Just four titans share almost two thirds of global cloud infrastructure spend, with AWS and Microsoft dominant • The Register Forums

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America bucks global smartphone decline with help from Apple

Cupertino's 51% control is why NA market grew while the world shrunk, says Canalys

Brandon Vigliarolo Thu 19 May 2022 // 19:05 UTC

Smartphone markets the world over are in decline, but that news doesn't appear to have reached North America, where the market grew by 4 percent in the first quarter of 2022.
Tech market analytics firm Canalys reported that smartphone manufacturers shipped a total of 39m units in North America in Q1 2022, and most of it was driven by Apple, which saw 19 percent growth in Q1 to reach 51 percent of the smartphone market in the US, Canada and Mexico.
Apple may lead the quarter in terms of shipments and market share, but Google was the growth leader: It added 380 percent to its North American market share from Q1 2021 to Q1 2022. Still, that only brought it to 3 percent of the market, putting it in fifth place.

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Q1 cloud growth lifts AWS, Azure, and Google

34% jump shows smaller businesses are catching on and driving investment, says Canalys

Lindsay Clark Fri 29 Apr 2022 // 14:30 UTC

Sales of cloud infrastructure services are still expanding by roughly a third every quarter – despite the maturing market – and in Q1 they leaped 34 percent to hit $55.9 billion.
According to tech research firm Canalys, cloud spending was around $2 billion more than in the previous quarter and $14 billion more than in Q1 2021. The top three cloud service providers – AWS, Microsoft Azure, and Google Cloud – added 42 percent in sales collectively over the last year as their share of the market hit 62 percent.
Although it is more than 16 years since AWS launched as a commercial cloud service, base market growth seems unabated.

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Smartphone shipments expected to drop again for Q1 2022

Samsung, Apple gain market share while everyone else loses amid economic uncertainty

Brandon Vigliarolo Tue 19 Apr 2022 // 16:40 UTC

For the smartphone industry, the first quarter of 2022 is looking like a repeat of Q1 2020, in which economic uncertainty triggered by world events led to a double-digit shipment slump.
This time around, researchers at Canalys are projecting an 11 percent drop in shipments, rather than 13 percent, and the causes have shifted from being purely about COVID-19 to include the Russia-Ukraine war, rolling lockdowns in China, inflation, and the traditional dip due to slow seasonal demand.
Despite all those uncertainties, Canalys's Sanyam Chaurasia said Apple and Samsung "accelerated their growth by broadening device portfolios for 2022." The iPhone 13 continues to be in demand, Chaurasia said, as does the iPhone SE, while Samsung has lured customers with new A and S-series flagship devices.

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China’s cloud spend to more than triple in four years

25 per cent CAGR will see $87 billion a year spent by 2026, says Canalys

Laura Dobberstein Thu 24 Mar 2022 // 02:57 UTC

Mainland China's cloud infrastructure services market – covering both infrastructure as-a-service and platform as-a-service – is expected to grow to $84.7 billion by 2026, according to market analyst firm Canalys.
That amount reflects a five-year CAGR of 25 per cent from the $27.4 billion market the analyst firm counted in 2021, a year in which the market grew by 45 per cent from 2020's $18.9 billion.
The growth from 2020 to 2021 was mainly pandemic-induced – the rush to handle work from home, learn from home, ecommerce and online entertainment.

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Canalys: Foldable shipments could 'exceed 30 million by 2024'

Saviour of the premium Android smartphone?

Richard Speed Mon 14 Feb 2022 // 18:46 UTC

Canalys has peered into the channel crystal ball once again and forecast that foldable smartphone shipments will surpass 30 million by 2024.
To put that figure in context, last month the analyst confirmed that 363 million smartphones were shipped in Q4 2021, up just 1 per cent year-on-year, but for the whole of 2021 sales grew 7 per cent to 1.37 billion.
Foldables have relatively high price tags and with consumers (particularly Android fans) pondering why they should drop substantial amounts of cash on a smartphone, vendors have been looking for The Next Big Thing to tempt early adopters and buyers in the premium sector.

