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2026年国内第3のプラットフォーム／デジタルビジネス向けIT市場従業員規模別／地域別支出動向分析： SMBや地域におけるデジタル化格差

Hitoshi Ichimura — Fri, 04 Sep 2026 04:00:00 GMT

本調査レポートは、国内企業における第3のプラットフォームの利用動向、およびデジタル化／デジタルビジネスの取り組みの動向に関して、従業員規模別と地域別で比較・分析したものである。まず、2026年5月に実施した国内企業のCIO（Chief Information Officer）や情報システム部門長、それに準じる管理者を対象としたユーザー調査結果を分析し、従業員規模別、地域別のデジタル化／デジタルビジネスの取り組み、ならびにAI（Artificial Intelligence）利用動向に関する動向を検証する。また、国内第3のプラットフォーム市場の従業員規模別、地域別予測データのほか、従業員規模別、地域別のデジタル化、デジタルビジネス推進の展望も提供する。SMB（Small and Medium-sized Business：中堅中小企業、従業員規模999人以下と定義）ならびに大都市圏以外の地域の企業では、デジタル化／デジタルビジネスの推進、AIなどの最新テクノロジーの採用が大企業、または大都市圏の企業と比較して遅れていたが、さらに直近の原油／原材料価格高騰、人口減少などの経営環境の変化による業績が悪化する企業の増加などによってデジタル化、最新テクノロジーの投資がいっそう困難となり、大企業ならびに大都市圏の企業との差は拡大する懸念がある。

したがって、「ITサプライヤーは、地域の販売代理店、SIer（Systems Integrator）などと連携し、ユーザー企業の潜在的なニーズを顕在化させ、円滑な提案を可能にする専用のFDE（Forward Deployed Engineer）を設置することなどによって、SMBならびに大都市圏以外の地域の企業に向けたデジタル化／デジタルビジネス推進、AI活用支援を強化すべきである」とIDC Japan、Software, Services, and IT Spendingのシニアリサーチマネージャーである市村仁は述べている。

IDC Survey Spotlight: What Was the Operational Impact of the March 2026 Drone Strikes on Cloud Datacenters in the UAE and Bahrain? (Part 1)

Rob Tiffany — Fri, 04 Sep 2026 04:00:00 GMT

This IDC Survey Spotlight looks at workload resilience considering the March 2026 drone strikes on cloud datacenters in the UAE and Bahrain. It draws upon data collected from IDC’s Cloud Pulse Survey in June 2026.

Market Analysis Perspective: Worldwide Intelligent Cloud and Edge Operations with FinOps, 2026

Jevin Jensen — Fri, 04 Sep 2026 04:00:00 GMT

This IDC Market Analysis Perspective provides insight into the current and future state of the intelligent cloud and edge operations in the FinOps market. It includes an overview of the current market landscape, a technology buyer perspective, a market outlook, and IDC's advice for technology suppliers/service providers.

"This market grew faster than the overall software market as companies invested in cloud automation and FinOps solutions to deliver AI-infused projects. Acquisitions and start-ups were common across this market and its submarkets, which are on track to pass $50 billion by 2030," says Jevin Jensen, Research VP.

Market Analysis Perspective: Worldwide Virtual Client Computing, 2026

Filippo Vanara — Fri, 04 Sep 2026 04:00:00 GMT

This IDC Market Analysis Perspective provides insight into the current and future state of the virtual client computing market. It includes an overview of the current market landscape, a technology buyer perspective, a market outlook, and IDC's advice for technology suppliers/service providers.

"Virtual client computing is no longer just a remote access mechanism or a cost-containment tool for legacy applications. It has evolved into the foundational control plane for the modern digital workspace. As enterprises grapple with hybrid workforce demands, shifting cloud economics, and the rapid integration of AI-driven tools, the ability to centralize data security while dynamically streaming compute resources to any endpoint is becoming a core driver of operational agility," said Filippo Vanara, research manager, Worldwide Enterprise Cloud Computing Platforms at IDC.

Market Forecast: Türkiye Public Cloud Services Forecast, 2026-2030

George Ayad, Jebin George — Fri, 04 Sep 2026 04:00:00 GMT

This IDC Market Presentation provides a five-year forecast for the public cloud services market in Türkiye and delivers insights into the drivers and inhibitors of growth.

“Türkiye’s public cloud services market is set for sustained growth over the forecast period, and for the first time that growth is underwritten by committed in-country hyperscale capacity rather than by proximity to regions elsewhere. The trajectory is more credible than in prior cycles, but the pace will be set primarily by regulation and delivery capability,” says George Ayad, Senior Research Analyst, Cloud and Datacenters, Enterprise Infrastructure at IDC.

Market Forecast: Worldwide Software as a Service Applications and Platform as a Service Forecast, 2026–2030

Frank Della Rosa — Fri, 04 Sep 2026 04:00:00 GMT

This IDC presentation presents the five-year forecast for the software-as-a-service (SaaS) applications and platform-as-a-service (PaaS) market and delivers insights into the drivers and inhibitors of growth.

This IDC presentation analyzes how agentic AI is reshaping worldwide SaaS application revenue through changing software consumption, monetization models, and autonomous execution. The document evaluates both accretive and substitutive scenarios to assess how AI may expand new revenue streams while reducing dependence on traditional seat-based subscription models.

