Spending on IT services (the largest of the four categories) will grow by 5% to reach $2.6 trillion in 2022. Read more »
Spending on software grows 7%, IT service and hardware by 5% each, while spending on telecom service stays level
Cloud spending growth flattens – SaaS will be (just!) 18%, IaaS 13% and PaaS 13%; in total these offerings account for $430b
I’m proud to have seen the potential of cloud computing way back in 2008. Spending growth has been continuously high in every year since then; it will reach a new high of $430 billion in 2022 Read more »
American suppliers increase their combined global ITC market share to over 50%
American suppliers combined will increase their market share of the world market to over 50% for the first time in years in 2022. 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 »
Raw storage shipped capacity exceeds 4 Zetabytes in 2022
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 »
ITC will be more of a solution to, than the cause of, the challenges of a difficult year
My final prediction is that ITC will help combat the serious challenges we face in 2022. Read more »
ITCandor 2021 predictions – a self-assessment
Before publishing my predictions for 2022, it’s time to appraise those made for this year – which was the second year badly affected by the pandemic. As always, I’ve marked each between 1 and 10 based on their accuracy. No. My top 10 predictions Score Comment 1 The world market […] Read more »
ITCandor’s 2021 predictions for the New Year
An introduction to ITCandor's 2021 predictions Read more »
55 million gaming consoles will ship in 2021
Timing the release of a new console is the most strategic decision for the three suppliers. Read more »
Millions will stay working from home, even when the pandemic ends
In 2020 there was a mass movement of workers from offices to their homes, especially during the most restrictive lockdowns designed to slow the transmission of the Corona virus; Read more »
Governments and big business strengthen protection from mutating cyber crime
Towards the end of December Microsoft announced that it had discovered a major cyber attack, which had infected 40 government organizations, non-profit organizations, government contractors and IT companies (80% in the USA). Read more »
Taxation and recession will challenge the $10 billion supplier club
In 2020 there were five suppliers whose annual net income was above $10 billion (see my Figure in which I’ve included the year to the end of September 2020 values). Read more »
The rise of small business as an ITC buyer
Part of my research process is to collect information on and break the whole market by customer type (see my Figure above for my forecast). Read more »
IaaS will grow most, Peripherals least in 2021
My Figure shows annual growth and absolute spending forecasts for the largest ITC offerings in 2021 (here the bubble sizes also show the spending total). Read more »
Software will be the only category to see growth in 2021
In terms of the four categories, spending will decline in all areas apart from Software; even here the growth (1,7% to $1,2 trillion) will be far less than in 2020 (8.0%). Read more »
ITC spending will grow most in China, shrink most in the UK
ITC spending in China will grow the most (1% to $474 billion), the USA will remain the largest market ($2 trillion), but drop by 1.1%. The UK will drop the furthest (-4.0% to $275 billion) of the major markets. Read more »
The world market for IT and communications will fall 1% to $6.8 trillion
The OECD forecasts GDP growth at –4.2%in 2020, +4.2% in 2021and +3.7% and 2022. The ITC market in my forecasts most likely grew in 2020 by 0.4% and has proved vital in allowing individuals and companies keep in touch digitally at a time when social distancing was the norm. Read more »
The ITC industry takes strides to counter global warming
Massive storms, extensive flooding, forests burning for months, melting glaziers… there will be fewer people in 2021 who can deny the activities of a growing world population is a major cause. The ITC industry itself accounts for as much as 5% of carbon emissions (including manufacturing and distribution of hardware […] Read more »
ITCandor 2020 predictions – a self-assessment
Its time to make predictions for 2021; but before I need to appraise those made for this year – which proved to be one of the most disrupted due to the pandemic. As always, I’ve marked each between 1 and 10 based on their accuracy. No. My top 10 predictions […] Read more »
The ITC market’s top suppliers – a 10-year perspective
Having made my predictions for the year, I wanted to follow up with the long-term vendor share developments in the ITC industry. In the Figure above I show market shares for the top 12 suppliers in the years to then of September in 2009 and 2019. There have been a […] Read more »