it in transition steve brazier 2 may 2013 insight. innovation. impact. presentation download ...
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IT in transition
Steve Brazier2 May 2013
Insight. Innovation. Impact.
Presentation downloadwww.canalys.com/download/also
Username: trendsPassword: visions
Available until: 31 May 2013
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Insight. Innovation. Impact.
The industry has transformed
Win-dows64%
Others36%
Win-dows25%
Others
75%
PCs worldwide2013: 478 million units
Smart devices worldwide 2013: 1.4 billion units
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Insight. Innovation. Impact.
Q1 2013 produces another steady quarter
Source: Latest reported fiscal results for Apple, Cisco, Dell, EMC, Google, HP, IBM, Intel, Lenovo, Microsoft, Oracle, Samsung, SAPLexmark has been replaced by Lenovo in the IT Titans Index; all historical information has been updated with Lenovo results
Q1 201
1
Q2 201
1
Q3 201
1
Q4 201
1
Q1 201
2
Q2 201
2
Q3 201
2
Q4 201
2
Q1 201
3
6%
19%
12%
6%
14%18%
24%
16%
4%
Market capitalization
Net income growth
Q1 201
1
Q2 201
1
Q3 201
1
Q4 201
1
Q1 201
2
Q2 201
2
Q3 201
2
Q4 201
2
Q1 201
3
16% 15%14% 15%
13%
8% 8% 7% 7%
Net revenue growth
Year-on-year growth
Canalys IT Titans Index
Q1 201
1
Q2 201
1
Q3 201
1
Q4 201
1
Q1 201
2
Q2 201
2
Q3 201
2
Q4 201
2
Q1 201
3
23% 26%17% 21%
28%
-9%
-27%
-12%
3%
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Insight. Innovation. Impact.
But virtually all the growth is in AsiaCanalys IT Titans Index
Revenue growth by region
Q4 201
1
Q1 201
2
Q2 201
2
Q3 201
2
Q4 201
2
Q1 201
3
16%20%
11%12%15%
21%
Q4 201
1
Q1 201
2
Q2 201
2
Q3 201
2
Q4 201
2
Q1 201
3
9% 8%
3% 2% 1%
-0.2%
Q4 201
1
Q1 201
2
Q2 201
2
Q3 201
2
Q1 201
2
Q1 201
3
16%10%10% 9%
6%
-1%
Europe, Middle East & Africa
Americas
Asia Pacific
Source: Vendor financial reports and Canalys estimates, April 2013Lexmark has been replaced by Lenovo in the IT Titans Index; all historical information has been updated with Lenovo results
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Insight. Innovation. Impact.
Most predict better economies in second half
Q1 2012
Q2 2012
Q3 2012
Q4 2012
Q1 2013
Q2 2013
Q3 2013
Q4 2013
Q1 2014
Q2 2014
Q3 2014
Q4 2014
-2%
-1%
0%
1%
2%
3%
4%
5%
6%
7%
8%
9%
10%
France
Ger-many
China
India
UK
US
Japan
GDP growth
GDP growth rates by key economies
Source: Consensus Economics, April 2013
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Insight. Innovation. Impact.
Android38.9%
Apple60.3%
Microsoft0.8%
Tablets in DenmarkQ4 2011: 138,000 unitsQ4 2012: 235,000 units
Growth: 70%
Expect Android to lead by year-end
Apple60.3%
Sam-sung
23.1%
Google6.0%
Others10.6%
OS vendorTablet PC vendor
Source: Canalys estimates, Tablet PC Analysis, February 2013
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Insight. Innovation. Impact.
Partners that transform effectively will profit
One of the best years
ever
A strong, healthy year
A good year in difficult circum-stances
A real struggle;
profits were thin
2012 meant gloom and losses for channel partners
0%
10%
20%
30%
40%
50%
Percentage ofrespondents
Source: Candefero quick poll, 292 respondents, January 2013
What was your impression of overall channel profitability in
2012?
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Insight. Innovation. Impact.
Three Chinese vendors in global top five
APAC49.7%
EMEA23.8%
North America20.5%
Latin America6.0%
Sam-sung
29.0%
Apple22.1%
ZTE4.7%
Lenovo4.4%
Sony4.0%
Others30.5%
Worldwide smart phone shipments
Q4 2011: 158.5 million unitsQ4 2012: 216.5 million units
Growth 36.6%Top smart phone
vendors Regions
Huawei5.3%
Source: Canalys estimates, Smart Phone Analysis, February 2013
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Insight. Innovation. Impact.
Low prices accelerating technology adoption
‘Prosumers’ ‘Confessionals’Only a small proportion could afford the latest and highest
featured technology.Most have access to it, and want to use it for work, with or without
the knowledge of employers.
2000 to 2010… Now…
Now is the time for CTOs to know what technology their employees are using and implement solutions to address
critical issues.
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Apps replace people
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Insight. Innovation. Impact.
Technology will become a lifestyle
Sports and fitness
Medical and wellness
Consumer electronics
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Insight. Innovation. Impact.
Security
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Insight. Innovation. Impact.
Data center transformationData center spending
People Equipment Shared
2012
2016
On-premises
Managed HostedCloud
services
71% 12% 13% 3%
53% 19% 21% 7%
Source: Canalys estimates, February 2013
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Insight. Innovation. Impact.
Consumer
Existing outsourced
apps
New
Criticalpain points
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Insight. Innovation. Impact.
Data center
s
30%YOY
Consumer TV, social
Co-location
B2B, cloud
Share price
Profit?
Profit?
Bandwidth& power
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Insight. Innovation. Impact.
AnalyticsAnalytics
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Insight. Innovation. Impact.
An industry and channel in transition
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IT in transition
Steve Brazier2 May 2013
Insight. Innovation. Impact.
Presentation downloadwww.canalys.com/download/also
Username: trendsPassword: visions
Available until: 31 May 2013
![Page 19: IT in transition Steve Brazier 2 May 2013 Insight. Innovation. Impact. Presentation download Username: trends Password: visions](https://reader035.vdocuments.mx/reader035/viewer/2022062620/551b128e5503462e578b5ba3/html5/thumbnails/19.jpg)
Americas: Suite 316, 855 El Camino Real, Palo Alto, CA 94301, US | tel: +1 650 681 4488
APAC: 2532 Wheelock Square, 1717 Nanjing West Road, Jing An District, Shanghai, China, 200040 | tel: +86 21 6157 5113
APAC: 1 Robinson Road, AIA Tower, #14-02, Singapore 048542 | tel: +65 6671 9399
EMEA: Diddenham Court, Lambwood Hill, Grazeley, Reading RG7 1JQ, UK | tel: +44 118 984 0520
e-mail: [email protected] | web: www.canalys.com
The written content of this document represents our interpretation and analysis of information generally available to the public or released by responsible individuals in the subject companies, but is not guaranteed as to accuracy or completeness. It does not contain information provided to us in confidence by the industry. Market data contained in this document represents Canalys’ best estimates based on the information available to it at the time of publication.
Canalys has a liberal policy with regard to the re-use of information that it provides to its clients, whether within reports, databases, presentations,e-mails or any other format. A client may circulate Canalys information to colleagues within his or her organization worldwide, including wholly-owned subsidiaries, but not to a third party. For the avoidance of doubt, sharing of information is not permitted with organizations that are associated with the client by a joint venture, investment or common shareholding. If you wish to share information with the press or use any information in a public forum then you must receive prior explicit written approval from Canalys.
Insight. Innovation. Impact.