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MOBILE DEVICES SURGE Q1 AS CHINA LEADS THE WAY
By Martin Hingley I’ve been busy adjusting my mobile device model to accommodate the growth of new form factors – ‘Smart Wearables’ and ‘IoT Devices’. although they’re not yet shipping in multi...
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ITC SPENDING DOWN 5.5% IN Q2 2015
By Martin Hingley Q2 2015 WE’RE IN ANOTHER DOWNTURN After assessing the revenues of 150 separate ITC vendors and am sorry to report that their results continued to worsen. In fact the total market...
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Smart Phones Push the Q2 Client devices up by 4.6%
By Martin Hingley Last week we looked at enterprise hardware, so I thought it was time to look at client devices. This is a much larger market – worth $614b in the year to the end of June 2015. It grew...
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Q2 Client Device shipments grew less than revenue
By Martin Hingley Following our analysis of market shares for client devices by type last week, I wanted to share the shipment perspectives with you. This bulletin is designed for those of you who...
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BUSINESS SECTOR AND CONSUMER IT Q2 2015 SPENDING TRENDS
I think it’s a good time to look at the development of the IT market by customer size and type, which is an essential feature of ITCandor’s market model. It’s especially important to look at the...
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THE ITC MARKET FALLS 3.2% TO $1.6T IN Q3 2015
It’s not a great year for the IT and Communications market. In Q3 2015 et again we saw a fall in revenues – by 3.2% in the quarter to $1.6 trillion and in the year to the end of September of 4.4% to...
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Q3 2015 STORAGE SYSTEMS MARKET DOWN 15.2%
Those of you who are encouraged by the strength of the server market will be depressed to see that the storage systems market is down again – this time by 15.2% in the quarter to $6.8b and by 11.7% in...
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Radio Free Mobile Top 5 for 2016
Mobile Top 5 for 2016 CES likely to focus on dreams rather than reality The CES bandwagon kicks-off on 6th January and I suspect that autonomous transport, virtual reality and wearables will grab most...
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Samsung Q4 2015 Results – King of volume
Samsung Q4 2015 Results: Volume and scale remains essential for Samsung. Samsung reported disappointing Q4 15A results where I think that most of the slowness came from components rather than handsets....
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Mobile devices 2015 Results – 3% revenue growth, 6% unit decline
Mobile devices 2015 Results 3% revenue growth, 6% unit decline It took many vendors by surprise when users began to prefer their mobile phones to PCs for accessing and interacting with the Internet....
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MWC 2016 Day 2 – iPhone 5se
MWC 2016 Day 2 The 5se needs to be something very different but it is unlikely to. The fact the two companies that make almost all of the profit in the mobile handset industry continue to shun MWC has...
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PC Market 2015 Results – Revenue 3.8% Down
It’s been a long time since PCs were the driving force of our industry. Nevertheless they remain second only to smart phones in terms of revenues and a major ecosystem for application developers and...
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Samsung Q1 2016 Results
Samsung Q1 2016 Results: Semiconductors remain the real engine of growth. Samsung reported good results and I think that it is both handsets and semiconductors that have bolstered profitability....
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