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’?
Storage capacity shipments fall – the end of exponential growth?
Poor performance in the sales of raw data storage devices is contributing to the softness of the current ITC market; does this represent a temporary or permanent change in the storage market? Read more »
Softness in client device and raw storage sales creates challenges for IT spending in 2023
A look at the downturn in the ITC market in Q1 2023 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 »
My 360° insight into the $7.3 trillion post-pandemic ITC market
A multi-dimensional look at the worldwide IT and communications market 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 software market booms in 2021 – $1.4b revenue, 11% growth, 24% profitability
A summary of the market trends and shares of the worldwide software market from 2013 to 2021 Read more »
Storage systems 2021 – stable spending in a sea of change
The worldwide storage systems hardware market grew by just 2% in 2021 to reach $34.8 billion, which proved yet again that the success of these products has become increasingly unconnected with that of raw storage, which grew by 19% growth in the year. My Figure above shows total spending by […] Read more »
Server market grows 4% to $91 billion in 2021 – could have been more
A review of the server market in 2022 and look ahead to 2023 Read more »
The worldwide server market – hedged in by cloud, but still vital
The server market is vital for enterprise and SMEs, supporting vital workloads, but growth appears to have stalled. No doubt spending would be much higher if the self-built systems of the largest cloud computing weren’t continuing to eat up commercial workloads. Within the market the leading vendors – Dell EMC […] Read more »
PC sales rebound due to lockdown and home working
Why is the PC market resurging? Where is it going? 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 »
IP telephony surges in the politicised network market
Service Provider and Enterprise Networks have been extremely important during the pandemic; nevertheless most Telcos and organizations have been relying on those already installed to keep people, governments and businesses connected. In total the market grew by 1% to $187 billion in the year to the end of March, but […] Read more »
Gaming software sales grow 4% during lockdown
A look at the gaming console hardware and software market in Q1 2020 Read more »
Cloud services $246 billion and still growing at 25%
I look at the latest market developments for cloud computing (SaaS, IaaS and PaaS) Read more »