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IDC

IDC
The latest news and top stories on the IDC. A Needham, Massachusetts, USA-based entity in the market intelligence sector, IDC specialises in providing data, analysis, forecasts and advisory services. It primarily serves IT professionals, business executives and the investment community and is known for its extensive global analyst network.
An advertisement at Central MTR station, Hong Kong, on April 6. Photo: Eugene Lee
Hong Kong economy

Opinion | Why Hong Kong firms looking to integrate AI must consider fresh grads

Tech-savvy and keen to work, young people already have the tech fluency Hong Kong firms lack in integrating AI into corporate operations.

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Robotics

Now hiring: Nvidia’s robotics team ramps up its China talent hunt

DJI

China’s DJI, Insta360 blur out GoPro as smart camera demand soars

Artificial intelligence

China keeps an eye on AI smart glasses as privacy concerns come into focus

Voluntary code aims to address privacy fears surrounding AI smart glasses as shipments surge and hidden recordings spark public outrage.

China has introduced a voluntary industry code of conduct for AI smart glasses following growing privacy concerns over covert recording. Photo: Xinhua
Science

China begins large-scale delivery of gallium chips for space-ground 6G network

Critical to the planned communications system are millions of third-generation semiconductors that use a silicon-based platform.

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Banking & finance

Fear of missing out: why Asia-Pacific firms chase AI despite scant returns

Survey shows many enterprises across the region invest heavily in AI, worried that their rivals will outpace them.

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Robotics

Every humanoid robot in China set to receive personal identification number

The national initiative will give every bipedal humanoid a unique code, like a national ID but for robots.

Every humanoid robot in China will be given an identification code under new national policy announced Friday. Photo: AFP
Artificial intelligence

AI agents face trust issues in ‘high-risk’ industrial sectors: experts

Expert says large language models struggle in professional domains due to lack of industrial data and knowledge during training.

Hong Kong

‘Too hard’: is AI squeezing graduates out of Hong Kong’s job market?

University graduates are recalibrating their expectations in market where number of vacancies has fallen by 61 per cent since 2022.

Hong Kong economy

Calls grow to hire locals as graduate jobs decline amid AI, economic pressures

Industry leaders’ remarks come after minister says vacancies suitable for graduates fell from about 80,000 in 2022 to around 31,000 in 2025.

Industry leaders have called for priority hiring of local graduates to address a shrinking job market. Photo: Elson Li
Artificial intelligence

How ByteDance plans to turn OpenClaw craze into a profitable AI business

ArkClaw’s subscription model and surging token demand mark ByteDance’s new approach to agent economics.

The logo of OpenClaw, an open-source AI assistant. Photo: Reuters
Cybersecurity

China scrambles to close AI cyber gap as Anthropic, OpenAI surge with new models

IDC projects that China’s AI cybersecurity industry will be valued at US$8.7 billion by 2030, a more than 37-fold increase from 2025.

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Robotics

From phones to humanoid robots: China’s supply chain eyes next growth curve

A slowdown in global smartphone shipments is driving Chinese electronics suppliers to pivot towards humanoid robots.

Apple

Can new Apple CEO John Ternus replicate Tim Cook’s success in China?

Market researcher IDC says the Apple CEO transition marks ‘the most consequential leadership change in consumer technology in years’.

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Apple senior vice president of hardware engineering John Ternus announces new products in New York on March 4, 2026. Photo: EPA
Artificial intelligence

Alibaba and Baidu lift cloud prices by up to 34% amid AI demand surge

The Chinese firms’ price increases are ‘a reasonable response to evolving market conditions’, says IDC China analyst Cui Tingting.

Alibaba Cloud led China’s AI cloud services sector in the first half of 2025 with a 36 per cent market share. Photo: Shutterstock
Smartphones

China’s Oppo doubles down on foldable smartphones as potential Apple entry looms

Oppo’s Find N6 debuts with ‘virtually’ crease-free screen amid growing buzz over a foldable iPhone that is expected to debut this year.

Smartphones

Will Apple’s low-cost iPhone 17e make a splash in China’s smartphone market?

Presales for the new entry-level iPhone start on Wednesday, with a wide release set for March 11.

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Smartphones

Chinese smartphone makers bet on pivot to AI to weather memory chip crunch

Some Android phone makers are also expected to showcase experimental robots and other AI devices at the annual trade show.

A picture taken on February 27, 2026 in Barcelona shows the MWC logo ahead of its opening. Photo: AFP
Huawei

Huawei’s revenues surge to US$127 billion as it continues to defy US sanctions

Last year’s revenue was the second highest on record for the Shenzhen-based company, with its highest ever being 891 billion yuan in 2020.

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Artificial intelligence

The next interface race: how AI is bringing smart glasses into focus

LLVision CEO Wu Fei explains how advances in AI and hardware are pushing smart glasses closer to everyday use.

China’s private sector

Before the factory floor, the dance floor: robots find path to market at US$145

Humanoid robots may one day transform factories and warehouses, but for now their most immediate role is keeping the party going.

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What the butler saw ... costumed robots perform a skit. Photo: Handout
Robotics

Chinese vacuum maker using Temu’s playbook dreams big with Super Bowl debut

Dreame showcases robot vacuum in a Super Bowl commercial, drawing on Temu’s US prime-time campaign that helped it challenge Amazon.com.

Vacuum maker Dreame is hoping to leverage the Super Bowl’s influence to crack the North American market. Photo: Handout
Smartphones

China gives Apple ‘best iPhone quarter in history’ with 38% revenue growth

Sharp recovery is a ‘most surprising result’ amid ‘aggressive competition from domestic brands like Huawei’, IDC analyst says.

Artificial intelligence

Price rises on horizon for Chinese cloud firms after Google, AWS set new rates

Surging AI workloads, memory prices push Chinese cloud providers to consider increases after global peers act.

Smartphones

Exclusive | China’s Xiaomi, Transsion slash 2026 smartphone shipments as memory crunch bites

Xiaomi cut its latest shipment forecast by between 10 and 70 million units, while Transsion lowered its target by 30 to 45 million units.

Chinese smartphone makers are adjusting their handset shipment forecasts due to rising memory-chip prices. Photo: Shutterstock
Smartphones

Huawei reclaims top spot over Apple in China smartphone market

Huawei turns to China-designed processors to complete a rebound from US sanctions and ship nearly 47 million smartphones domestically.

Huawei secured 16.4 per cent of China’s smartphone market against Apple’s 16.2 in 2025, according to the International Data Corporation. Photo: Shutterstock
Artificial intelligence

Chinese smart eyewear makers shine at CES with focus on challenging Meta

‘The rise of smart glasses is riding directly on advances in AI,’ LLVision founder and CEO Wu Fei says.

Smartphones

Xiaomi’s 17 Ultra, backed by Leica, challenges Apple’s iPhone Pro Max in imaging

The 17 Ultra’s US$998 starting price is nearly 8 per cent higher than the previous generation owing to the soaring cost of memory chips.

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