Mobile devices – the battle between East and West for a $545 billion market

The mobile device market is massive – in 2021 there were 1.7 billion shipments worth $545 billion and an installed base of 3.7 billion. Growth in the year was 25% in spending and 8% in shipments, although the installed base didn’t grow. The number of non-Internet enabled basic phones and […] Read more »

Mobile devices and international politics

A look at the annual changes and future challenges of the mobile device and smart phone market Read more »

The rise, rise, rise of cloud computing

An update on the growth and market shares of cloud computing by type, region and in context with other areas of enterprise IT spending Read more »

Storage 2017 – growth at last!

A complete review of the storage systems, disc, NAND and DRAM markets. Read more »

Brexit – selling UK IT assets by the pound

Source: ITCandor from OANDA historical data Part of my methodology each quarter is to look at currency movements of international currency against the $US. My Figure shows the movement of the average value of each local currency in Q2 2016 compared with their rates in Q2 2015. Those on the […] Read more »

2016 prediction 5 – Chinese spending declines in the lacklustre Asia Pacific market

Japan and China will be the two largest IT and communications markets in Asia Pacific. For the first time in a number of years I’m not predicting that the region will outgrow the Americas and EMEA: in fact I expect we’ll see a decline in spending in most countries. Even […] Read more »

IBM Security – A Stitch In Time Saves Nine

In a complex, fragmented market with over 500 players IBM has a full and well thought out approach to IT security. We spent a day finding out. Read more »