China's foldable market is down three quarters in a row, but the category is in transition rather than decline.
Conventional foldables reached the ceiling of their addressable consumer base. The next phase is being built around a fundamentally different form factor that changes
Apple Park. September 9. IDC analysts, Nabila Popal, Tom Mainelli, and Francisco Jeronimo will be there.
The "Surprise and Shine" event starts at 10 AM PT and our team will be on the ground at the Steve Jobs Theater watching every announcement.
Follow along for the Hot Takes
Most AI tools ship first and adjust later. IDC Quanta did the opposite: 175+ customers shaped it for months before general availability.
The result, according to beta customers across industries: research that used to eat a week or two now takes hours.
Amarok's CIO called the
Somewhere along the way, AI became the first call. Not the salesperson.
46% of enterprise buyers now turn to AI first when evaluating a vendor. Salespeople get 33%.
We didn't expect that gap either. The AI Inflection Point looks at what's actually changed, and what it means if
The enterprise application market grew a blended 13% through mid-2026. That number is true, and almost useless.
IDC's Eric Newmark points to the dispersion underneath it: Atlassian grew 28%, ServiceNow 24%, while LivePerson declined 12% and Sprinklr slowed to 6.8%.
AI clearly
