Transformative Technologies

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Analyst Insights View All (43)

  • Wilmer Zhou | September 13, 2018
  • Lucas Beran | August 27, 2018
    After the UPS market returned to growth in 2016, momentum continued into 2017 as the market picked up steam, growing at a rate of 3.6% to just under $7.7 billion. The Americas region remained relatively flat in 2017; cloud and colocation growth was subdued as space and power continued to be leased from large buildouts which occurred in 2016. EMEA grew at mid-single digit levels due to widespread growth from cloud and colocation service providers ,on-premises enterprise data center modernization and even industrial applications. Asia grew at the fastest rate, also due to a broad range of applications and end users, notably driven by local UPS suppliers such Huawei, Kehua and Kstar. Global market growth is projected to continue in 2018 and through 2020, at rates of low to mid-single digits. The growth from cloud and colocation service providers will play a big role in that, as well as new trends developing in the data center industry that will affect the growth potential of the UPS market, such as distributed compute and lithium-ion battery adoption.
  • Sam Lucero | August 03, 2018
    On 2 August 2018, Arm announced the acquisition of data management firm Treasure Data and the launch/re-branding of its IoT platform as “Pelion”. It reportedly acquired Mountain View, CA-based Treasure Data for about $600 million, making it one of the largest acquisitions in Arm’s history. At a time when the large, diverse IoT platform vendor landscape is slowly starting to consolidate, and many vendors are starting to focus more narrowly on the areas where they can differentiate, Arm is taking a contrarian approach by going full-stack, and broadly-horizontal.
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Analysts View All (9)

  • Icon Principal Analyst, Manufacturing Technology
    Alex West is a Principal Analyst for the Manufacturing Technology Group at IHS. With over fifteen years of experience, he has produced numerous syndicated and custom research projects, and consumer surveys, covering a range of electronics products in both the industrial and consumer space.
  • Icon Executive Director, Enterprise & IT
    Mr. Bill Morelli is the executive responsible for the Enterprise & IT research practice within the technology group at IHS Markit. He leads the team of analysts covering Transformative Technologies, including AI, cloud & virtualization, and IoT among others.
  • Icon Senior Research Director – Cloud & Virtualization, IHS Markit
    Dr. Cliff Grossner is a senior research director responsible for data center compute and networking, cloud services and SDN research at IHS Markit. He has more than 25 years of telecommunications industry experience encompassing scientific research, market analysis, corporate and product strategy, product management and marketing.

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