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中国AI+智慧园区技术评估，2025

Hongyu Cheng — Sat, 15 Nov 2025 05:00:00 GMT

本IDC研究围绕中国智慧园区在2025年的技术发展路径展开，系统分析了AI技术如何重构园区“底座-协同-应用”三层架构，并深度适配国家政策要求。报告重点评估了AI Agent、多模态大模型、数字孪生等关键技术在多场景的落地成效，从效率、绿色、安全、数据治理四大维度剖析了核心价值实现机制。同时，通过对主流技术供应商的能力评估，揭示了市场在生态协作、垂直深耕与平台开放等方面的竞争态势。最后，报告展望了智慧园区向自主闭环、绿色低碳与生态协同演进的未来方向，并为技术供应商提供了聚焦闭环能力、开放架构与政策合规的战略建议。

IDC智慧城市高级分析师程鸿宇表示：“中国智慧园区正进入以‘技术自主化’和‘运营闭环化’为标志的新阶段，其发展已由单点技术应用迈向系统级智能协同。未来，能否将AI创新与政策导向、生态共建深度结合，形成可量化、可复制的场景价值，将成为区分市场领导者的关键。技术供应商需超越软硬件供给思维，转向提供融技术、运营与合规于一体的全生命周期服务，方能在这一高速演进的市场中构建持久竞争力。”

2025 U.S. Consumer Mobile Services Survey Highlights — Trends in Mobile Services

Pahul Singh, Jitesh Bhayani — Fri, 14 Nov 2025 05:00:00 GMT

This IDC Survey provides perspectives on consumer sentiment toward, and buying trends around, mobile services from IDC's 2025 U.S. Consumer Communications and Mobile Services Survey. This survey was completed in September 2025 and covers the perspectives of 2,000 respondents from a variety of demographic and socioeconomic backgrounds. The survey includes insights on mobile subscribers' preferences for data usage and carrier satisfaction. The purpose of this survey is to provide a view into the consumer mindset when thinking about mobile services and aid in identifying the factors that influence the choices for provider selection by U.S. consumer mobile subscribers.

2025 U.S. Consumer Mobile Services Survey Highlights: Trends in Mobile Devices

Pahul Singh, Jitesh Bhayani — Fri, 14 Nov 2025 05:00:00 GMT

This IDC Survey provides perspectives on consumer sentiment toward, and buying trends around, mobile devices from IDC's 2025 U.S. Consumer Communications and Mobile Services Survey. This survey was completed in September 2025 and covers the perspectives of 2,000 respondents from a variety of demographic and socioeconomic backgrounds. The survey includes insights on mobile subscribers' preferences for device purchasing and usage of digital sales channels. The purpose of this survey is to provide a view into the consumer mindset when thinking about mobile devices and aid in identifying the factors that influence the choices for device selection by U.S. consumer mobile subscribers.

India’s Smartphone Market Hits Five-Year High in Festive Q3 2025, Up 4% YoY on Premium Demand

Tue, 11 Nov 2025 05:00:00 GMT

IDC: India smartphone market grows 4% in Q3 2025, led by premium segment; Apple reaches a record 5M units at fourth position for the first time.

IDC：三季度中国折叠屏手机市场回暖，Huawei持续领先

Mon, 10 Nov 2025 05:00:00 GMT

北京，2025年11月11日——国际数据公司（IDC）最新手机季度跟踪报告显示，2025年第三季度，中国折叠屏手机市场迎来显著回暖，该季度出货量达到263万台，同比增长17.8%。市场动能的恢复，一方面得益于Huawei、Honor、vivo等厂商的稳定发挥，另一方面也受到各品牌新一代产品集中上市的共同推动。今年前三季度中国折叠屏手机市场累计出货量762万台，同比增长14.3%。预计2025年中国折叠屏手机市场出货量接近千万，延续增长趋势。

Qualcomm's Fiscal 4Q25 Earnings Show That Qualcomm Continues to Narrow the Time Frame Between Short-Term Risks and Long-Term Growth

Phil Solis — Mon, 10 Nov 2025 05:00:00 GMT

Qualcomm announced its fiscal 4Q25 earnings on November 5, 2025. Qualcomm reported $11.3 billion in revenue, up 10% year over year (YoY). QTL (licenses) revenue was $1.4 billion, down 7% year over year. QTC (mostly semiconductor) revenue was $9.8 billion, up 13% year over year. QTC is made up of the following segments: handsets ($7.0 billion, +14% YoY), automotive ($1.1 billion, +17% YoY), and the everything else catch all IoT segment ($1.8 billion, +7%). Qualcomm has been facing many strong headwinds for years, and despite this the company has managed to continue to grow. It has staved off some seemingly inevitable losses of revenue so much so that it is closing the gap between near-term losses of business and long-term growth.

