ICT部門的M&A交易和IPO分析

本報告提供ICT產業的主要部門(企業IT基礎設施、通訊、企業應用、IT服務、半導體與零件、數位媒體等)的M&A交易趨勢相關調查分析、影響ICT產業的M&A活動的產業、財務、技術趨勢相關的系統性資訊。

IDC的見解

調查概要

概況

• 全球ICT的M&A、IPO趨勢
• 私募股權(PE)的M&A
• IPO(新公開股)市場
• 各部門趨勢分析
  • 企業應用
  • 企業IT基礎設施
  • 通訊
  • 數位媒體
  • 半導體、零件
  • IT服務
  • 其他ICT部門的M&A交易

未來展望

• IPO和M&A方案

主要的建議

• 適合投資者

參考資料

• 相關調查
• 摘要

表格

• 前20名M&A:各交易金額
• 值得注意的PE交易
• 主要ICT的IPO
• 值得注意的企業應用的M&A
• 值得注意的IT基礎設施的M&A
• 值得注意的通訊的M&A
• 值得注意的數位媒體的M&A
• 值得注意的半導體、零件的M&A
• 值得注意的IT服務的M&A
• 值得注意的及其他ICT部門的M&A

圖

• 交易總額(公開)
• M&A的平均交易規模、交易量(公開)
• M&A的交易量:各種價格(公開)
• M&A的交易量
• M&A的明細:各部門
• M&A的交易明細:各主要部門
• M&A的交易明細:各地區

This IDC study provides an overview and analysis of M&A deals in 3Q14 across all major sectors of the information and communication technology industry, including enterprise IT infrastructure, telecommunications, enterprise applications, IT services, semiconductors and components, digital media, and other sectors. It also discusses the different business, financial, and technology trends affecting M&A activities in the ICT industry.

"The hectic pace of ICT M&A activity continued in the third quarter of 2014, which was the sixth consecutive quarter of increase in deal volume. Although M&A spending was cut from around $150 billion in each of the previous two quarters, the disclosed value of 3Q14 deals was still way higher than the quarterly average in recent years, totaling more than $111.15 billion. At current pace, total deal value is on track to cross the $500 billion mark in 2014, which will make it the strongest year ever in terms of ICT M&A spending. While M&A statistics continue to break every possible record, IPO activity, after showing clear signs of recovery in the past few quarters, has stalled in 3Q14. The ongoing volatility in financial markets and the fact that many companies choose the M&A route over IPO, as major ICT companies and private equity firms continue to put their huge amounts of cash to work, suggest that the IPO market is not likely to boom in the near future." - Dan Yachin, research director, IDC's EMEA Emerging Technologies.

Table of Contents

IDC Opinion

In This Study

Situation Overview

• 3Q14 Global ICT M&A and IPO Trends
• Private Equity M&A
• The IPO Market
• Sector Trend Analysis
  • Enterprise Applications
    • Application Development and Deployment: Focus on 3rd Platform
    • Vertical Applications
    • Other Enterprise Applications Deals
  • Enterprise IT Infrastructure
    • Security
    • Middleware
    • OpenStack Gains Momentum
    • System and Network management
    • Storage
  • Telecommunications
    • Service Providers
  • Digital Media
    • Digital Advertising
    • eCommerce
  • Semiconductors and Components
  • IT Services
  • Other ICT M&A Deals

Future Outlook

• IPO and M&A Scenarios

Essential Guidance

• For Investors

Learn More

• Related Research
• Synopsis

List of Tables

• Table: Top 20 M&As by Deal Value, 3Q14
• Table: Notable Private Equity Deals, 3Q14
• Table: Top ICT IPOs, 3Q14
• Table: Notable Enterprise Applications M&As, 3Q14
• Table: Notable IT Infrastructure M&As, 3Q14
• Table: Notable Telecommunications M&As, 3Q14
• Table: Notable Digital Media M&As, 3Q14
• Table: Notable Semiconductors and Components M&As, 3Q14
• Table: Notable IT Services M&As, 3Q14
• Table: Notable Other ICT M&As, 3Q14

List of Figures

• Figure: Total Disclosed Deal Value, 1Q11-3Q14
• Figure: M&A Average Disclosed Deal Size and Disclosed Deal Volume, 1Q11-3Q14
• Figure: M&A Disclosed Deal Volume by Value Range, 3Q14
• Figure: M&A Deal Volume, 1Q11-3Q14
• Figure: M&A Breakdown by Sector, 3Q14
• Figure: M&A Deals Breakdown by Main Sector, 1Q12-3Q14
• Figure: M&A Deals Breakdown by Region, 3Q14