The EMEA IT market continues to grow in 2026. But the real story is not growth alone. It is how that growth is evolving under pressure. 

In our latest State of the Market webinar, IDC analysts Andrea Siviero, Stephen Minton, Ewa Zborowska and Lapo Fioretti explored how AI acceleration, geopolitical developments and rising resilience priorities are reshaping IT spending across the region. 

Here are five key takeaways that define where the EMEA IT market is heading next. 

1. IT spending in EMEA is growing, but becoming more selective 

IT spending across EMEA remains on a growth path, supported by strong momentum in software and infrastructure. At the same time, the market is becoming more selective. Devices are expected to decline in 2026, while software, infrastructure and IT services continue to benefit from changing enterprise priorities and AI-related demand. 

This reflects a broader shift in how organizations are allocating budgets. Growth is still there, but investment decisions are being made with more scrutiny. Geopolitical pressure, regulation and economic uncertainty are no longer background factors. They are directly shaping where technology spend goes and which initiatives get prioritized. 

2. AI is accelerating and reshaping IT spending across EMEA 

AI is now one of the clearest growth engines in the market. In EMEA, AI spending is expected to reach $319 billion in 2026, growing 19.2% year over year and expanding more than three times faster than total IT spending. 

But the significance of AI is not only its growth rate. It is how deeply AI is starting to influence budget allocation, vendor strategies and enterprise priorities. Organizations are no longer asking whether AI matters. They are asking where it creates measurable value and how quickly it can be embedded into the business. 

3. The shift from AI pilots to AI at scale is underway, although slow with AI Value blocked by Execution, not Interest 

The AI conversation in EMEA is moving from experimentation to execution. Organizations are becoming less focused on launching new pilots and more focused on improving, scaling and operationalizing the AI initiatives they already have in place. 

This is where the market becomes more complex. Nearly 48% of organizations are prioritizing investment in customized AI agents to automate business processes. But scaling AI requires more than enthusiasm or access to tools. It depends on infrastructure, data readiness, governance and skills. The bottleneck is no longer AI ambition. It is execution capability. 

4. AI Focus Still High on Efficiency, with Rising Expectations for Innovation and Growth 

For many organizations, the first wave of AI value is still rooted in efficiency. AI is being used to automate workflows, improve productivity and reduce operational friction. 

But the opportunity is expanding. 93% of organizations now see AI as a source of new revenue, not just efficiency gains. That shift matters because it moves AI from a cost-saving discussion into a growth discussion. The next phase will be defined by organizations that can turn AI into new products, services, business models and customer value. 

5. Resilience, governance and AI sovereignty are shaping IT strategy 

Resilience is becoming a central filter for technology investment in EMEA. It is now the number two business priority for CEOs in the region, second only to growth. 

That has major implications for AI. As organizations scale AI, they need stronger governance, clearer data control, better infrastructure resilience and trusted deployment models. AI sovereignty is also moving higher on the agenda, especially as organizations consider where AI systems are built, hosted, governed and operated. 

The message from the webinar was clear: AI scale is not just a technology challenge. It is a trust, governance and resilience challenge. 

What this means for technology providers in EMEA 

The EMEA IT market is entering a more demanding phase. Growth opportunities remain strong, but they are increasingly tied to execution readiness. 

For technology providers, this means helping customers move from AI experimentation to AI at scale. It means supporting data, infrastructure and governance readiness. And it means positioning AI not only as an innovation investment, but also as a resilience investment. 

In 2026, competitive advantage will come from helping organizations turn ambition into operational impact. 

Watch the webinar on demand 

If you want to go beyond the headlines, the full webcast offers a deeper dive into the data, regional dynamics and real-world examples discussed by our analysts. 

You will get a clearer view of where growth is actually materializing, how AI maturity is evolving across EMEA, and what is separating organizations that are scaling successfully from those that are not. 

Watch the recording here

And if you would like to explore what these trends mean specifically for your business, our experts are always happy to continue the conversation. Simply reach out via the contact form

Stephen Minton - Group Vice President, Data & Analytics - IDC

Stephen Minton is a group vice president with the IDC Data & Analytics group, focusing on ICT spending and macroeconomics. Mr. Minton is responsible for Worldwide ICT Spending programs, including the Worldwide Black Book, Worldwide 3rd Platform Spending Guides, and Worldwide Telecom Services Tracker. Mr. Minton's research expertise includes global ICT and economic analysis, and he tracks market data across hardware, software, services, telecom and emerging technologies. He is the author of papers that focus on the economic impact of IT, and is a regular speaker on the subject of IT spending. In 2002 he addressed the United Nations in New York, speaking to UN ambassadors on the subject of the Information Society. Mr. Minton previously worked with Digital Equipment Corporation (DEC), before joining IDC in 1998. Originally from Hartlepool in the North of England, he graduated from the University of Salford in 1995. He has also worked in the field of consumer market research with Millward Brown International.

Andrea Siviero - Senior Research Director, MacroTech, Digital Business, and Future of Work - IDC

Andrea Siviero leads IDC's European Digital Business and Future of Work Research group. The group provides market research insights to foster a purposeful and fair adoption of technologies supporting digital societies, businesses and workforce and empower tech providers in strategic decision making, planning and go-to-market activities. Siviero also co-leads the IDC Worldwide MacroTech Research program, focused on the intertwined connection between the Economical and Digital worlds - analyzing the impact key MacroEconomic factors have on the digital landscape and viceversa, how technologies are impacting economies around the world.

Ewa Zborowska - Research Director, AI, Europe - IDC

Ewa Zborowska is an experienced technology professional with 25 years of expertise in the European IT industry. Since 2003, she has been a member of the IDC team, based in Warsaw, researching IT services markets. In 2018, she joined the European team with a specific emphasis on cloud and AI. Ewa is currently the lead analyst for IDC’s European Artificial Intelligence Innovations and Strategies CIS.

Lapo Fioretti - Senior Research Analyst - IDC

Lapo Fioretti is a Senior Research analyst in IDC Digital Business Research Group, leading the European Emerging Technologies Strategies research. In his role, he advises ICT players on how European organizations leverage new technologies to create business value and achieve growth and analyzes the development and impact of emerging trends on the markets. Fioretti also co-leads the IDC Worldwide MacroTech Research program, focused on the intertwined connection between the Economical and Digital worlds - analyzing the impact key MacroEconomic factors have on the digital landscape and viceversa, how technologies are impacting economies around the world.

レガシーシステムが稼働し続けるたびに、競合他社が優位を築いていく。日本の2.1兆円規模のITモダナイゼーション市場は待ってくれない—変革を急ぐ企業も同様である。

主要指標

1,304億円 — ITモダナイゼーションサービス市場規模(2025年)

10.2% — 年平均成長率(2025〜2030年)

2,123億円 — 市場規模予測(2030年)

約80% — 依然としてレガシーシステムを稼働させている大企業・中堅企業の割合

なぜ日本は世界を上回るペースで成長しているのか

日本のITサービス市場は2024年から2029年にかけて年平均6.6%成長すると予測されており、世界平均の3.6%のほぼ2倍にあたる。その背景には構造的な要因がある。日本は特有の重いレガシー資産を抱えている——長年にわたる汎用機(メインフレーム)やオフィスコンピュータなどへの投資、複雑な個別開発システム、そしてそれらを長年維持してきた人材がある。今、これら三つに起因する課題が重なり合う中、ITモダナイゼーションが避けられないものになっている。

富士通メインフレームのサポート終了

2022年、富士通はメインフレームおよびUNIXサーバー製品の販売・サポートの2030年前後の終了を発表した。この発表により、1,000社以上の企業が後戻りのできないカウントダウンに入り、日本市場全体でITモダナイゼーションの取り組みが加速している。

AIへの対応という至上命題

AIの活用には、緊密に統合されたデータパイプラインと近代的なビジネスプロセス基盤が前提となる——まさにレガシーシステムはこれらの実現を阻む要素となっている。AI競争力を維持したい企業にとって、ITモダナイゼーションはもはや選択肢ではない。

人口動態の圧力

日本のレガシーシステムを構築・維持してきた世代のエンジニアが退職しつつある。そのノウハウや技術が失われてしまう前に、知識とインフラを移行できる時間は着実に縮まっている。

モダナイゼーションへの三つのアプローチ

IDCはITモダナイゼーションサービスを三つの実行タイプに分類しており、それぞれがサービス企業に異なる意味をもたらす。

リホスト

既存のアプリケーション資産を維持しながら、レガシー以外のプラットフォームへリフト&シフトする。予算や移行期間に制約を抱える企業にとっての入口となる手法である。

リライト

ビジネスロジックを変えずに、レガシーのソースコードを現代的な言語に変換する。管理された変革のための中間的なアプローチである。

リビルド

プロセス、データモデル、アーキテクチャをゼロから再定義する。最も高い価値をもたらす一方、最も複雑なアプローチでもある。

短期的には、リホストはリビルドに次ぐ2番目に大きなセグメントであり、メインフレームなどのEOL(End of Life)に対し早急な対応を要するに企業による支出が市場を牽引している——ただし既に成熟期を迎えており、今後はマイナス成長が予測されている。中長期的な成長機会は、アプリケーションのモダナイゼーション——リライト、リファクタリング、マイクロサービス化やクラウドネイティブアーキテクチャの採用——にある。

国内ITモダナイゼーションサービス市場 支出額予測: 2025年~2030年

Source: IDC Japan, 2/2026

企業がサービスプロバイダーに本当に求めているもの

IDCの調査では、レガシー依存度が相対的に高い大企業・中堅企業は、単なる技術的な実行だけを求めているのではなく、変革のパートナーを求めていることがわかった。セキュリティは基本的な前提として期待される一方、上位のニーズにはビジネスプロセス変革の支援やクラウド活用支援が挙がっている。

需要のシグナルはセクターによっても明確に異なる。

金融サービス

クラウドネイティブなアプリケーション開発能力、すなわち近代的なインフラ上で素早くイノベーションを起こす能力を優先している。

製造・流通

ビジネスプロセスの変革を優先している。基盤となる技術を刷新するだけでなく、業務に効率性とインテリジェンスを組み込むことを重視している。

全セクターを通じて、IDCは企業の期待に一貫した変化を観察している。ビジネス上の成果が主要な購買基準になりつつある。技術的な能力は当然のこととして見なされ、価値の創出が差別化要因となっている。

