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1Q24 Services Budget Outlook: Worldwide and U.S. Comparisons

Nishant Bansal, Jason Bremner — Thu, 30 May 2024 04:00:00 GMT

This IDC Survey examines the IT services budget outlook for 2024 and 2025, according to views held by IT and business leaders as of March 2024. IDC's Global Technology Thought Leadership group conducts a monthly survey (IDC's Future Enterprise Resiliency and Spending Survey) to understand how IT and business leaders in enterprises around the world are assessing risks and addressing cost management for their growing portfolio of technology resources. In mid-March 2024, IDC connected with IT leaders around the world to gain an insight into how they continue to navigate disruptions and prioritize technology investments while also assessing their priorities for digital infrastructure and the future of work. In total, 887 IT executives from North America, Europe, and Asia/Pacific were surveyed in IDC's March 2024 Future Enterprise Resiliency and Spending Survey, Wave 3.

2024年国内クラウドネイティブ技術ユーザー動向調査：クラウドネイティブ技術、コンテナ／Kubernetesの利用動向

Shinichi Kimura — Thu, 30 May 2024 04:00:00 GMT

本調査レポートは、2024年5月に実施したクラウドネイティブ技術に関わるユーザー調査の結果を分析し、まとめたものである。

昨年の調査と比較して、クラウド環境で稼働するサーバーの割合が増加している。パブリッククラウド、プライベートクラウドのどちらの環境にも増加が見られ、企業のITインフラ環境におけるクラウドシフトが継続している。また、自社のIT戦略において、クラウドネイティブ技術の優先度が高いと回答する企業にも増加がうかがわれた。特にデジタルトランスフォーメーション（DX）が進んでいる企業ほど、クラウドネイティブ技術の優先度が高い傾向を示している。コンテナ／Kubernetesは、アプリケーションの本番環境として導入する企業が増えている一方、コンテナ／Kubernetesに関するスキル不足が導入／運用課題の上位として浮上している。

IDC Japan、Software & Servicesのリサーチマネージャーである木村伸一は、「デジタルビジネスを推進する企業を中心に、クラウドネイティブ技術の採用は増加傾向にある。一方で、それらの導入／運用を支える人材／スキルの不足が課題となっている。ITサプライヤーは、クラウドネイティブ技術のスキルセットを持つ人材の育成や、ITバイヤーへのスキル習得の支援を強化することが重要である」と述べている。

Cisco FY 3Q24 Earnings: Subscription revenues show strength while overall revenue declines; Security and Observability take center stage with completion of Splunk acquisition

Rohit Mehra — Thu, 30 May 2024 04:00:00 GMT

IDC TechBrief: GenAI-Enabled Learning Management Systems

Matthew Leger — Thu, 30 May 2024 04:00:00 GMT

This IDC TechBrief informs K-12 and higher education leaders about emerging generative AI (GenAI) capabilities in learning management systems (LMSs). The document helps education leaders understand the risks, benefits, and strategic considerations as they prepare their institutions for GenAI-driven change in the classroom. It emphasizes the importance of organizational readiness, AI literacy, and governance to safely and effectively leverage GenAI in teaching and learning.

"Generative AI has flipped the world of education on its head. As institutional leaders explore ways to leverage this emerging technology to their benefit, there are few technology companies better positioned than LMS vendors to help put these tools into the hands of educators in a way that can be truly impactful," said Matthew Leger, senior research manager for IDC's Worldwide Education Digital Strategies research program.

IDC: Software Vendor Revenue in Thailand Hits 44.5 Billion THB in 2H2023 with Strongest Growth in AI Platforms

Thu, 30 May 2024 04:00:00 GMT

Top software vendor revenue market growth in Thailand for 2H2023 Revealed by IDC

The NetCo/ServCo Transformation for European Telcos

Ahmad Latif Ali — Thu, 30 May 2024 04:00:00 GMT

This IDC Market Perspective details strategies that European CSPs have been using to navigate a challenging telco landscape, marked by financial pressures and the need to innovate in a highly competitive market.

To remain viable and competitive, European CSPs are exploring structural transformations, particularly a NetCo/ServCo split, to unlock value by focusing on core competencies and attracting new investments. This strategic shift aims at enhancing operational efficiency, fostering greater market competition, and meeting evolving customer demands by separating network operations (NetCo) from customer-facing services (ServCo).