Tablet Market Levels Off in 3Q 2025 Following Six Quarters of Growth Driven by Replacement Demand, according to IDC

Mon, 10 Nov 2025 05:00:00 GMT

NEEDHAM, Mass., November 10, 2025 – Worldwide tablet shipments declined 4.4% year-over-year in the third quarter of 2025 (3Q25), totaling 38 million units, according to data from the International Data Corporation (IDC) Worldwide Quarterly Personal Computing Device Tracker . Following six consecutive quarters marked by several product refreshes and a replacement cycle upswing, the tablet market began to show signs of cooling. Elevated inventory levels carried over from first half of 2025 — partly due to precautionary stockpiling amid tariff concerns-further weighed on sales during the quarter. Demand remained steady in emerging markets where education initiatives, government digitization programs and smartphone vendors expanding their tablet offerings continue to drive shipment volumes.

IDC：“国补”政策收紧，三季度中国智能手机市场延续下滑趋势，vivo重返第一

Sun, 09 Nov 2025 05:00:00 GMT

北京，2025年11月7日——国际数据公司（IDC）最新手机季度跟踪报告显示，2025年第三季度，中国智能手机出货量约6,846万台，同比下降0.5%，延续下降趋势。该季度属于传统手机销售淡季，新品发布数量较少，且“国补”政策收紧的情况下，消费者消费更趋于理性。随着9月中下旬开始，各品牌大量年度旗舰新品的提前集中上市，市场表现在下个季度初期有望得到一定改善。但是由于一部分需求已提前到上半年释放，即便有“双十一”年终大促，也难以激发更多消费欲望。

AMD FY 3Q25 Results: AMD Reported Strong Top-Line Growth with Gains in Datacenter and Client Segments

Jim Hines, Phil Solis, Jeff Janukowicz, Brandon Hoff — Fri, 07 Nov 2025 05:00:00 GMT

On November 4, 2025, AMD announced its 3Q25 financial results. The chip maker posted record revenue of $9.2 billion for 3Q25, compared with 3Q24 revenue of $6.8 billion, showing a growth of 36% year over year (YoY) and 20% growth quarter over quarter (QoQ). Non-GAAP earnings per share for AMD was $1.20 with non-GAAP gross margin flat at 54%. AMD showed strong growth in its datacenter and server segment for EPYC CPUs and MI300/MI350 GPUs and in client with Ryzen 9000 and gaming with Radeon 9000, while its embedded business was down.

Beyond Revenue: Why Telecom's Future Depends on Profitability

Masarra Mohamed — Fri, 07 Nov 2025 05:00:00 GMT

Amdocs Executive Analyst Summit 2025: AI, Agents, and the Market of One (IDC #lcUS53847425, October 2025)
Investigating a New Revenue Frontier for European Telcos: AI Factories (IDC #EUR153773025, September 2025)
The Role of AI in Mobile Monetization (IDC #EUR153701425, August 2025)
AI-Powered Transformation and Use Cases for the Telco and Vendor Ecosystem in the META Region (IDC #META52916525, July 2025)
Telecom Operators Supporting AI as a Service to Drive Business Transformation (IDC #US53341325, May 2025)

This IDC Market Note reflects on telecom operators' whole business and argues that they must shift focus from revenue growth (ARPU) to profitability (AMPU) to thrive in a saturated, commoditized market. Success hinges on granular margin visibility, customer-centric value creation, strategic use of AI, and ecosystem partnerships. Operators that evolve beyond selling connectivity to deliver differentiated outcomes and collaborating across the value chain will secure sustainable profits and relevance, while those clinging to legacy models risk margin erosion and irrelevance.

"The transformation from telco to techco should not focus solely on top-line growth, particularly if it erodes EBITDA margins. Instead, the shift must deliver higher-margin outcomes by simplifying operations, eliminating duplication, and leveraging automation to drive efficiency from within. Only then can telcos become true digital partners, able to share these capabilities and support their enterprise clients on their own digital transformation journeys," said Masarra Mohamed, senior research analyst, IDC.