Core Insights - The report by CCID Consulting outlines key IT trends for 2026, focusing on areas such as computing power, storage, AI, industrial software, cybersecurity, satellite communication, industrial internet, financial digital transformation, and urban trusted data spaces [1] Group 1: Artificial Intelligence - The integration of cloud and data intelligence will solidify AI infrastructure, with AI-enhanced SaaS and task-oriented terminals accelerating adoption in key sectors like industry, government, and healthcare [1] - The new generation of AI technologies, represented by large models, is reshaping the operational logic of financial services and driving digital transformation in the financial sector [3] Group 2: Computing Power - The domestic computing power ecosystem is maturing, with local brands expected to sell over 280,000 computing servers in 2026, leading to large-scale implementation of interconnected computing services [1][2] Group 3: Storage Industry - The demand for AI is surging, combined with a shortage of mid-range production capacity, triggering a "super cycle" in the storage industry, with prices for consumer-grade SSDs potentially doubling [2] Group 4: Industrial Software - Industrial software is crucial for transitioning manufacturing from experience-driven to data-driven processes, enhancing efficiency and resource allocation in the industry [2] Group 5: Satellite Communication - Satellite communication is becoming a core pillar of national strategic technological strength, facilitating seamless coverage and driving future industries like low-altitude economy and space resource development [2] Group 6: Cybersecurity - The Chinese cybersecurity system is evolving to emphasize intelligent upgrades, collaborative interactions, and overall resilience, enhancing security capabilities across various levels and scenarios [3] Group 7: Financial Digital Transformation - The financial sector is experiencing breakthroughs in technology, data governance, intelligent risk control, and scenario innovation, significantly improving the quality of services to the real economy [3] - The advent of generative AI is accelerating penetration in vertical financial fields, transforming IT from a supportive tool to a core driver of financial innovation [3]
赛迪顾问发布 2026年IT趋势