rsshardware https://my.idc.com/rss/2805.do IDC RSS alerts 2026年 国内AIインフラおよびAI向けITインフラサービス市場動向分析:推論が主導する競争軸の転換 https://my.idc.com/getdoc.jsp?containerId=JPJ54233926&utm_medium=rss_feed&utm_source=alert&utm_campaign=rss_syndication <P>本調査レポートは、国内AI(Artificial Intelligence)インフラ(サーバー/ストレージ)市場と、AI向けITインフラサービス(構築/運用/保守サービス)市場を対象に市場予測を提供し、需要動向やベンダー動向を分析する。両市場に関する顧客タイプ別を含むセグメント別の市場予測、ユーザー調査に基づくAIインフラに対する需要分析、そして国内AIインフラ市場シェアや主要ベンダーの動向分析によって、国内AIインフラ市場の需要動向と競争環境の変化を明らかにする。そして、市場の変化を踏まえて、パートナーエコシステムなどの観点からITサプライヤーが両市場において市場機会を拡大するための提言を示す。</P><P>IDC Japan、Infrastructure, Imaging and Devicesのリサーチマネージャーである宝出 幸久は、「国内AIインフラ市場は、国家戦略と企業競争力の強化に直結する重要な市場へと進化している。2026年は、学習中心の投資フェーズから、推論を軸とした社会実装フェーズへの転換点である。これに伴って、AIインフラは経済活動の高度化や中長期的な産業構造変革を支える国家的な基盤としての位置づけを強めていく。今後の競争軸は、AIインフラに関する包括的なポートフォリオ、新たなパートナーエコシステムの構築、そしてAIの本番実装に向けた変革支援能力である。これらを兼ね備えたITサプライヤーが、次の成長局面において市場の主導権を握る」と分析している。</P> Special Study Fri, 13 Mar 2026 04:00:00 GMT Yukihisa Hode, Shinya Kato, Mimei Ito IDC Survey: Goals, Benefits, and Barriers to Agentic AI Adoption in Software Development —Insights from IDC's Agentic Application Development and DevOps Survey https://my.idc.com/getdoc.jsp?containerId=US54283526&utm_medium=rss_feed&utm_source=alert&utm_campaign=rss_syndication <P>This IDC Survey examines how organizations are adopting agentic AI tools in application development and DevOps, with a focus on adoption maturity, priority use cases, and the role of trust and governance in deployment decisions. The research draws on results from IDC's December 2025 <I>Agentic Application Development and DevOps Survey</I> and assesses how agentic AI is being applied across the software development life cycle (SDLC).</P><P>Survey findings indicate that just over half of the organizations report using agentic AI tools regularly or as a core part of their SDLC, while many others remain in pilot, occasional, or nonuse stages. Adoption is therefore progressing, but unevenly, as organizations evaluate how agentic capabilities fit into established development workflows. The results show a strong emphasis on assistive use cases that support code quality and verification, alongside persistent concerns related to security, trust, and governance. Together, these factors shape how quickly and how deeply agentic AI is integrated into production environments.</P> IDC Survey Fri, 13 Mar 2026 04:00:00 GMT Melinda-Carol Ballou, Arnal Dayaratna, Matthew Flug, Jim Mercer, George Mironescu, Katie Norton, Adam Reeves, Adam Resnick, Michele Rosen, PhD MWC 2026: 5G’s Quiet Flex From Child Star to Stealthy Innovator https://my.idc.com/getdoc.jsp?containerId=lcUS54436226&utm_medium=rss_feed&utm_source=alert&utm_campaign=rss_syndication <P>Mobile World Congress 2026 brought together key players from the mobile ecosystem including operators, network equipment manufacturers, OSS/BSS vendors, systems integrators, cloud service and satellite providers to highlight current achievements and innovations as an amuse-bouche for the second act of 5G and a preview the industry’s 6G era. While 5G definitely played second fiddle to AI in the booth accoutrement count, behind the scenes, executives leaned into the complementary, co-dependent relationship between the two technologies as critical to achieving scale and commercial success for both.