低迷的歐洲・中東・非洲的ICT廠商（2008年第1四半期）

Abstract

"For the first time we see soft indicators of a coming downturn in ICT spending in EMEA," said Martin Hingley, chief research officer, IDC EMEA. "In 1Q08 there was no growth in revenues for the leading 39 regional vendors and the software category declined for the first time; hardware revenue growth slowed and hardware margins slipped in the quarter. Consequently, we have lowered our growth expectation for these vendors from 5.0% to 3.7% for the full year."

Table of Contents

• Table of Contents
• IDC Opinion
• In This Study
• Table: Sample Vendor Revenues and Total ICT Market Findings and Forecast - EMEA (€B)
  • Methodology
  • Table: Exchange Rates - Western European Currencies to Dollars - Quarterly 2004-2008
  • Table: Exchange Rates - CEMA Currencies to Dollars - Quarterly 2004-2008
  • Figure: Major Vendor Calendar Years and Quarters
• Situation Overview
• Figure: Selected Vendor IT Revenue Summary by Quarter - Year-on-Year Growth by Region - Current Dollars
• Figure: Selected Vendor IT Revenue Summary by Quarter - Year-on-Year Growth By Region - Adjusted to Local Currency
  • Major IT Vendors Continue to Gain Share of Revenue for Both Quarter and Year
  • Figure: EMEA ICT Revenues For Selected Vendors - 2004-2007 - Trailing Four Quarters - Constant Currency (€B)
  • Figure: 2Q06-1Q07 EMEA Selected Vendor IT Market Positions - Total: €254 Billion Revenue
  • Figure: 2Q07-1Q08 EMEA Selected Vendor IT Market Positions - Total: €272 Billion Revenue
  • Figure: 2Q06-1Q07 EMEA Selected Vendor ICT Market Positions - Total: €456 Billion Revenue
  • Figure: 2Q07-1Q08 EMEA Selected Vendor ICT Market Positions - Total: €475 Billion Revenue
  • IT Services and Hardware Were Stronger Than Software and Telecoms Services in 1Q08
  • Figure: Selected Vendor ICT Revenue Summary by Quarter - Year-on-Year Growth by Offering in EMEA - Constant Currency (€)
  • Net Profits Improve - Profit Margin Hold at 8% in 1Q08
  • Figure: Selected Vendor ICT Net Profit Summary by Quarter - Trailing Four Quarters in EMEA - Constant Currency (€)
  • Figure: Selected Vendor ICT Net Profit Margin by Quarter
• Future Outlook
  • Forecast and Assumptions
    • We Expect IT Revenue from Major Vendors to Grow 3.7% in EMEA in 2008
    • Table: Key Forecast Assumptions for the EMEA Major ICT Vendor Revenue, 2007-2008
    • Figure: Selected Vendor IT Revenue Forecast 1Q08 - Constant Currency (€B)
    • Figure: Selected Vendor IT Revenue Forecast 2008 - Constant Currency (€B)
    • A Comparison with IT and ICT Market Forecasts
    • Continuing Factors Affecting Revenue And IT Market Growth In EMEA
  • Market Context
  • Table: A Comparison of the Most Recent IT Revenue Forecast with the Previous (3Q Versus 2Q)
  • Figure: A Comparison of the Most Recent IT Revenue Forecast With the Previous (3Q Versus 2Q)
• Essential Guidance
  • If You Are A User
  • If You Are a Supplier
• Learn More
  • Related Research
  • Synopsis