ITAD Market Pulse

Intro: ITAD Industry Performance Update and Outlook

Jul 5, 2023

Number of readers who accessed this analysis : 970
Let me thank those of you who took our first ITAD Industry Performance Review and Outlook. This survey closed and we have conducted a Zoom presentation on June 29, 2023. For those who took the survey, you must have received links to access a written analysis, PowerPoint slides and a replay of the Zoom video presentation. If you have not received the links, please check your spambox or send me an email Continue reading below.

Hello Colleagues,

A warm welcome to you and wishing you a smooth summer 2023.

Firstly on behalf of Compliance Standards and E-Scrap News, let me thank those of you who took our first ITAD Industry Performance Review and Outlook. This survey closed and we have conducted a Zoom presentation on June 29, 2023. For those who took the survey, you must have received links to access a written analysis, PowerPoint slides and a replay of the Zoom video presentation. If you have not received the links, please check your spambox or send me an email at: DDaoud@Compliance-Standards.com and I will make sure you will get the details.

For those who did not take the survey, I will summarize the findings in one single sentence: the first half of the year was an extraordinarily difficult period for the ITAD sector, but looking ahead, there is plenty of optimism not only among your peers, but we also share the same optimism, albeit we must remain cautious.

In the coming weeks, we plan to release the survey instrument for the second installment, and we sincerely hope we will have the opportunity to welcome those of you who have not participated last month for a broader participation. To be reminded of taking the next survey, please add your email address below.

Thank you for your attention and let’s connect soon.

David Daoud
Compliance Standards LLC.



 

Analyst/Author: David Daoud | Principal Analyst

David Daoud has researched the mainstream IT hardware market since 1996 and expanded into hardware disposition research in 2003. He has spearheaded the creation of IDC’s GRADE certification. Since then, David has been providing consulting and expert advice to companies looking to establish best practice in their IT equipment decommissioning and helped leading ITAD service providers assess demand, understand competition, and forecast what’s to come. David is currently the Principal Analyst at Compliance Standards, which focuses entirely on the end-of-life of IT equipment. He can be reached at 754-229-0095 or at ddaoud@compliance-standards.com

Inside Western Europe’s ITAD & Electronics Lifecycle Sectors

The four markets covered in the Euro Report series constitute a single, investable Western European ITAD and electronics-lifecycle complex: roughly 180 million people, four distinct regulatory regimes, and a combined hyperscale and AI infrastructure build-out now measured in tens of billions of euros of disclosed, committed capital. We view the region as underpriced relative to the United States on a like-for-like basis, not because the underlying asset flows are smaller, but because capital formation has been uneven across the four markets and because Germany — the largest single market in the group by a wide margin — remains structurally unconsolidated.

The Euro Report 4: Germany: Europe’s Largest Electronics Market Can’t Account for Its Own E-Waste

Germany is Europe’s largest electronics market by far — and by its own government’s measurement, one of the region’s weaker performers at collecting what it places on the market. That gap between size and system performance is where the opportunity sits for ITAD operators, recyclers, and investors. This report follows that gap into three places most country-level briefings skip: where “reusable” German electronics actually end up, the battery-recycling buildout tied to the auto industry, and the solar-panel waste wave Germany will hit before almost anyone else.

The Euro Report 2: Belgium’s Electronics Lifecycle Gateway: Logistics, Compliance, Reuse, and Data Centers Shape a Strategic ITAD Market

Belgium sits at the center of Western Europe, connected directly to France, Germany, the Netherlands, Luxembourg, and the United Kingdom, making its electronics lifecycle market more about the geographic position and less about size. For electronics recovery, refurbishment, resale, and data center decommissioning, that location could be important. Technology assets rarely remain confined inside national borders. Devices move through corporate refresh programs, logistics networks, refurbishers, social reuse channels, recyclers, and resale platforms.

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