今、勝てるポジションを築くために

サービス企業にとって、競争上の必要性は明確だ。この市場で勝利する最良のポジションにある企業は、次の三つを実行する。

1. レガシーモダナイゼーションの実績を体系化する

過去の案件は活用されていない資産だ。サービス企業は、達成したビジネス成果——コスト削減、リードタイムの改善、AI対応力の解放——を体系的にまとめた資料を構築し、これを市場への訴求の核にすべきである。

2. AIの時代に向けた業種別のリファレンスアーキテクチャを開発する

汎用的なモダナイゼーションの提案は説得力を失いつつある。企業は自社のセクター、規制環境、そしてAIへの志向に合わせたシステムアーキテクチャと実装ロードマップを求めている。

3. 需要に先行してアプリケーションモダナイゼーション能力に投資する

リホストの波は既にピークに差し掛かりつつある。高い利益率をもたらす機会——リライト、リファクタリング、リビルド——がその後に続いている。クラウドネイティブとマイクロサービスの深い能力を培ったサービス企業こそが、2030年に向け企業から選ばれる存在となる。

IDCが提供するレポートのご紹介

IDCでは、国内ITモダナイゼーション市場の動向を詳細に分析したレポートを発行しています。

本調査レポートは、IDCの国内サービス市場予測における主要な成長促進要因の一つであるレガシーシステム(老朽化・陳腐化、肥大化・複雑化、ブラックボックス化したシステム)のITモダナイゼーションについて、市場規模の中期予測を示すと共に、国内企業(ITバイヤー)の取り組み動向や、それを支援するサービスベンダーの動向を分析しています。国内ITモダナイゼーションサービス市場予測では、サービスセグメント別、実行タイプ別(リホスト、リライト、リビルド)、システムタイプ別、産業分野別に予測しています。これらの分析から、国内企業のITモダナイゼーション支援におけるニーズ変化や市場機会、サービスベンダーの支援サービスの特徴や戦略を包括的に把握できます。

関連する調査やご相談について

より詳細なインサイトや市場動向については、当社アナリストへお気軽にご相談ください。

Masaru Muramatsu - Senior Research Analyst, Software, Services, and IT Spending, IDC Japan - IDC Japan

Masaru Muramatsu is a senior research analyst, responsible for research and analysis of the Japanese IT services market, including IT consulting, systems integration, business services. Prior to joining IDC, Masaru worked to help digitalize local government in Japan, implementing software as a service (SaaS) in the education and taxation sectors. He also acquired experience in domestic and international sales/marketing with his work for a company that provided materials for electronic devices like smartphones, PCs, and printers. Masaru Muramatsu earned a master’s degree in engineering from Chuo University, Japan.

OpenClaw的应用迈向规模化部署阶段,安全不再是可选附加,而是支撑其全域落地与长效运行的先决条件。

OpenClaw龙虾爆火全球,区别于以往的AI助手、聊天机器人或智能体,OpenClaw具备长期记忆能力,在本地运行,可以主动通过用户偏好的现有消息应用向用户发送消息并在后台持续运行,受到了全球用户的广泛关注并引发安装潮。对于企业来说,OpenClaw的潜力更大。理论上,OpenClaw可以查看用户的日历、阅读会议记录,并持续关注正在进行的项目。与传统需要用户主动提问或提示的方式不同,OpenClaw会主动通过消息应用如Microsoft Teams、微信、飞书、钉钉等联系用户,它还可以执行诸如浏览网页、撰写和发送邮件、编写代码、创建新agent以实现目标等操作。用户可以通过包括手机和笔记本电脑在内的多种设备与其交互。这类持续在后台运行、能够检测趋势、异常和机会的环境型agent,对知识型员工来说极具价值。它代表了一种新层次智能助手理念——不再需要人类先设想可能性并指示助手执行,而是助手能够主动确定下一步行动并识别新机会。这类能力与高度自主性息息相关,意味着助手在实现目标时可能表现出异常强大的资源整合能力,这既带来了益处,也会大幅扩大威胁暴露面,“裸奔”的小龙虾会造成巨大的安全风险,给个人、企业带来难以挽回的巨大损失。

具体来说,OpenClaw可以执行Shell/Python、访问本地文件、调用API、安装社区Skills等,这些能力会带来巨大的安全风险,IDC总结了其存在的一些安全:

  • 公网暴露+弱认证风险:OpenClaw默认端口(18789/19890)常被设为 0.0.0.0 全网监听,全球超23万个实力裸奔,攻击者不需要密码、不需要权限、不需要确认即可连接OpenClaw服务,获得权限,进行未授权访问和远程代码执行,对主机进行完全控制,是超高危风险。
  • Skill供应链风险:ClawGuard发现36.8%的ClawHub Skills存在安全问题,至少76个Skills含恶意代码,攻击者可以一次发布多个恶意Skills,用户在安装Skills时面临重大安全风险。2026年2月,ClawHacvoc大规模恶意Skills投毒,一旦用户执行恶意安装步骤,攻击者便可获取 SSH 密钥、浏览器密码、加密货币钱包私钥、云服务 API 密钥等敏感数据,或在用户设备上植入远程控制程序(RAT),实现完全系统接管。
  • Agent权限失控风险:OpenClaw 可以做Shell执行、文件访问等高权限动作,可以读写全盘、执行任意命令。当Agent做出如删文件、格式化的高危动作时,无二次确认将带来不可挽回的损失。2026 年 2 月,Meta 安全专家在测试OpenClaw 时,因 AI 处理大量邮件时遗忘 “未经确认不得操作” 的安全约束,批量删除其 200 多封工作邮件,专家只能通过强制关机物理止损。
  • 提示注入风险:攻击者可以在skills、网页、邮件、工具中嵌入恶意指令,诱导Agent执行高危操作。
  • 敏感信息明文存储:OpenClaw 将 API Key、账号凭证及会话数据明文保存在本地目录,已被主流窃密木马列为重点窃取目标,存在高风险的数据泄露隐患。
  • 高危漏洞频发:OpenClaw持续暴露高危安全漏洞,攻击者可利用这些漏洞实现远程控制或系统接管,严重威胁运行环境安全。国家信息安全漏洞库(CNNVD)发布通报,2026年1月到3月9日,共采集到82个OpenClaw漏洞,存在极大的安全隐患。

无论是个人还是企业部署类似OpenClaw的工具时,需要采取严格的安全和治理措施,IDC建议组织可以从以下几点入手进行检测和防护:

  • 网络隔离:网关绑定 127.0.0.1 ,关闭默认端口,禁止公网暴露;远程用SSH隧道/VPN/零信任,配IP白名单+强密码+MFA;防火墙阻断外部入站,仅内网/堡垒机访问。
  • 最小化权限:用普通用户启动,禁用root/管理员权限;仅开放必要文件路径,禁用删除/格式化等高危命令;关键操作强制二次确认等。
  • Skills供应链安全管控:Skills供应链扫描、安装前代码审计等。
  • 数据与凭证安全:开启数据加密,禁止明文存密钥/密码;定期更换API密钥,用密钥管理服务/环境变量注入;清理本地缓存与日志,避免敏感信息残留等;
  • 漏洞与监控:开启自动更新;开启操作日志,异常实时告警;定期用官方工具自查绑定地址、认证状态。

目前,中国众多大模型厂商陆续推出了免费版类OpenClaw智能体,积极抢占新的用户端入口。伴随类OpenClaw智能体部署节奏的加快,AI云厂、网络安全厂商以及AI安全创新型企业快速推出了OpenClaw安全风险分析与防护解决方案和 “安全小龙虾” ,帮助用户安全地使用OpenClaw。为了更好地帮助用户了解大模型安全、智能体安全的市场格局并帮助其做技术选型,IDC正式发布《IDC MarketGlance:中国大模型安全,2026Q1》(Doc#CHC53617026),市场格局详见下图:

与此同时,大模型、智能体的安全检测与防护也少不了AI的赋能即安全智能体的加持。当前众多技术服务提供商已经将安全智能体和智能体集群的能力集成到其安全解决方案中,帮助用户提质增效,用AI对抗AI、AI防护AI将成为未来大模型安全、智能体安全防护的一个重要思路与能力。IDC同期发布《IDC MarketGlance:中国安全智能体,2026Q1》(Doc#CHC53597826),希望通过IDC对于中国市场中安全智能体产品的调研来帮助用户充分地了解安全智能体相关技术的发展和市场格局,详见下图:

IDC《全球CIO议程2026年预测——中国启示》报告预测,到2030年,中国500强企业中15%的组织将因对AI智能体的管控与治理不足,引发高关注度的运营中断,进而面临诉讼、高额罚款及CIO被解雇的情况。企业管理者亟需构建一套智能体安全和治理体系来帮助企业安全地用好智能体,规避安全风险。

为了更好地帮助用户了解智能体安全检测和防护如何入手,IDC正式启动《IDC PerspectiveOpenClaw安全防护解决方案市场洞察,2026》报告、《IDC Perspective:中国智能体身份与访问控制解决方案市场洞察,2026》报告研究,欢迎大家与我们保持沟通交流,与IDC共同开展更多前瞻性与实践性研究。

IDC更多相关研究

IDC已于2026年启动AI安全技术系列研究,围绕AI原生安全架构、安全智能体成熟度评估、AI驱动DevSecOps实践路径及企业级AI治理框架展开深入分析。

如需进一步了解与研究相关内容或咨询 IDC其他相关研究,请点击此处与我们联系。

Sophia Wang - Research Manager - IDC

Sophia Wang is a Research Manager in IDC China. She is responsible for the analysis and research of China's cybersecurity market. Her primary focus is on China's cybersecurity appliance and services market and operational technology (OT) security market. Additionally, she provides related research and consulting services for regional and global IT customers and supports their business development. Prior to joining IDC, Sophia worked in several consulting companies. She was independently responsible for consulting projects in fast-moving consumer goods (FMCG), internet, and other industries. Through market analysis and benchmarking analysis, she helped many clients solve problems in the different stages of their development. Sophia graduated from the University of Southern California with a master's degree in econometrics. She also majored in human resource management and journalism for her bachelor's degree.

