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’?
ITC regional and category forecasts – the small growth of a massive, but disaggregating, market
Top level ITCandor's 2023 sizing and 2024-25 forecast for the ITC industry, discussing regions, categories and vendors. Read more »
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 »
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 »
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 »
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 »
Mobile devices and international politics
A look at the annual changes and future challenges of the mobile device and smart phone market 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 »
ITC and the pandemic – how ‘digital’ helps when ‘physical’ interactions are limited
A look at changes in ITC spending by category in Q2 2020 as the COVID-19 pandemic surged 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 »
IBM Launches the z15 and LinuxONE III
I look at the z15 at launch Read more »