idc

Apple's new Mac mini and Mac Studio began shipping on Tuesday local time. Apple emphasized to business buyers that purchasing new machines is cheaper than renting cloud computing power. The new machines support on-device AI, capable of handling high-intensity tasks like coding locally, allowing users to avoid purchasing tokens from OpenAI, Anthropic, and others. Apple's Chief Hardware Officer, Johnny Srouji, stated: Buying the device and placing it on the desk is a one-time investment, and the product offers excellent cost-performance ratio, without needing to pay per token; the machine can be used indefinitely.At the launch event, Apple demonstrated four Mac Studios working together to run a trillion-parameter AI model, searching for and fixing graphic code vulnerabilities, with the group of devices powered by a single wall outlet. The Mac Studio equipped with the M5 Ultra chip can be configured with up to 512GB of unified memory, supporting the formation of a cluster with multiple devices sharing a memory pool via RDMA. After networking four units, the distributed AI inference speed can reach up to three times that of a single machine. Apple claims that the underlying design philosophy of various chips is consistent, and on-device AI models can be deployed on high-end Mac Studios while also being compatible with entry-level iPhones and iPads.IDC analyst Linn Huang's data shows that Apple holds about 4.6% of the enterprise desktop market share, while Windows accounts for 91.3%. NVIDIA and various PC manufacturers are launching new desktops to compete directly with the new Macs, and these new Windows machines are expected to be the focus of Microsoft's Windows event in San Francisco next month.

The IDC report "China Retail Cloud Market Share, 2025" shows that Alibaba Cloud ranks first with a market share of 30.4%. Infrastructure is the largest component of the retail cloud market, with Alibaba Cloud maintaining the top position with a 37.5% share.Alibaba Cloud provides a comprehensive AI technology system covering "Chip---Cloud---Model---Application" to retail enterprises, offering products and services that include infrastructure, data platforms, large models, and industry applications. The integration of AI technology with retail business processes covers scenarios such as smart marketing, intelligent shopping guides, smart customer service, user insights, product operations, and supply chain management.Adidas has created a dedicated AI product design platform based on Alibaba Cloud's artificial intelligence platform PAI and the Qianwen large model. Anta, in collaboration with Alibaba Cloud, has developed the "AI Planning" intelligent agent platform based on the Lingyang AgentOne and the Qianwen large model. Coach, L'Oréal, LAWSON, China Duty Free Group, and Xiaopei Pets have also accessed related capabilities for intelligent upgrades.

According to the IDC report "China BaaS Market Share, 2025," the scale of China's blockchain BaaS market will reach 2.07 billion yuan in 2025, with a year-on-year growth of 7.4%. Ant Financial ranks first with a market share of 32.4%, a year-on-year growth of 20.6%, followed by Tencent Cloud and Inspur in second and third place.IDC pointed out that trusted data spaces and AI large models have become new driving forces for market growth, and BaaS will accelerate its intelligent upgrade towards smart contracts, on-chain data analysis, and intelligent operations. Ant Financial has long invested in blockchain technology research and development, continuously laying out core blockchain technologies such as cross-chain interconnection, large-scale networks, and privacy protection, holding the world's number one blockchain patents for several consecutive years. Technically, Ant Chain can support a scale of 2 billion accounts and a throughput of 100,000 TPS.

IDC expects that the first foldable iPhone launched by Apple in September will have a shipment volume exceeding 10 million units in its first year, despite a price that could reach $2,500.IDC also predicts that global shipments of foldable smartphones will grow by 12.6% this year and by 18% next year. By 2027, Apple will account for 40% of global foldable smartphone shipments.

Bitdeer released the production and operation update for July 2026: the company has signed a 16-year co-location lease agreement worth $4.7 billion for the artificial intelligence data center (AIDC) at the Tydal site in Norway, and has configured 121 megawatts of IT capacity to operate NVIDIA GPUs.

According to the "Science and Technology Innovation Board Daily," based on its pioneering fully modular design architecture, Alibaba Cloud has shortened the delivery time of large AIDC data centers to 100 days, while the traditional delivery cycle in China is 6 to 12 months, and in the United States, it is 12 to 18 months. While shortening the construction period, the overall construction cost has been reduced by more than 10%. Alibaba Cloud plans to double the global capacity of modular data centers this year.This modular design refers to parallel production in various stages, with factory manufacturing pre-adjusted to containers, which are then transported to the site for hoisting and assembly, achieving a "building blocks" style of construction. Alibaba Cloud stated that this model will effectively support the rapid expansion demand for AI computing infrastructure.

