IT spending will hit US$6.3 trillion by 2027
Worldwide PC shipments rose 1% annually in Q3 2024
“Although growth in Q3 was modest, the PC market recovery is now well underway with a number of positive signals indicating stronger performance in the coming quarters,” said Canalys Principal Analyst Ishan Dutt .
Global smartphone shipments grew 5% year on year in Q3 2024
According to Canalys research, global smartphone shipments grew 5% year on year in Q3 2024, reaching 309.9 million units, the strongest Q3 performance since 2021.
This surge was fueled by aggressive launches from smartphone brands offering refreshed portfolios with strong value propositions, encouraging upgrade numbers amid a favorable refresh cycle and robust consumer sentiment.
“Intense competition in the low-end market has persisted, despite a strong first half of 2024 buoyed by robust consumer demand and favorable economic conditions,” said Canalys Senior Analyst 朱嘉弢 .
“Emerging markets, such as Southeast Asia and Latin America, have outperformed the overall market, driven by increased price competition and channel incentives in the entry-level segment,” said Canalys Analyst Chiew Le Xuan
Read the full report and vendor commentary - https://www.canalys.com/newsroom/worldwide-smartphone-market-Q3-2024
Canalys Strategy Spotlight:
Qualcomm’s automotive AI revolution
Qualcomm's latest Snapdragon Cockpit Elite and Ride Elite SoCs are transforming automotive computing, using advanced AI to support real-time processing, customization and a future-proofed driving experience.
With a strategic focus on scalable, adaptable solutions, Qualcomm is addressing customization demands among Chinese automakers, while collaborating with brands like Mercedes-Benz AG and 谷歌 to enhance consumer appeal.
At the #SnapdragonSummit2024, Qualcomm’s Oryon-powered processors, coupled with their strong digital cockpit market share in China (67% in H1 2024 according to Canalys research), make them well-positioned to lead the digital transformation of automotive.
“As competitors emphasize customizability and energy efficiency, Qualcomm must fortify alliances with Tier-1 suppliers and monitor tech developments to remain competitive," said Canalys Principal Analyst 刘健森 .
Qualcomm's balanced approach in the global and China-specific markets is proving valuable as it works to shape the future of automotive AI with innovative, sustainable solutions.
Read the full report: https://canalys.com/insights/qualcomm-snapdragon-elite-automotive-socs
Leveraging the power of Google AI on Chromebooks
The future of the x86 ecosystem in the automotive industry
The following report delves into the pivotal collaboration between 英特尔 and AMD in the x86 ecosystem advisory group and highlights the significance of x86 systems in meeting emerging industry needs, particularly in automotive digital cockpits. It emphasizes the need for increased focus on the automotive sector by Intel, AMD and the advisory group to drive innovation, address challenges, and leverage x86 architectures to meet the evolving demands of smart and connected vehicles.
Read the full report: https://canalys.com/insights/role-of-x86-ecosystem-advisory-group-in-automotive
Regional market reports
Indian smartphone shipments grew 9% in Q3 2024 despite a slow start to the festive season
Mainland China's smartphone market grows 4% in Q3 2024
Canalys predicts the Indian EV industry will reach an inflecting point in the next two years
Outlook for the 2024 Indian smart personal audio market
Outlook for the 2024 Indian wearable band market
Canalys and OMDIA at GITEX 2024
GITEX 2024 kicked off with deep dives into the Middle East’s rapid tech adoption, particularly in AI and sustainable development. Senior analysts Amber LIU Manish Pravinkumar and Sanyam Chaurasia present key megatrends shaping the Middle East consumer technology in our latest report.
GITEX analyst key takeaways:
Canalys Forum EMEA 2024 - Berlin
Our EMEA forum showcased the region's tech ambitions, with a strong focus on sustainable strategies, digital transformation and the growing role of AI in business. Catch up on the sessions and insights here:
Seven bold predictions from Canalys analysts at #CanalysForums2024 - Berlin.
