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The Server Market Booms, And It Could Last For A While
“Datacenters certainly came to the fourth quarter of last year hungry, and according to the latest statistics from IDC, they consumed 2.84 million units of iron, a 10.8 percent increase over the prior year’s final quarter. Thanks to IBM’s big bump up with System z14 mainframe sales and to a general trend of buying beefier boxes for hefty machine learning, analytics, and HPC workloads (admittedly but a slice of the server shipment pie), revenues for those servers shipped rose by 26.4 percent to $20.65 billion. This is the first time ever that server sales broke through the $20 billion barrier, and after IDC finishes restating its ODM server revenues for the first quarter of 2017, it is likely that it will report revised sales for all of 2017 to kiss $67 billion. Over that same period, Intel’s Data Center Group will account for $19.1 billion in sales and $8.4 billion in operating profit, just to give you a sense of the chip giant’s slice of the pie. If you are generous and assume that there is a 10 percent operating margin on servers – and that is because big iron NUMA machines and mainframes bring up the class average bigtime even as the ODMs do maybe 5 points of profit at best – that is a potential operating profit for the server industry of around $7 billion. If that is close to reality, then Intel will have around 27 percent of server revenues passed back to it by its OEM and ODM partners as a cost for compoents. If you add Intel’s profit to the server industry’s aggregate profit, and then add in the profit for memory and flash makers, Intel could account for 40 percent of the profit and as much as 50 percent back when memory and flash cost half as much as it did a year ago.”
hardware  idc  chips  Marketsizing  intel  shipments  servers 
march 2018 by cote
How smart speakers stole the show from smartphones
"In the first nine months of 2017, 17.1m smart speakers shipped worldwide, according to Canalys’s data, but a further 16.1m were shipped in the last quarter of the year driven by Christmas present sales.... The trend towards smart speakers becoming mainstream is expected to continue. Canalys is forecasting 70% year-on-year growth with shipments reaching over 56m units this year."
alexa  shipments  marketsize  voice 
january 2018 by cote
More device shipment chartage from The Economist/Gartner today [previewing the Windows 10 release](From The Economist Espresso: Restart: Microsoft’s new operating system I love their new, daily Espresso app.
devices  marketshare  Gartner  charts  windows  ios  android  shipments  via:ifttt  from:tumblr  tumblr:photo  photo 
january 2015 by cote
PC Sales May Climb, Thanks to Businesses
I’m guessing from the article it’s from Gartner: Google’s Chromebooks – manufactured by Samsung, Lenovo, Hewlett-Packard and Acer – topped 2.1 million unit sales in 2013 and are expected to climb to 11 million annually by 2019.
via:ifttt  from:tumblr  chromebooks  estimates  shipments  numbers  laptops  link  tumblr:link 
april 2014 by cote
Smartphones, tablets to overtake PCs in the next 18 months
Little wonder people are so excited about mobile app development, it's looking like it'll be the new computing platform: "IDC said worldwide shipments this year of app-enabled devices, which include smartphones and media tablets, such as the iPad, will reach 284 million. In 2011, makers will ship 377 million of these devices, and in 2012, the number will reach 462 million shipments, exceeding PC shipments. One shipment equals one device. For PCs, IDC is forecasting 356 million PC shipments this year, and 402 million in 2011. In 2012, there will be 448 million PC shipments." Also, summary of IDC's cloud (private and public) spending forcasts.
mobile  numbers  IDC  smartphones  PCs  shipments  sales  cloud  forcasts  cloudcases 
december 2010 by cote

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