According to IT Home, IDC has released the report "China Exoskeleton Robot Market Share, 2025" for the first time. The market size of China's exoskeleton robot market will exceed 1.6 billion yuan in 2025, with a shipment volume of approximately 26,000 units. Among them, the medical rehabilitation market is the largest, with a scale of about 1.42 billion yuan and shipments of about 3,200 units; the consumer assistive market contributes over 70% of the shipment volume, approximately 19,000 units, with a market size of nearly 110 million yuan, driven by an aging population and declining costs, becoming the fastest-growing segment; the industrial application market is about 80 million yuan, with shipments of about 3,800 units, mainly applied in logistics warehousing, automotive manufacturing, and power energy scenarios.IDC pointed out that the three major segments have formed a collaborative development pattern, and the industry is accelerating its evolution from a single medical application to multi-scenario human capability enhancement equipment. In the medical rehabilitation field, companies like Fourier Intelligence, Cheng Tian Technology, and Mabu Robotics are leading; in the consumer assistive field, Cheng Tian Technology, Kenking Technology, and Jike are at the forefront; in the industrial application field, Ao Sha Intelligent, Cheng Tian Technology, and Mabu Intelligent occupy major shares.

The international authoritative consulting agency IDC released the "2025 China AI Programming Market Share Report." The report shows that the scale of China's AI programming market will reach 399 million yuan in 2025, and it is expected to grow rapidly to 1.173 billion yuan by the end of 2026.In terms of market competition, Alibaba ranks first with a market share of 47.6% thanks to its core AI programming product Qoder, a figure that exceeds the combined market shares of the second to fifth ranked companies.IDC analysts pointed out that AI Coding is evolving from a mere "code generation tool" into a "software productivity platform" that covers the entire software lifecycle. Currently, Alibaba's Qoder product line has served hundreds of thousands of enterprises including China FAW, CITIC Securities, and AsiaInfo Technologies, with over 5 million users globally.

According to a report by China News Service, the International Data Corporation (IDC) released a global commercial service robot tracking report on July 7. The data shows that by 2025, the global commercial service robot market size will reach $1.37 billion, a year-on-year growth of 35.7%, with an annual shipment volume of approximately 155,000 units, a year-on-year increase of 44.1%. Among them, Chinese manufacturers, leveraging supply chain and AI technology innovation advantages, continue to lead the global market, accounting for over 90% of the total share among the top ten manufacturers in global shipments.In terms of subcategories, commercial cleaning robots are growing the fastest, with an estimated shipment volume of about 58,000 units (+83.8%) in 2025, and a market size exceeding $760 million; delivery robots remain the largest submarket in terms of shipment volume, with annual shipments of about 84,000 units (+30.2%). In terms of regional distribution, the Chinese market continues to hold the global lead with approximately 38% market share, while the Latin American region has become the fastest-growing regional market with a year-on-year shipment growth rate of 84.4%. IDC predicts that by 2030, global commercial service robot shipments will reach 454,000 units, with the market size expected to grow to $3.17 billion.

According to Cointelegraph, MidChains CEO Basil Al Askari stated that sovereign wealth funds are accumulating spot Bitcoin, indicating that the current price levels are attractive to institutional investors. Al Askari confirmed that at least one sovereign wealth fund has been accumulating Bitcoin, and a second one may join in the coming weeks. Global sovereign wealth funds control over $13 trillion in assets, and Al Askari mentioned that the current low price is seen as "an opportunity window for large funds to enter."

ChainCatcher news, according to official sources, the Thailand International Digital Business and Finance Center (TIDC) has appointed Rushi Manche, co-founder of Movement Labs, as an advisor to the center, who will participate in promoting the development of blockchain technology in Thailand.TIDC is an important collaborative project supported by the Ministry of Digital Economy and Society (MDES) and the National Telecom Company (NT), dedicated to advancing the development of Thailand's digital economy. This appointment will further promote Thailand's development in the field of blockchain innovation, including the development of stablecoins, the widespread application of cryptocurrencies, and blockchain-driven financial services.Movement Labs focuses on enhancing the security and efficiency of blockchain networks and is one of the main developers of the Move programming language. As an advisor to TIDC, Manche will leverage his expertise in blockchain security and smart contract programming to help Thailand establish a secure and scalable blockchain infrastructure.

ChainCatcher message, the DeFi protocol LiquidCrypto stated on social media that the related suspicious activities detected by the security company were due to a smart contract issue, and there was no hacker attack. The problem has been resolved by redeploying a new smart contract.

ChainCatcher message: According to monitoring by MistTrack, potential suspicious activities related to LiquidCrypto have been detected. Users are advised to revoke authorization for contract addresses related to BSC, AVAX, ETH, ONUS, JFIN, and MANTLE as soon as possible.