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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.
A Huawei staff member holds a Mate XT tri-fold smartphone during a product launch event last year. The Chinese tech giant unveiled the Huawei Mate XT, the world’s first tri-fold smartphone, for its international market. Photo: EPA-EFE
Smartphones

Huawei, Apple bend to the market with foldable phones in September

A new foldable iPhone and the Mate XT 2 are coming as analysts predict a double-digit plunge in smartphone shipments this year.

Honor

Robot in a pocket: Honor’s new phone camera nods back at users

Robotics

China’s smart-vacuum giants swept up in US robot ban, hitting top options

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Smartphones

China’s OnePlus exits US and European markets as smartphone memory pain deepens

The industry is staggering under a chip shortage that has dragged down shipments, forcing handset makers to recalibrate strategies.

OnePlus says it will continue to support existing devices with software updates, security patches and after-sales service, without providing a detailed timeline for its exit. Photo: Shutterstock
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

The US chip giant says it is recruiting for more than a dozen roles as it looks to move robots from research labs to real-world deployment.

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DJI

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

Insta360 posted the strongest growth among major vendors with a 66 per cent year-on-year surge to 900,000 units in the first quarter.

People visit the Insta360 booth at the BILD Expo in New York, June 18, 2025. Photo: China News Service/VCG via Getty Images
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.

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.

The survey findings come as businesses race to adopt AI despite persistent challenges in proving returns on investment. Photo: Shutterstoc
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.

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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.

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.

Apple’s new iPhone 17e model comes in black, white and soft pink colours. Photo: Handout
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.

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