- Language: English
- Published: May 2013
- Region: United States
United States Information Technology Report Q4 2012
- Published: October 2012
- Region: United States
- 76 pages
- Business Monitor International
USA IT spending is forecast to reach US$559bn in 2012, up 5.5% year-on-year. This leaves our 2012-2016 forecast largely unchanged this quarter, despite a further contraction in PC sales in H112. Meanwhile, public IT procurements remained constrained due to the budget constraints faced by many government entities. Overall moderate growth in budgets is expected, but much depends on the economic situation. Despite a drive to cut expenses across government, many public sector organisations have appeared willing to continue spending on IT; however, the government hopes to make savings in its US$80bn IT budget. US businesses remain cautious, but there is pent-up demand from projects delayed as a result of the economic situation and cloud computing is expected to be increasingly important.
Headline Expenditure Projections:
Computer Hardware Sales: US$141.5bn in 2011 to US$146.8bn in 2012, +3.6% in US dollar terms.
Forecast in US dollar terms unchanged from Q312, but Ultrabook failed to provide the hoped-for support to PC sales in H112.
Software Sales: US$153.0bn in 2011 to US$163.0bn in 2012, +6.4% in US dollar terms. Forecast in US dollar terms unchanged from Q312, but more investment is expected in utility software and servicesorientated architectures rather than traditionally packaged PC software.
IT Services Sales: US$234.9bn in 2011 to US$249.3bn in 2012, +6.0% in US dollar terms. Forecast in US dollar terms unchanged from Q312, with an increasing share of IT budgets being earmarked for newer solutions such as virtualisation and cloud computing.
The USA scores 76.3 out of 100.0 for Q412. The USA ranks first in our latest Americas risk/reward ratings (RRRs) table, ahead of Canada, as well as Latin American giants Brazil and Mexico. The country ranking was secured by its global highest industry rewards score of 82.5,
while its rating was also boosted a relatively high country rewards score of 90.0.
Key Trends & Developments:
- The US federal government's ambitious Cloud First cloud migration strategy has tasked government agencies with migrating 80 services to the cloud within 18 months. Key government agencies including NASA and the General Services Administration are already using the cloud to collaborate and deliver applications. The government hopes to eventually realise savings of up to US$12bn per year from the move and will seek further savings by closing 472 federal data centres by the end of 2012.
- IT vendors will be concerned when it comes to the effect of the ongoing US federal deficit issue and the failure of politicians to agree a deficit reduction programme. If automatic federal spending cuts kick in during the next fiscal year, this could hit IT projects. The November 2012 elections will also create uncertainty about the trajectory of future government IT spending.
- US PC sales are forecast to report single-digit growth in 2012, after a further annualised contraction in Q212. In H112, sales of ultrabooks fell far short of Intel's prediction that ultrabooks would comprise 40% of US notebook sales by the end of 2012. While exact sales figures are hard to derive, these devices seem unlikely to enjoy the success that was hoped for, at least initially. In the United States, the average market price for an ultrabook was upwards of US$900 during H112, compared to around US$500 for a Windows notebook. SHOW LESS READ MORE >
Executive Summary 5
SWOT Analysis 7
United States IT Sector SWOT 7
United States Political SWOT 7
United States Economic SWOT 8
United States Business Environment SWOT 8
Americas Pacific IT Risk/Reward Ratings 9
Table: Americas Risk/Reward Ratings, Q412 11
IT Markets Overview 12
IT Penetration 12
Market Growth And Drivers 14
Sectors And Verticals 16
Market Overview 20
Government Authority 20
Industry Developments 27
Industry Forecast 29
Table: USA IT Industry – Historical Data And Forecasts (US$mn unless otherwise stated), 2009-2016 31
Industry Forecast Internet 32
Table: Telecoms Sector – Internet – Historical Data & Forecasts, 2009-2016 32
Competitive Landscape 34
Macroeconomic Forecast 42
Table: United States – GDP By Expenditure, Real Growth %, 2008-2016 45
Company Profiles 46
Table: Selected Dell Mergers And Acquisitions 56
Microsoft Corporation 58
Country Snapshot 68
Table: The United States' Population By Age Group, 1990-2020 ('000) 69
Table: The United States' Population By Age Group, 1990-2020 (% of total) 70
Table: The United States' Key Population Ratios, 1990-2020 71
Table: The United States' Rural And Urban Population, 1990-2020 71
BMI Methodology 72
How We Generate Our Industry Forecasts 72
IT Industry 72
IT Ratings – Methodology 73
Table: IT Business Environment Indicators 74
Table: Weighting Of Components 75