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IDC Survey Spotlight: Where Does Network Egress Sit in the List of Rising AI-Related Costs, and How Are LOBs Involved?

James Eibisch — Thu, 24 Sep 2026 04:00:00 GMT

This IDC Survey Spotlight shows how many companies are experiencing rising network egress costs as a result of AI-enabled applications and agents and how that may be linked to the involvement of LOBs in AI spending decisions. This document is based on IDC's Future Enterprise Resiliency and Spending Survey (FERS Survey) Wave 4, conducted among 1,448 enterprises worldwide in July 2026.

Apple Turns a Selective Foldable Segment into a Premium Value Engine

Francisco Jeronimo, Nabila Popal, Tom Mainelli — Wed, 23 Sep 2026 04:00:00 GMT

At its Surprise and Shine event on September 9, 2026, the first under new Chief Executive Officer John Ternus, Apple unveiled its first foldable, the iPhone Duo, alongside the iPhone 18 Pro, the iPhone 18 Pro Max, the Apple Watch Series 12, the Apple Watch Ultra 4, and the AirPods 5, but the defining decision was a two-directional pricing move that widened access to the ecosystem at the entry level while opening a new super-premium tier at the top, with the foldable starting at $1,999. IDC sees the iPhone Duo less as a volume play than as a premium value engine, forecasting worldwide foldable revenue to reach 10% of the smartphone market by 2030 and expecting Apple to drive roughly 81% of the category's net value growth from 2026 to 2030, taking a disproportionate share of category revenue by setting the premium reference price rather than by leading on units.

Consumer AI 2026: Generation and Gender Perspectives

Greg Ireland — Wed, 23 Sep 2026 04:00:00 GMT

This IDC Market Presentation leverages IDC survey results to show how the use of AI and AI assistants is affected by and differs across age and gender. Consumers are highly engaged with AI, but consumer age is a key factor in how AI is used. This IDC Market Presentation explores the dynamics of AI usage through the lens of the following generational cohorts: Adult Gen Z, younger millennials, older millennials, Gen X, and boomers.

Consumer AI 2026: The Frequency Effect

Greg Ireland — Wed, 23 Sep 2026 04:00:00 GMT

This IDC Market Presentation leverages IDC survey results to show how the use of AI and AI assistants is affected by, and differs across, how frequently consumers use AI. In addition to age, frequency of use is a key determinant in how consumers engage with AI. This IDC Market Presentation explores how daily users drive the usage and current and future monetization of consumer AI.

IDC Survey: U.S. Enterprise Mobility Decision Maker Survey: Purchasing and AI Priority

Bryan Bassett — Wed, 23 Sep 2026 04:00:00 GMT

This IDC Survey examines mobility purchasing priorities among U.S. enterprises to gain insight into investment trends, device procurement strategies, workforce enablement, and the growing role of on-device artificial intelligence.

The study explores mobility budgets, purchasing decisions, technology investments, and the factors shaping enterprise mobility strategies over the next 12 to 18 months.

The research also examines how organizations are incorporating on-device AI into mobility planning, including deployment maturity, governance practices, and expected business benefits. It identifies where investment is concentrated and how enterprises are balancing innovation, security, and management requirements as mobile AI becomes more prevalent.

Market Forecast: Worldwide Mobile Phone Forecast Update, 2026–2030 — 3Q26

Ramon T. Llamas — Wed, 23 Sep 2026 04:00:00 GMT

This IDC presentation provides the five-year forecast for the mobile phone market and delivers insights into the drivers and inhibitors of growth.

"The worldwide mobile phone market is set to contract 16.1% in 2026 due to the ongoing memory shortage crisis, and this will have repercussions later on: a scarcity in memory supply will drive up prices, higher prices will lead to longer replacement cycles, and longer replacement cycles will have a negative effect on total mobile phone shipments. We expect this cycle to continue into 2027, and recovery in 2028 will be slow. Come 2030, total volumes will still not have returned to 2025 levels." — Ramon T. Llamas, research director, Mobile Devices and AR/VR, IDC

Market Forecast: Worldwide Smartphone Forecast Update, 2026–2030 — 3Q26

Ramon T. Llamas — Wed, 23 Sep 2026 04:00:00 GMT

This IDC presentation provides the five-year forecast for the smartphone market and delivers insights into the drivers and inhibitors of growth.

"The worldwide smartphone market is set to contract 16.7% in 2026 due to the ongoing memory shortage crisis, and this will have repercussions later on: a scarcity in memory supply will drive up prices, higher prices will lead to longer replacement cycles, and longer replacement cycles will have a negative effect on total mobile phone shipments. We expect this cycle to continue into 2027, and recovery in 2028 will be slow. Come 2030, total volumes will still not have returned to 2025 levels." — Ramon T. Llamas, research director, Mobile Devices and AR/VR, IDC

Verizon and Corning's Fiber Supply Agreement: Extending Multiuse Network Investment to Support AI Infrastructure Expansion

Harsheeta Arora — Mon, 21 Sep 2026 04:00:00 GMT

Verizon's new multiyear agreement with Corning secures critical fiber supply years ahead of when the company's broadband and AI-related capacity requirements are expected to fully materialize. The agreement also reinforces Verizon's converged network strategy, in which a single physical network is designed to serve broadband, mobility, enterprise, and AI-related use cases, bringing together requirements that are often planned separately across business or product lines.

Worldwide Quarterly Mobile Phone Semiconductor Market Share by Vendor, Phone Generation, and Semiconductor Type, 1Q26

Phil Solis — Mon, 21 Sep 2026 04:00:00 GMT

This IDC Pivot Table contains quarterly (2012 to the previous quarter) market size and share by vendor, the air interface generation of the mobile phone (highest generation supported), and by major semiconductor type. It contains shipments by vendor for some semiconductor types and revenue by vendor for all semiconductor types. The major semiconductor components covered are:

Discrete application processors (shipments and revenue)
Discrete baseband processors (shipments and revenue)
Integrated baseband processors (shipments and revenue)
Transceivers (revenue)
RF front end (revenue for discrete and modules, including power amplifiers, LNAs, switches, and filters)
mmWave semiconductors and modules (revenue)

Major vendors covered include:

Apple
Broadcom
Google
HiSilicon
MediaTek
Qorvo
Qualcomm
Samsung
Skyworks
UNISOC
And other vendors in historical quarters that have left the market

Worldwide Server Workloads Infrastructure by Operating System Environment Market Overview and Trends, 2026

Max Pepper — Mon, 21 Sep 2026 04:00:00 GMT

This IDC Presentation provides an overview of workload spending trends for enterprise servers by operating system environment (OSE) and how these trends will impact future spending growth on OSEs. This overview serves as an update to Worldwide Server Infrastructure Workloads by Operating System Environment Forecast, 2025–2029 (IDC #US53804325, November 2025), providing a focused analysis of spending dynamics across workloads based on whether these workloads are running on servers supporting Windows, Linux, or mainframe or other OSEs such as Unix. As Linux continues to widen its lead as the default substrate for AI-driven infrastructure investment, and as Windows and mainframe/other OS settle into narrower, more specialized roles, understanding how these workload-level dynamics differ across operating systems is important for vendor strategy, deal positioning, and infrastructure planning.