在全球AI竞争格局中,中国AI模型在技术能力上已与北美差距缩小,但在海外市场渗透与用户信任方面仍面临显著挑战。当前,AI模型正从“工具”演进为“基础设施”,其能力已成为衡量企业技术竞争力与未来增长空间的核心指标。与此同时,Agent的繁荣并未削弱模型的重要性,反而放大了模型能力的差距。未来,谁掌握更强的模型、数据与Agent能力,谁就有机会成为下一代智能经济时代的核心平台。对中国厂商而言,开源、低成本部署与本地化能力,或将成为跨越“信任鸿沟”、在全球Agent建设中占据一席之地的关键路径。

本文核心洞察

  • AI模型能力差距正在被放大,而非缩小
  • 中国模型已跨越“技术鸿沟”,但未跨越“信任鸿沟”
  • 海外企业拒绝中国模型的主因是长期支持、合规与成本,而非性能
  • 开源市场已超闭源,且“拿来即用”成为主流
  • 中国厂商的最大机会是成为全球Agent建设的“默认系统”

Agent繁荣之下,模型重要性不降反升

2026年以来,OpenClaw、Harness及Hermes等开源工具与智能体的出现,降低了技术供应商打造AI产品的门槛,推动了更多x-claw类产品的落地。尽管有观点认为“应用层会吞噬模型层”,但实际上,随着AI系统承担复杂任务与自主执行,模型能力的差距反而被放大。大模型正从工具演进为基础设施AI模型能力已成为衡量企业技术竞争力、生态影响力与增长空间的重要指标。

模型迭代也直接推动了Agent的繁荣。2026年,全球近80%的企业已将智能体用于实际生产活动。中国当前平均部署12.84个智能体,计划年底达30.87个,但仍低于全球平均水平(当前23.5个,计划年底43.15个)。

全球市场的光与影:中国模型与北美仍有较大差距

从全球企业AI模型选择看,OpenAI(43.4%频繁使用,30.3%部分应用)占据主流,Gemini、Claude、DeepSeek、Grok、Doubao等亦被广泛采用。Doubao、GLM、Qwen、Hunyuan、Kimi在不同地区拥有客户群体。OpenClaw的出现及DeepSeek、智谱等厂商的快速迭代,也推动了中国模型的实际应用。

关键发现:剔除中国市场后,除DeepSeek外,其他中国模型在亚太其他地区、北美、西欧、中东/土耳其和非洲的广泛使用比例均不足10%。仅有DeepSeek超过15%,其余均低于10%。中国AI模型厂商在海外用户覆盖上面临较大挑战。

海外用户的顾虑:信任问题重于能力问题

对比用户选择因素,选择中国AI模型的企业更看重成本效益、透明度要求及多模态用例支持;选择北美模型的企业则更看重安全/合规、回答质量与性能效果。中国模型正在跨越技术鸿沟,但仍未跨越信任鸿沟

进一步问询不考虑使用AI模型的原因,海外企业主要担心:中国AI模型厂商的长期支持水平、不满足安全合规要求、需要过多定制与微调、与系统不兼容、使用成本过高。而模型性能并非主要担忧因素,说明用户认知中,中国厂商的AI模型能力与北美差距较小。

开源:中国企业重构全球AI权力的工具

IDC数据显示,50%-60%的企业会应用开源模型而非闭源/商业化模型。尽管闭源模型更新会带来波动,但开源市场占比已超过一半。2026年Q2,DeepSeek V4及Qwen、GLM的持续迭代,将进一步推动企业用户采用。企业选择开源模型的原因包括:成本优势、数据隐私保护、深度定制化、技术自主性高及社区支持强大。

IDC还有以下发现:

  • 小模型获得更多选择:2025年,41.81%的开源模型参数量在2B-15B之间,58.5%的受访者选择该量级。
  • AI业务场景覆盖度为30%-40%:其中阿里通义系列占比最高,为41.2%。
  • 模型拿来即用比例升高:45%的受访者不进行调优直接部署,79.3%在调优后不会二次开源。
  • 开源模型落地的三种形态:40.9%部署到企业内部业务,32.0%开发为C端App/网页应用,27.1%与企业内部SaaS/PaaS/服务结合对外B端售卖。

未来机遇:Agent时代的“Android化”将是中国AI厂商的新机会。除了模型性能的追赶,中国AI模型的最大机会是通过开源、低成本部署、本地化能力和应用工具化,成为全球企业Agent建设中的默认系统和选择,以此获得全球更多信任。

分析师观点

IDC中国高级分析师李浩然表示,AI和Agent在全球各区域均进入快速落地阶段。即使经济环境下行,AI、安全、数据分析仍是企业主要投入方向。中国厂商AI模型在全球仍处于小范围部署和POC考虑阶段,随着模型性能、开源及产品生态的丰富,未来可能在全球获得更多机会。

本文相关IDC报告

  • 《全球企业级大模型采用率调研,2026》
  • 《中国AI开源市场研究报告(2025)》

进一步交流

如需获取完整报告或进一步探讨中国AI模型的全球化路径,欢迎与IDC联系。我们将基于一手调研与深度分析,为您提供更具针对性的洞察与决策支持。

请点击此处与我们联系。

Leo Li

Leo Li - Senior Market Analyst

Leo Li is a senior market analyst on artificial intelligence (AI) and big data for IDC China. He conducts research and analysis on AI and big data for the China and worldwide markets. He is also involved in regional and…

Your pipeline is growing. Conversion isn’t. That gap has a specific cause, and it’s not your demand generation.

In IDC’s recent expert panel, Addressing the Pipeline Conversion Gap, analysts examined why deal velocity and win rates are stagnating even as MQL volume climbs. The problem isn’t at the top of the funnel. It’s in what happens next.

They arrive having already evaluated options, checked pricing signals, and narrowed the field. Traditional qualification processes, built for a different era, are removing them before sales ever gets involved.

Today’s buyers are qualifying themselves. Your process just isn’t built for that.

The result is a filter that works backwards: organizations collect leads from browsers with no intent to buy while systematically losing their most qualified, motivated prospects.

“The funnel isn’t filtering for quality, it’s filtering for patience. And your best buyers have none.” — Heather Hershey, Research Director, Worldwide Digital Commerce

Five practices that push your best buyers out

AI has shifted information power to the buyer. Many qualification practices built to capture leads are now the reason those leads leave.

1. Gated content in an AI-first discovery environment

When decision-makers can get summarized answers instantly through AI tools, requiring registration for basic information creates friction without payoff. The problem has moved beyond conversion optimization. If your most valuable technical or educational content is inaccessible to AI indexing and answer engines, you risk disappearing from the places where B2B research now begins. The gate doesn’t just slow buyers down. It removes you from their consideration entirely.

