1. IT in transition Steve Brazier 2 May 2013 Insight. Innovation. Impact. Presentation download www.canalys.com/download/also Username: trends Password: visions Available until: 31 May 2013 Presentation download www.canalys.com/download/also Username: trends Password: visions Available until: 31 May 2013

2. Insight. Innovation. Impact. The industry has transformed PCs worldwide 2013: 478 million units PCs worldwide 2013: 478 million units Smart devices worldwide 2013: 1.4 billion units Smart devices worldwide 2013: 1.4 billion units

3. Insight. Innovation. Impact. Q1 2013 produces another steady quarter Source: Latest reported fiscal results for Apple, Cisco, Dell, EMC, Google, HP, IBM, Intel, Lenovo, Microsoft, Oracle, Samsung, SAP Lexmark has been replaced by Lenovo in the IT Titans Index; all historical information has been updated with Lenovo results Market capitalization Net income growth Net revenue growth Year-on-year growth Canalys IT Titans Index

4. Insight. Innovation. Impact. But virtually all the growth is in Asia Canalys IT Titans Index Revenue growth by region Canalys IT Titans Index Revenue growth by region Europe, Middle East & Africa Americas Asia Pacific Source: Vendor financial reports and Canalys estimates, April 2013 Lexmark has been replaced by Lenovo in the IT Titans Index; all historical information has been updated with Lenovo results

5. Insight. Innovation. Impact. Most predict better economies in second half GDP growth GDP growth rates by key economies Source: Consensus Economics, April 2013

6. Insight. Innovation. Impact. Tablets in Denmark Q4 2011: 138,000 units Q4 2012: 235,000 units Growth: 70% Tablets in Denmark Q4 2011: 138,000 units Q4 2012: 235,000 units Growth: 70% Expect Android to lead by year-end OS vendor Tablet PC vendor Source: Canalys estimates, Tablet PC Analysis, February 2013

7. Insight. Innovation. Impact. Partners that transform effectively will profit Percentage of respondents Source: Candefero quick poll, 292 respondents, January 2013 What was your impression of overall channel profitability in 2012?

8. Insight. Innovation. Impact. Three Chinese vendors in global top five Worldwide smart phone shipments Q4 2011: 158.5 million units Q4 2012: 216.5 million units Growth 36.6% Worldwide smart phone shipments Q4 2011: 158.5 million units Q4 2012: 216.5 million units Growth 36.6% Top smart phone vendors Regions Huawei 5.3% Source: Canalys estimates, Smart Phone Analysis, February 2013

9. Insight. Innovation. Impact. Low prices accelerating technology adoption Now is the time for CTOs to know what technology their employees are using and implement solutions to address critical issues.

10. Apps replace people

11. Insight. Innovation. Impact. Technology will become a lifestyle Sports and fitness Medical and wellness Consumer electronics

12. Insight. Innovation. Impact. Security

13. Insight. Innovation. Impact. Data center transformation Data center spending People Equipment Shared 2012 2016 On-premises Managed Hosted Cloud services 71%12%13%3% 53%19%21%7% Source: Canalys estimates, February 2013

14. Insight. Innovation. Impact. Consumer Existing outsourced apps New Critical pain points

15. Insight. Innovation. Impact. Data centers 30% YOY Data centers 30% YOY Consumer TV, social Co-location B2B, cloud Share price Profit? Bandwidth & power Bandwidth & power

16. Insight. Innovation. Impact. Analytics

17. Insight. Innovation. Impact. An industry and channel in transition

18. IT in transition Steve Brazier 2 May 2013 Insight. Innovation. Impact. Presentation download www.canalys.com/download/also Username: trends Password: visions Available until: 31 May 2013 Presentation download www.canalys.com/download/also Username: trends Password: visions Available until: 31 May 2013

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