... Access Insights Already a Gartner client? WFE revenue will decline by 8.9% in 2020 as the COVID-19 crisis drives the global economy into recession. Demand for leading edge logic capacity buoyed up the first quarter revenue, but for the rest of 2020, upside potential is limited while downside risk is c ...
Analyst(s): Gaurav Gupta | Bob Johnson
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... This presentation provides technology and service providers with an analysis of year-over-year revenue growth and operating margins of over 50 representative public IT services providers. The growth of the vendors covered ranged from -45.0% to 54.1%, and the margins ranged from -31.9% to 44.3%. Gartn ...
... Access Insights Already a Gartner client? 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 VCSEL ...
... Access Insights Already a Gartner client? Semiconductor capex will grow 22.2% to $185.3 billion in 2022, following 37.5% growth in 2021. Growth reflects leading-edge logic players and foundries investing in advanced-node technology transition and in legacy nodes due to chip shortages, and memory playe ...
... As applications like 5G, AI, HPC, metaverse, electric vehicles and autonomous things proliferate, global demand for semiconductors will expand, providing a strong growth opportunity to chip companies in this decade. The attached presentation evaluates alternate scenarios for chip revenue in 2030. Gar ...
... Access Insights Already a Gartner client? Gartner’s 4Q20 communications services forecast covers fixed and mobile services for enterprise and consumer segments. This update features refreshed exchange rates. Underlying assumptions are unchanged from the 3Q20 update. Table of Contents List of Tables Overv ...
... This data reveals the relative mind share of many IT services issues, vendors and decision stages, showing five quarters of end-user inquiry trends by job role, industry sector and peer group. Table of Contents List of Tables List of Figures List of References Overview Gartner Recommended Reading Gartner I ...
... Access Insights Already a Gartner client? Nonvisual sensing technologies are the critical capabilities of creating differentiated user experiences for wearable devices. The vendors profiled here provide audio, touch and haptic solutions with a high degree of design flexibility that will drive wearable ...
... Access Insights Already a Gartner client? WFE revenue will increase by 13.9% in 2020 as foundries have invested heavily in leading edge logic, and domestic Chinese memory companies have ramped up their initial production. Logic spending will level off in 2021, but that will be made up by a return to i ...