中東での紛争激化は、すでに脆弱さを抱える世界のテクノロジー環境に対し、新たなマクロ経済・地政学的な変動要因をもたらします。

IDCは政治的な力学についてコメントしませんが、テクノロジー産業への影響は即時的で、定量的にも捉えられるものです。初期の地域インテリジェンスとIDCのマクロ経済モデリング・フレームワークに基づき、IDCはIT支出に対する主な影響要因を次の6つのベクトルとして整理します。エネルギー価格の変動、クラウドおよびデータセンターのレジリエンス(回復力)、ソブリン(主権)インフラの加速、サイバーセキュリティ、サプライチェーン、消費者および企業の投資心理の変化です。

本件は初期段階で急速に状況が変化しているため、IDCのシナリオ分析と予測は、中東に限定された戦争が3か月未満で終結するケースに主眼を置いています。現時点では、より長期に及ぶ場合のシナリオデータは公表しません。今後も状況を注視し、長期化の蓋然性がより明確かつ重要になった段階で、追加の分析を検討します。

紛争が最大3か月続く場合の「下振れシナリオ」では、IT支出への影響は測定可能である一方、相対的には中程度にとどまる見込みです。マクロ環境が弱含む局面でも、サービスプロバイダーはグローバル規模でのAIインフラ投資を引き続き積極的に維持する可能性が高いとIDCは見ています。短期の戦争は、クラウドサービスやエンタープライズソフトウェア需要への直接的影響は限定的ですが、再燃するインフレ圧力によってデバイスの更新(買い替え)や裁量的支出にブレーキがかかり得ます。
この下振れシナリオでは、2026年の世界IT支出成長率は、IDCのベースライン予測である約10%成長に対して、約9%成長に低下すると見込みます。戦争が長期化した場合は影響がより顕著になる可能性がありますが、現時点では予見が難しい状況です。
中東・アフリカ(MEA)地域のIT支出は2025年に1,550億米ドル(世界市場の4%)で、2026年は5%増が予測されています。これは、同地域のIT支出におけるデバイス比率が相対的に高く、メモリ価格上昇圧力の影響を受けやすいことから、世界平均より低い伸びとなっています。

紛争が3か月以内に収束する場合の「下振れシナリオ」では、MEAのIT支出成長率は2026年に3~4%へ低下し、短期的に企業・投資家心理へマイナスの含意が生じ得ます。国別の影響は、原油供給の力学などにより極めてまちまちとなる見通しです。長期化すれば影響はより大きくなります。

ただしIDCは現時点で、紛争は短期に終わり、混乱度合いも比較的低いというベースラインの前提を維持しています。AIインフラ展開、クラウド移行、継続中のデジタルトランスフォーメーション(DX)といった基礎的需要への影響は限定的である、という想定です。IDCは状況の進展に合わせて、継続的にモニタリング、およびアップデートを行う予定です。
以下は、IDCによる中東および世界のIT支出に関する短期~中期の構造化評価です。

原文:2026年3月2日公開(英語)|日本語版監修: 寄藤 幸治

1. エネルギー価格ショック:最も主要な波及メカニズム

紛争激化の直後、原油価格は7~8%上昇し、ブレント原油は70~80米ドルレンジへ向かいました。IDCのIT支出モデルでは原油価格のベースライン平均を65~75米ドルとしています。IDCのモデルは、3か月の紛争を前提に平均原油価格が75~85米ドルへ上昇すると想定し、さらに長期化した場合は100米ドル前後、またはそれ以上へ近づく可能性があると見ています。

供給側の懸念を増幅させているのが、アラムコの製油所生産停止で、報道ベースでは日量約50万バレルに影響が出ています。またカタール・エナジーは一時的にガス生産を停止し、欧州のガス価格は40~50%高となりました。戦争が長期化すれば、中東からのガス・石油への依存度が高い国々(日本を含むアジアにも波及し得ます)で投入コストが大きく上昇します。

エネルギー価格の変動は、2026年のIT支出前提に影響する最重要のマクロ波及経路です。エネルギー価格の上昇は新たなインフレ圧力を生み、中央銀行の金融政策にも大きな影響を及ぼす可能性があります。近年の高インフレ局面を経て、企業・消費者の信頼感は依然として脆弱である一方、IT製品もメモリ部材不足によるインフレ圧力を抱えています。価格上昇は、支出の先送りや配分見直しにつながり得ます。

IT支出への影響

グローバル(世界)
• エネルギー価格高は、データセンター運用、半導体製造(ファブ)、物流、製造のコストを押し上げます。
• インフレが長引けば利下げが遅れ、企業ITプロジェクトの資金調達環境がタイト化し、IT購買に対する企業・消費者心理も悪化し得ます。
• 投入コスト上昇により、AIやDX施策の優先順位見直しが起こり得ます。

中東地域
• 紛争長期化と防衛支出の増加が、原油高による余剰収入を相殺し、テクノロジー投資を先送りする可能性があります。
• 事業継続、サイバーセキュリティ強化、ソブリン(主権)インフラ導入など必須領域への支出が優先されます。
• 湾岸の富裕国では政府主導のDXプログラムが維持され得る一方、他国では優先順位の見直しが起こり得ます。

2. クラウド&データセンターのレジリエンスが戦略課題に

今回の戦争は、主要クラウド事業者のリージョンおよびアベイラビリティゾーン(AZ)が現実の戦闘地域で稼働するという、初めての事例となります。紛争初期に、あるグローバルクラウド事業者の複数AZにまたがる施設が相次いで攻撃を受けたことで、アーキテクチャのレジリエンスが示される一方、長期的紛争局面におけるクラウド環境の脆弱性も浮き彫りになりました。IDCは、クラウド、ストレージ、データセンター・アーキテクチャへの投資が優先事項になると見ています。ただし、データセンター建設は資本集約的で年単位の取り組みであり、建設費や資金調達コストの上昇、サプライチェーン摩擦が、実行のスケジュールを遅らせる可能性があります。

構造変化

• パブリッククラウドを利用する企業およびSaaS事業者にとって、マルチAZが最低限の標準となり、マルチリージョンはベストプラクティスとなります。
• 多国籍企業のクラウド配置におけるリスクモデリングは、国単位から、より広域のレジリエンスの枠組みへ拡張されます。

中東への影響

IDCでは以下のような影響が表れるものとみています。

• 冗長性を有する、自国資本のソブリンクラウドおよび国内データセンター投資の加速
• ハイパースケーラー(大手クラウド事業者)による、物理分離を伴うマルチAZ構成(例:単一AZから3-AZ設計へ)へのコミット強化

世界への影響

今回の事象は、以下のような事項に関する期待値の見直しを迫ります。

• クラウドのリカバリープランニング
• レジリエントなデータセンター基盤
• 地理的分散戦略
• インフラ投資判断に織り込まれるリスクプレミアム

長期的にはクラウド投資が増える可能性がある一方で、短期的には企業がアーキテクチャを再評価する中で、プロジェクトの進捗が遅れる場合があります。

3. ソブリン(主権)インフラと「戦略的自律性」

デジタル主権は、湾岸地域の各国が組織と市民のデジタル自己決定を重視する中で、この地域におけるクラウド戦略の主要潮流として、すでに定着しつつありました。紛争の初期段階においても、湾岸の政府、とりわけ資本余力のある国々は、俊敏性、レジリエンス、長期的な持続性を強化するため、ソブリン・デジタルインフラや分散クラウドモデルへの投資を加速する可能性があります。焦点は以下です。

• ソブリンクラウド・プラットフォーム
• 国家レベルのパブリックAIインフラ
• 政府機関によるサイバーセキュリティ強化と対応実務

各国は、より広い「戦略的自律性」への動きと整合する、重要インフラのレジリエンス・モデルの構築にも注力し、海外インフラ事業者への過度な依存を低減しようとします。代表的なモデルは次の通りです。

• Shared public:インフラ共有、運用はグローバル
• Dedicated public:占有リージョン、運用はローカルパートナーと共有
• National public:ローカルのクラウド事業者が保有、運用
• Managed private:顧客向けに事業者がホストし、事業者が管理
• Air-gapped private:分離(エアギャップ)された環境を顧客が運用

ただし財政要因は重要です。紛争初期だけでも数十億規模と推定される軍事支出は、予算配分のトレードオフを生みます。紛争期間が、ソブリンIT投資の加速を決めるのか、一時的な優先順位変更に留まるのかを左右します。

4. サプライチェーン:メモリ供給、スマート兵器、半導体への圧力

中東は、エネルギーの動脈であると同時に、物流・積み替え(トランシップ)拠点として、グローバル・テクノロジーサプライチェーンで重要な役割を果たしています。ホルムズ海峡の閉鎖、あるいは持続的な混乱は、頻度は低いものの影響が極めて大きいショックとなり、世界のIT市場へ実質的な影響をもたらし得ます。

ホルムズ海峡は、世界の原油輸送の約20%と、相当量のLNG(液化天然ガス)輸送を担います。同海峡が混乱した場合の最も即時的な影響は、エネルギーコスト増を通じて、欧州やアジア(日本を含む)におけるガス価格上昇、データセンター運用費増、半導体製造のエネルギーコスト増を招くことです。また、物流面では、保険料・航空/海上輸送費の上昇、消費者向けテクノロジーの組立・流通に向かう部材の遅延、アフリカや欧州の一部地域への出荷の停滞が見込まれます。

同海峡は、Jebel Ali(UAE)、Dammam(サウジアラビア)、Hamad Port(カタール)など湾岸主要港を支える航路でもあり、アフリカ、南アジア、欧州の一部地域への再輸出における重要ノードです(テクノロジー製品・部材を含む)。

世界のメモリ市場は、紛争激化以前から逼迫していました。本紛争は、タイトな需給環境をさらに悪化させ、世界のITハードウェア・エコシステムに波及し得ます。レノボのサウジアラビアでの製造拡張のような生産地域化の動きは、中東がグローバル・テックサプライチェーンで存在感を増していることを示しています。

主なリスクは次の通りです。

• 湾岸航路を通る物流の混乱
• 新たな製造ハブ立ち上げの遅延
• 保険・運賃コストの上昇

紛争が長期化すると、スマート弾薬やドローンシステムで先端半導体・メモリの軍事用途消費が急増し、国家安全保障の観点から半導体供給確保に向けた追加の国家介入が起こり得ます。これはDRAM/NAND価格、AIアクセラレータのメモリ構成、エンタープライズストレージ基盤コストに上押し圧力となり、AI導入を計画する企業がプロジェクト順序を見直す要因になり得ます。消費者デバイス価格もリスクに晒されます。

