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 »

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 4 – Turkey top, Russia bottom of EMEA growth (again!)

EMEA is a region full of country markets. Germany is the largest, followed by the UK. For the second year running I expect the strongest growth (3.8%) to be in Turkey and the steepest decline (-10.7%) to be in Russia. The lifting of sanctions on Iran will lead to growth […] Read more »

HP EMEA Strategy Balances The Challenges Of New And Old

We report on Peter Ryan's strategy for HP in EMEA, including views on how it believes new technology innovation will help it transform Read more »