Timing the release of a new console is the most strategic decision for the three suppliers. Read more »
55 million gaming consoles will ship in 2021
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 »
ITCandor publishes its predictions for the ITC industry in 2022
PRESS RELEASE – Didcot, December 31st, 2021 ITC 2022 – predictions for a better year ITCandor has published its 12th set of annual predictions. These are the 10 ideas for the ITC industry in 2022: Read more »
ITC 2020 20:20 – predictions for the New Year
Encouraged by the accuracy of my last year’s predictions, I’m keen to share with you my vision for the ITC industry in 2020. This is a summary of my predictions: 1. The overall ITC market will grow by 0.8% to $6.849 trillion 2. The Americas will lead regional ITC spending […] Read more »
1. The overall ITC market will grow by 0.8% to $6.849 trillion
Overall I expect world spending on all offerings to grow by just 0.8% to $6.849 billion; for the vendors net profits will increase by 0.1% to $730 billion, while their combined headcount will grow by 1.1% to 20.9 million. Navigate our predictions – intro 1 2 3 4 5 6 […] Read more »
2. The Americas will lead regional ITC spending growth
On a regional level (see my Figure) I expect the Americas to do best with a 1.6% growth to $2.659 trillion, followed by Asia Pacific (+0.8% to $2.187 trillion); I expect business in EMEA to decline slightly by 0.1% to $2.006 trillion. Americas’ rise in the chart is due in […] Read more »
3. Spending on software will grow most, while hardware spending will decline
If we look at the long-term development of the ITC market by broad categories of offerings (see my Figure) we see that both IT Service and Software have been growing faster than Telecom Service and Hardware. In 2020 I expect this trend to continue; the strongest growth will be in […] Read more »
4. The business market grows; the consumer market continues to fall
2015 was the last time consumers beat business in terms of spending growth on ITC offerings. I expect this to continue throughout my forecast to 2026. In 2020 businesses will spend 1.9% more, while consumers spend 0.8% less than in 2019. One reason for this is the increasing centralization of […] Read more »
5. IT Services spending grows most on IaaS and PaaS cloud services, while other offerings ‘flat line’
There will continue to be major differences in spending growth on IT Services, which I predict will grow 1.8% overall. Leading the charge will be IaaS and PaaS cloud services, which I predict will grow by 23.9% and 16.6% respectively in 2020. Of the other offerings implementation will remain the […] Read more »
6. The only hardware spending growth will be on solid state disks and processors
The hardware market will decline by 2.0% overall and only two product types – solid state drives and processors – will grow in 2020 (please note that I have excluded OEM sales from this forecast). Mobile device will be the one on which we spend most, but it will be […] Read more »