“The SaaS applications market is on track to more than triple by 2030, but the defining question is whether agentic AI expands software demand or accelerates the erosion of traditional seat-based models. Our accretive and substitutive scenarios highlight these alternative futures. Ultimately, competitive advantage will depend less on AI capabilities themselves than on how quickly vendors transition from seat-based monetization to outcome- and consumption-based business models.” — Frank Della Rosa, research vice president, SaaS, Business Platforms, and Industry Cloud, IDC

市场份额：中国银行业本地部署分布式事务型数据库市场份额，2025

Nan Wang — Fri, 04 Sep 2026 04:00:00 GMT

本IDC研究分析了2025年银行业本地部署分布式事务型数据库市场领先厂商的市场份额。

本报告主要研究中国银行业本地部署分布式事务型数据库市场的市场规模及主要厂商情况，涵盖整体市场格局分析、厂商发展现状、市场发展趋势以及分析师洞察等内容。

IDC中国企业级软件研究领域研究经理王楠表示："2025年中国银行本地部署分布式事务型数据库市场正从'国产化替代'进入'核心系统规模化复制'阶段，市场规模呈现高速增长。数据安全、监管合规、业务连续性以及核心系统自主可控仍是需求增长的重要驱动力。随着基础分布式能力逐步成熟，银行客户的关注重点也由单纯的性能和可用性，进一步转向异构数据库迁移、强一致性、智能运维、混合事务分析处理（HTAP）以及长期运营成本等综合能力。"

HPE 3Q26 Results: Building Momentum Across the AI Infrastructure Stack

Matthew Eastwood — Thu, 03 Sep 2026 04:00:00 GMT

On September 2, 2026, Hewlett Packard Enterprise (HPE) results, with broad-based demand across networking, cloud, and AI driving another step-up in revenue, profitability, backlog, and guidance. Revenue reached a record $12.2 billion, up 34% year over year, while non-GAAP diluted EPS rose 152% to a record $1.11. Free cash flow was approximately $1.0 billion, non-GAAP gross margin reached a record 40.4%, and non-GAAP operating profit rose to a record $2.0 billion. Normalized orders increased 42% year over year, driven in part by accelerating demand for inference and agentic AI workloads.

HPE's two core growth engines continued to strengthen. Networking revenue reached $2.9 billion, up 75% year over year, while Cloud and AI revenue rose 25% to a record $9.0 billion, with operating margin expanding to 17.0%. HPE booked $2.4 billion in new AI systems orders, lifting AI backlog to $6.8 billion, while traditional server orders rose 75% and normalized networking orders increased 36%. Cumulative networks for AI orders reached $2.2 billion, prompting HPE to raise its fiscal year target to $2.5–3.0 billion. Supported by record backlog and strong demand visibility, HPE also raised its FY26 and FY27 outlooks, reinforcing the view that the current growth cycle extends beyond AI servers into networking, storage, hybrid cloud, and broader enterprise modernization.

Market Share: Worldwide Agentic AI Platform Shares, 2025: A Rush to Play

Neil Ward-Dutton — Thu, 03 Sep 2026 04:00:00 GMT

This IDC Market Presentation examines the worldwide agentic AI platform software market in 2025, including vendor revenue shares, competitive positioning, regional performance, and deployment trends. Market revenue grew from $300.1 million in 2024 to $2.55 billion in 2025 as providers across cloud, enterprise applications, data platforms, automation, and AI infrastructure moved quickly to establish positions in this emerging strategic software category.

The early advantage went to vendors that could connect agent development and operation with existing enterprise applications, workflows, data, identity systems, and cloud environments. However, the competitive landscape remains fluid. Business-centric platforms focus on guided deployment and integration with operational processes, while developer-centric platforms offer greater control over architecture, model selection, tool integration, and orchestration. Neither approach has yet become dominant.

As organizations move from limited experimentation to production deployment, differentiation is extending beyond model access and basic agent-building capabilities. Governance, observability, identity, interoperability, context management, deployment flexibility, and cost visibility are becoming essential to enterprise readiness. Vendors that enable customers to deploy agents within trusted operating boundaries and coordinate them across multiple platforms, systems, and business processes will be best positioned as the market matures and begins to consolidate.

AI-RAN Moves from Pilot to Production

Ajeet Das — Wed, 02 Sep 2026 04:00:00 GMT

This IDC Market Note details how AI-RAN shifted from pilot projects to commercial deployment in 2026, with Ericsson and Nokia launching subscription AI-RAN platforms, the AI-RAN Alliance growing to 132 members, and Verizon extending agentic AI across 60,000 sites. It outlines the Alliance's four pillars (AI for RAN, AI on RAN, AI and RAN, and agentic AI), explains how AWS and Microsoft Azure position themselves as orchestration and monetization layers for shared RAN infrastructure, and discusses the ROI validation gap and the GPU versus baseband architecture debate hindering adoption. IDC recommends operators focus on validated, high-ROI use cases such as energy savings and massive MIMO tuning, delay second-wave applications such as computer vision, and consider hyperscaler and accelerator decisions as core infrastructure choices for upcoming budget cycles.

"AI-RAN has moved from lab pilot to a board-level budget line in a single quarter — the operators who win will be those who validate ROI and adopt an accelerator strategy first." — Ajeet Das, research director, Worldwide Telecom Network Infrastructure, IDC.