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2026 Worldwide Semiconductor Market: Challenges and Opportunities

Helen Chiang — Fri, 28 Nov 2025 05:00:00 GMT

This IDC Presentation highlights how the 2026 semiconductor market is confronted with both opportunities and challenges impacted by geopolitical tensions. On the opportunity side, breakthroughs in 2nm process technology, the development of advanced packaging, and the evolution of optical interconnects are opening new avenues for growth. On the challenge side, international competition has triggered regulatory pressures and sanctions, while the increasing share of in-house chip design by major customers is disrupting supply chains and business models. At the same time, design complexity continues to rise, and a shortage of skilled talent poses additional risks.

This report aims to provide a comprehensive analysis of these market dynamics, helping the semiconductor supply chain stakeholders understand the turning points within the industry and establish proactive strategies in the AI era, further to better capture emerging opportunities and strengthen their competitiveness.

2026地缘政治下的半导体发展

Helen Chiang — Fri, 28 Nov 2025 05:00:00 GMT

本IDC市场看法报告显示，当今全球产业发展无一不受到地缘政治影响，其中，中美关系的变化以及各自在政策上的布局更深刻影响到半导体产业发展。美国通过禁令与关税措施企图限制中国半导体发展，中国则在近年以反倾销与关键材料出口管制等方式进行反制。与此同时，中国本土AI芯片与GPU厂商在政策支持与本地需求的双重推动下持续扩张。外部的压力与竞争进一步加速了本地能力的发展，未来中国在全球半导体产业的角色发展值得关注。

“中国自给自足的能力将持续提升，进一步促使中美两个相对独立的半导体供应链体系的加速形成。对于科技供应商而言，如何了解地缘政治形势发展，以及力求在中美竞争中保持平衡，对于未来厂商的发展将更为关键。”——IDC亚太半导体产业分析师江芳韵表示。

3Q25中国竞争力分析报告——成像与打印外设市场（历史） 3Q25 China Compete Imaging ─ HCP Market Summary (Historical)

Donna Wang — Fri, 28 Nov 2025 05:00:00 GMT

IDC市场竞争报告对喷墨、A3&A4激光市场进行了详细分析，总结了打印外设数据收集的核心洞察。该报告包含高价值的营销洞见，市场核心趋势以及厂商市场份额分析。以下是报告涵盖的主要内容。

执行概要
市场综述
产品分析
竞争分析
细分市场分析
渠道分析

本报告中的数据和观点引用来自IDC《全球打印外设市场季度跟踪报告》（3Q25）

中国数字政府市场预测，2025—2030

Jifeng SUN — Fri, 28 Nov 2025 05:00:00 GMT

本报告基于IDC对中国数字政府市场的长期跟踪与研究，对中国数字政府2025年至2030年的市场规模做了预测与分析，可供政府信息化厂商在进行产品研发和制定发展策略时参考，也可供投资机构做参考。

同时我们也看到，随着2022年以来政府采购的逐渐减少，偿息压力的增加，以及数字政府建设模式由直接投资向政企合作、持续运营转变，IDC调低了未来5年中国数字政府整体市场规模预测，五年复合增长率由6.2%下降为4.1%，预计到2030年数字政府市场规模将达到1857亿元人民币。

IDC政府行业分析师孙吉峰表示："数字政府经过多次迭代升级，技术与建设模式都在发生翻天覆地的变化，技术上从信息化、云化、大数据，再到智能化，建设模式从分散自建、统筹统建、政企合作，再到持续运营，政府领域供应商必须洞察并适应这个变化，参与到数智政府的转型建设中。"

AI, Wi-Fi 7, and Campus Network Modernization to Power Asia/Pacific WLAN Market Past US$1 Billion in 2025

Thu, 27 Nov 2025 05:00:00 GMT

Sustained enterprise demand, fueled by AI integration, Wi-Fi 6E/7 upgrades, and rising campus network investments across key Asia/Pacific markets, according to IDC

Industry Buyers Handbook: Asia/Pacific Government, 2025

Ravikant Sharma, Nigel Wallis, Jose Ignacio Diaz — Thu, 27 Nov 2025 05:00:00 GMT

This IDC Industry Buyers Handbook aims to help technology vendors understand the areas of technology investments of Asia/Pacific governments. Vendors can use this handbook to:

Align the company's proposition to the buyer's tech priorities as they relate to domain processes.
Position the technology offering and innovation capabilities to respond to the buyer's business transformation objectives.

Technology vendor executives in areas including marketing, sales, and product strategy can leverage the insight from this handbook to inform and formulate their approach with buyers within the Asia/Pacific public sector industry. The insights provided in this handbook is largely based on IDC survey data but also leverages senior IDC analysts' knowledge, IDC research, and ongoing conversations with key industry players.

"Asia/Pacific governments are pursuing a pragmatic digital agenda — prioritizing AI adoption, cloud deployment, and citizen-centric services. Operational efficiency, regulatory compliance, and measurable outcomes are at the core of investment decisions. For technology vendors, this means moving beyond generic offerings to deliver tailored, scalable solutions with trusted expertise. The execution mindset of governments creates immediate opportunities for partners that can accelerate transformation while addressing sovereignty, security, and skills challenges," says Ravi Kant Sharma, Asia/Pacific lead, IDC Government Industry Intelligence.

New Large Format and Production Print Products from Printing United

Tim Greene — Thu, 27 Nov 2025 05:00:00 GMT

This IDC Market Note highlights some of the new products in the large format and production digital print market that debuted at the recent Printing United event.

Beyond Cost and Compliance: How Red Hat Is Shaping AI, Sovereignty, and Modernization

Wed, 26 Nov 2025 05:00:00 GMT

This IDC Market Perspective examines Red Hat’s evolving strategy in response to three dominant market trends: accelerating enterprise AI adoption, widespread migration from legacy virtualization platforms, and the growing imperative for digital sovereignty. Following Red Hat Analyst Day 2025, Red Hat is positioning itself as a leader in delivering open, flexible, and consistent hybrid cloud platforms that prioritize customer choice, operational control, and mitigation of vendor lock-in.

“In a market chasing speed, Red Hat’s open approach reframes the conversation from lock-in avoidance to long-term resilience, where sovereignty and AI governance become strategic imperatives. Red Hat’s strength lies in bridging modernization and sovereignty while operationalizing AI at scale,” said Jennifer Thomson, AVP European Research.

Dell Technologies FY 3Q26 Results: AI Surge Resapes Infrastructure Outlook

Matthew Eastwood — Wed, 26 Nov 2025 05:00:00 GMT

EMEA Infrastructure Market Overview, 1Q25

Andrew Buss, Luis Fernandes, Shahin Hashim, Victoria Mendes, Pavel Roland — Wed, 26 Nov 2025 05:00:00 GMT

This IDC Market Presentation provides an overview of the EMEA IT infrastructure market in 1Q25 and related trends across servers, external enterprise storage systems, and enterprise networking (including Ethernet switching and routers) compared with the same period in 2024. It also compares the performance of the top 10 enterprise server, storage, and networking vendors with the overall performance of the market.