I have a look at the microprocessor market in Q2 2019 Read more »
Microprocessor chip sales $317 billion – highly profitable, but sluggish
Huawei at the centre of the global/national 5G battlefield
5G mobile communications will be faster, deeper and wider than 4G, enabling new applications and is being tested in many countries planning to deploy in the next few years. Huawei is the world’s biggest supplier of Service Provider networks and leading developer and supplier of 5G base stations used by […] Read more »
Huawei v Cisco vie for control of the $181b network market
A look at the enterprise and service provider network markets Read more »
European and Japanese suppliers fall behind US and Chinese ones
In my 8th prediction for 2019 I discuss the continued fall of Japanese and European suppliers as global players Read more »
Network markets grow 10% in Q1 2018
A look at the network hardware market in Q1 2018 Read more »
3. UK the worst, Switzerland the best country for spending growth
My third 2018 prediction is about the prospects for spending growth among 43 separate country markets. Read more »
Broadcom, Qualcomm, NXP – fish, chips and globalisation
Globalised consolidation of the semiconductor industry threatens customer choice Read more »
Brexit and Trump – gloablisation gets a bashing
My presentation for IP Expo on 4th October 2017 Read more »
ITC markets down 2% in Q2 2017 – growth worst in the UK (again), best in India
A précis of ITCandor's quarterly tracking of the ITC market in Q2 2017 and the year to the end of June. Read more »
Global ITC Q1 2017 – US strong, UK tanks
Insight into regional and major country growth in ITC spending in Q1 2017 Read more »
Storage 2017 – growth at last!
A complete review of the storage systems, disc, NAND and DRAM markets. Read more »
Brexit spreads to the US – new ITC forecasting parameters
Like most market researchers I’m both liberal and international in my outlook and can’t hide my unhappiness about the UK’s decision to leave the EU. It’s too late in Britain to wish the referendum at the end of June had gone the other way, but we need to consider how market […] 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 3 – The USA grows faster than other American countries
The USA is by far the largest country market worldwide and within the Americas: in 2016 it will spend $1.7T – 28% of the world total. Growth will be 1.2% – better than other countries in the region. We need the US to grow in order to make up for […] Read more »
Currency consequences – the dollar keeps rising
A note of dramatic falls in international currency values against the $US Read more »
Dell Strategy – get ready for the ‘digital economy’, the ‘API economy’
A look at Dell, with insights from its 5th annual DAAC conference Read more »
Atos acquires Xerox’s ITO business – better times ahead for outsourcing
Economies of scale will help improve the profitability of outsourcing over the next few years Read more »