Canalys

This edition of Canalys Bulletin unveils exciting trends shaping the tech landscape. ?? IT spending is set to skyrocket by 8.3% in 2025, reaching a staggering US$5.44 trillion. Partner-delivered IT will dominate, accounting for 70% of the market. ? ?? AI-capable PCs are making significant strides, with shipments reaching 13.3 million units in Q3 2024.? ? ?? Cloud spending continues its upward trajectory, surging 21% year-on-year to US$82 billion. Top cloud providers like Amazon Web Services (AWS), Microsoft Azure and Google Cloud are fueling growth with their AI offerings and strategic investments. ? ?? The smart personal audio market is experiencing a resurgence, with shipments increasing 15% year-on-year. India emerges as a key growth driver, while open-form factor devices and ANC features gain popularity. ? ?? Tablet shipments are on the rise, driven by back-to-school demand, holiday inventory buildup and business IT spending.? ? The federal market in the US is poised for transformation, with a shift toward services-focused partners and an?increased focus on AI and cybersecurity. ? ?? Canalys recognizes four vendors as Champions in the 2024 RMM and PSA Leadership Matrix: ConnectWise, HaloPSA, N-able, and NinjaOne. ? ?? Regional market reports highlight diverse trends: Africa's smartphone expansion slows, Chinese-owned brands dominate passenger vehicle exports, the Middle East smartphone market faces headwinds, Latin America sees growth, Southeast Asia's smartphone market surges and the US federal market undergoes significant changes. ? Key analyst takeaways on: ● Complex vendor ecosystems ● Cisco's Channel Program Revamp ● Apple's dominance among young consumers ● Growth of the recorded music industry For deeper insights and expert analysis, explore the full newsletter. #channel #ecosystem #AIPC #technewsletter #federalmarket #PC #smartphone #tablet #smartpersonalaudio #TWS #OWS #cloud #channelpartner #RMM #PSA #AI

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Defying economic headwinds, Canalys forecasts an 8.3% worldwide IT spending surge in 2025, with partner-delivered IT driving 70% of the market's transformative growth. ? Key highlights for 2025 include: ? ? worldwide IT spending to expand 8.3% to US$5.44 trillion ? partner-delivered IT to account for 70% of the market ? North America leading with 10.2% growth ? strategic focus on AI infrastructure, cybersecurity and managed services ? emerging opportunities in edge computing and AI adoption ? The report underscores a critical transition from operational efficiency to strategic AI integration across business functions. Partners will play a pivotal role in driving technology investments, particularly in cybersecurity, software and transformative IT services. Read the full blog: https://lnkd.in/gCDi5Wcx Matthew Ball #channel #ITspending #AI #cybersecurity #managedservices #services

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Africa's smartphone market?grew by 3% year on year in Q3 2024, reaching 18.4 million units, reflecting resilience amid a complex economic landscape. While stabilizing currencies and easing price pressures have provided relief in certain regions, the future of Africa's smartphone market hinges on the ability of governments and vendors to tackle these structural hurdles. Canalys projects a cautious 1% growth in smartphone shipments for 2025, emphasizing the need for sustained efforts to unlock the market’s potential. Egypt led Africa’s smartphone market with an impressive double-digit 34% growth for the third consecutive quarter, strengthening its position as the region’s fastest-recovering market. In contrast, Nigeria, the continent’s second-largest market by volume, recorded a modest 1% growth. Read the full report: https://lnkd.in/gE4r7xQU Manish Pravinkumar Sanyam Chaurasia Runar Bjorhovde Nicole Peng 刘艺璇（Amber LIU）Lucas Zhong Toby Zhu Chiew Le Xuan Sheng Win Chow Miguel Angel P. Omdia #Africa #Transsion #Samsung #Xiaomi #realme #OPPO #HONOR

Partners deliver 73% of all IT deals and can add value throughout all stages of the?customer lifecycle ? In a vendor partner program, recognition across the customer lifecycle — before, during and after the transaction — is now twice as valuable as pre-sales or marketing support, and three times as important as enablement programs. ? Partners are embracing new roles, charging for services like consulting, design, implementation and long-term managed services. Surprisingly, 44% are now co-developing and innovating products, becoming ISVs or IHVs themselves! ? Canalys Chief analyst Jay McBain says, “The partner ecosystem model isn’t just a nice-to-have — it’s essential.” Read his full report - https://lnkd.in/gXEMYPvZ #Channel #Channelpartner #partnerecosystem #buyerjourney #IT

Chinese-owned brands’ passenger vehicle exports expected to reach 4.5 million in 2024 Passenger vehicle exports by Chinese-owned brands?will reach 2.5 million units in the second half of 2024, resulting in a total of 4.5 million units for full-year 2024, which translates to a growth rate of 29%. The European Union’s tariffs and falling EV demand are slowing the growth of Chinese battery electric vehicle (BEV) exports to 9% (860,000 units). As a result, the share of BEV exports will fall from 22.5% in 2023 to 19.0% in 2024. The share of plug-in hybrid and hybrid electric vehicle (PHEV and HEV) exports will exceed 10% for the first time in three years, reaching 310,000 and 240,000 units, respectively. Latin America and Europe are the key regions driving the export growth of PHEVs and HEVs by Chinese brands. Despite rapid growth in export volumes, Chinese OEMs continue to face various uncertainties in the global market. For several OEMs, weak channel and product localization capabilities have led to significant disparities in sales performance and inventory levels across overseas markets. Read the full report: https://lnkd.in/gwVpCKsp Jason Low Alvin Liu Nicole Peng Omdia WardsAuto #Auto #China #OEM #Automotive #EVmarket #europe

Global cloud spending surged 21% in Q3 2024? The global spending on?cloud infrastructure services reached US$82.0 billion. Customer investment in the hyperscalers’ AI offerings fueled growth, prompting leading cloud vendors to escalate their investments in AI. Top three cloud vendors – Amazon Web Services (AWS), Microsoft Azure and Google Cloud – remained stable from the previous quarter, with these providers together accounting for 64% of total expenditure. Total combined spending with these three providers grew by 26% year on year, and all three reported sequential growth. Market leader #AWS maintained a year-on-year growth rate of 19%, consistent with the previous quarter. But it was outpaced by both #Microsoft, with 33% growth, and #Google Cloud, with 36% growth. In actual dollar terms, however, AWS outgrew both Microsoft and Google Cloud, increasing sales by almost US$4.4 billion on the previous year. Analyst quotes: “Continued substantial expenditure will present new challenges, requiring cloud vendors to carefully balance their investments in AI with the cost discipline needed to fund these initiatives,” said Rachel Brindley, Senior Director at Canalys. “As the AI foundational models mature, cloud providers are focused on leveraging their enhanced capabilities to empower a broader range of core products and services. By integrating these advanced models into their existing offerings, they aim to enhance functionality, improve performance and increase user engagement across their platforms, thereby unlocking new revenue streams,” said Yi Zhang, Analyst at Canalys. Read the full report: https://lnkd.in/gFzVz4aM #Cloud #Infrastructure #AWS #Azure #GCP #AI #CloudAI