According to a new forecast from the International Data Corporation (IDC) Worldwide Quarterly Personal Computing Device Tracker, worldwide shipments of PCs are expected to grow 14.2% to 347 million units in 2021. This is down from IDC's May forecast of 18% growth with continued supply chain and logistical challenges cited as the main reasons. The Tablet market is also expected to grow in 2021 but at a much slower pace of 3.4%.

"We continue to believe the PC and tablet markets are supply constrained and that demand is still there," said Ryan Reith, program vice president with IDC's Worldwide Mobile Device Trackers. "The lengthening of the supply shortages combined with on-going logistical issues are presenting the industry with some big challenges. However, we believe the vast majority of PC demand is non-perishable, especially from the business and education sectors."

Worldwide revenues for the artificial intelligence (AI) market, including software, hardware, and services, is estimated to grow 15.2% year over year in 2021 to $341.8 billion, according to the latest release of the International Data Corporation (IDC) Worldwide Semiannual Artificial Intelligence Tracker. The market is forecast to accelerate further in 2022 with 18.8% growth and remain on track to break the $500 billion mark by 2024. Among the three technology categories, AI Software occupied 88% of the overall AI market. However, in terms of growth, AI Hardware is estimated to grow the fastest in the next several years. From 2023 onwards, AI Services is forecast to become the fastest growing category.

Within the AI Software category, AI Applications has the lion's share at nearly 50% of revenues. In terms of growth, AI Platforms is the strongest with a five-year compound annual growth rate (CAGR) of 33.2%. The slowest will be AI System Infrastructure Software with a five-year CAGR of 14.4% while accounting for roughly 35% of all AI Software revenues. Within the AI Applications market, AI ERM is expected to grow slightly stronger than AI CRM over the next five years. Meanwhile, AI Lifecycle Software is forecast to grow the fastest among the markets within AI Platforms.

The surge in PC demand continued through the second quarter of 2021 (2Q21) despite global component shortages and logistics issues. Worldwide shipments of Traditional PCs, inclusive of desktops, notebooks, and workstations, reached 83.6 million units in 2Q21, up 13.2% from the second quarter of 2020, according to preliminary results from the International Data Corporation (IDC) Worldwide Quarterly Personal Computing Device Tracker. Elevated demand for PCs combined with shortages that greatly impacted the supply of notebooks led to desktop growth outpacing that of notebooks during the quarter.

"The PC market's hot streak continued to drive heavy investments from the supply side including the entry of new vendors as well as additional spend from underdogs," said Jitesh Ubrani research manager for IDC's Mobile and Consumer Device Trackers. "And while the top 5 continue to drive volume, the smaller vendors have helped drive growth by offering unique features or niche designs."

International Data Corporation (IDC) recently published new forecasts for the worldwide hard disk drive (HDD) and solid state drive (SSD) markets. While both markets were affected the COVID-19 pandemic, the outlook looks good as demand for storage remains strong in multiple areas. Worldwide HDD industry petabyte shipments are expected to see a compound annual growth rate (CAGR) of 18.5% over the 2020-2025 forecast period and average capacity per drive is forecast to increase at a five-year CAGR of 25.5%.

"While the client HDD market continues a long-term secular decline due to rising SSD attach rates, the COVID-19 pandemic has over the near term increased the demand for certain types of HDDs, particularly mobile HDDs as well as capacity-optimized HDDs," said Edward Burns, research director, Hard Disk Drive and Storage Technologies at IDC. "And the demand for storage capacity continues to grow at a steady pace as the world creates and stores more and more data."

Global shipments of traditional PCs, including desktops, notebooks, and workstations, grew 55.2% year over year during the first quarter of 2021 (1Q21), according to preliminary results from the International Data Corporation (IDC) Worldwide Quarterly Personal Computing Device Tracker. While PCs remain in extremely high demand, the growth rate benefitted from the shortages faced in the first quarter of 2020 when the global pandemic began, resulting in an unusually favorable year-over-year comparison. PC shipments reached 84 million worldwide in 1Q21, a modest 8% decline from the fourth quarter of 2020. While sequential declines are typical for the first quarter, a decline this small has not been seen since the first quarter of 2012 when the PC market declined 7.5% sequentially.

Seagate Technology, plc, a world leader in data storage infrastructure solutions, today launched Lyve Data Transfer Services with its fleet of Lyve Mobile data shuttles, arrays, and services, enabling businesses to move mass data quickly, securely, and simply from edge to private, public, or hybrid clouds. The new Lyve Data Transfer Services on-demand, web-based purchasing model enables customers to pay only for what they need, when they need it.