2. Multi-step qualification chains

Traditional sales flows required multiple touchpoints before a prospect ever saw the product. Many buyers today want the opposite: the ability to self-evaluate first and engage with experts only when it’s worth their time. IDC research finds that high-intent buyers increasingly treat a mandatory demo sequence as a preview of what the purchase and implementation experience will be like. What they see is friction. What they do is leave.

3. Opaque pricing models

“Contact sales for pricing” once created negotiating leverage. Increasingly, IDC sees buyers interpret it as a signal that costs are inconsistent, negotiable in nontransparent ways, or deliberately difficult to benchmark. When prospects can compare alternatives through AI searches in minutes, withholding pricing information often accelerates movement toward competitors with cleaner commercial models , not away from them.

4. Requiring human contact for basic information

In IDC’s research, one of the most consistent buyer frustrations is being required to schedule a call to answer questions about integrations, security standards, deployment requirements, or product compatibility. When those answers are hard to find, buyers draw a conclusion: if pre-sale support is this cumbersome, post-sale support probably will be too. Self-service documentation isn’t a support cost. It’s where sales cycles now begin or end.

5. Repetitive discovery and qualification theater

Many organizations ask buyers to repeat the same background, pain points, and requirements across multiple calls with different representatives. What sales teams call thorough qualification is what decision-makers experience as a sign that your internal process matters more to you than their time does. Every redundant exchange reinforces that judgment.

The conversion gap isn’t a marketing problem

Most of the revenue challenges being attributed to marketing performance are symptoms of an outdated pipeline model. The organizations outperforming in this environment aren’t generating more leads. They’re removing friction for the buyers who already know what they want, and who expect to move on their own terms.

Closing that gap means changing some operating assumptions:

  • Let prospects self-educate before you bring them into human-led sales motions.
  • Make pricing, technical specs, and implementation details easy to find — not guarded.
  • Treat human engagement as something buyers opt into, not a gate you control.
  • Build for speed and buyer control. That’s it.

As AI intermediaries reshape how buyers discover and evaluate solutions, intent signals become harder to track. Qualification systems built for click-based, form-fill journeys are less effective when buyers expect answers before they ever identify themselves to a vendor.

Your competitors are probably making the same mistakes. The organizations that redesign for how buyers actually want to research and buy will capture the high-intent segment, the one that converts fastest and churns least.

Want to identify where your revenue process is creating buyer friction? Request a consultation with an IDC analyst.

IDC - -

International Data Corporation (IDC) is the premier global market intelligence, data, and events provider for the information technology, telecommunications, and consumer technology markets. With more than 1,300 analysts worldwide, IDC offers global, regional, and local expertise on technology and industry opportunities and trends in over 110 countries. IDC’s analysis and insight help IT professionals, business executives, and the investment community make fact-based technology decisions and achieve their key business objectives.

Google officially launched the Fitbit Air alongside the broader rollout of the Google Health platform, and while the hardware is getting most of the attention, enterprise and vendor watchers should keep their eyes on the software layer. This launch is less a fitness tracker story than a platform consolidation story, with significant implications for the broader health and wellness technology market.

The hardware: Deliberate, not derivative

The Fitbit Air is Google’s first screenless fitness tracker, priced at $99.99 and positioned squarely against the premium screenless wearables segment dominated by Oura and Whoop. The device is notably smaller than previous Fitbits and packs a meaningful sensor suite (heart rate, SpO2, HRV, irregular rhythm notifications, and automatic exercise detection) into a form factor designed to disappear on the wrist.

The deliberate absence of a screen is a strategic positioning decision, not a cost-cut. As the wearables market fragments, a growing segment of users prefers passive tracking devices that can be worn alongside a traditional watch rather than compete with one. The Fitbit Air isn’t the first screenless tracker to market, but it’s the first with a real chance to reach mainstream users, offering essentially the same health insights as premium incumbents at a fraction of the cost.

The lack of built-in GPS and NFC are notable omissions. Neither is a dealbreaker for the mass-market consumer Google is targeting, but both are worth flagging for more demanding buyers.

The real story: Google Health as a Platform

The hardware is secondary to what Google is actually building. The Fitbit app has been formally rebranded as Google Health, consolidating years of fragmented efforts across Google Fit, Health Connect, and Fitbit into a single platform. This is the kind of ecosystem rationalization that creates durable platform moats, and it matters for several reasons.

Google Health Coach, now out of public preview, is the differentiated layer. Built on Gemini, it functions as a personalized AI advisor across fitness, sleep, and health metrics; proactively surfacing insights rather than waiting to be queried. The coach delivers morning and evening summaries, post-workout analysis, and adaptive weekly fitness plans that update based on readiness scores and user context. In the US, it can connect to medical records, creating a longitudinal health data layer that goes well beyond what consumer wearables have historically offered.

What makes the coach genuinely interesting is its ability to incorporate life context, not just biometric data. When testing an earlier version as a new father traveling across multiple time zones with a sleep-training baby, the coach didn’t nag me to hit my workout targets. It recognized I wasn’t sleeping well, understood the circumstances I had shared, and offered practical alternatives such as a short walk, or pushing strength training to the next day. That kind of contextual flexibility is exactly what has been missing from wearables for years, and it’s where Google’s AI investment starts to show real differentiation over hardware-first competitors.

The platform also supports third-party device integrations via Health Connect and Apple Health, and Google intends to extend the experience to non-Google devices over time. The signal is clear: Google is less interested in selling you a tracker than in becoming the platform that ties all your health data together.

Competitive positioning and market implications

Several dynamics are worth watching. First, the Whoop comparison is apt but incomplete. The Fitbit Air takes the in-depth health analysis approach Whoop pioneered and opens it to the mass market at a budget price point. Whoop has a defensible customer base in enterprise wellness and athletic training; Google’s play is the mass consumer market plus enterprise wellness programs, an area where Fitbit has years of execution history. Notably, both represent a much larger total addressable market for Google than the competition it most directly displaces.

Second, Apple Health remains the obvious benchmark for platform completeness, and Google Health is clearly designed to close that gap on Android while making inroads on iOS. Limitations exist today, but Google has signaled plans to narrow the gap between Android and iOS experiences in the coming months.

