With TBR’s Devices market and competitive intelligence research, gain insights into interrelated ecosystems, including those of device vendors, platform providers, suppliers and technology partners across consumer and commercial spaces.
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Trends we’re watching in 2024:
- PC OEMs continue to await the ramping of the post-pandemic PC refresh cycle, anticipating low-single-digit market growth in 2024
- The introduction of AI PCs will impact the rate of commercial PC refresh in 2024
- Windows on ARM will gradually gain momentum in the near to long term as ARM-native Windows applications are developed and as Microsoft works to mitigate issues associated with backward compatibility
Devices Market Benchmark Research Report
TBR’s Devices benchmark research provides clients a comparison of vendor performance in a market, including analysis on vendor strategies, financial performance, go-to-market and resource management. The research graphically portrays comparisons of vendors by myriad metrics, calling out leaders, laggards and business models.
Although cloud providers have attempted to disrupt the cloud professional services industry and secure more share via emerging technologies, GSIs remain the industry leaders across segments. Partnering with these leaders has enabled cloud providers to capture opportunities in the market.
Device Market Landscape
Devices market landscape research includes analysis of an emerging or disruptive market segment or technology, including insight into how vendors and customers address the emerging technology as well as market sizing, vendor positioning, strategies, acquisitions, alliances and customer adoption trends.
DaaS and PC Services Market Landscape
Device Vendor Analysis
TBR’s Devices vendor reports, profiles and snapshots provide deep-dive analysis into a single vendor across corporate strategies, tactics, SWOT analysis, financials, go-to-market strategies and resource strategies.
While supply chain constraints were resolved in 4Q22, Apple expects to continue experiencing macroeconomic challenges in 1Q23 as well as an estimated negative 500-basis-point impact from foreign exchange headwinds. By segment, the company expects to see year-to-year decreases in Mac and iPad revenue and an increase in Services revenue. TBR estimates iPhone revenue will decrease by low-single digits year-to-year in 1Q23 as Apple expects iPhone revenue growth to improve, albeit marginally.
Acer Vendor Profile
Asus Vendor Profile
HPE Doubles Down on Edge-to-cloud Vision with Acquisition of Juniper Networks
On Jan. 9, 2024, HPE and Juniper announced they had entered a definitive agreement through which HPE intends to acquire Juniper Networks for approximately $14 billion in cash. The planned acquisition is expected to close in late 2024 or early 2025 should the agreement receive regulatory and Juniper shareholder approval. By acquiring Juniper, HPE’s networking capabilities, especially around AI-enabled networking, will be immediately bolstered. Naturally, the acquisition would also support HPE’s edge-to-cloud vision. Additionally, TBR predicts Juniper’s SaaS assets will be integrated into HPE’s GreenLake platform, which would strengthen GreenLake’s value proposition and expand the audience of enterprise customers.
One Lenovo: Creating a Cohesive Global Technology Solutions Company Begins with Unification
Lenovo Global Industry Analyst Conference (GIAC) 2023 was the first cross-business unit analyst event Lenovo has held since the start of the pandemic. The conference aimed to give analysts a view of the full breadth of Lenovo’s portfolio, the corporate identity weaving through the company’s various line-of-business (LOB) strategies, and the executives running the show from behind the scenes. Clear goals of the event were to drive market awareness of Lenovo’s capabilities, particularly around its Infrastructure Solutions Group (ISG) and Solutions and Services Group (SSG), and to contribute to the company’s multiyear efforts to reshape its brand image and be known as a wholistic technology solutions company.