La crisis económica desacelerará el crecimiento de una de las industrias más demandadas, según los análisis de varias consultoras.
El gasto TI global crecerá entre un 4,4% y un 5,5%, según las previsiones de distintas consultoras. Por ejemplo, IDC ha reducido su pronóstico por quinto mes consecutivo, poniendo la cifra más baja, y estima que la inversión no superará los 3,25 billones de dólares. Mientras, Gartner cree que la cifra puede llegar a los 4,6 billones. Ambas coinciden en que este aumento es lento, fruto de la crisis económica y que, por ende, no se podrá seguir el ritmo de los años 2020 y 2021 en los que la pandemia provocó una fuerte demanda de servicios digitales para poder mantener las operaciones en remoto de las compañías. “Desde el cuarto trimestre del año pasado vemos señales claras y medibles de un retroceso moderado en varias áreas tecnológicas”, asegura Stephen Minton, vicepresidente del grupo de investigación de datos y análisis de IDC. “Sin embargo, el gasto en tecnología se mantiene estable en comparación con otras industrias, aunque el aumento de las tasas de interés está afectando al capital”.
Para las dos firmas de análisis el impacto negativo más significativo sigue estando en el mercado de consumo, que se contraerá por segundo año consecutivo, este en un 2%, según IDC. Por su parte, Gartner prevé que la categoría de endpoints llegará a decrecer un 4,6%. “El mercado está muy saturado y los usuarios no tienen una razón en particular para comprar nuevos dispositivos o actualizar los existentes”, alegan.
Esta última pone de relieve que el área de software será la que más aumente este año, con un 12,3%. Y, todo lo referente a los sistemas para centro de datos también supondrá un motor sólido de crecimiento, con un 8,4% interanual, aunque los proveedores todavía están tratando de salir de la crisis de la cadena de suministro. “El gasto habría sido aún mayor si los fabricantes hubieran podido construir más”. Por último, Gartner dice que la nube también repuntará, impulsada por primera vez por la subida de precios. Desde IDC también estiman que estos rangos continúan representando la mayor parte de la inversión total, “y están reforzando la sensación general de resiliencia de la que aún disfruta la industria”.
Por último, y a pesar de las cautelosas previsiones económicas generales, Gartner cree que para 2024 el aumento de la industria se medirá ya en cotas del 8,6%.
Fuente: https://www.computerworld.es/tendencias/el-gasto-global-en-ti-aumentara-entre-un-44-y-un-55-este-ano
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