Third, the subscription economics deserve attention. The Fitbit Air includes three months of Google Health Premium, after which the service runs $9.99/month or $99.99/year. Google is also bundling Health Premium into its broader AI subscription tiers (Google AI Pro and Ultra), a classic platform bundling move that mirrors its approach with cloud storage and productivity tools. This positions Google Health as a stickiness driver for the broader Google ecosystem, not a standalone revenue line.

One genuine limitation worth flagging

One architectural gap hasn’t received enough attention: although Google Health Coach is built on Gemini, it does not yet share context with the broader Gemini assistant. Users cannot tell Gemini “I’m traveling this week, pause my workout reminders until I get home” and have Health Coach act on it. The two systems currently operate in separate silos. For a company positioning Google Health as the intelligent, context-aware layer of its ecosystem, closing this gap should be a near-term priority.

The bigger picture

Google’s healthcare ambitions have historically outpaced execution, but this launch feels different. The coherence of the platform vision is clearer than it has ever been: a single app, an open third-party ecosystem, medical records integration, and an AI coaching layer all pointed at the same user experience. The Fitbit Air is the entry-point hardware, priced to drive volume. The data and subscription layer is the actual business, and the early signs suggest Google is serious about building it.

Jitesh Ubrani

Jitesh Ubrani - Research Manager, Worldwide Mobile Device Trackers

Jitesh is a Research Manager for the Worldwide Mobile Device Trackers, including Wearables, Augmented Reality (AR), Virtual Reality (VR), Tablets, and Phones. The team focuses on the market sizing, forecasting, and analyzing trends to provide insight into the competitive landscape…

Ask a technology leader whether they’d rather have a fast answer or a right one and most will say both. Then tell you why they can’t have both. The AI tools are too unreliable for high-stakes decisions. The reliable research takes too long to surface. Pick your problem.

This is the speed-credibility trade-off, and it’s real in the sense that most organizations experience it daily. But it isn’t a law of physics. It’s a consequence of how enterprise research infrastructure has been built, and built badly, in most cases. The trade-off isn’t inherent to AI research. It’s inherent to AI research done with the wrong tools on the wrong foundation.

Where the trade-off actually comes from

The speed problem and the credibility problem look like opposite sides of the same coin. They’re not. They have different causes and different fixes.

Speed failures come from delivery infrastructure. Research that lives in a portal, a PDF, or an inbox takes time to find, time to read, and time to apply. Even when the underlying research is excellent, the process of getting it to the decision slows everything down.

Credibility failures come from the research base. When an AI tool generates an answer from the public internet, it has no way to verify that the answer is current, proprietary, or traceable. Hallucinated citations and outdated data are symptoms of an ungrounded model, not of AI speed per se.

Organizations that treat these as a single problem end up solving neither. They slow down to get credibility, or speed up and lose it. The ones that separate the two problems can address each on its own terms — and in doing so, discover that the trade-off disappears.

Speed without credibility is the symptom, not the disease

The AI credibility crisis is real and well-documented. Public AI tools produce confident, fluent, incorrect answers with a regularity that has made enterprise technology teams legitimately cautious about using them for anything that matters. That caution is appropriate. It’s the conclusion some organizations draw from it that isn’t.

The conclusion: AI tools are fast but unreliable, therefore slowness is the price of defensibility. This framing treats ungrounded AI as the only kind of AI, and the public internet as the only available research base. Neither is true.

The credibility problem is not that AI produces answers quickly. It’s that AI produces answers from sources that can’t be verified. Fix the source, ground the model in proprietary, cited, traceable research, and the speed advantage of AI delivery becomes an asset rather than a liability.

“An AI backed by IDC’s research gives me a lot more confidence in the answers.” — Phillip Langeberg, CTO, The Resorts Companies

Confidence and speed aren’t in tension here. They’re both present, because the research base they draw from is trustworthy by design, not by process.

What trustworthy by design actually means in practice

There’s a meaningful difference between research that is credible because someone checked it and research that is credible because the system that produced it is built on verified, proprietary data.

The first model, credible by process, is what most organizations rely on today. An analyst reads the AI output, checks it against source material, and flags anything that looks wrong. This is better than nothing. It’s also slow, labor-intensive, and dependent on the analyst’s availability and judgment.

The second model, trustworthy by design, is what changes the trade-off. When every answer runs through a multi-agent verification layer checked against proprietary research, when sources are cited and linked, when the reasoning behind each output is visible and expandable, the checking doesn’t require a separate human step. It’s built into the architecture. The answer arrives fast and defensible, not fast and then verified.

“Where it used to take weeks to draw conclusions from hundreds of reports, I can now do that in minutes.” — Mark Terranova, Director, Worldwide Analyst Relations, Kyndryl

Weeks to minutes. With cited, traceable outputs. That’s not a description of accepting a speed-credibility trade-off. It’s a description of what happens when the trade-off is structurally eliminated.

The three conditions that eliminate the trade-off

The speed-credibility trade-off disappears when three conditions are met simultaneously. Miss any one of them and the trade-off returns.

The research base has to be verifiable at the source. Not scraped from the public internet and then filtered, but proprietary, current, and built on methodology that can survive scrutiny. Six decades of IDC research represents exactly that kind of foundation — the kind that gives AI outputs something defensible to stand on.

The delivery has to be embedded where decisions happen. Even the most rigorous research fails the speed test if it’s sitting in a portal. Intelligence that arrives in the workflow, in the collaboration tools, in the AI environment where the team is already working, closes the delivery gap without requiring anyone to go looking.

The outputs have to be traceable. Speed without traceability is just a faster path to the same credibility problem. Every answer needs a visible source, an expandable reasoning trail, and a citation that can be put in front of a CFO or a board without apology.

Meet all three conditions and the choice between fast and defensible stops being a choice.

Why this matters for how you build

The speed-credibility trade-off has become a planning assumption for many enterprise technology teams — a constraint that shapes budgets, workflows, and governance frameworks. Accepting it as fixed has real costs: slower decisions, underutilized research investments, and an organizational posture that treats caution and speed as permanently opposed.

The more productive assumption is that the trade-off is a design problem. And design problems have solutions.

IDC Quanta is built on all three conditions: six decades of proprietary IDC research as the foundation, AI delivery embedded in the tools where decisions happen, and multi-agent verification that makes every output traceable before it reaches you. 97% of early access customers rated it as meeting or exceeding expectations. The platform launches this summer.

If you want to see what eliminating the trade-off looks like in practice, the link below takes you there.

Ryan Smith - Content Marketing Director - IDC

Ryan Smith is the Director of Content Marketing at IDC, where he leads brand-level content and social media strategy, aligning research insights with compelling storytelling to engage technology decision-makers. With a background in both IT and marketing, Ryan brings a unique blend of technical understanding and creative strategy to his work. He’s also a seasoned storyteller, speaker, and podcast host who believes the right message, told the right way, can drive both trust and transformation.

