... Access Insights Already a Gartner client? Gartner’s 3Q21 communications services forecast covers fixed and mobile services for enterprise and consumer segments. This update features refreshed exchange rates, as well as minor adjustments to country data. Underlying assumptions are unchanged from the 2Q21 ...
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... Access Insights Already a Gartner client? With logic players responding to the drop in demand for consumer electronics and memory manufacturers becoming conservative due to significant oversupply and revenue drop, semiconductor capital expenditure is expected to decline by 22.1% to reach $137.1 billion ...
... Generative AI restructures how work is done for rich content such as text and graphics, which will lead to major shifts in what IT services are asked to do and how they will accomplish it. Service providers must pursue what GenAI enables and experiment with pricing and operating shifts. Overview Strategic ...
... Access Insights Already a Gartner client? Differentiating between different providers and their products is challenging for buyers when providers’ messaging is not aligned to buyers’ needs and what they care about. Technology and service providers can take four steps to differentiate their product and ...
... Chinese designs will each create about $40 billion of extra semiconductor revenue through 2027. The U.S. government and its allies will make it difficult for Chinese OEMs to import advanced semiconductor chips, but it will eventually enhance China’s local chip supply capability. Table of Contents List of Tables ...
... Access Insights Already a Gartner client? Owing to a higher than expected demand for AI-related advanced node wafers and packaging, 2025 foundry revenue is forecast at $157.3 billion, representing a 14.3% growth from 2024. Foundry capacity, capex, shipments and utilization rates are all trending upward ...
... 81.8 billion by 2025. This increase reflects expected positive growth in data center Ethernet switch demand to support cloud and edge infrastructures for digital requirements. Overview Forecast Data Summary Forecast Model Summary Influencing Factors and Assumptions Gartner Recommended Reading Gartner Insights ...
... Access Insights Already a Gartner client? AI agent management platforms will replace traditional automation tools by unifying multiagent systems for security. Cybersecurity leaders must shift from isolated tools to integrated control planes or risk obsolescence in autonomous operations. Overview Analysis ...
... Optical transceivers revenue within data centers are expected to grow at 11.1% CAGR to reach $10.5Bn in 2024 from 2019. This is driven by the need for high bandwidth interconnects, greater scalability and performance leading to technology transition from VCSELs based transceivers to silicon photonics ...