02-Rick Villars-重塑全球IT产业的三大驱动力.pdf

1、迈向智能新纪元重塑全球IT产业的三大驱动力02 December 2025-BeijingRick VillarsGroup Vice President,Worldwide R#IDCPredictionsAP#TechPredictions#CharttheAgenticFuture2Distribution is forbidden without written consent of IDC.All rights reserved.2025 IDC$0$200$400$600$800$1,000$1,200$1,400$1,600$1,800PC/TabletMobile Phone

2、Server/StorageNetworkIaaSSoftwareIT ServicesUS$Billions全球全球IT支出（按技术领域划分）支出（按技术领域划分）2024202520262027科技产业的扩张时代Source:Worldwide Black Book,October 2025服务器与存储市场在2025年新增支出2000亿美元 2026年预计追加1100亿美元2027年总支出将突破7000亿美元软件支出在2027年将超过1.67万亿美元IDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CON

3、FIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC

4、 CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIA

5、LIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIAL3Distribution is forbidden without written consent of IDC.All rights reserved.2025 IDC中国和美国正在推动科技0%2%4%6%8%10%12%14%APeJCPRCUSAWEWorldwide2024202520262027Source:Worldwide Black Book,October 2025;growth in constant currencyIDC CONFIDENTIALIDC CONFIDENT

6、IALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFIDENTIALIDC CONFI