep decline Read more »
A look at the major spending movements in the UTC market workdwide in Q2 2023 Read more »
A look at the raw storage market for HDD, NAND and DRAM in 2021 Read more »
My latest shares, trends and analysis of the global storage market Read more »
A sizing of the storage systems and raw storage markets in 2019 Read more »
A look at the balance between raw and system storage markets Read more »
A look at the on-going development of the storage market in Q2 2018 Read more »
I look at the Q1 2018 raw and systems storage markets. Read more »
Some 2017 sizing, shares and forecast from ITCandor's storage research Read more »
More on the effects of the US Tax Cuts and Jobs Act on the global ITC industry Read more »
A post on the latest Q2 2017 market growth, shares and successes of the raw and systems storage. Read more »
A complete review of the storage systems, disc, NAND and DRAM markets. Read more »
Storage supplier consolidation thoughts Read more »
Storage systems markets continue to wane Read more »
My sizing of the Q3 storage market Read more »
And then there were 3.... Some thoughts on maturing markets. Read more »