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AI大转型时代的渠道生态战略与机遇

Cindy Xin — Fri, 19 Dec 2025 05:00:00 GMT

本报告深刻剖析了AI大转型时代下中国渠道生态的战略转折点。研究指出，生成式AI与智能体技术的崛起正驱动市场进入高速增长期，并彻底重塑企业应用架构与商业模式。这一变革对传统渠道模式构成系统性冲击，催生了以“基础设施、能力组件、解决方案、市场运营”为核心的四层网状生态新结构。面对变局，IDC建议技术提供商必须重构其生态战略，从“管理者”转向“赋能者”与“共创者”，聚焦平台化赋能与价值共享的商业模式创新；同时，渠道合作伙伴需果断向AI能力与垂直行业深耕转型，以在智能经济的新格局中确立关键价值定位。

IDC中国渠道和生态体系研究总监辛鑫表示：“我们正见证一场从‘渠道’到‘生态’的范式革命。未来五年的竞争，将不再是产品或解决方案的竞争，而是生态体系与生态体系之间的对决。技术提供商能否成功赋能新型伙伴、共同创造价值，以及服务商能否快速转型为AI驱动的价值运营者，将直接决定其能否在智能经济的新时代占据领先地位。”

Adopting Dual-Use Technologies in Defense Tech

Alan Webber — Fri, 19 Dec 2025 05:00:00 GMT

This IDC Perspective discusses how defense and allied agencies and ministries should move forward with the acquisition of dual-use IT technologies while addressing the challenges both the government and commercial vendors face. Dual-use technologies are not new to government, just an under-realized resource as DoD shifts to be more agile and innovative. Manifesting this hybrid approach of using dual-use technologies in all but the most unique and specific defense applications will require close collaboration between government program managers, acquisition professionals, and commercial technology vendors.

"For government technology leaders, the dual-use era demands a shift in mindset — from procurement of hardware to management of digital ecosystems as agility, transparency, and interoperability are now mission imperatives. Those programs that operationalize hybrid architectures, automate compliance, and adopt outcome-driven procurement will set the pace for defense modernization across the United States, NATO, and Five Eyes nations." — Alan Webber, program vice president, National Security, Defense, and Intelligence, IDC

Breaking the Silos — Why a Connected Cloud-Data Strategy Is Critical for AI Everywhere

Archana Venkatraman — Fri, 19 Dec 2025 05:00:00 GMT

This IDC Perspective focuses on the value of joining cloud and data transformation strategies together for AI success. Modern architectures need to serve both traditional business intelligence and advanced AI, GenAI, and agentic AI needs. Isolated cloud and data architectures are not able to effectively meet business needs and AI mandates, requiring organizations to design a unified cloud data architecture.

"A synchronized cloud and data architecture can act as a double engine for AI dominance. Embracing a unified vision helps with the design of a data-centric cloud architecture to overcome the long-standing barriers of data silos, vulnerabilities, and complexities to truly turn data into a strategic asset for AI success." — Archana Venkatraman, senior research director, cloud data management and platforms and cloud governance, IDC Europe

Five Cloud Application Deployment Platforms Predictions for the Age of AI

Matthew Flug — Fri, 19 Dec 2025 05:00:00 GMT

This IDC Market Perspective highlights key trends in the application deployment platform market and makes five predictions as to how application platforms will need to change to support the complex requirements of AI-powered applications.

"The demand for AI applications and agents is forcing humans, organizations, and tools to change. With heightened requirements for data, privacy, security, and abstraction, application platforms are well positioned to play a central role in helping organizations scale the development, deployment, and management of AI applications and agents", said Matthew Flug, research manager for Cloud Application Deployment Platforms at IDC.

IDC FutureScape: Worldwide Enterprise Connectivity 2026 Predictions — Asia/Pacific (Excluding Japan) Implications: Positioning for Success — Opportunities for Tech Sales and Marketing Leaders

Nikhil Batra, Swathi Arunaa — Fri, 19 Dec 2025 05:00:00 GMT

This IDC Presentation is an accompanying piece to IDC FutureScape: Asia/Pacific (Excluding Japan) Enterprise Connectivity 2026 Predictions. It provides specific recommendations for two roles within technology vendor organizations: technology sales leaders and technology marketing leaders.

Enterprise connectivity has become the critical foundation for digital business in the Asia/Pacific region. As organizations accelerate their adoption of AI, cloud, edge computing, and advanced security architectures, the underlying connectivity fabric increasingly determines their ability to scale, operate efficiently, and deliver consistent digital experiences.

In view of the 10 most significant enterprise connectivity trends that technology buyers must navigate between 2026 and 2030, this document outlines how technology vendors can position their capabilities, craft relevant messaging, and engage customers effectively.