全体への影響は、戦争の期間と地理的な封じ込めに左右されます。数週間で収束すれば短期混乱の後に迅速な回復が見込まれますが、長期化すると地域・世界の市場条件により深刻な影響を及ぼします。

5. サイバーセキュリティ:即時の緊張上昇と構造的な支出増

地政学的な紛争は、サイバーリスクを実質的に高めます。国家支援や代理勢力によるサイバー活動は、軍事的緊張の高まりとともに増えることが多く、主な標的は以下です。

• エネルギーインフラ
• 金融サービス
• 通信
• 政府システム
• クラウド基盤およびSaaSプロバイダー

中東は高度持続的脅威(APT)の焦点地域であり、エスカレーションは攻撃頻度と高度化の両面を押し上げます。

直近のIT支出への影響

1)セキュリティ予算の加速
不確実性が高い局面でも、セキュリティは削減されにくい予算の一つであり、この文脈では増加する可能性が高いと考えられます。企業・政府は次の領域で支出を増やすでしょう。

• マネージド検知・対応(MDR)
• セキュリティオペレーションセンター(SOC)のモダナイゼーション
• ゼロトラスト・アーキテクチャ
• エンドポイント検知・対応(EDR)
• クラウドワークロード保護
• ID/アクセス管理(IAM)

2)インフラの堅牢化
重要インフラ事業者(エネルギー、公益、輸送)は次へ投資を増やします。

• OT(制御/運用技術)セキュリティ
• ネットワーク分離(セグメンテーション)
• エアギャップ型復旧環境
• バックアップ/サイバー復旧用ボールト

3)クラウドセキュリティの引き上げ
クラウドが戦略的標的になるにつれ、企業は次を進めます。

• CSPM(クラウドセキュリティポスチャ管理)への投資拡大
• マルチリージョンバックアップ戦略の拡充
• ハイパースケーラーに対し、レジリエンスやインシデント対応に関する透明性向上を要求

地域別の影響

中東

• 政府主導のサイバーセキュリティ・プログラムは拡大
• ソブリンなサイバー防衛能力への追加予算
• サイバーレジリエンスが国家DXに組み込まれる

世界

• 他地域に展開している多国籍企業は防衛投資を拡大
• サイバー保険コストが上昇し、リスク低減投資を後押し
• 防衛関連のサイバーセキュリティ/セキュア通信市場が成長

マクロ環境が弱含み、経済成長が鈍化しても、サイバーセキュリティは相対的に成長する領域となり得ます。紛争長期化のシナリオでも、セキュリティ投資は比較的底堅いと見込まれます。

6. 消費者向けテクノロジー支出と心理

消費者向けIT支出は、インフレの長期化とメモリ起因のデバイスコスト上昇で、すでに圧力を受けていました。紛争激化はこれに以下を上乗せします。

• 消費者心理の悪化(消費者信頼感は依然として脆弱)
• 投入コスト増によるデバイス価格上昇
• サプライチェーン混乱リスク

中東はJebel Aliなどを通じた積み替え拠点でもあるため、中東域内に加え、アフリカや欧州への物流にも波及します。供給網の混乱は、地域内外でPC、スマートフォン、各種デバイスの供給に影響する可能性があります。

また、高級不動産や観光といったエンターテインメントや高級品にかかわる産業では支出が一時停止し、関連する企業IT投資にも間接的影響が及び得ます。

中東域外でも、脆弱な消費者支出は、大幅または長期の価格上昇に耐えにくい状況です。エネルギーコスト上昇は、PC・タブレット・スマートフォン等の購入先送りを促す可能性があります。これらのカテゴリはメモリ供給不足によってすでに価格上昇が進んでおり、消費者が買い替えを待つ傾向をさらに強めるでしょう。

IT支出・投資への影響(IMPACT ON IT SPENDING & INVESTMENT)

AI投資:加速か、一時停止か?

投入コスト上昇とマクロ不確実性が、特に紛争長期化の場合、一部企業にAIの本番展開を再検討させる可能性があります。消費者心理と同様に、企業心理も依然として脆弱で不確実です。実体経済の減速が見え始めれば、短期的にプロジェクトの延期や縮小が起こり得ます。

一方で、ROIが実証され、測定可能な成果が迅速に効率改善をもたらす領域では、マクロでの逆風への対応としてAIがより積極的に導入される場合もあります。IDCの調査では、マクロ圧力への戦術的対応としてITを活用しようとする組織が増えている傾向が一貫して見られます。これは、外部環境の軟化兆候が見えた際に、IT支出削減が最優先の対応となりがちだった過去の景気後退局面とは異なる変化です。

総じて、比較的短期の紛争は多くの組織のAI/IT支出計画を大きく崩す可能性は高くありません。基礎需要は強く、近年の関税や他の地政学的対立といった外部ショックに対してもレジリエンスを示してきました。AIは引き続き優先度が高く、2026年はビジネスインパクトを高めるためのスケール展開が焦点となります。

最大のリスクは、紛争が長期化し、インフレ圧力とサプライチェーン混乱で資本・リソース制約が強まるケースです。AI支出は他投資より底堅い可能性がある一方で、最悪シナリオでは免疫ではありません。

相反する2つの力学

抑制要因(Constraining Forces)

• インフラコスト上昇
• 資金調達環境のタイト化
• メモリ不足

加速要因(Accelerating Forces)

• サイバーセキュリティ需要の増加
• 防衛関連のAI/アナリティクス投資
• 湾岸諸国におけるソブリンAI構想

どのような影響を受けるかは地域で異なります。

• 湾岸諸国:国家主導のAI投資が継続する可能性
• 欧州・アジア(日本を含む):マクロへの感応度がより高い可能性
• グローバル企業:ROI精査がより厳格化

IT支出の3シナリオ見通し(Three-Scenario Outlook for IT Spending)

IDCのIT支出予測は、最新のマクロ経済・業界データを反映し毎月更新されます。この月次予測には、テクノロジー市場と経済条件の変化に対する感応度の歴史的相関に基づくシナリオが含まれます。

直近のベースライン予測は2月27日に公表され、原油価格やサプライチェーン要因の一定の変動をすでに織り込んでいます。今回IDCは、地域紛争が最大3か月続く(シナリオ1)または2026年の大半まで続く(シナリオ2)場合の影響を評価するため、2つの新シナリオを作成しました。

数週間で収束する短期の混乱はあり得るものの、IDCは現時点で、2月27日時点の「Black Book」予測(※IDCの月次予測)を改定する計画はありません。短期で収束すれば、より速い反発と年内の投資・プロジェクト再開が見込まれるためです。状況は流動的であり、次回の定例予測リリースである3月30日までに、ベースライン前提が変わる可能性があります。

2つのシナリオのうち、より可能性が高いのは3か月以内に収束するケースです。この「数か月」続くケースでは、IT支出により明確な影響が出て、年間成長率が約1.0ポイント下押しされる可能性があります。影響の大半は、デバイスと裁量的プロジェクト支出に集中します。他の外部要因がない限り、サービスプロバイダーがAI投資計画を大きく縮小するとはIDCは見ていません。

2000年代初頭のイラク戦争など過去の軍事衝突と比べ、IT産業は過去20年で大きく変化しました。企業IT支出におけるOPEX(運用費)・サブスクリプション比率が高まり、インフラ投資のより大きな部分がサービスプロバイダー側に集中しています。

企業IT支出に対する主要リスクは、政治そのものではなくマクロ経済要因であり、とりわけ原油高の長期化が企業・消費支出と金融政策の両面に影響する点です。紛争が3か月を超えるシナリオ2では、ITプロジェクトやデバイス更新の先送りが増え、IT支出への影響は1.0ポイント超となる可能性があります。

MEAでは影響はより複雑で、政治動向の不確実性も相まって変動しやすい見通しです。ただし、地域のAI戦略投資は継続する可能性が高く、下振れ影響は主に企業・消費支出の先送りに集中するとIDCは見ています。

IDCのMEAにおける2026年ベースライン(5%成長)は、シナリオ1(数か月継続)では3~4%に低下し得ます。スマートフォン市場はメモリ価格上昇の影響もあり、もともと減少が見込まれていましたが、改善前に一段と悪化する可能性があります。スマートフォンはMEAのIT支出に占める比率が相対的に高く、これが2026年の地域成長率を押し下げる要因となります。

ただし、最悪シナリオで3か月を超えて長期化しても、地域のクラウド/AI導入の基礎需要は強く、状況が落ち着けば比較的速く回復する可能性があります。

3つのシナリオ(要約)

ベースライン:紛争が封じ込められる(数週間)

• 一時的な原油スパイク
• 地域プロジェクトの軽微な停滞
• 世界IT成長見通しの修正は最小限

シナリオ1:地域不安定が継続(3か月未満)

• 原油は85~95米ドルで推移
• インフレ圧力により世界IT成長は0.5~1.0ポイント下押し
• ソブリンクラウド構築が加速
• 消費者向けデバイス回復が鈍化

シナリオ2:エスカレーションとエネルギーショック(6~9か月)

• 原油は100米ドル超
• 金利正常化が遅延
• 消費者需要が大幅に縮小
• 企業はレジリエンス/サイバー/重要インフラへ再配分
• とりわけMEAでIT支出への影響がより顕著

IDCの戦略的見解(IDC’s Strategic View)

中東での戦争は単なる地域の地政学イベントではなく、デジタル経済のエネルギー依存、インフラのレジリエンス、サプライチェーンに対する構造的な試験といえます。

IDCが注視する主要テーマは以下です。

• エネルギー価格の持続性とインフレ軌道
• クラウド基盤リスクの再評価と冗長化投資
• 防衛需要と連動するメモリ市場の逼迫
• 防衛とDXの間で生じる政府財政のトレードオフ
• 消費者心理の変化とデバイス需要の価格弾力性

中東が直接の影響を受ける一方で、世界のIT産業も、エネルギーコスト、半導体供給、資本配分判断を通じて二次的影響を被ります。

短期的には、企業の意思決定は慎重姿勢とシナリオプランニングが中心となるでしょう。中期的には、本紛争が、ソブリンインフラ、サイバーセキュリティ、マルチリージョンのクラウドレジリエンスといった構造的投資を加速させる可能性があります。

