Core Insights - The global ICT market is projected to reach nearly $5.9 trillion by 2025, with an expected increase to $7.6 trillion by 2029, reflecting a compound annual growth rate (CAGR) of 7.0% over five years [1] - China's ICT market is forecasted to approach $889.4 billion by 2029, also with a CAGR of 7.0% [2] Market Overview - The enterprise-level ICT market in China is expected to reach approximately $314.7 billion by 2025, marking a 14.3% increase from 2024, outpacing GDP growth [4] - From 2025 onwards, the Chinese enterprise-level ICT market is projected to grow at a CAGR of 12.2%, reaching nearly $488.9 billion by 2029 [4] - The demand for generative artificial intelligence is a key driver of growth in the ICT market, particularly in the deployment of GPU servers by large enterprises [4] - Investment in enterprise-level servers and storage in China is expected to grow at a CAGR of 21.7% from 2024 to 2029 [4] - The IaaS spending in China is projected to grow at a CAGR of 14.7% [4] Technology Dimension - The hardware market is anticipated to be the largest segment, with spending expected to exceed $249.6 billion by 2029 [6] - The enterprise software market is projected to grow at the highest rate, with a CAGR of nearly 13.6% [6] - IT services are increasingly critical for enterprise digital transformation, enhancing operational efficiency and information security [7] Industry Insights - The software and information services sector remains a key area for ICT investment, with a projected CAGR of 22.9% starting in 2025, reaching nearly $150.7 billion by 2029 [8] - The education sector is rapidly adopting AI applications, driven by government policies and increasing demand for smart teaching solutions [8] - The wholesale and retail sector is accelerating its adoption of public cloud services, supported by government incentives and the growth of new retail formats [8] Enterprise Size Insights - Very large businesses (1000+ employees) are expected to account for nearly 30% of ICT spending in 2025 [9] - The demand for customized AI applications is creating numerous market opportunities, particularly in the service sector [9] - IDC's spending guide quantifies market potential across various dimensions, including global regions, technologies, industries, and enterprise sizes [9] IDC Spending Guide Purpose - The IDC Spending Guide aims to provide data support for IT vendors, industry users, and investment/financial institutions in strategic planning and investment decisions [10]
IDC：2025年全球ICT市场总投资规模接近5.9万亿美元 有望在2029年增至7.6万亿美元
智通财经网·2025-08-28 05:57