</P> IDC Link Fri, 13 Mar 2026 04:00:00 GMT Jason Leigh MasOrange and Ericsson Validates 5GSA for Mission-Critical Communications in High-Density Urban Environments https://my.idc.com/getdoc.jsp?containerId=lcEUR154433526&utm_medium=rss_feed&utm_source=alert&utm_campaign=rss_syndication <P>On March 12, Orange shared the results of the trial conducted jointly with the Madrid City Council, with an Ericsson UltraCompact Core (UCC), as one of the first large-scale real-world validations of 5G network prioritization for mission-critical communications operating over public mobile infrastructure. The trial, carried out during a major public event in central Madrid with more than 200,000 attendees, demonstrated that prioritized devices connected to the 5G network were able to maintain significantly higher throughput, lower latency, and more stable connectivity than standard consumer devices under conditions of extreme network congestion.</P><P>The tests aimed to evaluate how 5G Standalone (SA) capabilities such as traffic prioritization and network slicing can support public safety services. The results confirm that advanced 5G features can enable reliable communication even where mobile networks are heavily saturated. This highlights how mission-critical communications are emerging as one of the most tangible monetization opportunities for 5G networks.</P> IDC Link Fri, 13 Mar 2026 04:00:00 GMT Alejandro Cadenas PC Processor Market Share and Forecast Charts 4Q25 https://my.idc.com/getdoc.jsp?containerId=US54365726&utm_medium=rss_feed&utm_source=alert&utm_campaign=rss_syndication <P>This IDC Market Presentation includes select charts of data from the pivot table Worldwide PC Processor Vendor Market Shares and Market Forecast, 4Q25. It includes 1Q25 and full year 2024 shipment shares and revenue shares. It also includes a bar chart of historical quarterly shipments and shares by vendor with total market sizes and year-over-year changes. Finally, it includes historical and forecast shipments by processor architecture (x86 and Arm).</P> Market Presentation Fri, 13 Mar 2026 04:00:00 GMT Phil Solis RingCentral Analyst Summit 2026: Unraveling the future of AI in business communications https://my.idc.com/getdoc.jsp?containerId=lcUS54437026&utm_medium=rss_feed&utm_source=alert&utm_campaign=rss_syndication <P>The RingCentral Analyst Summit 2026 showcased RingCentral’s renewed strategy and capabilities it is counting on to win in the commoditized UC&C market. With a clear approach to build a verticals-oriented agentic AI platform for customer-focused business communications, the company is expected to create sustainable market differentiation for the times to come. </P> IDC Link Fri, 13 Mar 2026 04:00:00 GMT Jitesh Gera, Denise Lund, Wayne Kurtzman Worldwide DRAM Demand and Supply 4Q25–4Q26 and 2026–2030 Update https://my.idc.com/getdoc.jsp?containerId=US53448026&utm_medium=rss_feed&utm_source=alert&utm_campaign=rss_syndication <P>This IDC Pivot Table provides the CY 4Q25 DRAM vendor share results and forecasts for both the short term (4Q25–4Q26) and the long term (2026–2030) for the worldwide DRAM market. The Pivot Table includes:</P><UL><LI>Worldwide DRAM revenue share by vendor, 4Q25 and 3Q25 and 2025 and 2024</LI><LI>Worldwide electronic equipment production by application, 4Q25–4Q26 and 2026–2030</LI><LI>DRAM content by application, 4Q25–4Q26 and 2026–2030</LI><LI>DRAM demand bit share by application, 4Q25–4Q26 and 2026–2030</LI><LI>DRAM supply by vendor, 4Q25–4Q26</LI><LI>Mobile DRAM, graphics DRAM, and server DRAM supply bit share by vendor, 1Q23–4Q25</LI><LI>DRAM wafer output forecast, 1Q24–4Q26</LI><LI>DRAM demand and supply summary, 4Q25–4Q26 and 2026–2030</LI><LI>DRAM shipment by