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Even desktops showed up on growth radar in global PC shipment stakes for 2021

341 million units sold last year, up 15%

Paul Kunert Wed 12 Jan 2022 // 15:31 UTC

The humble PC was one of the hottest selling tech items in 2021 with shipments into the channel jumping 15 per cent globally to 341 million amid a pandemic that continues to force people to work, study, and play at home.
The data, collated by Canalys, includes calendar Q4 sales of around 92 million units. The revenue generated by these shipped boxes is estimated at $70bn, itself up 11 per cent year-on-year as manufacturers juggled with tighter supply of components by prioritising production of higher margin tin.
"2021 was a watershed year in the history of the PC market, with the PCs place at the center of work, learning and leisure truly cemented," said Ishan Dutt, senior analyst at Canalys, in a statement.

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40 million meeting rooms are yet to get video gadgets

Analyst warns that if upgrades frustrate, users might just give phone conferences a comeback

Laura Dobberstein Wed 17 Nov 2021 // 04:31 UTC

If the new normal for workplaces fails to facilitate proper human collaboration, employees may fall back to old and outdated tech, according to chief analyst Matthew Ball at the Canalys Forums APAC 2021 on Tuesday.
"We have taken a digital leap forward over the last 18 months, since the pandemic, which has allowed us to thrive," explained Ball. He claimed this digital leap has led to new issues, the biggest of which is a new expectation of immediacy. He described the scenario:

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Windows what? PC makers have bigger things on their minds

Remember those days when OSes were the be-all and end-all?

Paul Kunert Fri 8 Oct 2021 // 08:32 UTC

Canalys Forums With minds fixed on PC shortages and the next looming round of price hikes, there was nary a mention of Microsoft's freshly laid OS by the biggest vendors and resellers at this year's Canalys Forums EMEA 2021 gabfest.
Windows 11 was unleashed on the world this week to a mixed reaction, with internal improvement overshadowed by weighty system requirements. Yet in years gone by, a new OS was celebrated as a potential sales extravaganza.
At the conference, senior execs from the three biggest PC makers – Lenovo, HP and Dell – took to the virtual stage and not one of them talked about Windows 11. Their focus instead was logistics, product availability and the like.

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Ready, player anyone? China's gaming ban left cloud providers looking for someone to play with

Canalys CEO reckons up to 30 per cent of big Chinese clouds' infrastructure is under-used, new datacentre builds deferred

Simon Sharwood, APAC Editor Wed 17 Nov 2021 // 03:35 UTC

China's decision to limit minors to three hours of gaming each week has proven problematic for the nation's clouds, which find themselves with unused capacity.
So said Steve Brazier, CEO of channel-centric analyst firm Canalys, at the company's Asia-Pacific Forum
"25 to 30 per cent of Chinese cloud capacity was for gaming," Brazier said. Chinese clouds like Alibaba are now trying to figure out what to do with that capacity. Some have even deferred datacentre builds as a result, Brazier said.

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Everyone who wants a smartphone for Chrimbo will get one, but in the real world things are somewhat different

Global handset market slips in Q3 on sliding chipset availability, says Canalys

Paul Kunert Fri 15 Oct 2021 // 18:45 UTC

Crippling component shortages caused smartphone shipments to dip in calendar Q3, though it was the also-rans, vendors outside of the top five biggest brands with the lowest economies of scale, that suffered most.
Preliminary results from Canalys show the market declined 6 per cent year-on-year. The analyst was not yet ready to make public the absolute shipment figures but a year ago sales into the channel were 348 million, so they look 20.9 million units lighter.
"The chipset famine has truly arrived," said Ben Stanton, principal analyst. "On the supply side, chipset manufacturers are increasing prices to disincentivize over-ordering, in an attempt to close the gap between supply and demand. But despite this, shortages will last until well into 2022."

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