Businesses are generating massive amounts of data. Seagate's Rethink Data report notes that enterprise data is expected to grow at an average annual rate of 42.2% over the next two years. And a new Seagate-commissioned IDC survey found that enterprises frequently move this data among different storage locations, including endpoints, edge, and cloud. In over a thousand businesses surveyed, more than half move data between storage locations daily, weekly, or monthly, and their average total of physical data transferred is 473 TB. The faster they can move this data from edge to core to cloud, the more quickly they can unlock insights and derive value from their data.

According to the International Data Corporation (IDC) Worldwide Quarterly Server Tracker, vendor revenue in the worldwide server market grew 2.2% year over year to $22.6 billion during the third quarter of 2020 (3Q20). Worldwide server shipments declined 0.2% year over year to nearly 3.1 million units in 3Q20. Volume server revenue was up 5.8% to $19.0 billion, while midrange server revenue declined 13.9% to $2.6 billion, and high-end servers declined by 12.6% to $937 million.

"Global demand for enterprise servers was a bit muted during the third quarter of 2020 although we did see areas of strong demand," said Paul Maguranis, senior research analyst, Infrastructure Platforms and Technologies at IDC. "From a regional perspective, server revenue within China grew 14.2% year over year. And worldwide revenues for servers running AMD CPUs were up 112.4% year over year while ARM-based servers grew revenues 430.5% year over year, albeit on a very small base of revenue."

Seagate Technology plc (NASDAQ: STX), a world leader in data storage and management solutions, today announced it is shipping 18 TB helium-based enterprise drives in volume as part of the Exos X18 family. The new drive delivers high performance and mass capacity for hyperscale data centers to efficiently and cost-effectively manage ever-increasing amounts of data. Additionally, Seagate's Enterprise Data Solutions launched the new Exos Application Platform (AP) 2U12 as well as a new controller for the company's AP 4U100 systems.

The need for hyperscale and cloud storage solutions continues to rise to unprecedented levels with the ever-increasing growth in data generation. According to a recent Seagate report, Rethink Data, enterprise data is expected to grow at an average rate of 42.2% over the next two years. The survey was conducted by IDC, which also forecast the global datasphere will reach a staggering 175ZB by 2025 in a previous IDC whitepaper sponsored by Seagate. The high-capacity Exos X18 supports this expanding need for data storage.

Western Digital today announced new solutions that provide the foundation for next-generation data infrastructures designed around Ultrastar NVMe SSDs and supercharged by NVMe-oF. Building upon the company's innovative design and integration capabilities - from NAND Flash to storage platforms - the new dual-port, performance Ultrastar DC SN840 NVMe SSDs and in-house RapidFlex NVMe-oF controllers are standalone solutions that combine to create the new OpenFlex Data24 NVMe-oF Storage Platform, a new shared storage JBOF (Just a Bunch of Flash) enclosure that extends the value of NVMe to multiple hosts over a low-latency Ethernet fabric network. These new solutions further expand Western Digital's data center portfolio to help customers transition to higher efficiency NVMe SSDs and more advanced shared storage architectures to meet the evolving demands of performance-driven applications and workloads.

In today's global digital economy, microseconds count. As hyperscale cloud and enterprise data centers constantly work to remove bottlenecks to ensure uncompromised performance and availability of essential applications, while also keeping pace with unprecedented data growth, customer adoption of NVMe and NVMe-oF solutions continues to accelerate. Industry analyst firm IDC expects hyperscalers, OEMs and end-user IT organizations to continue to transition away from legacy SATA and SAS interfaces, with NVMe on track to reach more than 55 percent of total enterprise SSD units shipped in 2020 and grow at a 2018-2023 CAGR of 38 percent.

Intel today introduced its 3rd Gen Intel Xeon Scalable processors and additions to its hardware and software AI portfolio, enabling customers to accelerate the development and use of AI and analytics workloads running in data center, network and intelligent-edge environments. As the industry's first mainstream server processor with built-in bfloat16 support, Intel's new 3rd Gen Xeon Scalable processors makes artificial intelligence (AI) inference and training more widely deployable on general-purpose CPUs for applications that include image classification, recommendation engines, speech recognition and language modeling.

