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Research Nov 2024
... Access Insights Already a Gartner client? The NAND outlook is more complex now because AI storage demand remains robust, but consumer and PC demand has softened. In 2025, modest production bit growth of 15.5% will extend the shortage (now 3.1%), but lowers the revenue forecast, with revenue now set to ...

Analyst(s):   Joseph Unsworth
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Research Aug 2021
... This data reveals the relative mind share of your chosen technology areas, vendors and decision stages, through five quarters of end-user inquiry trends and topics by job, industry sector and peer group. Table of Contents List of Tables List of References Overview Gartner Recommended Reading Gartner Insig ...

Analyst(s):   Vanitha Dsilva
Research Dec 2024
... Access Insights Already a Gartner client? The widespread integration of new neural processing units (NPUs) in smartphones will enable higher-performing and more efficient AI and generative AI (GenAI) model inferencing. In 2025, an estimated 65% of premium smartphones sold will be able to run on-device ...

Analyst(s):   Ranjit Atwal
Research Apr 2021
... Access Insights Already a Gartner client? Optical transceivers are expected to grow at 14.3% in 2021 to reach $8.9 billion in 2021 from $7.8 billion in 2020. The transition from VCSELs based transceivers to silicon photonics in the high bandwidth interconnects drives up the growth of optical transceiv ...

Analyst(s):   Anushree Verma
Research Jan 2021
... Access Insights Already a Gartner client? In the 4Q20 NAND update, the oversupply is expected to be short-lived as demand from PCs and data centers and recovery in smartphone production fuels a shortage in 2H21. Stable prices starting in 2H21 are forecast to lift sales and profitability until a supply ...

Analyst(s):   Joseph Unsworth
Research Aug 2023
... Access Insights Already a Gartner client? The total worldwide end-user spending on database management systems is forecast to grow at a 16.8% compound annual growth rate (represented in constant U.S. dollar values) from 2022 through 2027, to reach $203.6 billion in current U.S. dollars by 2027. Overvie ...

Analyst(s):   Robin Schumacher
Research Jan 2024
... Access Insights Already a Gartner client? From 2024, widespread integration of new NPUs in PCs and updated NPUs in smartphones will enable more efficient AI and GenAI model inferencing. In 2025, an estimated 43% of PCs and 59% of premium smartphones sold will be able to run on-device AI/GenAI models a ...

Analyst(s):   Ranjit Atwal
Premium Research Apr 2022
... The attached slides compare more than 50 technology and service providers with overall average revenue growth of 13.7% YoY and an operating margin of 13.1% in 4Q21. Accenture, Infosys and Wipro grew significantly higher than average revenue growth and profitability among the extra-large providers. Ga ...

Analyst(s):   Hardeep Singh
Research Apr 2022
... Access Insights Already a Gartner client? The large data center category will have the highest growth in the forecast period with a compound annual growth rate of 3.4%. The number of data center and edge sites will increase to 3.5 million by 2024, despite a pause in facility expansion in 2020. Overview ...

Analyst(s):   Adrian O'Connell
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