IDCは、経済前提の変化に応じて支出見通しを精緻化し続けます。IT支出予測は、最新の市場データと動向を反映し、毎月月末の最終営業日に公表しています。今後数日~数週間のデータを注意深くモニタリングしていきます。

エグゼクティブサマリー(Executive Summary)

• 紛争激化は脆弱な世界のIT環境に新たなマクロ/地政学変数を追加する。IDCは政治ではなく、測定可能なテック市場への影響に注目
• 主な影響ベクトルは6つ:エネルギー価格変動、クラウド/データセンターレジリエンス、ソブリンインフラ加速、サイバーセキュリティ、サプライチェーン(メモリ/半導体/物流)、消費者/企業心理
• ベースケース:中東に限定され、3か月未満。長期シナリオのデータ公表は現時点では見送り
• 世界IT支出:ベースライン2026年約10%成長、下振れ(最大3か月)で約9%成長。弱含みは主にデバイスと裁量案件
• MEA IT支出:2025年1,550億米ドル(世界の4%)。2026年ベースライン約5%成長。下振れで3~4%成長、国別影響は混在
• エネルギーが主要な伝播経路:原油・ガスの変動が運用/投入コストを押し上げ、インフレを強め、資本をタイト化し、プロジェクトを遅らせ得る
• クラウドレジリエンスは必須:マルチAZ/国内冗長化/リスクモデリング拡張。短期は再評価でペース鈍化の可能性
• サイバーセキュリティは相対的にプラスの影響:MDR/SOC、ゼロトラスト、EDR、IAM、CSPM、OTセキュリティ、復旧環境への投資が加速

執筆者(Authors)

• Stephen Minton(Group Vice President, Data & Analytics, IDC)
• Laurie Buczek(GVP, Research, IDC)
• Rick Villars(Group VP, Worldwide Research, IDC)
• Lapo Fioretti(Senior Research Analyst, IDC)
• Andrea Siviero(Senior Research Director, MacroTech, Digital Business, and Future of Work, IDC)
• Thomas Meyer(General Manager and Group Vice President, IDC EMEA, IDC)
• Ashish Nadkarni(GVP/GM, Infrastructure Research, IDC)
• Simon Ellis(Program GVP, IDC)
• Ranjit Rajan(Research Vice President, Worldwide C-Suite Tech Agenda, IDC)
• Harish Dunakhe(Research Director, Software and Cloud, META IDC)
• Jebin George(Senior Research Manager, Software, Cloud, and Industry Transformation, IDC MEA)
• Jean Philippe Bouchard(Vice President, Data & Analytics, IDC)

原文:2026年3月2日公開(英語)|日本語版監修:寄藤 幸治

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Yukiharu Yorifuji - Group Vice President and Chief Research Analyst - IDC Japan

Yukiharu Yorifuji is Group Vice President and Chief Research Analyst of IDC Japan. In this role, Yorifuji is responsible for all the research area of IDC Japan, including hardware, software, services, and innovation accelerators. He had been engaged in IT and business services research for more than 12 years as a part of IDC services research team, such as market forecast, competitive analysis, and users' buying behaviors. He now makes a research of enterprises’ organization, talent management, and selection of the partners in Digital Transformation era, and introduces these results via reports and presentations. He has over 30 year experience in the IT industry in various roles including sales, marketing, and market analyst. Prior to joining IDC Japan, Yorifuji worked for a local consulting firm responsible for strategic projects including new business planning, corporate governance, and financial strategy for large companies. He also worked for Fujitsu where he was involved in international sales, marketing, and brand management. He holds a BA from Department of Social Science and MBA from International Corporate Strategy, from Hitotsubashi University, Japan.

It has been just over a week since Chinese New Year 2026 and the impact of this year’s robotic display still lingers in my mind.

For those who have not already seen it, the performances stole the CNY limelight, featuring humanoid robots executing jaw-dropping feats such as somersaults and nunchaku routines—blending traditional culture with cutting-edge robotics and AI technology.

I could not help but imagine that if these robots were dressed in full traditional attire and masks, I would be hard-pressed to distinguish them from human performers.

These viral displays highlight China’s growing dominance in robotics, from AI-driven humanoids to industrial robots, signalling a significant leap in automation that is  reshaping industries worldwide.

The tech enthusiast in me—as I’m sure many of you can relate—began wondering about the engineering and infrastructure puzzle pieces that made this possible.

What Powered the CNY 2026 Robot Performance?

Infrastructure Considerations

  • Physical Hardware – The cost-effective materials and scalable mass production capabilities required to design robots capable of such performance suggest clear pathways toward real-world consumer and industrial applications.
  • Compute Power: CPUs, GPUs, and AI Acceleration- Deploying these robots require edge computing hubs, high performance processors, AI accelerators, and potentially cloud-based large language models (LLM) integration. This enables real-time vision processing, path planning, environmental perception, and precise motion control, allowing the robots to perform complex and dynamic movements with high synchronization accuracy
  • Network Infrastructure – The underlying high-speed backbone network facilitates real-time command, control, and data-transmission—essential for large-scale synchronized robotic choreography. Localized 5G-A networks likely played a key role in minimizing latency and enhancing responsiveness
  • Digital Platforms – Software platforms enable seamless integration, centralized control, developer customization, and system scalability, allowing robotic systems to be adapted across multiple industries and use cases.

Sovereignty Considerations

Balancing rapid high-tech adoption requires data localisation policies, cybersecurity safeguards, and protection of critical infrastructure components to ensure operational resilience and national autonomy.

Who Built the Robots Behind the CNY 2026 Show?

The company behind the spectacle is Chinese robotics startup Unitree Robotics, founded in 2016. Unitree has often been compared to Boston Dynamics, but with a significantly more affordable pricing model—much like Deepseek’s positioning relative to ChatGPT.

For example, Unitree’s R1 robot starts at approximately USD 5,000, utilizing cost effective hardware while supporting modular LLMs that allow developers greater customization and experimentation.

In addition, the system platform is open-source, enabling distributed training, custom model development, and seamless deployment with support for major open-source frameworks. In 2025, the company announced that users could further customise and control robots via a mobile application. In a world where most individuals own at least one smart device, the primary limitation becomes creativity rather than accessibility.

What Hardware Do These Robots Run On?

The robots run on high-performance computing module featuring 8-core CPU and integrated GPU. Newer models offer integration with NVIDIA Jetson Orin models, delivering AI performance up to 275 TOPS (trillions of operations per second).

For Terminator fans, it may be reassuring to know that—at least for now—battery limitations mean these robots operate for 1-2 hours before requiring charging.

Note: The G1 robots featured in the CNY show are more advanced models and may have enhanced performance specifications.

How Were the Robots Coordinated?

The robots relied on cluster-performance technology, enabling synchronized group movement. Onboard sensors provided real-time environmental perception, supported by localised 5G-A networks. However, while the robots were physically autonomous in movement, they were largely pre-programmed and choreographed for the specific event rather than operating with full independent agency.

Implications for Infrastructure and Sovereignty: Infrastructure Control & Autonomy

The shift to software-defined, centralized robotics platforms means that manufacturing, logistics, and operational infrastructure increasingly depends on digital orchestration layers and ecosystem partnerships. Whoever governs these platforms–whether vendors, hyperscalers, or local integrators–can significantly influence operational autonomy, resilience, and long-term competitiveness.

Regional adoption of integrated execution platforms—particularly in Asia Pacific’s push for industrial embodied AI–signals a move toward locally governed infrastructure ecosystems, reducing dependency on foreign technology stacks. In Asia/Pacific, local partnerships are becoming essential to accelerating innovation while protecting data sovereignty and regulatory compliance.

Final Reflections

Reflecting on China’s CNY 2026 robotic spectacle, I was struck not only by the technical brilliance and seamless choreography, but by how it exemplifies the convergence of affordable, high-performance robotics infrastructure and strategic technological self-reliance. The future of automation is not just about building smarter robots—it is about who controls the orchestration layers, data flow, compute infrastructure, and platform ecosystems behind them.

What’s your take on balancing innovation and digital independence?

Interested to learn more? Talk to us.

Franco Chiam - Vice President - IDC

Franco Chiam is the vice president for IDC's Asia/Pacific (excluding Japan) Cloud, Datacenter, Telecommunication, and Infrastructure Research Group. He manages and shapes the above domains' offerings to IDC clients, which include cloud and infrastructure surveys, market analysis and perspective, speaking engagements, and executive briefings. In the ever-evolving landscape of technologies, the pillars of cloud computing, datacenters, and telecommunication have emerged as the driving forces behind our interconnected world. As these domains continue to shape the future of infrastructure, their integration and advancement play a crucial role for the foreseeable future.

Manufacturers across Asia/Pacific are navigating powerful crosscurrents: cost pressure, supply chain volatility, skills gaps, and intensifying competition. At the same time, AI is shifting from isolated pilots to systems that can plan, decide, and act. Agentic AI is moving from experimental tooling to bounded operational use cases. The shift is real, but uneven, and it will reward manufacturers that already have disciplined data, process ownership, and governance.

IDC’s FutureScape Worldwide Manufacturing 2026 Predictions for Asia/Pacific (excluding Japan) are more than forecasts. They are a planning input and a view of where investment and capability-building are likely to concentrate. Use them to pressure-test priorities and readiness, not as a certainty about what will happen or when. In the context of agentic AI, they help answer the question for leaders on whether agentic AI will matter, and how quickly they can translate these signals into measurable operating outcomes (eg. disruption recovery, cycle time, quality, OT risk).

What is Agentic AI in Manufacturing?

Agentic AI in manufacturing goes beyond analytics and copilots. It introduces AI agents that can sense conditions, evaluate options, and autonomously execute and orchestrate workflows across the organization, including planning, production, quality, engineering, IT, and cybersecurity, within defined guardrails. Humans remain accountable for strategy, oversight, and exception handling.

Most manufacturers in Asia/Pacific are not starting from this end state. As the differentiated use cases in the above IDC framework illustrate, many organizations remain concentrated in early stages:

  • Generic productivity use cases, providing task-level assistance such as document summarization or reporting.
  • Early functional or process-specific use cases where AI provides decision support within a single function but remains human-driven.

These capabilities are increasingly table stakes. They improve efficiency, but do not yet differentiate manufacturers or fundamentally change how factories, supply chains, or engineering organizations operate.