"The ability to rapidly deploy AI and data analytics is essential for today's businesses. We remain committed to enhancing built-in AI acceleration and software optimizations within the processor that powers the world's data center and edge solutions, as well as delivering an unmatched silicon foundation to unleash insight from data," said Lisa Spelman, Intel corporate vice president and general manager, Xeon and Memory Group.

The worldwide market for traditional PCs, inclusive of desktops, notebooks, and workstations, finished an impressive 2019 with fourth quarter growth of 4.8% year over year, according to preliminary results from the International Data Corporation (IDC) Worldwide Quarterly Personal Computing Device Tracker. Global shipments during the quarter beat forecast expectations at just under 71.8 million units, the highest single quarter shipment volume in four years (4Q15). Overall, global shipments grew 2.7% year over year in 2019, the first full year of PC growth since the market grew 1.7% in 2011.

"This past year was a wild one in the PC world, which resulted in impressive market growth that ultimately ended seven consecutive years of market contraction," said Ryan Reith, program vice president with IDC's Worldwide Mobile Device Trackers. "The market will still have its challenges ahead, but this year was a clear sign that PC demand is still there despite the continued insurgence of emerging form factors and the demand for mobile computing."

Dell Technologies today unveiled new products and software across its premium Latitude, XPS and displays portfolios to help people innovate, collaborate and accomplish more in the next decade. Featuring artificial intelligence (AI), 5G and innovative design, the latest Dell Technologies' PCs and displays make work and play more seamless, intelligent and enjoyable.

"The PC industry has never been more vibrant with built-in AI, 5G and the best design we've ever seen, all to help make our lives easier and more fulfilled," said Sam Burd, president of Dell Client Solutions Group. "What's exciting to me is that, with all of the cool news we'll see come out of CES next week, the PC plays a central role in helping people innovate, influence and achieve more."

Global shipments of gaming desktops, notebooks, and monitors reached 10.4 million units in the second quarter of 2019 (2Q19), up 16.5% year over year, according to the International Data Corporation (IDC) Worldwide Quarterly Gaming Tracker. A combination of better comparisons against an abysmal 2018, easing CPU shortages, and improved GPU inventory helped the overall market achieve growth.

Gaming notebooks continued to hold the largest share of the gaming device market in 2Q19 and grew 12.7% year over year, boosted by the launch of models that support ray tracing along a wide spectrum of price points. Gaming desktops, which saw a string of tough quarters from 2018 thru the first quarter of 2019, finally recovered with shipments growing 3.3% year over year due to an improved supply of Intel CPUs, an easing of previously excessive GPU inventory, and a revamped pricing structure for ray tracing-capable GPUs. Fears of additional price hikes due to Chinese import tariffs also played a role, boosting overall device shipments in the U.S. Finally, demand for gaming monitors remained strong, posting a record high quarter in volume and continuing to outpace the other two categories in terms of year-over-year growth.

Worldwide shipments of virtual reality (VR) headsets were down 33.7% year over year in the second quarter of 2018 (2Q18), according to the International Data Corporation (IDC) Worldwide Quarterly Augmented and Virtual Reality Headset Tracker. IDC expects this to be a temporary setback as the VR market finds its legs. The arrival of new products, such as the Oculus Go and HTC Vive Pro, and new brands, combined with the need for greater headset fidelity all point to a positive outlook for the quarters ahead.

Screenless viewers brought a lot of attention to VR in the early days as the entire market was artificially propped up by brands like Samsung, Alcatel, and Google that bundled the headsets with smartphones. However, since then, the screenless viewer category has declined substantially, shrinking from 1 million headsets in 2Q17 to 409,000 in 2Q18. This category was the largest contributor to the decline in shipments for the overall VR headset market.

At its "Innovating to Fuel the Next Decade of Big Data" event today, Western Digital Corp. announced a breakthrough innovation for delivering ultra-high capacity hard disk drives (HDDs) to meet the future demands of Big Data with proven data center-level reliability. The event, held at the company's headquarters in Silicon Valley, included a demonstration of the world's first microwave-assisted magnetic recording (MAMR) HDD and presentations from company executives and the inventor of MAMR technology, Professor Jimmy Zhu from Carnegie Mellon University. The company also showcased advancements in micro actuation and Damascene recording head technology. Western Digital expects to begin shipping ultra-high capacity MAMR HDDs in 2019 for use in data centers that support Big Data applications across a full range of industries.

