Information Technology and Communications research
ITC spending in the Americas will grow the most (by 8%to $2.8 trillion) largely due to the USA’s more interconnected economy, greater wealth and an easier path to ‘building back better’ and the strength of the dollar. Read more »
Many of us forgot how dependent the just-in-time delivery of IT and communications offerings was on a successful, growing economy. Disruptions in the last few years have largely been blamed the effects of the pandemic on component manufacturing, although we should also look at increased nationalism (Trump, Putin, Brexit, etc.) […] Read more »
It’s been a long time since we were able to protect our computer environments just through purchasing and running ant-virus software. We now have safeguarding, monitoring and counter-measures to address the many threats – helping to create a preparedness to handle, isolate and recover from attacks. Cyber criminals have grown […] Read more »
Spending on ITC in 2022 will grow 4% to reach $7.5 trillion and vendors will grow their net earnings by 5% to $1.2 trillion; both of these sums will be world records. Read more »
Spending on IT services (the largest of the four categories) will grow by 5% to reach $2.6 trillion in 2022. Read more »
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 combined will increase their market share of the world market to over 50% for the first time in years in 2022. Read more »
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 »
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 »
My final prediction is that ITC will help combat the serious challenges we face in 2022. Read more »
A look at spending, changes and supplier market shares in enterprise and service provider networks Read more »
A look at the mobile device market and its carbon consequences Read more »
My latest shares, trends and analysis of the global storage market Read more »
IBM’s storage group’s strategy seeks to support customers in their use of multiple data centers, whether on premises or in public clouds – and whether using IBM products or others. It wants to make it easier and more efficient for them; but to do so it has mastered a number […] Read more »
A look at IBM's Power10 and Telum chip announcements Read more »
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 »
A look at the status of the cloud services market complete with market shares and forecasts Read more »
Why is the PC market resurging? Where is it going? Read more »
The printer market entered yet another phase of decline as the result of the COVID-19 pandemic. In 2020 customers spent $33 billion (down 10%) on 143 million printers (down 11%), while the total installed base dropped 4% to 577 million. Read more »
My look at IBM Storage announcements on July 20th 2021 Read more »