For manufacturers, the real value lies further up the curve, adopting advanced functional and industry-specific use cases, where AI agents are deeply integrated with operational data, engineering systems, and execution platforms. This is where AI begins to autonomously coordinate decisions across functions, close the loop between design and operations, and where value becomes measurable with fewer schedule resets, faster recovery, reduced security detection time, and fewer late-stage design remedies.

The following three predictions should be read through this lens. Each one highlights a step away from generic productivity toward higher-order, manufacturing-specific agentic capabilities.

Autonomous Production Scheduling

IDC Prediction: By 2027, over 40% of manufacturers with a production scheduling system in place will upgrade it with AI-driven capabilities to start enabling autonomous processes.

Autonomous production scheduling is the most pragmatic entry point into agentic AI for manufacturers because it sits at the intersection of demand, capacity, assets, labor, and supply. Most Asia/Pacific manufacturers already operate advanced planning and scheduling (APS) tools, but these systems are typically static, rule-based, and highly dependent on human planners to intervene when conditions change.

Agentic scheduling represents a step change. AI agents continuously ingest live signals from manufacturing execution systems (MES), maintenance systems, supplier updates, logistics data, and demand forecasts. They evaluate trade-offs in near real time, simulate multiple scenarios, and rebalance production plans dynamically. Over time, these agents do not just recommend changes, they begin to execute them autonomously within predefined constraints, escalating only when exceptions exceed risk thresholds.

This moves manufacturers beyond functional decision support into advanced functional autonomy. Planning is no longer a periodic activity; it becomes a continuously orchestrated process that coordinates decisions across production, maintenance, and supply chain functions.

What to do now:

  • Start where volatility is highest: a constrained line, plant, or product family with frequent schedule disruption.
  • Connect real-time shop floor, asset health, and supply signals directly into the scheduling layer.
  • Establish human-on-the-loop governance early, then expand agent decision rights as performance, trust, and accountability mature.

Predictive Industrial Data Security

IDC Prediction: To counter data model poisoning risks, 70% of large manufacturers will use AI-enabled OT cyberdefense by 2029, autonomously flagging low-level threats and cutting detection times by 60%.

As manufacturers scale advanced agentic AI use cases, cybersecurity becomes a foundational requirement, not a supporting function. Agentic AI systems depend on trusted data, models, and execution environments. If those inputs are compromised, autonomy magnifies risk at machine speed.

AI-enabled OT cybersecurity introduces agents that continuously monitor behavior across networks, devices, control systems, and AI models themselves. Instead of relying on signature-based detection, these agents identify subtle anomalies such as data poisoning, abnormal control logic, or coordinated low-level intrusions that traditional tools and human operators often miss.

For Asia/Pacific manufacturers operating complex brownfield environments, this capability is essential to safely scaling autonomy. Without it, organizations will be forced to cap agent decision authority, limiting the very value agentic AI is meant to unlock.

What to do now:

  • Map critical OT assets, data streams, and AI models that feed systems and agentic workflows.
  • Deploy AI-driven anomaly detection alongside existing SOC and OT security tooling, not as a replacement.
  • Define clear escalation and containment rules that balance autonomy with human accountability.

Agentic Product & Process Simulation

IDC Prediction: By 2028, 50% of A1000 manufacturers will use AI agents in conjunction with design and simulation tools to continuously validate design changes and configurations or variants against product requirements.

Continuous design validation is where agentic AI clearly enters the industry-specific tier. Today, engineering, simulation, manufacturing, and quality operate in loosely coupled stages with design validation occurring episodically, often disconnected from real-world production feedback, and issues surfacing late through defects, rework, or warranty issues.

Agentic AI changes this by embedding validation agents directly into the digital thread. These agents continuously test design changes against requirements, manufacturability constraints, historical defect data, and live production feedback. As materials, suppliers, processes, or operating conditions change, validation updates automatically, closing the loop between design intent and operational reality.

For manufacturers with high product complexity, configuration variability, or rapid innovation cycles, this capability transforms how risk, quality, and cost are managed. It shifts validation from a checkpoint activity to an always-on assurance mechanism.

What to do now:

  • Integrate PLM, simulation, quality, and manufacturing data into a shared, persistent validation workflow.
  • Use agents to automatically assess the downstream impact of engineering changes before release.
  • Move from milestone-based validation reviews to continuous, agent-driven validation embedded in daily operations.

Turning Predictions into Action

These predictions highlight a common truth: agentic AI is not a single technology investment. It is an operating model shift. Manufacturers that succeed will align four foundations:

  1. Strategy: Clear ownership of where autonomy creates value, where human judgment must remain in the loop, and how decision rights evolve over time as agents mature.
  2. Workforce: New roles focused on supervising, governing, training, and continuously improving AI agents, not just consuming AI outputs. This includes redefining accountability as work shifts from people executing tasks to people overseeing autonomous systems.
  3. Technology: Modernized data, security, and cloud foundations designed for continuous orchestration, resilience, and trust spanning IT and OT environments.
  4. Measurement: A clear baseline of current maturity and performance, with success defined not by one-time deployments but by metrics tied to targeted outcomes, such as reduced disruption, faster cycle times, improved quality, or increased autonomous decision coverage.

For Asia/Pacific manufacturers, near-term advantage will come from moving a few bounded workflows into governed production use. Leaders who default to a “wait for certainty” strategy, delaying action until technologies, standards, or competitors fully converge, risk locking themselves into lower positions on the agentic maturity curve and find themselves under increased competitive pressure. Those who treat these predictions as navigational beacons, not distant forecasts, will build factories that are more resilient, adaptive, and competitive.

Agentic AI will not replace manufacturing excellence. It will amplify it.

FAQs on Agentic AI in Manufacturing

  1. What real business problems does agentic AI actually solve in factories and supply chains?

Agentic AI excels in volatile and constraint-heavy operations with frequent disruptions, competing priorities, and too many variables for humans to continuously rebalance. In practice, it helps manufacturers shorten disruption recovery time, reduce manual coordination, and ensure more decisions follow defined guardrails. Examples include autonomous production scheduling, predictive maintenance, quality inspection and predictive quality, AI-enabled OT cyberdefense, and digital twins / simulation-driven design and operations.

  1. Where is the ROI—quality, throughput, inventory, OEE, labor, or something else?

ROI usually shows up first as reduced disruption cost (fewer expediting cycles, fewer schedule resets, less unplanned downtime) and then as improvements in throughput and service levels once planning and execution tighten.

  1. Is agentic AI really different from traditional automation, RPA, or rules-based systems?

Yes, the difference is adaptive decisioning across systems, notjust automation. Rules-based automation executes what you already know; agentic AI can evaluate trade-offs under changing conditions, run scenario logic, and act within constraints, then escalate exceptions when risk thresholds are exceeded.

  1. What data and integration requirements matter most?

Agentic AI depends on trusted signals and tight integration across planning, shopfloor execution, asset health, and supply inputs, otherwise it just automates bad decisions faster. Prioritize master/asset data quality, event-level timestamps, and clearly governed interfaces between IT and OT, with security controls that protect both data and models, and assign data owners to ensure continued data quality assurance.

  1. What workforce impacts and change management issues should be expected?

Expect work to shift from “doing the task” to supervising decision quality: defining guardrails, monitoring exceptions, tuning agents, and clarifying accountability when outcomes are wrong. The hard part is decision rights, escalation paths, and aligning planners/engineers/IT/OT/security around a shared operating model, and this will involve changed responsibility and job design.

Register now for the live webinar on 24 February 2025 at 1:30 pm SGT to join IDC in charting the agentic future with confidence

Stephanie Krishnan - Associate Vice President, Manufacturing and Energy Insights Programs - IDC

Stephanie Krishnan is an associate VP responsible for producing, developing, and growing the IDC Manufacturing and Energy Insights programs in Asia/Pacific. Within Manufacturing Insights, Stephanie conducts supply chain and Industry 4.0 research that supports clients with global sourcing (profitable proximity and sustainable outcomes), transportation, logistics, warehousing, and more. In addition, her contributions to subscription products and custom research span ecosystems, value chains, and the supply chains of industrial industries. In this role, she delivers a research agenda that supports technology buyers in their strategies and buying decisions as well as vendors in terms of market trends and intelligence.

In January, Carla Arend, Rahiel Nasir and Luis Fernandes presented IDC’s predictions for cloud in 2026 and beyond. Below is a summary of the main points that were made in the webcast.

The need for digital resilience has never been more crucial

  • Tariffs, supply chain glitches, regulations, skills shortages… digital organisations are being assaulted from all sides.
  • For the majority of EMEA organisations, maintaining operational resilience and cyber security is the top priority.
  • To survive, organisations need to ensure their tech stack is robust and assess the strengths of their tech partner ecosystem. Adaptability and financial stability will also be key weapons to add to the armoury.

Digital sovereignty could help

  • Around half of organisations in EMEA have increased interest in implementing digital sovereignty solutions due to all the geopolitical uncertainties, such as trade tensions, regional conflicts, and regulatory shifts, witnessed in 2025.
  • Digital sovereignty solutions offer data owners complete control and autonomy over their digital assets – maintaining operational resilience is a key tenet of sovereignty.
  • Governance, risk and compliance solutions will be the key focus for organisations looking for sovereign cloud providers, especially for their AI. This will help them reassess their cloud provider options, determine the right IT venue for their workloads, and help to create a more robust tech stack.

The right venue for AI workloads

  • Enterprises are shifting to specialized AI providers and edge infrastructure to maximize performance and efficiency.
  • By 2028, physical AI use cases will experience explosive growth with cloud providers powering the bulk of these deployments at the edge with industry-specific AI agents and high-performance edge infrastructure.
  • By the end of this decade, at least 30% of advanced GPU needs will be met by specialised AI cloud providers offering true cloud features, flexible pricing, APIs, and software services (unlike GPU-only providers).

 AI and cloud modernisation

  • Cloud modernisation continues while legacy systems are re-platformed for AI, using autonomous agents to automate operations and orchestration.
  • Over the next two years, more than half of enterprise apps will leverage SaaS platforms to orchestrate predefined app functions and AI agents for real-time workflows, enabling modular and interoperable solutions.
  • By 2030, 45% will use cloud AI-infused tools to assess cost and performance metrics to optimise workload placement. Furthermore, a fifth will use AI agents to automate workload orchestration.