When drone strikes hit data centers in the UAE and Bahrain, disrupting cloud regions, it was more than an infrastructure crisis. It was a stress test the industry wasn’t prepared to pass. The old playbook of cybersecurity, disaster recovery, and backup no longer covers the necessary ground. Business continuity now carries a new mandate. Organizations that grasp this shift early will be the ones still operating when the dust clears.

What the conflict revealed about resilience

The numbers from the region are stark. During the escalation period, UAE organizations reported more than 800,000 cyberattacks per day, a figure documented across regional incident tracking and government disclosures. More than 150 hacktivist and cyber incidents swept across the region. Oracle was named as a target by Iran’s IRGC; Microsoft, Google, and Nvidia received direct threats. Subsea cables and Gulf digital infrastructure faced escalating risk. Airspace closures disrupted not only aviation but also connectivity, technology systems, and daily operations.

At the same time, physical access to offices, data halls, and SOCs became impossible for many organizations. This was not because their systems were compromised, but because security restrictions, travel advisories, and employee displacement locked recovery teams out of the buildings where they needed to work.

This is the defining lesson of this conflict: Cyber and physical threats no longer take turns. They converge.

Five things war conditions change for business continuity

  1. Premises denial is now as critical as cyber compromise. Even when systems are intact, staff may be unable to reach offices, SOCs, plants, or branches due to security restrictions, curfews, or evacuation orders. Physical access failure is a continuity failure.
  2. Recovery teams become the bottleneck. Displaced personnel, degraded telecom access, and broken leadership chains make it harder to approve failover, validate clean backups, or execute safe recovery. People are the constraint now, not just technology.
  3. Physical and cyber events are the same event. A missile strike, cable cut, or power disruption opens exactly the window attackers exploit, ransomware, wipers, credential abuse, and disinformation running in parallel.
  4. “Availability” means more than uptime. In conflict conditions, the real continuity question is operational: can the organization still deliver critical services to customers, citizens, patients, or counterparties at the minimum level that keeps them functioning?
  5. Geographic redundancy can fail if it’s too correlated. If your primary and DR locations share the same regional risk envelope, you may technically have redundancy, but operationally you’re still exposed. Diversity of risk, not just diversity of location, is what matters.

The new framework: ResOps

Organizations navigating this moment with confidence are building what IDC defines as Resilience Operations (ResOps): a continuous, operational discipline that spans cyber, infrastructure, and business layers simultaneously.

ResOps is not a product or a checklist. It is the organizational capacity to maintain essential services when faced with degraded networks, dispersed staff, and inaccessible facilities, all at once, in real time.

The value proposition is direct: stay remotely operable, controlled, and clean under conditions that would break a traditional continuity model.

Four pillars for building a resilience offering in the region

For security vendors and MSSPs operating in the Middle East, IDC’s research identifies four areas where providers need to structure their capabilities:

  1. Protect: Harden and segment everything that can be targeted, digitally and physically. This includes identity and access resilience, data and workload protection, and physical and environmental security.
  2. Isolate: Assume compromise and loss of premises. Capabilities here include clean room recovery, cyber vaulting, out-of-band secure administration, forensic readiness, and recovery orchestration.
  3. Operate: Keep essential services running. This requires remote SOC operations, workforce continuity planning, alternative connectivity, crisis command centers, and defined minimum viable service thresholds.
  4. Prove: Test, learn, and demonstrate resilience through simulations, tabletops, recovery testing, sector runbooks, and third-party assurance.

Where spending is going

IDC’s Future Enterprise Resiliency & Spending Survey is clear: security and resilience budgets are among the most protected in the enterprise, regardless of broader economic conditions.

Cyber recovery and cyber resilience are expected to see significant investment increases across the META region in 2027, pushing META security spending to nearly $13 billion by end of 2026. Providers who position around resilience operations, not point security products, are the ones who will capture this spend.

The bottom line for providers

The Middle East war is not an isolated event. It’s a preview of what geopolitical risk looks like for enterprise technology in the years ahead.

Providers who win in this environment are those who help organizations answer one question with confidence: when everything goes wrong at once, can you still deliver?

Build your portfolio around that answer. Give your customers the evidence they need to act and the path to get there.

Shilpi Handa

Shilpi Handa - Associate Research Director (META), IDC

Shilpi Handa is an associate research director at IDC, with responsibility for the Middle East, Turkey, and Africa cybersecurity practice. Her core research coverage revolves around cybersecurity, with a focus on network security, cloud security, application security, and security operations.…

AI is redrawing the rules of the partner ecosystem faster than most organisations can adapt. Last week, Stuart Wilson, IDC’s Senior Research Director for Partnering Ecosystems, and Andreas Storz, Senior Research Manager in the same practice, shared IDC’s latest research on what that means in practice for vendors, partners, and distributors operating across Europe and beyond. Drawing on survey data from more than 1,000 established partners, direct feedback from IDC’s European Partner Advisory Board, and real-world vendor examples, they made the case that the ecosystem is not simply evolving: it is being structurally reset. Here is a brief overview. The full recording is available on demand. 

How AI is eroding traditional partner revenue streams 

Stuart opened with a finding that will resonate with anyone tracking partner economics right now: AI is systematically compressing the lifecycle phases where partners have historically earned the most. Implementation, integration, and basic support are not disappearing, but they are becoming thinner and, in a growing number of cases, absorbed directly into vendor platforms. IDC has documented specific examples of how this compression is already playing out at scale, with leading vendors publicly committing to timelines and automation levels that would have seemed ambitious just 18 months ago. 

What makes this moment different from previous platform shifts is the speed and simultaneity of the impact. AI is hitting vendor economics, partner margins, and customer expectations at the same time. Partners who are waiting for the dust to settle before repositioning are likely to find the window has already closed. 

Where partner value is growing: advisory, AI governance, and outcome-based services 

The compression of execution-heavy activities does not mean the overall ecosystem opportunity is shrinking. IDC’s data points clearly to a redistribution of spend toward higher-order roles: AI solution design and agent creation, governance and compliance services, industry advisory, data engineering, and reusable marketplace IP. These are areas that reward deep domain knowledge and customer trust rather than delivery capacity. 

Customers are also changing how they expect to be served. Rather than relying on a single partner to cover the full lifecycle, they increasingly want a coordinated network of specialists. That shift has direct implications for how vendors structure their ecosystems and how partners think about collaboration rather than competition. The recording covers the full breakdown of where IDC sees demand growing and shrinking, and what partners are doing today to get ahead of it. 