density, 4Q25–4Q26 and 2026–2030</LI><LI>DRAM price forecast, 4Q25–4Q26 and 2026–2030</LI><LI>DRAM bit share by interface, 4Q25–4Q26 and 2026–2030</LI><LI>HBM forecast, 4Q25–4Q26 and 2026–2030</LI></UL> Pivot Table Fri, 13 Mar 2026 04:00:00 GMT Soo Kyoum Kim Worldwide Mobile Phone, Tablet, and PC Processor Market Shares, 4Q25 https://my.idc.com/getdoc.jsp?containerId=US54411226&utm_medium=rss_feed&utm_source=alert&utm_campaign=rss_syndication <P>This IDC Pivot Table data allows for comparison of the performance of the mobile phone application processor, media tablet application processor, and PC microprocessor markets and a view of processor vendors across all primary client devices.</P><P>The following data is provided quarterly starting from 1Q16:</P><UL><LI>Market size in units</LI><LI>Vendor shares in units</LI><LI>Market size in revenue</LI><LI>Vendor shares in revenue</LI></UL><P>Segments include:</P><UL><LI>Discrete Application Processor — Mobile Phone</LI><LI>Integrated Baseband Processor — Mobile Phone</LI><LI>Tablet Application Processor — Media Tablets (non-PC)</LI><LI>PC Microprocessor — Desktop PC</LI><LI>PC Microprocessor — Mobile PC</LI></UL> Pivot Table Fri, 13 Mar 2026 04:00:00 GMT Phil Solis Worldwide NAND Flash Demand and Supply 4Q25–4Q26 and 2026–2030 Update https://my.idc.com/getdoc.jsp?containerId=US53446326&utm_medium=rss_feed&utm_source=alert&utm_campaign=rss_syndication <P>This IDC Pivot Table provides the CY 4Q25 vendor share results and forecasts for both the short term (4Q25–4Q26) and the long term (2026–2030) for the worldwide NAND flash memory market. The Pivot Table includes:</P><UL><LI>Worldwide NAND revenue share by vendor, 4Q25 and 3Q25 and 2025 and 2024</LI><LI>Worldwide electronic equipment production by application, 4Q25–4Q26 and 2026–2030</LI><LI>NAND content by application, 4Q25–4Q26 and 2026–2030</LI><LI>NAND demand bit share by application, 4Q25–4Q26 and 2026–2030</LI><LI>NAND supply by vendor, 4Q25–4Q26</LI><LI>NAND wafer output forecast, 4Q25–4Q26</LI><LI>NAND demand and supply summary, 4Q25–4Q26 and 2026–2030</LI><LI>NAND shipment by density, 4Q25–4Q26 and 2026–2030</LI><LI>NAND price forecast, 4Q25–4Q26 and 2026–2030</LI><LI>NAND bit share by interface, 4Q25–4Q26 and 2026–2030</LI></UL> Pivot Table Fri, 13 Mar 2026 04:00:00 GMT Soo Kyoum Kim Cisco Live EMEA 2026: Toward a Platform Company https://my.idc.com/getdoc.jsp?containerId=EUR154378626&utm_medium=rss_feed&utm_source=alert&utm_campaign=rss_syndication <P>This IDC Market Perspective analyzes Cisco Live EMEA 2026, highlighting Cisco’s evolution into a platform-centric, AI-driven networking leader. It examines EMEA’s standout performance, the company’s product and platform innovations, and its challenges in security and services. The document provides actionable guidance for Cisco and its partners to capitalize on AI, life-cycle services, and regional opportunities while addressing execution gaps in services and partner enablement.</P><P>“Cisco’s transformation into a platform-centric, AI-driven networking leader is clearly resonating in EMEA, where robust growth and innovation are matched by new challenges in services and partner execution. To sustain momentum, Cisco and its partners must double down on life-cycle services, regional differentiation, and the unique requirements of EMEA customers,” said Chris Barnard, vice president, IDC’s European Telecoms and Infrastructure.</P> Market Perspective Thu, 12 Mar 2026 04:00:00 GMT Chris Barnard, Len Padilla, Bruno Teyton