IDC Predicts 2012 Will Be the Year of Mobile and Cloud Platform Wars as IT Vendors Vie for Leadership While the Industry Redefines Itself
“The industry’s shift to the 3rd Platform will accelerate in 2012, forcing the industry’s leaders to make bold investments and fateful decisions”
FRAMINGHAM, Mass.–(BUSINESS WIRE)–One year ago, International Data Corporation (IDC) predicted that the IT industry’s next dominant platform, built on mobile computing, cloud services, social networking, and big data analytics technologies, would begin its transition into the mainstream. Today, spending on these technologies is growing at about 18% per year and is expected to account for at least 80% of IT spending growth between now and 2020. With future market revenues at stake, IDC predicts that 2012 will be marked by some of the first high-stakes battles as companies seek to position themselves for leadership in these critical and fast-growing technology areas.
Overall, IDC predicts that worldwide IT spending will grow 6.9% year over year to $1.8 trillion in 2012. As much as 20% of this total spending will be driven by the technologies that are reshaping the IT industry – smartphones, media tablets, mobile networks, social networking, and big data analytics. Meanwhile, emerging markets (defined as all markets except North America, Western Europe, Japan, Australia, and New Zealand) will drive more than half of all IT spending growth worldwide in 2012, led by the BRIC countries (Brazil, Russia, India, and China) and a handful of other fast-growing markets like Indonesia, Vietnam, and Saudi Arabia. The growing importance of these markets is reflected in IDC’s prediction that China will surpass Japan as the world’s second largest IT market sometime in the course of the year.
2012 will also be the Year of Mobile Ascendency as mobile devices (smartphones and media tablets) surpass PCs in both shipments and spending and mobile apps, with 85 billion downloads, generate more revenue than the mainframe market. The mobility market will see heated competition in 2012 as Microsoft joins the crucial battle for dominance in the mobile operating system (OS) market and the Kindle Fire challenges the iPad in the media tablet market. Similarly, a host of new mobile devices with “good enough” capabilities (think “smartphone lite”) will challenge the current device leaders on price and functionality in key emerging markets like China, India, Indonesia, and Brazil.
- Mobile data network spending will exceed fixed data network spending for the first time
- 80% of new commercial enterprise apps will be deployed on cloud platforms
- 15% of new mobile apps will be based on HTML5 by year’s end
- Vendors from emerging markets, such as Huawei and China Telecom, will make an aggressive push into developed markets, including the U.S.
- The number of intelligent, communicating devices on the network will outnumber “traditional computing” devices by almost 2 to 1 within next 24 months, changing the way we think – and interact – with each other and devices on the network