Agentic marketplaces and the new partner go-to-market playbook 

Andreas Storz walked through a structural shift in how technology solutions are discovered and bought. Marketplaces are moving inside products, and IDC is seeing real evidence that customers are making decisions before a formal procurement process ever begins. This compresses buying cycles, introduces new buyer personas including business users and domain specialists who are not traditional IT buyers, and moves partner influence upstream into phases where most partner programs have little presence today. 

Partner Advisory Board members were frank about what this looks like from the front line. One dimension that generated particular discussion was the growing scrutiny customers apply to every new AI investment: 

“Customers scrutinize every purchase order. We are having to prove the ROI to the last penny before new AI work is approved.” — IDC Partner Advisory Board member, November 2025

Co-sell models are adapting accordingly. The shift away from field-led selling toward digital and telemetry-driven motions is not a future state: it is already shaping how the most forward-leaning vendors are structuring partner engagement today. The recording covers what that looks like in practice and what partners need to do to remain visible in these new buying journeys. 

Why vendor partner programs need a fundamental redesign for the AI era 

The structural conclusion Stuart and Andreas reached is that most partner programs in operation today were designed for a world that is rapidly ceasing to exist. The incentive structures, metrics, and engagement models built around resale transactions and implementation milestones are misaligned with where ecosystem value is now being created. Vendors that do not address this gap will find themselves losing the partners best positioned to deliver AI-driven outcomes to customers. 

The research points to a dual imperative: accelerating existing partners toward AI-centric delivery models while simultaneously cultivating a new generation of AI-native partners who bring differentiated industry IP and a very different set of expectations around how vendor relationships should work. How to run both strategies in parallel, without letting either undermine the other, is one of the more complex programme design challenges IDC is helping clients navigate right now. 

“AI-native competitors without legacy delivery models are coming. If we don’t pivot, we will be disrupted.” — IDC Partner Advisory Board member, November 2025 

The Q and A that followed also surfaced sharp questions on how AI model providers are disrupting established alliance hierarchies for global systems integrators, and whether the net effect of all this change will be a more consolidated or more fragmented ecosystem. Stuart’s answer to the latter was more nuanced than a binary either/or, and worth hearing in full. 

The complete recording includes data from the IDC EMEA Partner Survey data (N=1,001), a detailed breakdown of the dual partner strategy framework, and a live Q and A with both analysts. If the topics covered resonate with your ecosystem strategy, IDC’s Partnering Ecosystems practice offers advisory support, custom research, roundtables, and strategic workshops tailored to vendors, distributors, and partners navigating this transition.  
 
Our experts are always happy to continue the conversation. Simply reach out via the contact form.  

Stuart Wilson

Stuart Wilson - Senior Research Director, EMEA Partnering Ecosystems

Stuart Wilson is senior research director for IDC’s Europe, Middle East & Africa (EMEA) Partnering Ecosystems program. With over two decades of global experience, Stuart focuses on the rise of complex, connected ecosystems and how platform models are reshaping routes…
Andreas Storz

Andreas Storz - Senior Research Manager, EMEA Partnering Ecosystems

Andreas Storz is senior research manager for IDC’s Europe, Middle East & Africa (EMEA) Partnering Ecosystems program. Based in the US, Andreas focuses on the evolution of go-to-market models, new digital value chains and the wider impact on partner ecosystems,…

The smartphone market is headed into its worst year on record.

According to IDC’s Worldwide Quarterly Mobile Phone Tracker, worldwide smartphone shipments are forecast to decline 13.9% year-on-year in 2026 to 1.09 billion units. That is a further downward revision from IDC’s February forecast of a 12.9% decline, and it would mark the steepest annual contraction in smartphone history. A second consecutive decline of 1.1% is now expected in 2027, with a 5.5% rebound forecast in 2028 as memory supply normalises.

So what is behind the numbers, and what do they mean for vendors, regions, and operating systems trying to navigate this moment?

Why will the smartphone market see a record decline in 2026?

The memory shortage that began reshaping the market in 2025 is still the primary driver. But it is no longer working alone.

“The deepening memory shortage crisis remains the dominant force behind the record 14% drop this year, but it is no longer the only one,” said Nabila Popal, Senior Research Director with IDC’s Worldwide Quarterly Mobile Phone Tracker. “The US-Iran war has added a fresh layer of cost pressure for smartphone OEMs, driven by rising oil prices and transportation costs. Combined, these pressures are compelling vendors to reduce shipments, raise prices and concentrate on higher price tiers — elevating smartphone ASP to a record $550, up $100 from last year. 2026 will be a defining year for the industry as new reality of structurally higher costs take hold. For consumers, it means the era of ultra cheap smartphones is over. For vendors, it means only those that can adapt their strategies to this new cost environment and sustain demand at elevated price points will survive.”

How will different regions perform in 2026?

The decline is not distributed evenly. It is concentrated at the bottom of the market, and that means emerging markets will absorb the most pain.

The sub-$200 segment, where margins are already thin and consumers are most price-sensitive, will shrink the most. Regions with the highest concentration of sub-$200 devices are facing the sharpest declines: Middle East and Africa (MEA) is forecast to drop 23%, Central and Eastern Europe 19%, and Asia Pacific excluding Japan and China (APeJC) 14%.

North America holds up comparatively well, with only a 6.3% decline. The region is dominated by the premium segment, with 60% of shipments in 2026 Q1 above $800, and Apple and Samsung have proven resilient to the crisis at that tier. China is also forecast to decline double digits at 13%, as low-end Android players struggle to compete in the new cost environment.

How will performance differ across vendors and operating systems?

Android as a whole is forecast to see a 20% year-on-year drop, but that number masks two very different stories playing out within it.

Samsung is expected to grow market share in 2026, defying the broader Android decline by expanding in the premium segment and taking share in the mid-range. A combination of secured memory supply, a stronger Galaxy S26 line-up, and aggressive mid-range positioning is allowing Samsung to capture demand that smaller Android vendors simply cannot serve as memory costs squeeze their bill of materials.

iOS tells a different story. Apple’s forecast improved from an 8.1% decline to just 5.2% in 2026, a meaningful divergence at a time when the rest of the market is heading sharply downward. Apple secured the memory supply it needed early and is seeing exceptionally strong demand for the iPhone 17 series across developed markets and especially in China.

