HPE's acquisition of Juniper is finally over the line. I look at the consequences for the network market Read more »
HPE finally acquires Juniper for a livelier enterprise network business
The world ITC market grows 5% to reach $1.9 trillion in Q3 2024
As I predicted last quarter the Information Technology and Communications market continues to grow. In total revenues reached $1.9 trillion (the highest of any quarter in history) in the quarter and $7.4 trillion in the year to the end of September – up 5% and 3% respectively. Net profit, however […] Read more »
ITC spending reaches $1.865 trillion in Q2 2024 – the highest ever total
It may seem a long time ago, but it takes time to assess market movements. In this post I’ll pass on our findings about the size and growth of the ITC market in the second quarter (April to June) 2024. 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 »
Mobile devices and international politics
A look at the annual changes and future challenges of the mobile device and smart phone market Read more »
Peripherals – a $245b market with a Japanese flavour
A look at the market for peripherals (including printers) in 2019 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 »
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 – 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 »
Currency consequences – the dollar keeps rising
A note of dramatic falls in international currency values against the $US Read more »
Toshiba’s woes and the Japanese triple whammy
A look at how Toshiba can rescue itself from its current woes. 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 »
Japanese Cloud Computing – Massive Growth To ¥8.5T ($103B) By 2015
The Japanese Cloud Computing market is different - less dominated by large US companies and with different cultural expectations. Read ITCandor's latest sizing, forecast and analysis. Read more »