"Embracing NetCo/ServCo separation could redefine telco competitiveness, unlocking unprecedented value in the rapidly evolving European telecommunications landscape," said Ahmad Latif Ali, associate vice president, IDC.

Worldwide Content Services Applications Market Shares, 2023: Transitioning to Intelligent Content Services

Holly Muscolino — Thu, 30 May 2024 04:00:00 GMT

This IDC study provides estimated vendor revenue and shares for the content services applications market for 2023, as well as for the enterprise content management applications and content sharing and collaboration applications submarkets. The content sharing and collaboration applications submarket includes both business and consumer revenue. This document includes commentary on market growth, emerging trends, and actionable advice for technology suppliers. It is the companion document to Worldwide Content Services Applications Forecast, 2024–2028 (IDC #US50632624, forthcoming) and updates the worldwide software market shares included in Worldwide Content Services Applications Market Shares, 2022: Transitioning to a Unified Content Model (IDC #US49200523, May 2023).

"Organizations continue to seek increased operational efficiencies, especially in the current economic environment. At the same time, they must continue to support flexible work models and provide an exemplary customer experience," according to Holly Muscolino, group vice president, Workplace Solutions, IDC. "To that end, we will see ongoing modernization, a continued shift to a unified content model, and impact from disruptive solutions based on new AI technologies."

Worldwide Enterprise Resource Management Software Forecast, 2024–2028: The Great Migration to an Intelligent Core

Mickey North Rizza — Thu, 30 May 2024 04:00:00 GMT

This IDC study brings forward the worldwide enterprise resource management software forecast and provides a vision into 2028, including deployment models, trends, and significant market developments.

"The digital era brings new requirements to organizations worldwide. Speed, scale, agility, and resiliency are critical, and application intelligence is underpinning these factors," said Mickey North Rizza, group vice president, Enterprise Software, IDC. "The enterprise resource management applications' market future has entered a new trajectory of intelligence, tied to creating an experience-orchestrated business. Employees are engaging and interacting with software as a coworker, relying upon its information to navigate the business to the desired outcomes quickly. This change in technology and the experience it is bringing greatly improves the selection of intelligent technology providers that will continue to enhance the market and technology for the foreseeable future."

中国RPA+AI解决方案市场份额报告，2023：需求回暖，市场增速有望迎来拐点

Wency Yang — Thu, 30 May 2024 04:00:00 GMT

在全球科技创新日新月异的发展背景下，机器人流程自动化（Robotic Process Automation，RPA）与人工智能（Artificial Intelligence，AI）的深度融合在中国乃至全球市场中引起了广泛的关注。聚焦中国，“数字助理”“超自动化”等理念逐渐深入企业发展，而其中RPA作为一项关键技术，能够代替或协助人类完成大量重复繁琐工作，被视作可能从根本上改变传统工作模式、触发广泛职业转型的关键技术革新节点。在过去几年里，得益于投资热潮，RPA相关企业如同雨后春笋般纷纷崭露头角，整个行业呈现出繁荣景象。然而，2023年开始国内外资本市场对技术投资的态度日趋理性化，对RPA行业的投资热情相比之前有所降温，投资者们不再一味追求风口上的热门项目，而是更加谨慎地审视各细分领域的核心技术实力和商业落地能力。这意味着RPA企业在寻求资金支持时，需要展现出更为扎实的商业模式和可持续发展的技术路径。

值得注意的是，市场对RPA技术的认知也经历了由表及里的转变，从早期的一拥而上转变为深度挖掘其实质效能和未来增长潜力。同时，大模型和生成式AI等新兴技术的强势崛起，为RPA市场带来了既有可能的合作机遇，也构成了潜在的竞争压力。GPT、文心、通义等大模型，在2023年不仅在自然语言处理领域实现了划时代的飞跃，还在各个业务流程中得以试点，并与传统的RPA技术交织碰撞。在这样的背景下，一些具有前瞻意识的RPA厂商开始积极调整战略方向，布局基于AI驱动的超级自动化策略，努力将大模型和生成式AI的强大功能与自身的RPA解决方案融合，极大地提高了RPA产品的智能化水平、自主决策能力和复杂流程处理能力，打破了RPA只能在有规则的条件下进行工作的弊端，从而赋予了流程自动化解决方案更高的附加价值和更广阔的应用前景。