Optimizing the Technology Purchasing Life Cycle Through IT/OT Convergence

Jonathan Lang, Kevin Prouty — Fri, 19 Dec 2025 05:00:00 GMT

This IDC Perspective examines the technology purchasing life-cycle impacts of IT/OT convergence. There are both financial and technology effectiveness risks to approaching IT/OT budgeting and technology purchasing without strategic alignment across IT and OT organizations. This document offers a model for effectively overcoming these risks through organizational development of digital engineering organizations that hold portfolio management and architecture competencies.

"I hear all the time from IT organizations that operations bought a piece of software, and they're struggling to support its implementation," says Jonathan Lang, research director, Worldwide IT/OT Convergence Strategies, IDC. "The real issue is that IT has traditionally been relegated to a tactical role, but this is no longer sufficient with all of the impacts of cloud, AI, connectivity, and other necessary technologies to drive IT/OT convergence."

中国基于大模型的智能托管安全服务能力研究，2025

James Wang — Fri, 19 Dec 2025 05:00:00 GMT

本次研究主要围绕MSS做评估，通过实测调研从人类及AI数字安全服务专家能力、生态建设水平、基于大模型的漏洞及威胁检测、基于大模型的事件分析、威胁情报、基于大模型的远程事件响应能力、基于大模型的威胁狩猎能力等角度进行评估，评估相关技术提供商在该市场的综合实力。同时，通过研究，给出市场和技术未来发展预测。

"从本次报告调研看，绝大多数企业的MSS的安全管理平台已经利用了安全大模型、安全智能体来提升漏洞检测及威胁检测、事件分析等各方面的能力。但在专家能力方面，服务智能体存在很大的差距。有些受访企业提供了全面的服务智能体，且实现了初步的Agentic，即通过AI安全服务值守服务专家来调用不同的智能体实现高度自动化的服务效果。然而，有些受访企业在这部分能力上则有很大的缺失。"——IDC研究总监王军民表示。

Outsourced Channel Management: Has Broadcom Established the Model of the Future?

Jaclynn Anderson, Frank Dickson — Thu, 18 Dec 2025 05:00:00 GMT

This IDC Market Perspective explores the structure, execution, and implications of Broadcom's channel model across various regions and market segments. Broadcom's outsourced channel management strategy for the company's security brands, including Symantec and Carbon Black, introduces a distinctive approach to regional distribution and customer engagement through exclusive aggregator partnerships. By granting distributors unique contracts and operational autonomy, Broadcom streamlines its channel operations, prioritizes strategic accounts, and leverages partner expertise to extend market reach and improve efficiency. This model offers benefits for Broadcom, its partners, and customers.

"Broadcom's channel management strategy demonstrates how a well-structured aggregator model can streamline operations, enhance partner engagement, and extend market coverage for security solutions. By empowering regional partners with greater autonomy and accountability, Broadcom is able to focus on strategic accounts while ensuring consistent service and support across diverse markets." — Jaclynn Anderson, research director, Cybersecurity, IDC

The India CPaaS Market: Growth Driven by Conversational Commerce, RCS Uptake, and API-Led Innovation

Avinash Naga, Courtney Munroe — Thu, 18 Dec 2025 05:00:00 GMT

This IDC Market Perspective highlights the latest trends shaping the CPaaS market in India, the current scenario of network APIs, key emerging players, and strategic partnerships. It provides actionable considerations for CPaaS providers to leverage the full potential of the CPaaS market in India's evolving digital ecosystem. The CPaaS market in India is entering a growth phase, fueled by omni-channel engagement (i.e., WhatsApp and RCS), AI-driven automation, and regulatory compliance requirements. BFSI, retail, and healthcare are leading in CPaaS adoption, while SMEs are accelerating uptake through low-code platforms. Telecom companies are teaming up with CPaaS providers to offer secure, trusted services with verified identities, which is especially important for regulated industries. With 5G and generative AI, CPaaS is moving beyond simple messaging to become a smart platform for managing all enterprise communications.

"CPaaS has become the backbone for India's digital growth, where AI-driven automation, trusted telecom networks, and immersive 5G experiences converge to redefine how enterprises communicate and engage with customers," says Avinash Naga, research manager, Worldwide Telecommunications Research at IDC.

Canadian Datacenter Infrastructure Market Snapshot, 3Q25

Henry Arzumanian, Dave Pearson — Wed, 17 Dec 2025 05:00:00 GMT

This IDC Market Presentation examines the year-over-year changes in the overall datacenter infrastructure ecosystem during the third calendar quarter of 2025 — notably servers, storage, and networking equipment. It also provides competitive positioning in the form of revenue market share for key named vendors in each of those submarkets.