➀ The Q1 2025 server market reached a record $95.2 billion, a 134.1% year-over-year increase, with full-year 2025 projections at $366 billion.

➁ Servers with embedded GPUs grew 46.7% YoY, accounting for nearly 50% of market value, driven by adoption from hyperscalers and cloud providers.

➂ Arm-based servers surged 70% YoY, capturing 21.1% of shipments, fueled by AI advancements requiring significantly increased processing capacity for inferencing.

➀ IDC forecasts a 4.1% year-over-year growth for the PC market in 2025, with volumes reaching 274 million units;

➁ A slight contraction is expected in 2026 due to Windows 11 migration stabilization and tougher comparisons against 2025's strong performance;

➂ SMB-driven upgrades are identified as a key growth driver in the second half of 2025.

➀ IDC forecasts 0.6% YoY growth in 2025 smartphone shipments to 1.24 billion units, citing market saturation and longer refresh cycles;

➁ China's 3% growth is driven by government subsidies benefiting Android, while Apple faces a 1.9% decline due to Huawei competition and subsidy ineligibility;

➂ The US market grows 1.9% despite trade war impacts, mitigated by carrier deals and premium device launches in late 2025.

➀ Despite the uncertainty surrounding U.S. tariffs, PC shipments are expected to soar, with IDC adjusting their forecast upwards due to the 90-day pause on tariffs by the Trump administration.

➁ The forecast is based on strong results in the first quarter of 2025 and the anticipation of a healthy commercial demand for PCs.

➂ However, there are concerns about the impact of worsening macroeconomic conditions and budget pressures on organizations in Europe.

➀ IDC revises 2025 global PC shipment forecast to 274M units, citing 4.1% YoY growth driven by manufacturers rushing to beat U.S. tariffs and Windows 11 migration;

➁ Tariff exemptions during a 90-day pause motivate bulk shipments to the U.S., but oversupply risks loom post-deadline;

➂ Windows 10's EOL in October 2025 may accelerate Windows 11 adoption, while AI PCs remain a delayed hope for 2026.

➀ Dell Technologies and Super Micro tied for the top spot in Q4 2024 server vendor rankings;

➁ HPE and IEIT Systems also tied for the third position;

➂ The overall server market revenue for Q4 2024 was $77.3 billion, a significant growth from the same period last year.

➀ Q1 2025 smartphone shipments increased by 1.5% year-on-year to 304.9 million units, according to IDC.

➁ Chinese vendors, supported by government subsidies, saw significant growth in the domestic market.

➂ Samsung led the market, followed by Apple, Xiaomi, OPPO, and vivo, with notable growth for vivo and OPPO.

➀ IDC reported that PC unit shipments in Q1 2025 reached 63.2 million, a year-over-year increase of 4.9%;

➁ The entire PC ecosystem attempted to accelerate deliveries to avoid the impact of US tariffs and expected volatility;

➂ Underlying demand factors for PCs, such as Windows 10 upgrade and AI demand, remain strong, but uncertainty over US tariffs and global economic risks may negatively impact demand in 2025.

➀ After two years of decline, AR/VR headset shipments grew by 10% in 2024, according to IDC.

➁ Meta leads the market with a 74.6% share, followed by Apple, Sony, ByteDance, and XREAL.

➂ Meta and XREAL are the only two among the top five companies that recorded year-over-year growth.

➀ The enterprise WLAN market in Q4 2024 grew by 3.2% to reach $2.6 billion, according to IDC, but for the full year the market declined by 12.7% year-on-year, ending at $9.4 billion.

➁ The latest Wi-Fi standards, Wi-Fi 6E and Wi-Fi 7, are driving this growth, with Wi-Fi 6E accounting for 29.0% of the dependent access point market segment revenues in 4Q24 and Wi-Fi 7 contributing 10.2%.

➂ In the Americas, the market increased by 6.1% year-on-year in 4Q24, but declined by 16.7% for the full year. In China, the market declined by 20.1% year-on-year in 4Q24 and by 14.2% for the full year.

➀ The server market grew 91% year-over-year in Q4 2024, with revenue reaching a record $77.3 billion. Revenue from x86 servers increased 59.9% to $54.8 billion, and non-x86 servers increased 262.1% to $22.5 billion. Servers with embedded GPUs saw a 192.6% year-over-year growth.

➁ Nvidia dominated the server GPU market with over 90% of shipments with embedded GPUs in 2024Q4. The adoption of servers with embedded GPUs by hyperscalers and cloud service providers has been a significant driver of market growth.

➂ The U.S. was the second fastest-growing region in the server market, with China also experiencing significant growth. Dell Technologies and Supermicro tied for the number one position in the market, followed by Hewlett Packard Enterprise, IEIT Systems, and Lenovo.

➀ IDC forecasts smartphone unit sales to grow 2.3% in 2025, following a 6.1% increase in 2024.

➁ Android is expected to grow 40% faster than iOS in 2025, driven by a 5.6% increase in China, thanks to government subsidies.

➂ Despite iOS's 1.9% decline in China, it is forecast to grow globally by 1.8% due to strong U.S. growth.

➀ Q3云基础设施支出同比增长115.3%，达到573亿美元，主要由GPU成本上升推动。

➁ 共享云基础设施支出增长136.5%，占总基础设施支出的62.4%。

➂ IDC预测2024年云基础设施支出将增长74.3%，而非云基础设施预计增长17.9%。