"As the volume, velocity, variety, value and longevity of both Big Data and Fast Data grow, a new generation of storage technologies are needed to not only support ever-expanding capacities, but ultimately help our customers analyze and garner insights into our increasingly connected universe of data," said Mike Cordano, president and chief operating officer at Western Digital. "Our ground-breaking advancement in MAMR technology will enable Western Digital to address the future of high capacity storage by redefining the density potential of HDDs and introduce a new class of highly reliable, 'ultra-high capacity' drives. We have a proven track record for identifying, investing in and delivering advanced technologies that create new product categories and enable the world to realize the possibilities of data. Five years ago we introduced our HelioSeal, helium-filled drive technology. Since then, we have shipped more than 20 million helium drives. That type of leadership and innovation continues today and we aim to leverage it well into the future."

Worldwide shipments of traditional PCs (Desktop, Notebook, and Workstation) totaled 70.2 million units in the fourth quarter of 2016 (4Q16), posting a year-on-year decline of 1.5%, according to the International Data Corporation (IDC) Worldwide Quarterly Personal Computing Device Tracker. The results continued the recent trend of stabilizing growth, which has been in decline since 2012.

Annually, shipments of traditional PCs slipped to 260 million units, down 5.7% from 2015. The first quarter of 2016 was still constrained by high inventory, free Windows 10 upgrades, and difficult comparisons to commercial replacements in 2014 that were fueled by the end of support for Windows XP. However, mid-2016 and particularly the recent fourth quarter have moved beyond these inhibitors and seen stabilizing commercial demand. Contraction of the consumer PC market has also slowed as growth and competition from tablets and phones has eased up. Recent quarters have faced some tight supply of components such as SSDs, displays, and memory. The supply constraints did not significantly slow overall shipments, and in fact may have boosted growth slightly and accelerated market consolidation as the largest players moved to lock up supply.

Seagate Technology plc, a world leader in storage solutions, today launched its first 10TB enterprise capacity hard disk drive (HDD), merging high capacity with the industry's lowest power and weight available in a 10TB drive, to meet the growing storage requirements for private and public cloud-based data centers. The Seagate Enterprise 3.5 Capacity HDD has been selected by enterprise market leaders globally for its ability to address storage demands unlike any other technology in the industry.

"Cloud-based data center storage needs are expanding faster than many current infrastructures can sustain, rendering the capacity demands of users a herculean task for cloud managers," said Mark Re, senior vice president and chief technology officer, Seagate. "Built on our years of research and development of sealed-drive technology, our new helium-based enterprise drive is designed precisely to help data-centric organizations worldwide solve the needs of their growing storage business."

SanDisk Corporation, a global leader in flash storage solutions, today introduced two new, innovative mobile memory solutions that help consumers manage and transfer content captured on their favorite devices. The company's first Dual USB Drive with Type C connector, ideal for Type C-ready connected devices, and the 128GB iXpand Flash Drive, designed for iPhone and iPad, both enable consumers to quickly and easily transfer content directly from a mobile device to a Mac or PC computer.

According to a recent industry report from IDC, this year people will capture and share an estimated 1.6 trillion images, and seven out of 10 of those images will be captured on a mobile device. With this rising trend, users want to be able to easily share and store their content across multiple devices and operating systems - in a seamless, intuitive and secure way.

Worldwide PC shipments totaled 80.8 million units in the fourth quarter of 2014 (4Q14), a year-on-year decline of -2.4%, according to the International Data Corporation (IDC) Worldwide Quarterly PC Tracker. Total shipments were slightly above expectations of -4.8% growth, but the market still contracted both year on year and in comparison to the third quarter. Although the holiday quarter saw shipment volume inch above 80 million for the first time in 2014, the final quarter nonetheless marked the end of yet another difficult year - the third consecutive year with overall volumes declining. On an annual basis, 2014 shipments totaled 308.6 million units, down -2.1% from the prior year.

Although the U.S. and Europe remained stronger than other markets, growth in these mature regions slowed from earlier in the year. Asia/Pacific (excluding Japan)(APeJ) continued to strengthen, seeing only a very slight increase in volume as a number of public projects and improving consumer demand helped stabilize the market. Similarly, commercial demand, which boosted growth earlier in the year, has slowed while consumer demand is gradually coming back. Nevertheless, the market progress has been fueled by low-priced systems, including growth of Chromebooks and promotion of Windows 8 + Bing. Constraints on Bing promotions, such as limits on larger-sized devices, could remove a key market driver while some fourth quarter production was attributed to getting ahead of holiday-related production constraints in Asia in the first quarter, effectively shifting volume from early 2015 into the end of 2014.