By 2027:
?? IT spending will hit US$6.3 trillion
?? Intel Corporation will separate its foundry business
?? Expect over 20,000 humanoid robots in the global labor force
?? Biotechnology will be the fastest-growing segment (outpacing the tech sector)
?? Hyperscalers will deploy more in-house silicon than externally bought GPUs
?? A new top-five CSP will emerge, coming out from the GPU-aaS space following the lack of growth in crypto
?? EU regulators will cap total data center electricity consumption at 5% (of grid) as society becomes more power-hungry
76% of the EMEA tech industry relies on the channel for business
Canalys Chief Analyst Jay McBain joined via video to deliver a data-rich presentation at the #CanalysForums2024 Berlin!
"Cybersecurity has become ‘boring’, but it remains ever important and continues to be crucial to growth in the channel" - Matthew Ball .
Canalys Chief Analyst Matthew Ball highlights the ransomware crisis, as ransomware attacks rise by 52%.
Canalys Principal ESG Analyst Elsa Jasmine Nightingale calls out the ESG crisis - we cannot ignore it in the AI era.
The channel has reason to be positive after a challenging business period. Canalys Chief Analyst Alastair Edwards laid out some of the opportunities in his opening keynote at the Canalys Forums EMEA 2024.
Robin Ody , Principal Analyst at Canalys, highlights the urgent need for skilled cybersecurity professionals.
Canalys Forum EMEA 2024 highlights:
Canalys Forum North America 2024 - Miami
The second edition of Canalys Forum North America in Miami was a remarkable gathering of tech leaders sharing strategic insights and driving key conversations on industry challenges and solutions. A quick recap of the sessions and insights here:
More bold predictions from Canalys analysts at #CanalysForums2024 North America -
By 2027:
?? Over 95% of distributors will struggle to secure funding in the AI era
?? Intel will cease to exist in its current form
?? IT spending will hit US$6.3 trillion
?? Half of all global edge services revenue will be AI-augmented
?? Channel partners will outsource between five and seven of their current services to partners (or vendors)
?? With NVIDIA set to join the PC CPU market, Arm-based processors will account for one in four laptops shipped
By 2028 Enterprise Edge Services projected to reach US$283 billion
Rachel Brindley, Senior Director Channels at Canalys, shares fresh insights on day two of #CanalysForums2024 North America.
61% of partners see little or no shift from POC to production for GenAI projects
Canalys Analyst Peter Bryant in his quick keynote shares:
Value-added services are no longer optional - customers need strategic guidance
Power-packed insights from the Canalys analyst panel with Peter Bryant , Lisa L. and Ishan Dutt , hosted by Steven Kiernan , at the #CanalysForums2024 North America! Here are some key takeaways from the session.
?? When Telcos dream of becoming TechCos, who holds the key to transformation?
Powerful insights from Evan Kirchheimer , Chief Research Officer, Omdia , at Canalys Forum North America.
"The biggest risk to partners is the vendors they recommend to customers." - Matthew Ball
Key insights from Canalys Chief Analyst Matthew Ball on the North American cybersecurity market.
Lisa Lawson at #CanalysForum2024 North America: we are predicting partner-driven SaaS companies will grow 50% over the next decade.
SaaS growth is outpacing general IT service growth. Partner-delivered SaaS applications will be more than 50%.
Read the key insights from Canalys Senior Analyst Lisa Lawson's keynote.
A ChatGPT query uses 866% the electricity of a Google search - and the power grid will struggle to keep up
Canalys Principal ESG Analyst Elsa Jasmine Nightingale shares some hard truths on the sustainability challenges in the tech industry.
The channel is not just evolving - it is revolutionizing.
A powerful reality check from Canalys Chief Analyst Jay McBain -
Services are outgrowing hardware and software. Partners are growing faster than their vendors.
??73% of tech business flows through, to or with channel partners.
??Channel relevance shows up in the first 28 moments of EVERY sale.
Discover more insights and takeaways from Jay's keynotes:
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