A look at profitability in the microprocessor industry Read more »
The profitability of chip suppliers
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 »
Spending in the Americas grows 8%, Asia Pacific 6% and EMEA 2%
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 »
American suppliers increase their combined global ITC market share to over 50%
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 »
Networks – a tale of two cities and failing trust
A look at spending, changes and supplier market shares in enterprise and service provider networks Read more »
Smart phones, global warming, suppliers and nations
A look at the mobile device market and its carbon consequences Read more »
PC sales rebound due to lockdown and home working
Why is the PC market resurging? Where is it going? Read more »
Microprocessor shortages – reasons, data and solutions
A look at the causes of the shortages of microprocessors 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 »
Networks – $185b, 2.1b ports shipped in 2019
A look at network equipment sales and market shares in 2019 Read more »
Mobile devices – a $361b market, 1.4b shipments, 3.2b installed base in 2019
My look at the 2019 market for mobile devices with a forecast to 2025 Read more »
Exchange rates v $US in Q3 2019 – Egypt best, Venezuala worst
Some thoughts on changes in the value of international currencies against the $US in Q3 2019 Read more »
Microprocessor chip sales $317 billion – highly profitable, but sluggish
I have a look at the microprocessor market in Q2 2019 Read more »
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 »
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 »
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 »
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 »