SanDisk Corporation, a global leader in flash storage solutions, today announced the SanDisk iXpandTM Flash Drive, the company's first USB Flash Drive designed specifically for iPhone and iPad.

"According to IDC, nearly three-quarters of all images are now captured on smartphones and tablets1," said Dinesh Bahal, vice president, product marketing, SanDisk. "With this significant increase in mobile-generated content, consumers are looking for easy ways to manage it all. In fact, our research shows that 82% of U.S. smartphone users find transferring photos, videos, music and other files to be very important to them2. We created the iXpand Flash Drive to offer consumers a quick and safe way to move their favorite content between devices so it's available when and where they want it."

Worldwide PC shipments totaled 78.5 million units in the third quarter of 2014 (3Q14), a year-on-year decline of -1.7% and a sizable improvement over the forecast of -4.1%, according to the International Data Corporation (IDC) Worldwide Quarterly PC Tracker.

Many of the trends from the second quarter remained relevant and contributed to the 3Q14 results. Commercial PC purchases played a key role in many markets, with the top three vendors - Lenovo, HP, and Dell - all showing solid year-on-year growth. Conversely, fierce competition and a spiral toward tablet-like prices helped to further consolidate the market. Shipments of entry systems, including Chromebooks, continued to inject an important source of volume and sustained improved consumer demand in certain markets over recent quarters.

Worldwide PC monitor shipments totaled 32.5 million units in the second quarter of 2014 (2Q14), a year-over-year decline of -2.9%, according to the International Data Corporation (IDC) Worldwide Quarterly PC Monitor Tracker. IDC expects worldwide shipments to continue on their current trajectory, slipping to 107 million units for the full year 2018.

"Despite the overall decline, there was a strong quarter-over-quarter growth rate of 11% in the United States and a slight increase in PC Monitor shipments in Asia/Pacific (excluding Japan)(APeJ). In addition, the shipment totals were stronger than forecast by 4%," said Keerthi Maganti, Research Analyst, Worldwide PC Monitor Trackers at IDC.

Worldwide PC shipments are expected to fall by -3.7% in 2014, an improvement from the previous forecast of -6%, according to the International Data Corporation (IDC) Worldwide Quarterly PC Tracker. PC shipments in emerging regions remain constrained by ongoing competition from alternative devices and a number of economic/political challenges. However, commercial demand and even a rekindling of consumer interest in mature markets helped to boost results for the first half of 2014 as well as the outlook for the rest of the year.

PC shipments in mature regions are now projected to grow by 5.6% in 2014 - the highest since 2010 - with both consumer and commercial segments showing positive growth. On the other hand, the outlook for emerging market has been lowered slightly to reflect reduced stability and economic conditions in Asia/Pacific, Latin America, and Central Europe, the Middle East and Africa (CEMA).

The worldwide personal and entry-level storage (PELS) market was up by 1.5% year over year with almost 17 million units shipped in the second quarter of 2014 (2Q14), according to the International Data Corporation (IDC) Worldwide Personal and Entry Level Storage Tracker. Shipment values increased along with unit shipments by 1.8% from a year ago to $1.5 billion.

Hard disk drive (HDD) vendors continued to increase their share of PELS units shipped, gaining 3.3 points year over year to grow to 77.6% market share in 2Q14. Although the entry-level storage market continued to be dominated by the mainstream non-HDD vendors with 58.8% unit shipment market share, their market share was down 13.0 points year over year.

Worldwide PC shipments totaled 74.4 million units in the second quarter of 2014 (2Q14), a year-on-year decline of -1.7%, according to the International Data Corporation (IDC) Worldwide Quarterly PC Tracker. The results reflect the smallest decline in global PC shipments since the second quarter of 2012 when declining shipments of mini notebooks combined with a surge in tablet sales to disrupt the PC market.

Buoyed by both continued business PC replacements and returning consumer interest, the preliminary results for 2Q14 are markedly better than the projected decline of -7.1% for the quarter. Despite the end of Windows XP support in early April, it appears many Windows XP migrations continue to take place. Most major vendors saw solid growth, and early indications also point to desktop shipments being stronger than expected in some areas, signaling continued business buying. The consumer side also appears stronger than expected, with growing activity among the lower-priced models as well as Chromebooks.