Based on analyses from trusted sources such as Context, IDC, Gartner, and research from industry leaders like Microsoft and Qualcomm, the “Market Outlook H2-24” report by BDS Observatory offers a nuanced view of the current dynamics within the technology sector. While signs of market recovery are slow to materialize, the collected data points towards gradual stabilization, with a real rebound expected by 2025, driven primarily by the sector’s structural innovations.
An industry under pressure
The report highlights the challenges faced by some of the major competitors in the tech industry. Computacenter, a sector giant, reported an 11% decline in the first half of the year, while Bechtle saw a more moderate drop of 2%. These underperformances reveal that despite apparent market stability in 2023, companies are struggling to regain sustained growth. The mounting difficulties are compounded by an environment of uncertainty, which continues to stifle investments and hinder recovery plans for many players.
A recovery expected in 2025, but with conditions
While a recovery is anticipated for 2025, it remains dependent on several external factors. Financial market volatility, global geopolitical instability, and potential supply chain tensions continue to cast doubt on the forecast. Companies must therefore navigate these uncertain waters, adapting in real-time to circumstances often beyond their control. However, there are positive signals emerging, particularly regarding new technological trends.
Technological trends redefining the landscape
Several emerging technologies offer hope and are beginning to reshape the sector. Generative Artificial Intelligence(Gen AI) is positioning itself as one of the most promising trends. Tools like Copilot, Copilot+, and AI PC are being deployed in various forms across multiple industries, transforming internal business processes. These innovations allow organizations to optimize productivity and explore new ways of interacting with technology.
At the same time, infrastructure projects are gaining importance, especially with the rise of High-Performance Computing (HPC) systems. These increasingly common projects reflect a growing demand for more powerful data processing capabilities.
Other major technological trends are also evolving, such as the Windows 11 update, which brings long-awaited improvements for professional users, and the acceleration of ARM architecture adoption on Windows-based computers.
These structural changes demonstrate that despite macroeconomic uncertainties, the technology sector is continuing its transformation…
Hi Diallo.
Interesting summary of a BDS observatory report. Can you share the full report ? or is there a link to get access to the full report.
Many thanks in advance.
Hello Harry,
Unfortunately, we do not have the rights to share the full report.
Thank you for your understanding.
Hi Diallo.
I am very interested in your (Econocom) details of the rise of High-Performance Computing (HPC) systems because I am working in the domain “Infrastructure” Specialy in growth figures (What is the growing demand for more powerful data processing capabilities and in what time-frame “old” technology will be migrated to “new” technology). Maybe it is possible to share a part of the report 😉 Many thanks in advance