“2026 will be a defining year for Apple,” said Francisco Jeronimo, Vice President for Worldwide Client Devices at IDC. “In a year when the broader smartphone market will record its steepest decline in history, iOS will deliver its highest annual share ever, at 22%. Apple has done three things that few of its competitors have managed: it secured memory supply early, it built a portfolio strong enough to drive a remarkable turnaround in China, and it positioned the iPhone 17 to capture demand exactly when consumers in developed markets are extending replacement cycles and trading up. The shift in market share that follows from this crisis will benefit Apple more than any other vendor.”

HarmonyOS is the other bright spot. Huawei’s operating system is forecast to reach 62 million units in 2026, up sharply from the 42 million previously forecasted. Huawei has expanded HarmonyOS into the entry-level segment, sustained or reduced pricing on new models, and continued promotional support for older devices. The strategy has worked particularly well in China’s lower-tier cities, where the affordability gap created by rising Android ASPs has created space for a domestic alternative.

Will foldable smartphones grow in 2026?

Yes, and it is one of the few unambiguously good news stories in this forecast.

For the second consecutive year, foldables are defying the broader downturn. The category is forecast to grow 20% year-on-year in 2026, supported by new models from existing players and, more importantly, Apple’s long-anticipated entry into the segment in the second half of the year. Foldables remain a small share of total smartphone volumes, but they are now the only segment where vendors can credibly defend premium pricing and grow units at the same time.

What does this mean for vendors and the industry?

The forecast draws a clear dividing line. Vendors with scale, supply leverage, and pricing power, namely Apple, Samsung, and Huawei within China, will gain share. Smaller Android brands concentrated in entry-level price bands and emerging markets will face the sharpest contractions and, in some cases, exit the market.

ASPs are unlikely to return to 2025 levels within the forecast horizon. The sub-$100 segment, which accounted for over 170 million devices in 2025, becomes economically unviable as memory and NAND costs settle at a permanently higher level, even after the memory shortage stabilises in 2028.

The next 18 months will determine who emerges from this reset with a sustainable position and who does not.

Nabila Popal

Nabila Popal - Senior Director, Data & Analytics

Nabila Popal is Senor Director with IDC's Data & Analytics team, specializing in Mobile Phones, PC Monitors and other consumer devices.  Ms. Popal is responsible for the global research and quality and timely delivery for her respective technologies, coordinating with regional…
Francisco Jeronimo

Francisco Jeronimo - VP, Data and Analytics, Devices, IDC EMEA

Francisco Jeronimo is VP for Data and Analytics at IDC EMEA. Based in London, he leads the research that covers mobile devices, personal computing devices, emerging technologies and the circular economy trends across EMEA. His team delivers data on personal…

The AI Supercycle is not a hype cycle. It is a once-in-three-decades technology expansion, defined by two sequential and overlapping waves.

We are witnessing the strongest global IT spending growth since 1996. 14% growth on a $4.2 trillion market. Unlike the internet and eCommerce boom that defined that era, this one is being driven by something more structurally transformative: artificial intelligence at enterprise scale.

IDC calls it the AI Supercycle. And at IDC Directions Singapore held on 21 May, 2026, IDC senior vice president, Sandra Ng, delivered a keynote that made one thing clear—the organisations debating whether to move are already falling behind the ones that already have.

Key Numbers:

  • $4.2 trillion global IT market size
  • 14% year-on-year IT spending growth, the strongest since 1996
  • $110 billion projected AI infrastructure spend by end of 2026
  • 36% compound annual growth rate (CAGR) for AI infrastructure through 2029
  • 75% Asia/Pacific Japan (APJ) organisations that have deployed agentic AI in at least some initiatives
  • 61% CEOs identifying agentic and generative AI at scale as their top new investment priority
  • 45% APJ organisations citing vendor selection as their number one AI strategy priority

What Is the AI Supercycle?

The first wave, AI infrastructure and platforms, is already well underway. IDC projects $110 billion in AI infrastructure spend by end of 2026, with a compound annual growth rate of 36% through 2029. Compute, cloud, connectivity, and data infrastructure are being built at a pace and scale the market has not seen since the mid-1990s.

The second wave, and the one that will determine long-term competitive position, is AI applications and agentic workflows. This is where AI moves from infrastructure investment into operating model redesign, from procurement decisions into measurable business outcomes. A third curve, AI governance, trust, and compliance, is emerging in parallel and is fast becoming a revenue line in its own right.

As Sandra Ng framed it at IDC Directions: “The AI Supercycle is not one opportunity. It is three overlapping curves with different buyer profiles, sales cycles, and margin structures.”

The question for every technology and business leader in APJ is which curve, or curves, your organisation is actively climbing.

APJ Is Not One Market. It Is Five Moving at Different Speeds.

One of the clearer analytical frames from the keynote is “one supercycle, five speeds”. Asia/Pacific is not a monolithic AI market, and the strategic implications differ materially depending on where your organisation operates.

  • AI Superpower Built-Outs – China and Taiwan, competing at the infrastructure layer
  • Legacy Modernisers – Japan and Korea, navigating AI adoption within established enterprise architectures
  • Governance-led AI Enterprises – Singapore, Hong Kong, and ANZ, where regulatory frameworks are shaping the deployment sequence
  • Digital Native Scalers – India, with scale, talent, and a growing domestic AI ecosystem
  • Sovereign Stack Builders – Southeast Asia 5, where governments are becoming a new class of AI infrastructure buyer

For technology vendors operating across multiple APJ markets, a single AI narrative won’t resonate consistently. Localised, market-specific positioning, particularly around sovereign AI and governance, is not just a nice-to-have. It is a commercial imperative.

Where Is AI Budget Moving in APJ?

Presented at the Directions Singapore event, the data points to three areas attracting new and accelerating AI budget across APJ:

  • Agentic AI and workflow automation is the fastest growing new budget category among tech buyers. Finance, procurement, HR, supply chain, and customer experience are the first use cases in motion. Three-quarters of APJ organisations have already deployed agentic AI in at least some tech-driven initiatives. 61% of CEOs identified agentic and generative AI at scale as their number one new investment priority.
  • AI governance, risk, and compliance has moved from a legal consideration to a board-level priority. APJ regulators have moved faster than many vendors anticipated. The organisations treating governance as a competitive advantage, rather than a cost of compliance, are pulling ahead.
  • Sovereign AI is creating an entirely new class of infrastructure buyer. Governments across APJ are building national AI capability. Local language models, domestic data residency, and supply chain compliance requirements are cascading down to mid-market and SME organisations in ways that create both complexity and opportunity.

What Should APJ Leaders Do Now?