虽然RPA的价值在不断被验证，但在当前复杂而快速变化的市场环境中，RPA+AI也面临了不少挑战，这些挑战考验着相关企业的生存与发展。首先，尽管RPA+AI技术能够显著提高效率和降低成本，但如何实现可持续的商业模式仍然是一个难题。用户对于RPA+AI项目的回报周期、投资风险以及长期盈利能力抱有疑虑。特别是在经济波动期，企业需要克服短期项目收益不稳定、潜在的市场饱和与技术替代成本高等问题，需要不断用实质性的业务成果和长期增长能力来说服用户持续投入。其次，随着AI技术的快速发展，RPA行业需要跟上技术革新的步伐，将机器学习、深度学习、自然语言处理等先进的人工智能模块有效整合至RPA解决方案中。然而，这一步骤充满了挑战，包括技术研发难度、技术融合的复杂性以及高昂的研发投入。同时，如何无缝集成低代码无代码技术，让非技术人员也能方便地运用这些高级功能，使得RPA真正成为普及型的智能工具，也是企业在技术层面面临的重大考验。再者，市场需求的快速变化及客户期待的不断提升，给RPA技术厂商带来了持续的压力。客户不再仅仅满足于简单的规则化自动化，而是追求更高层次的智能化和定制化解决方案。厂商需要灵活应对各行业的具体应用场景，准确把握客户需求，提供符合未来发展趋势的个性化服务。这一过程中，涉及到跨领域的专业知识积累、复杂场景的适配优化以及安全保障措施的强化，每一项都是对企业综合能力的严苛检验。最后，随着法律法规的逐步完善以及数据安全问题日益凸显，RPA技术的应用边界和合规性要求也在不断提高。企业在追求创新的同时，必须严格遵守各地域的法规政策，构建起可靠的数据安全防护机制，防止因数据泄露、隐私侵犯等问题导致的信任危机。

总体来说，2023年的RPA+AI解决方案市场正处于一个决定性的转折时期，尽管短期内受到了投资环境变化和技术迭代压力带来的短期阵痛，增长乏力，但从长远战略角度来看，这些变动实际上充当了推动RPA产业向着更高层次、更广维度发展的催化剂。在这样的变革过程中，行业内参与者将不得不持续提升自身的技术水平，寻找并开拓全新的应用领域，力求在未来的市场竞争中占据有利地位。

IDC统计，即使面临多重挑战，中国RPA+AI解决方案市场规模在2023年仍有16%的增速，并有望反弹，并在2026年突破70亿元的大关。同时我们观察到，自动化解决方案市场标准化产品与服务共同构成了市场营收的两大发展方向，并且这两者之间的相互促进作用愈发明显。标准化RPA+AI软件产品因其易于部署、便于维护和更新的特点，吸引了大量亟待提升运营效率的企业用户，特别是中小企业，它们希望通过即插即用的方式迅速实现业务流程的自动化升级。与此同时，针对大型企业及特定行业的复杂需求，专业定制化服务的重要性亦不可忽视。这类服务涉及深度咨询、方案设计、实施培训等一系列环节，旨在帮助企业客户打造最适合自身业务特性的智能自动化解决方案。而标准化产品与服务的占比也在动态变化，随着市场上对RPA技术熟悉程度的提升和企业RPA的逐步渗透，服务收入的比例预计会逐年下降。

2024年国内企業のFuture Enterprise動向調査（Wave 3：2024年3月調査）

Yukiharu Yorifuji — Wed, 29 May 2024 04:00:00 GMT

本調査レポートは、デジタルファーストの時代を生き抜くために必要な企業のFuture Enterprise化の状況に関して、IDCが世界19か国／地域で行ったユーザー調査「Future Enterprise Resiliency & Spending 24 Survey wave 3」の結果の一部を、国内と世界の比較を中心にまとめたものである。

国内および世界の企業は、業務の変革や改善、顧客との新たな関係を築く際に、デジタル技術の活用を前提としてその実現を考える「デジタルビジネス」時代の勝者になるため、さまざまな活動を行っている。本調査レポートでは、デジタルプラットフォームおよび働き方の未来の状況を、国内および世界の企業における意識の違いの比較を含めて分析している。