My proposed universal server classification schema Read more »
Classifying servers – a proposed schema
Mobile devices and international politics
A look at the annual changes and future challenges of the mobile device and smart phone market Read more »
Cisco’s long-lasting first-mover advantages
A quick look at Cisco's historical success and future challenges Read more »
Apple – how much bigger can it grow?
Apple is the largest IT company in the world. It’s revenues were $294 billion in 2020 – the equivalent of everyone alive on the planet spending $26.52 on its offerings. It’s business grew substantially on the introduction of the iPhone, expanded as we recovered from the Credit Crunch and has […] Read more »
HP – is it better off disaggregated?
What can we learn from HP's disaggregation? Read more »
IBM to split – spinning off its managed service business
Some ideas - with market data and forecasts - on IBM's intention to split itself into 2 companies Read more »
ITCandor’s 2021 predictions for the New Year
An introduction to ITCandor's 2021 predictions Read more »
55 million gaming consoles will ship in 2021
Timing the release of a new console is the most strategic decision for the three suppliers. Read more »
Millions will stay working from home, even when the pandemic ends
In 2020 there was a mass movement of workers from offices to their homes, especially during the most restrictive lockdowns designed to slow the transmission of the Corona virus; Read more »
Governments and big business strengthen protection from mutating cyber crime
Towards the end of December Microsoft announced that it had discovered a major cyber attack, which had infected 40 government organizations, non-profit organizations, government contractors and IT companies (80% in the USA). Read more »
Taxation and recession will challenge the $10 billion supplier club
In 2020 there were five suppliers whose annual net income was above $10 billion (see my Figure in which I’ve included the year to the end of September 2020 values). Read more »
The rise of small business as an ITC buyer
Part of my research process is to collect information on and break the whole market by customer type (see my Figure above for my forecast). Read more »
IaaS will grow most, Peripherals least in 2021
My Figure shows annual growth and absolute spending forecasts for the largest ITC offerings in 2021 (here the bubble sizes also show the spending total). Read more »
Software will be the only category to see growth in 2021
In terms of the four categories, spending will decline in all areas apart from Software; even here the growth (1,7% to $1,2 trillion) will be far less than in 2020 (8.0%). Read more »
ITC spending will grow most in China, shrink most in the UK
ITC spending in China will grow the most (1% to $474 billion), the USA will remain the largest market ($2 trillion), but drop by 1.1%. The UK will drop the furthest (-4.0% to $275 billion) of the major markets. Read more »
The world market for IT and communications will fall 1% to $6.8 trillion
The OECD forecasts GDP growth at –4.2%in 2020, +4.2% in 2021and +3.7% and 2022. The ITC market in my forecasts most likely grew in 2020 by 0.4% and has proved vital in allowing individuals and companies keep in touch digitally at a time when social distancing was the norm. Read more »
The ITC industry takes strides to counter global warming
Massive storms, extensive flooding, forests burning for months, melting glaziers… there will be fewer people in 2021 who can deny the activities of a growing world population is a major cause. The ITC industry itself accounts for as much as 5% of carbon emissions (including manufacturing and distribution of hardware […] Read more »
ITCandor 2020 predictions – a self-assessment
Its time to make predictions for 2021; but before I need to appraise those made for this year – which proved to be one of the most disrupted due to the pandemic. As always, I’ve marked each between 1 and 10 based on their accuracy. No. My top 10 predictions […] Read more »
How the pandemic is changing the PC market
Some notes on the important role of PCs during the pandemic with market shares and forecasts Read more »
IBM Storage – advanced support container-based applications in its Q4 2020 announcements
A look at IBM Software announcements on October 27th 2020 Read more »