Each year Martin Hingley of IT Candor makes a set of
predictions for the IT and Communications (ITC) industry and this marks his 10th
set of annual predictions.
Most hardware sub-markets will decline in 2019 (see image 1).
Only processors and solid state disk (NAND and DRAM) will see significant
growth, while the mobile device market will also grow (just). We have to turn
to smaller sub-segments of these classes to pick out the real winners in the
year. In particular:
5G wireless networking will begin to be rolled out after a
number of important trials run mainly in conjunction with Huawei. Sales of
associated wireless cards (for computing and IoT devices) and base stations
will help make up for the decline in other networking equipment to create a
relatively level market in comparison with 2018.
SD WAN implementations will continue to grow, which will
also contribute to the network equipment market.
NVMe over Fabric is an important new direction for the
storage market, based on NVMe solid state drives which are built to communicate
with processors at a much higher rate than older protocols such as SAS and
SATA. In 2019 we will see a growth in SAN storage as a result of NVMe being
applied to Fibre Channel and Ethernet. In turn this will bolster the overall
storage systems, server and infrastructure software markets in the year.
Beyond hardware I expect IaaS and PaaS cloud services,
security software and services (especially MDR) and systems management software
to help drive their respective categories – see image 2 for a comparison of
each of these below.