Devices Market Insights

With TBR’s Devices market and competitive intelligence research, gain insights into interrelated ecosystems, including those of device vendors, platform providers, suppliers and technology partners across consumer and commercial spaces.

A free trial of TBR’s Insights Center platform gives you access to our entire Devices research portfolio and the ability to customize and curate reports detailing our analysis based on your company’s specific needs. Start your free trial today!

Trends we’re watching in 2024:

Devices Market Benchmark Research Report

TBR’s Devices benchmark research provides clients a comparison of vendor performance in a market, including analysis on vendor strategies, financial performance, go-to-market and resource management. The research graphically portrays comparisons of vendors by myriad metrics, calling out leaders, laggards and business models.

Devices Benchmark

Devices Revenue Growth vs Devices Gross Margin

Although cloud providers have attempted to disrupt the cloud professional services industry and secure more share via emerging technologies, GSIs remain the industry leaders across segments. Partnering with these leaders has enabled cloud providers to capture opportunities in the market.

Device Ecosystem Gross Profit Pool

Device Market Landscape

Devices market landscape research includes analysis of an emerging or disruptive market segment or technology, including insight into how vendors and customers address the emerging technology as well as market sizing, vendor positioning, strategies, acquisitions, alliances and customer adoption trends.

DaaS and PC Services Market Landscape

DaaS and PC Services Market Landscape

Device Vendor Analysis

TBR’s Devices vendor reports, profiles and snapshots provide deep-dive analysis into a single vendor across corporate strategies, tactics, SWOT analysis, financials, go-to-market strategies and resource strategies.

While supply chain constraints were resolved in 4Q22, Apple expects to continue experiencing macroeconomic challenges in 1Q23 as well as an estimated negative 500-basis-point impact from foreign exchange headwinds. By segment, the company expects to see year-to-year decreases in Mac and iPad revenue and an increase in Services revenue. TBR estimates iPhone revenue will decrease by low-single digits year-to-year in 1Q23 as Apple expects iPhone revenue growth to improve, albeit marginally.

Acer Vendor Profile

Asus Vendor Profile

When Will GenAI Impact the Devices Market?

GenAI has not yet greatly affected the devices market and is not expected to begin to change device usage and requirements until CY2025, with the real impact beginning in CY2026. Right now, devices essentially serve as thin clients for cloud-based GenAI applications. Some PCs run machine learning applications that are helpful but inessential. Both iOS and Android smartphones use neural processing units (NPUs) for computational photography, but so far there are no significant large language model (LLM) applications running on devices.

Expectations for AI PCs in 2024

Understanding that despite the bright future of AI PC, near-term commercial PC refreshes could potentially be delayed as organizations await the development of the first “killer application” that markedly differentiates performance between these new AI-optimized machines and PCs that are presently deployed.

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