IDC’s competitive moat map from the keynote sets out a clear sequence of actions across three horizons:

  • Do now – credibility before you lose the room
  • Do this year – differentiation before the market commoditises
  • Bet on this – positioning before the next curve peaks

Frequently Asked Questions:

What is the biggest AI investment priority for APJ CEOs? Agentic and generative AI at scale. 61% of APJ CEOs identified it as their number one new investment priority in 2026.

What is the number one AI strategy challenge for APJ organisations? Selecting the right AI vendor partners. 45% of APJ organisations cite this as their top AI strategy priority, ahead of implementation, talent, and governance.

What should APJ tech leaders do now? Establish vendor credibility before the market commoditises. As Sandra Ng closed at IDC Directions Singapore 2026, “The vendors who win the APJ AI Supercycle won’t be the ones who moved fastest. They’ll be the ones buyers trusted first.”

Access the Full Insights

Want to explore what the AI Supercycle means specifically for your market position, investment strategy, or go-to-market approach? Speak to our analysts.

Explore IDC’s AI Vendor Strategy resources and discover what’s shaping the future of enterprise AI — visit the page to get started.

Vanessa Ong - Senior Marketing Specialist, Demand Generation - IDC Asia/Pacific

Vanessa Ong is Senior Marketing Specialist, Demand Generation, at IDC Asia/Pacific, where she develops and executes integrated marketing programs that generate qualified leads and support business growth across the APJ region. A seasoned marketing professional with strong expertise in social media marketing and content creation, she is known for turning creative ideas into high-impact campaigns. Vanessa has played a key role in flagship programs including the Future Enterprise Awards and FutureScape, and is recognised as a collaborative team player who brings energy and expertise to every initiative.

Image: Sundar Pichai at Google I/O 2026. © Google

Google I/O 2026 kicked off with a packed two-part run: an Android Show preview on May 12 followed by Google I/O in Mountain View one week later. IDC’s devices analysts attended vendor briefings and were on-site at I/O, and the common thread across it all is the push of Gemini Intelligence via the Gemini 3.5 series of models.

Android XR glasses: Google shows up with an advantage

Even though Android XR (Google’s extended reality platform) and its OEM partners were already announced last year, we finally got to see the final form of Warby Parker and Gentle Monster’s glasses, the designs of which are just as important, if not more, than the technical specifications given how eyewear is deeply personal and reflective of one’s identity. Prices were not announced, but this confirmed shipping timelines and refined use cases, including automatic language translation and smartwatch integration.

These designs do not have displays, and hence Google referred to them simply as “audio glasses.” That’s in contrast with “display glasses,” such as XREAL’s Project Aura, which also made an appearance with a redesigned compute puck and fingerprint sensor. It shouldn’t be a surprise that the audio glasses ship first.

Competition-wise, Meta has a head start in smart glasses but relies on discovery through its social media assets. Google, on the other hand, is entering with an AI assistant that is already in one’s email, photos, search history, and calendar. For users within Google’s ecosystem, the proposition is stronger. Gemini can draw on email, photos, calendar, and search history to be proactive in ways Meta’s assistant cannot. In IDC’s view, being late to a market with a structural advantage is not a bad place to be.

Gemini Spark: Bringing the agent craze to everyone

If you follow tech enthusiast communities, you’ve probably noticed the OpenClaw craze that’s taken hold over the past several months. Hobbyists and early adopters have been dedicating Mac Minis and spare machines as local AI agent systems, running workflows that monitor inboxes, execute tasks, and automate digital life around the clock. The results have captured people’s imaginations, but the catch is that getting there requires navigating CLIs, configuring local models, and tackling other technical challenges that limit its usage to hobbyists and very early adopters.

Gemini Spark (Google’s cloud-based AI agent system) has the potential to address that; it runs on Google Cloud rather than local hardware, so it works whether or not one’s PC is powered on, and doesn’t require complicated installation or configuration. Unlike local AI agent setups, Gemini Spark requires no hardware configuration or technical setup. It was a matter of time before the industry began abstracting technical complexities into interfaces that more mainstream users could adopt, and Gemini Spark fits neatly with Google’s lean toward the consumer.

To that end, it is good to see guardrails accompanying the new capability. Android Halo surfaces agent activity in a phone status bar so one always knows what Spark is doing. And the Agents Payment Protocol acts as a sandboxed payment system, constraining what AI agents can spend on your behalf.

Googlebooks: Finally on an Android stack

The big hardware announcement from The Android Show in the prior week was the Googlebook — Google’s new premium laptop category that finally merges Android and ChromeOS into a single platform. Launch partners include Acer, ASUS, Dell, HP, and Lenovo, with devices expected in fall 2026, powered by Qualcomm, MediaTek, and Intel processors. Every Googlebook also sports a glowbar on the lid as a physical differentiator, and we covered Googlebooks in detail in our full client brief.

Googlebooks run on what the industry has known internally under the code name Project Aluminium. While Google hasn’t given the OS an official external name yet, it runs on an Android stack that allows for better unification with other devices like phones, which has been eagerly awaited. Features like Magic Pointer and Create My Widget seem more like novelties; we were hoping to see more unveiled at Google I/O the following week, but Googlebooks were not covered much there. Nonetheless, the big question is where Chromebooks go from here.

Chromebooks aren’t going anywhere, with support confirmed through at least 2034 and a continuing focus on the browser and education markets. IDC data shows ChromeOS at roughly 9% of global notebook shipments in 2025, with about three-quarters of those units in education, a segment that won’t migrate overnight. Even though Googlebooks will eventually succeed Chromebooks, that means that this premium positioning will change over time if it is still going after the low-end education segment.

On that note, there is a generational angle that is worth noting: the Chromebook generation is entering the workforce. Kids who spent their school years on ChromeOS are now professionals with disposable income and deep-rooted familiarity with the Google ecosystem. For them, a Googlebook can be a natural upgrade to the OS they already know, now layered with Gemini’s agentic capabilities that help shift users from web-based workflows to task-based ones.

Gemini Intelligence on Android 17: AI that actually does things

Central to Android 17 is a set of Gemini Intelligence capabilities that shift the AI from an assistant to an agent: booking concert tickets, completing travel forms using passport photos, and adding textbooks to a shopping cart across websites. Google calls this agentic task execution, and it represents a meaningful step forward from the prompt-and-respond model most users are accustomed to.

A few features stand out. Rambler converts messy, natural speech into clean text with multilingual support, reflecting Google’s decades of language data from Search, Maps, and Assistant. Create My Widget extends to phones and watches, letting users define exactly which information they want surfaced, something off-the-shelf widgets have never done well. And an overhauled iOS-to-Android switching experience covering passwords, photos, apps, contacts, and home screen layout signals that Google believes Gemini Intelligence is now compelling enough to make the migration worthwhile for iPhone users.