 Recommendations for cloud users

  • With geopolitical turmoil continuing into 2026 (and probably beyond), organisations are advised to take a risk-based approach to their cloud and AI strategies.
  • Choose the most appropriate venue for your workload. This should be supported by a hybrid and multicloud ecosystem of partners who offer services tailored to your needs.
  • The time to modernise your cloud estate to get ready for AI is now.

Watch the European cloud predictions webcast here:

For the EMEA FutureScape predictions webcast, click here.

If you would like more information on any of the above, please drop your details in here.

Rahiel Nasir - Research Director, European Cloud Practice, Lead Analyst, Digital Sovereignty - IDC

Rahiel Nasir is responsible for leading and contributing to IDC's European cloud and cloud data management research programs, as well as supporting associated consulting projects. In addition, he leads IDC's worldwide Digital Sovereignty research program. Nasir has been watching technology markets and writing about them throughout his professional life.

Key Highlights:

  • By 2028, CIOs will increase spending on sovereign-ready cloud and data localization by 50% to stay compliant in Asia/Pacific.
  • By 2030, 15% of A1000 firms will face lawsuits, fines, or CIO dismissals tied to poor AI agent governance.
  • By 2027, AI infrastructure costs will run up to 30% higher than planned, forcing CIOs to expand FinOps practices.
  • Most organizations still struggle to demonstrate consistent, measurable AI business value.

What is changing for CIOs in Asia/Pacific as organizations scale agentic AI?

Between 2026 and 2030, CIOs will be judged less on AI experimentation and more on their ability to operationalize AI securely, affordably, and in compliance with local regulations. IDC FutureScape research shows that success will depend on sovereign-ready architectures, transformational AI leadership, formal AI value playbooks, stronger governance of AI agents, and disciplined FinOps practices.

AI has become a board-level priority across Asia/Pacific (excluding Japan). Enterprises are under pressure to use AI to improve productivity, resilience, and growth, while navigating fragmented regulations, uneven cloud maturity, and persistent skills shortages.

For CIOs, the margin for error is shrinking. Poorly governed or poorly justified AI initiatives can quickly lead to cost overruns, regulatory exposure, or operational disruption. As a result, the CIO role is evolving beyond technology delivery toward enterprise leadership, financial accountability, and risk stewardship.

Five Predictions Defining the Shift to Agentic AI

1. Digital sovereignty

By 2028, CIOs at multinationals will boost investments in modular, sovereign-ready cloud and data localization environments by 50% to future proof operations against rising sovereignty demands.

Digital sovereignty is now a structural constraint on IT and AI strategy in Asia/Pacific. Expanding data localization and AI regulations in markets such as India, China, and Australia are forcing CIOs to move away from highly centralized global cloud models. Modular, sovereign-ready architectures allow organizations to localize data, models, and controls while maintaining operational consistency. Although this raises costs through redundancy and regionalization, it reduces regulatory risk and protects long-term market access.

2. Transformational AI leadership

By 2028, 70% of A500 CIO roles will be held by transformational leaders who can implement new AI-fueled business models with enterprise-wide consistency while modernizing IT to meet AI business needs.

As AI reshapes business models, CIOs are increasingly expected to lead enterprise transformation, not just IT modernization. In Asia/Pacific, where CIOs are more likely to report directly to the CEO, this shift reflects rising expectations that AI investments deliver measurable business outcomes. Transformational CIOs distinguish themselves by aligning AI initiatives with corporate strategy while modernizing core systems to support scale and resilience.

3. AI business value playbooks

By 2027, 60% of A500 CIOs will be tasked to create enterprise AI value playbooks, featuring expanded ROI models to define, measure, and showcase AI impact across efficiency, growth, and innovation.

Despite growing AI investment, most organizations struggle to prove consistent business value. Traditional ROI metrics fail to capture indirect benefits such as faster decision-making, improved customer experience, and resilience. AI value playbooks provide CIOs with a standardized framework to compare use cases, prioritize investment, and communicate impact to executives and boards, helping prevent pilot sprawl and loss of confidence.

4. AI business disruption impact

By 2030, 15% of A1000 organizations will have faced lawsuits, substantial fines, and CIO dismissals because of high-profile disruptions stemming from inadequate controls and governance of AI agents.

Agentic AI introduces new operational and regulatory risks as autonomous systems move into mission-critical workflows. In Asia/Pacific, unified AI governance remains limited, increasing exposure to outages, compliance failures, and reputational damage. CIOs are under growing pressure to implement stronger controls, human-on-the-loop mechanisms, and cross-functional governance before agentic AI scales further.

5. FinOps practices for AI

By 2027, A1000 organizations will face up to 30% rise in underestimated AI infrastructure costs, driving CIOs to expand the scope of FinOps teams to optimize expenses and enhance business value.

AI introduces volatile cost structures across cloud consumption, model training, and AI-infused applications. These costs are often underestimated, particularly in Asia/Pacific’s fragmented hybrid and multicloud environments. Mature FinOps practices are becoming essential to improve cost transparency, align AI spending with business priorities, and prevent unexpected overruns that undermine executive trust.

What Comes Next for CIOs in Asia/Pacific

Over the next three to five years, Asia/Pacific organizations will move from AI experimentation to industrialized, agentic AI operations. Investment will shift toward platforms, governance frameworks, and financial discipline that support repeatability and control. CIOs who establish these foundations early will be better positioned to scale AI while maintaining trust with regulators, customers, and boards.

Key Questions CIOs are Being Asked

  • Why is digital sovereignty shaping CIO priorities now?
    Regulatory enforcement is increasing across Asia/Pacific, making it essential for organizations to localize data and AI controls without sacrificing operational efficiency.
  • Why do AI initiatives struggle to show ROI?
    Many organizations lack standardized methods to measure indirect and long-term AI benefits, resulting in fragmented pilots and weak executive confidence.
  • What is the biggest risk as agentic AI scales?
    Inadequate governance of autonomous systems, which can lead to operational disruption, compliance failures, and executive accountability.

Explore IDC Research on the Asia/Pacific CIO Agenda and Agentic AI

For CIOs and technology leaders navigating AI at scale, IDC’s FutureScape research provides data-driven insight into how sovereignty, governance, cost discipline, and leadership expectations are reshaping the CIO role across Asia/Pacific.

Linus Lai - Group Vice President, Research - IDC

Linus Lai is a distinguished member at IDC Asia/Pacific, in which he spearheads research in digital business, trust, infrastructure, and services. With over 25 years of industry experience, Linus is based in Sydney and serves as the chief analyst for Australia and New Zealand (ANZ). He is a founding member of IDC's Emerging Technology Advisory Council and a respected senior member of the region's CIO100, CSO, and Future Enterprise awards. In his role, Linus provides strategic insights for digital leaders and the technology sector, focusing on sourcing strategies and emerging technology across Asia/Pacific. His expertise has earned him numerous accolades for his contributions to country, regional, and quality research. Previously, as the head of research in Southeast Asia, Linus was instrumental in expanding IDC's presence and influence in the region. His thought leadership is frequently sought after through regular features in various publications and media outlets. He is also a prominent speaker at industry forums, keynote events, and strategy workshops. Before joining IDC, Linus worked with a leading outsourcing service provider with a digital banking focus. He holds a Master of Science degree from the University of Lincoln, United Kingdom.

Daniel-Zoe Jimenez - Vice President, Digital Innovation, CX & Software, DNB/Start-ups, SMBs, Consumer and Channels Research - IDC

Daniel provides strategic advisory services to the C-Suite (CIOs, CTOs, CFOs, CDOs, CMOs, and CHROs) on how to develop and leverage technologies (e.g., AI/Analytics, Cloud, RPA, AR/VR, ERP, CRM) and new business operating models to become more agile, resilient, and competitive. He delivers workshops and strategic engagements for customers across Asia/Pacific such as assessing maturity, identifying gaps, crafting strategies and technology roadmaps, determining ecosystem readiness, business value metrics (KPIs), and skills required to drive future growth and profitability. Also, he provides research and strategic advisory to tech buyers and suppliers into the most emerging technologies and market developments like the Metaverse.

Asian banks are at a strategic crossroads.  Business complexity is rising as new asset classes, digital channels and ecosystem partnerships expand. Meanwhile, banks face softening interest rates, credit pressures, and geopolitical uncertainty. In response, banks are increasing investment in technology, especially AI, to drive efficiency, resilience, and revenue growth.   Recent IDC surveys show a clear rise in AI-related spending across the region.

The critical question is no longer whether banks are investing in AI, but how they can monetize that investment to generate measurable ROI and what role agentic AI plays in that equation.

Agentic AI offers banks a path from AI experimentation to measurable returns. By deploying autonomous AI agents across complex, multi-stage banking processes such as credit decisioning, risk management, and compliance, banks can accelerate decisions, improve consistency, and scale automation while maintaining governance. The greatest ROI comes from disciplined use case selection, AI-ready data and infrastructure, and strong trust and governance frameworks.

What Is Agentic AI in Banking?

Agentic AI in banking refers to AI systems composed of multiple autonomous agents that can independently analyze information, make decisions, and execute actions across workflows within defined guardrails and human oversight.

Unlike traditional AI models or copilots that provide recommendations, agentic AI systems can orchestrate end-to-end processes. This makes them well suited to banking operations, which involve multiple handoffs, probabilistic decision-making, regulatory constraints, and risk thresholds.

Why Banking Processes Are Strong Candidates for Agentic AI

Banking processes are often complex, involving multiple decision stages, approvals, and risk checks.   Many already rely on probabilistic model-driven decision-making engines, making them well-suited for agentic architectures.  

Example: Agentic AI in Credit Approval

Consider a credit approval process:

  • One agent specializes in credit checks against defined risk acceptance criteria.
  • Another agent estimates the maximum unsecured exposure the bank can underwrite.
  • A higher-level supervisory agent evaluates outputs and acts as the approver.

Together, these agents can accelerate credit decisions, improve consistency, and maintain governance and control.

Key Challenges Banks Must Address to Generate ROI

While the opportunity is significant, deploying agentic AI at scale poses several challenges banks must address.

Is the Bank AI-Ready?

Banks must realistically assess their data architecture and infrastructure readiness. Data patching and manual corrections may work during proofs of concept, but are unlikely to succeed in production. Similarly, pilot deployments may run on spare capacity, while scaled agentic AI systems require dedicated, resilient, and secure infrastructure.

