My forecast for hard disk drive, NAND and DRAM markets following two ywars of steep decline Read more »
The raw storage market returns to growth… will it be ‘exponential’?
ITC regional and category forecasts – the small growth of a massive, but disaggregating, market
Top level ITCandor's 2023 sizing and 2024-25 forecast for the ITC industry, discussing regions, categories and vendors. Read more »
The AI Alliance – values, nationalities and absentees
My look at the foundation of the AI Alliance Read more »
Infinidat strengthens its modern enterprise storage system solutions
A look at the offerings and strategy of Infinidat - an exciting new storage systems vendor Read more »
Q2 2023 ITC spending – declines in memory and devices, growth in AI hardware
A look at the major spending movements in the UTC market workdwide in Q2 2023 Read more »
The gaming market – a cloudy future?
My look at the gaming market in 2023, the proposed acquisition of Activision Blizzard by Microsoft and the UK regulator's opposition Read more »
IBM’s new single-frame z16 includes its first rack-mount mainframe offering
A look at IBM's new mid-range z16 servers, including its first rack-mounted mainframe Read more »
Cloud computing grows up – $413 billion and counting…
Cloud computing has been one of the fastest growing and exciting IT markets over the past decade. Typically bought by enterprises wanting to avoid the complexity of setting up, deploying and managing applications them in their own data centers, cloud services come in three flavours – software, platform and infrastructure […] Read more »
Networking – converged, converging or eternally independent?
Some sizing and ideas about the networking market and the convergence beyween telecoms and IT markets Read more »
Storage systems – sales steady, but uncoupled from raw storage growth
A look at the size, growth and major suppliers of storage systems in 2022. Read more »
Dell heads the slowly evolving server market in 2022
A round-up of the worldwide server market in 2022 and its opportunities in 2023 and beyond Read more »
Dire times ahead for the PC market
ITCandor's look-back at the PC market in 2022 with some dire warnings about 2023 Read more »
IBM launches Diamondback – an open automated tape library in search of new customers
A look at IBM STorage's new Diamondback automated tape library Read more »
The profitability of chip suppliers
A look at profitability in the microprocessor industry Read more »
IBM integrates Red Hat ODF and Ceph into its storage division
A look at the integration of some of Red Hat's resources into IBM Storage division Read more »
IBM Storage pushes the cyber resilience of its Spectrum software even further
A look at IBM Storage's updated cybersecurity Spectrum software announced in September 2022 Read more »
IBM launches the LinuxONE Emperor 4 server – sustainability, cost and security advantages
A look at IBM's LinuxONE Emperor 4 server, launched today Read more »
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 »
The PC market booms, despite supply chain and government challenges
a summary of the worldwide and regional PC market in 2021 Read more »
The $207b network market – still haunted by issues of trust
A long term view of the enterprise and servic provider network markets with market data and analysis Read more »