The trust question looms large, however. Letting an AI access passport data, financial accounts, and personal apps requires a level of user confidence that Google hasn’t yet fully earned. How Google handles transparency and oversight around these agentic features will be as important as the features themselves.

Bryan Ma

Bryan Ma - Vice President, Client Devices

Bryan Ma is Vice President of Client Devices research, covering mobile phones, tablets, PCs, AR/VR headsets, wearables, thin clients, and monitors across Asia as well as worldwide. Based in Singapore, Bryan provides insights and advisory services for both vendors and…
Jitesh Ubrani

Jitesh Ubrani - Research Manager, Worldwide Mobile Device Trackers

Jitesh is a Research Manager for the Worldwide Mobile Device Trackers, including Wearables, Augmented Reality (AR), Virtual Reality (VR), Tablets, and Phones. The team focuses on the market sizing, forecasting, and analyzing trends to provide insight into the competitive landscape…
Ryan Reith

Ryan Reith - Group Vice President, WW Device Trackers

Ryan Reith is the Group Vice President for IDC's Worldwide Device Tracker suite, which includes mobile phones, tablets, wearables, and most recently AR/VR. His teams research focuses on the quantitative aspects of the mobile device industry, including market sizing, forecasting,…
Bryan Bassett

Bryan Bassett - Research Manager, Enterprise Mobility

Bryan Bassett is Research Manager for IDC's Enterprise Mobility: Workspace and Deployment Strategies program. Bryan's research focuses on the evolution of mobile hardware deployments in large corporate environments and the impact mobility has on modern enterprise workflows, business end-users, and…

After the AI answer gap was named and debated, a reasonable conclusion formed in many technology organizations: the solution is to rely less on AI and more on proper research. Get back to the analyst reports, the proprietary data, the sourced and defensible intelligence that organizations like IDC have been producing for decades.

It’s a reasonable conclusion. It’s also incomplete.

The problem isn’t that research lacks quality. IDC’s body of work — six decades of proprietary technology intelligence — remains among the most rigorously sourced in the industry. The problem is what happens to research between publication and the moment a decision actually needs it.

Research has a delivery problem

Consider how research actually travels inside most organizations. A report lands in an inbox. Someone reads it, extracts the relevant sections, and summarizes them in a slide deck or a document. That document gets shared with some people but not others. Six months later, someone else in the organization needs the same answer — and re-researches it from scratch because they don’t know the summary exists, or because the original report has been superseded, or because the person who read it has moved to a different team.

This cycle repeats constantly.

Research that lives in a portal, a PDF, or a folder on someone’s desktop isn’t failing because it’s wrong. It’s failing because the infrastructure to get it to the right person at the right moment doesn’t exist.

The timing problem is as serious as the accuracy problem

There is a timing dimension to research quality that rarely gets discussed. A perfectly accurate market sizing report published in March may be exactly what a team needs for their June board presentation. But if the team building that presentation doesn’t know the report exists, or can’t access it without opening a portal they haven’t used in three months, the report’s accuracy is irrelevant.

The same dynamic plays out in competitive intelligence, vendor evaluation, and technology strategy. The decisions that get made poorly aren’t always made poorly because the underlying research was absent or wrong. They’re made poorly because the research arrived too late, reached the wrong person, or required enough effort to retrieve that the team used whatever they had to hand instead.

“Where it used to take weeks to draw conclusions from hundreds of reports, I can now do that in minutes.” — Mark Terranova, Director, Worldwide Analyst Relations, Kyndryl

The time cost of finding and applying knowledge is measurable and material. In IDC’s 2025 Knowledge Management Solutions research, “reduced time to problem or issue resolution” ranked as the top KPI organizations use to measure the value of their knowledge management investments — ahead of employee satisfaction, customer experience, and cost reduction. The fact that speed-to-answer is the primary value metric for KM confirms that the current model is too slow, and that organizations know it.

Silos make the delivery problem structural

Most enterprise technology organizations aren’t operating with a single, coherent research infrastructure. They’re operating with several: an analyst subscription here, a market intelligence tool there, a set of PDFs that a team member compiled during a project twelve months ago, and a growing number of AI tools that team members have started using because they’re faster than the alternatives, even if they’re less reliable.

IDC’s 2025 Knowledge Management Solutions research identified “numerous unconnected silos of data, unable to collaborate on knowledge” as the top process challenge across nearly every industry surveyed, from financial services to manufacturing to professional services. The technology challenge that ranked first: other systems not integrating well or sharing knowledge bidirectionally. The issue isn’t that knowledge doesn’t exist. It’s that it can’t move.

The fragmentation isn’t just an inefficiency. It’s a risk. When team members default to whatever tool is fastest and most accessible, the quality of the underlying research stops being the deciding factor. Convenience becomes the deciding factor. And convenience, left to its own devices, tends to favor speed over defensibility.

What a better delivery model looks like

Closing the research delivery gap requires rethinking where intelligence lives, not just what intelligence is available. Three things distinguish organizations that close this gap from those that don’t.

First, research needs to be accessible where work happens. Not in a separate system that requires a context switch to access, but embedded in the tools and workflows where decisions are actually being made.

Second, intelligence needs to surface proactively, not just reactively. The most useful research isn’t the research someone finds after they realize they need it. It’s the research that arrives before the question has been fully formed, informed by what the team is working on and what the rest of the industry is paying attention to.

Third, the research base itself has to be trustworthy enough that speed doesn’t come at the cost of defensibility. Proprietary data, cited outputs, and reasoning that can be traced — not summarized from the public internet.

Why this matters now

The AI answer gap created urgency around the accuracy problem. The delivery problem has been present far longer, and it compounds the accuracy problem in ways that are easy to underestimate. An organization with access to excellent research and a broken delivery model will consistently underperform one with a coherent delivery infrastructure — regardless of how good the underlying research is.

IDC Quanta is IDC’s answer to that architecture question. If you want to see what it looks like in practice, the link below takes you there.

Ryan Smith - Content Marketing Director - IDC

Ryan Smith is the Director of Content Marketing at IDC, where he leads brand-level content and social media strategy, aligning research insights with compelling storytelling to engage technology decision-makers. With a background in both IT and marketing, Ryan brings a unique blend of technical understanding and creative strategy to his work. He’s also a seasoned storyteller, speaker, and podcast host who believes the right message, told the right way, can drive both trust and transformation.