IT in transition
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Transcript of IT in transition
IT in transitionSteve Brazier2 May 2013
Insight. Innovation. Impact.
Presentation downloadwww.canalys.com/download/also
Username: trendsPassword: visions
Available until: 31 May 2013
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
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fiscal results for Apple, Cisco, Dell, EMC, Google, HP, IBM, Intel, Lenovo, Microsoft, Oracle, Samsung, SAPLexmark has been replaced by Lenovo in the IT Titans Index; all historical information has been updated with Lenovo results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
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Q2 201
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Q3 201
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Q4 201
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Q1 201
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Q2 201
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Q3 201
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Q4 201
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Q1 201
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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
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Q4 201
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Q1 201
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23% 26% 17% 21% 28%
-9%-27%
-12%
3%
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
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Q1 201
3
9% 8%
3% 2% 1%
-0.2%
Q4 201
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Q1 201
2
Q2 201
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Q3 201
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Q1 201
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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
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%
FranceGer-manyChinaIndiaUKUSJapan
GDP growth
GDP growth rates by key economies
Source: Consensus Economics, April 2013
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 vendor Tablet PC vendor
Source: Canalys estimates, Tablet PC Analysis, February 2013
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?
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
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.
Apps replace people
Insight. Innovation. Impact.
Technology will become a lifestyle
Sports and fitnessMedical and wellness
Consumer electronics
Insight. Innovation. Impact.
Security
Insight. Innovation. Impact.
Data center transformationData center spending
People Equipment Shared
2012
2016
On-premises Managed Hosted Cloud
services
71% 12% 13% 3%
53% 19% 21% 7%
Source: Canalys estimates, February 2013
Insight. Innovation. Impact.
Consumer
Existing outsourced
apps
New
Criticalpain points
Insight. Innovation. Impact.
Data center
s
30%YOY
Consumer TV, social
Co-location
B2B, cloud
Share price
Profit?
Profit?
Bandwidth& power
Insight. Innovation. Impact.
AnalyticsAnalytics
Insight. Innovation. Impact.
An industry and channel in transition
IT in transitionSteve 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.