Trends in the IT equipment leasing market |
Interesting lessons can be drawn from the trends in the IT equipment leasing market.
IDC says here that the worldwide IT leasing and financing market exceeded $70 billion worldwide in 2006, and that it will pass the $100 billion mark by 2010. All this while shifting from IT equipment to software and services.
At the same time, AMI Partners is saying in this study that small and medium businesses in Germany alone are increasing their IT infrastructure spend by 5% to $37.7 billion in 2007. Equally, the say here that in China companies only (!) will be spending over $28 billion in IT for the same period.
If these numbers are right, then Germany and China together will spend almost 80% of what the entire World will lease or finance. And this, excluding the fact that the $70 billion mentioned by IDC include software AND services. I don't know how AMI Partners compiled their numbers, though. But that is rather irrelevant here.-
What I adventure to conclude from the above is:
But that, I am afraid, is not the full story.
From my own experience, I see smaller leasing companies, like Infibail, who traditionally served big accounts and small accounts alike, shifting towards the SME segments alone.
This can have many reasons. The two most convincing that I know are:
Putting all the above together, everything seems to fit, somehow. But still, this is a superficial assessment. Yet, IDC seems to be betting on "systems management and virtualization software" at the root of the shift. This may be part of it, but not the most important, if you ask me. Of course, we all know that these studies are paid for by someone, so that may distort things a bit.
And again, I may be making the wrong assessment.
0 comments:
Post a Comment