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ITAD Market Pulse

Intro: ITAD Industry Performance Update and Outlook

Jul 5, 2023

Number of readers who accessed this analysis : 964
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.
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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.



 

Book Analyst

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

Premium Content from ITAD Market Pulse:

Research: Memory Inflation, Component Spillover, and ITAD Harvesting Strategy, 2026-2027

the component market is undergoing substantial transformation. Memory prices have doubled. Enterprise SSD supply won’t normalize until late 2027 at the earliest. The closure of the Strait of Hormuz has cut off helium supply critical to chip fabrication, stalled hyperscaler data center builds, and driven freight costs high enough to break international remarketing economics. China’s rare earth export controls — with a key suspension expiring November 10, 2026 — are adding licensing friction to the same semiconductor supply chains that determine what secondary market hardware is worth.

Presentation: ITAD Sector Review: April-to-mid-May 2026

This is the client’s presentation covering April to mid-May 2026. It is designed to address general trends observed by Compliance Standards and look at what April and early May 2026 headlines collectively meant for the ITAD and electronics recycling sectors.

Outlook: $60 billion in AI servers deploying now will create ITAD’s most complex EOL challenge by 2029

Dell guided to $60 billion in AI server revenue for its current fiscal year alone. Lenovo reports a $21 billion AI server pipeline with more than 5,800 active customer deployments. Compliance Standards projects that systems deployed during the 2025–2027 build-out will begin reaching end-of-life in significant volumes around 2029–2031. Because these servers are GPU-dense, often liquid-cooled and packed with high-value materials, the brief describes what is coming as “the most complex and highest-value recycling and urban mining challenge the sector has encountered.” GPU firmware and AI model storage sit outside the scope of current data destruction standards, and the report calls for documented End-of-Life (EOL) protocols to be developed and in place before that retirement wave begins.

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