Selecting the Right Use Cases

Use case discipline is critical. Many banks run multiple exploratory or hobby AI projects driven by local enthusiasm rather than measurable business value. Even when proofs of concept show limited ROI, some initiatives still progress.

Prioritization must be anchored in clear business outcomes, such as:

  • Revenue growth
  • Operational efficiency
  • Risk reduction and compliance effectiveness

Establishing Trust and Governance

The AI trust deficit remains a major barrier, especially given the persistence of hallucinations and model errors. Building trust requires governance frameworks, transparency, human-in-the-loop controls, and continuous monitoring.

Turning Agentic AI Investment into an AI Dividend

While these challenges are not insurmountable, overcoming them is essential to generating an AI dividend. IDC research and client engagements include multiple case studies that validate that agentic AI represents a significant opportunity for the banking sector.

According to the IDC FutureScape: Worldwide Banking and Payments 2026 Predictions — Asia/Pacific (Excluding Japan) Implications report, by 2027 in APeJ, the share of AI investments directed toward innovation will rise from 25% to 40%, with increased spending on new products and services.

Banks that act now—focusing on high-impact use cases, readiness, and governance—will be better positioned to translate the potential of agentic AI into measurable business outcomes.

What’s Next

IDC works with banks across Asia/Pacific to assess AI readiness, prioritize agentic AI use cases, and design governance models that support scalable ROI.

Register now for the live webinar on 24 February 2025 at 1:30 pm SGT to join IDC in charting the agentic future with confidence.

Ashish Kakar - Research Director - IDC

Dr. Ashish Kakar is research director for IDC Financial Insights in Asia/Pacific. Based in Singapore, he is the lead Financial Insights analyst responsible for all aspects of banking and insurance research. Dr. Ashish's own interest is in fraud and risk, resilience, customer centricity, AI/ML, retail banking, insurance, alternative investment management, cloud and infrastructure, and credit risk management. Prior to joining IDC, Dr. Ashish had over 16 years' experience in Citibank, five years' experience with insurance companies, and has run his own asset management start-up for two years. In his last role in Citibank, Dr. Ashish managed processes across banking technology, servicing operations, and product. He was a regional senior with oversight of the Asia and Europe operations.
Key Highlights
  • 75% of Asia/Pacific care providers say agentic AI delivers greater productivity gains than GenAI
  • 50% of providers will use advanced risk stratification for population health by 2028
  • Asia/Pacific accounts for nearly 60% of the global aging population
  • Agentic AI’s share of GenAI budgets will grow from 18% (2025) to 29% (2026)
  • Multimodal AI will predict 50% of chronic and rare diseases before symptoms by 2030
  • AI agents will be used by 33% of top-tier hospitals for real-time clinical decision support
  • Quantum platforms will enable 100x faster diagnostics for 20% of leading institutions by 2030
  • Singapore General Hospital’s AI chatbot saves ~660 clinician hours annually

Asia/Pacific healthcare provider organizations are at a critical inflection point. Generative AI (GenAI) is no longer an experimental initiative — it has become a strategic investment imperative. To navigate this shift, care providers need a clear roadmap that aligns AI priorities with emerging models of care delivery. IDC’s recently published FutureScape report for healthcare provides this roadmap and outlines how providers can move from experimentation to measurable impact.

A key highlight of this year’s FutureScape is agentic AI, which marks a new milestone in the region’s AI maturity. According to IDC’s Agentic AI Survey, 75% of Asia/Pacific care providers report that agentic AI outperforms GenAI in delivering measurable productivity gains. However, this transition requires robust regulatory frameworks and strong human-in-the-loop mechanisms to ensure ethical, transparent, and accountable deployment.

Asia/Pacific care providers must first address care productivity, enabling clinicians and operations teams to do more with constrained resources. This begins with building a resilient and trusted data foundation that can unlock the full value of agentic AI. With productivity gains as the anchor, providers can then reimagine care delivery by integrating advanced analytics, seamless workflows, and explainability to support personalized, secure, and transparent care.

This blog highlights five of the ten key predictions from the recently published IDC report: IDC FutureScape: Worldwide Healthcare Industry 2026 Predictions — Asia/Pacific (Excluding Japan) Implications

The Next Phase of Population Health Management: Toward Data-Driven, Proactive Intervention

By 2028, 50% of healthcare organizations in Asia/Pacific will leverage advanced risk stratification tools to tackle population health, specifically focusing on the chronic disease burden and aging population.

Asia/Pacific is home to nearly 60% of the world’s aging population, and the growing burden of noncommunicable diseases continues to place sustained pressure on healthcare systems. IDC expects population health management to become more data driven and proactive, as advanced risk stratification enables earlier identification of at-risk cohorts and more effective interventions.

This shift highlights the need for interoperable data platforms that unify clinical, demographic, and social determinants of health data. A strong example is Taiwan’s AI-on-DM (Diabetes Management) initiative — the country’s first large-scale healthcare AI program. Led by the Ministry of Health and the National Health Insurance Administration (NHIA), the initiative integrates long-term type 2 diabetes data with a medical large language model (LLM) to predict and manage complication risks for more than 2 million patients, years in advance. The program is expected to expand to other chronic and complex conditions, including hypertension and cancer.

Despite this progress, fragmented data environments and digital inequity remain major barriers across the region. Providers that invest in real-time analytics, standardized data exchange, and secure data sharing will be better positioned to shift from reactive care to preventive, population-scale interventions.

Agentic AI and the Future of Patient Experience: Advancing Digital Equity and Trust

By 2028, 45% of healthcare organizations in Asia/Pacific will advance agentic AI-enabled engagement by prioritizing digital equity, cultural alignment, and trust to produce personalized and empathetic communication.

Agentic AI introduces a new model of patient engagement. Unlike traditional automation, agentic systems adapt interactions in real time by drawing on clinical context, patient-reported outcomes, and social factors. In a region defined by linguistic, cultural, and socioeconomic diversity, this capability is critical.

IDC research shows that Asia/Pacific providers are rapidly increasing investment in agentic AI for patient engagement and care coordination. IDC’s 2025 FERS Survey indicates that agentic AI’s share of GenAI budgets will rise from 18% in 2025 to 29% in 2026. A practical example can be seen in Synapxe’s efforts to modernize Singapore’s national health digital infrastructure. By embedding AI-driven decision support and intelligent automation across patient-facing and care coordination platforms, Synapxe is enabling more proactive, personalized, and culturally aligned engagement.

Trust remains foundational. Transparent AI behavior, explainable recommendations, and clear escalation paths to clinicians are essential for adoption by both patients and care teams. Providers that embed governance, cultural sensitivity, and digital equity into agentic engagement strategies will build stronger patient relationships and improve outcomes.

Multimodal AI and the Shift to Predictive, Preventive Care

By 2030, multimodal AI will predict 50% of chronic and rare diseases before symptoms, making predictive care a reality with broader health data, including wearables and multiomics in Asia/Pacific.

This marks a decisive shift from reactive to predictive and preventive healthcare. Advances in multimodal AI — spanning clinical records, medical imaging, genomics, proteomics, and real-time wearable data — are enabling earlier and more accurate disease risk identification, often years before symptoms appear.

For a region facing rapid population aging and rising chronic disease prevalence, the impact is significant. Multimodal AI models can continuously analyze longitudinal health data to detect subtle patterns invisible to traditional diagnostics. In China, multimodal AI systems combining medical imaging, clinical records, and laboratory data have demonstrated approximately 98% accuracy in detecting biliary atresia.

Earlier detection supports targeted prevention, personalized care pathways, and reduced downstream costs. For rare but life-threatening pediatric conditions, such as biliary atresia, earlier diagnosis can dramatically improve outcomes.

Real-Time Decision Support: Governed AI Agents in Clinical Care

By 2030, 33% of top-tier hospitals in Asia/Pacific will deploy AI agents to deliver real-time decision support and autonomous workflows with greater than 80% accuracy while escalating exceptions to clinical staff.

Clinical environments demand speed, accuracy, and accountability. IDC expects AI agents to increasingly augment clinicians by synthesizing multimodal data and delivering context-aware insights at the point of care. These agents will not replace clinicians, but they will automate routine tasks and support faster, more consistent decision-making.

A real-world example is Singapore General Hospital’s AI chatbot, Peach (Perioperative AI Chatbot), which supports pre-operative assessments and saves approximately 660 doctor hours per year.

Success depends on data quality, interoperability, and governance. AI agents must operate within clearly defined boundaries, with continuous monitoring and escalation mechanisms. Hospitals that invest early in AI-ready infrastructure will improve clinician efficiency while preserving clinical oversight.

From Classical Limits to Quantum Leap: Preparing for Precision-Driven Care

By 2030, 20% of top-tier healthcare institutions in Asia/Pacific will harness quantum platforms for 100x faster diagnostics, simulations, and digital twins in precision-driven complex care.

Quantum computing remains emerging, but it represents a long-term inflection point for healthcare. IDC expects early adoption in complex diagnostics, precision medicine, and advanced simulations. Governments and institutions across Asia/Pacific are already investing in quantum ecosystems.

In Australia, the University of Wollongong’s quantum-enhanced imaging research demonstrates how hybrid quantum-classical techniques can accelerate genomics, biomarker discovery, and precision radiotherapy. For healthcare leaders, this reinforces the importance of future-ready data architectures and skills development.

Moving Forward: From Insight to Action

Together, these predictions highlight a clear message for Asia/Pacific healthcare providers. Agentic AI, advanced analytics, and emerging technologies can deliver measurable gains in productivity, patient experience, and clinical outcomes. However, success depends on trusted data foundations, interoperability, explainability, and strong human oversight.

IDC FutureScape provides a practical roadmap for navigating this transition. Providers that act now to align data, governance, and workforce strategies will be best positioned to lead in the next era of AI-driven, patient-centric care.

Manoj Vallikkat - Senior Research Manager - IDC

Manoj Vallikkat currently works as a senior research manager for Healthcare Insights in IDC Asia/Pacific. His research covers digital transformation (DX) across care delivery systems in the region, focusing on areas such as evolving healthtech ecosystem, patient-centric care, and predictive care management. He also covers the life sciences segment, with special interest in artificial intelligence (AI)-based drug discovery and remote clinical trial practices. Manoj has led key consulting engagements across the country markets in the Asia/Pacific region. He has also handled various GMS engagements for tech providers, which include tailored reports, round-tables, and speaking gigs.