IDC: Seven insights into the Chinese cloud endpoint market by 2025

In 2024, IDC redefined the Chinese cloud terminal market. IDC believes that the development trend of the cloud terminal market is still accelerating, and CKH HOLDINGS remains optimistic. IDC has summarized and provided seven insights into the Chinese cloud terminal market in 2025, mentioning that AI will be fully integrated into cloud terminal products and services, and 2025 will be the year when industry consensus on AI cloud terminal products and market standards is defined both internally and externally. In addition, benefiting from the layout of public clouds and the strong promotion of cloud services in intelligent edge devices, especially with telecom operators actively launching various service packages for homes and small and medium-sized enterprises, this part of the market will enter a period of rapid growth. Insight One: The overall cloud terminal market will continue to maintain high growth in 2025, with a growth rate expected to exceed 16% The acceleration of enterprise digital transformation, the strong layout of public cloud services on the intelligent edge devices, and the trend of creating integrated intelligent solutions products in software and hardware will continue to drive high growth in the Chinese cloud terminal market. Insight Two: AI redefines the future cloud terminal market AI will be fully integrated into cloud terminal products and services, and 2025 will be the year when industry consensus on AI cloud terminal products and market standards is defined both internally and externally. Intelligent active safety and reliability, balanced intelligent computing power, intelligent operation and maintenance, intelligent display experience in software and hardware, and intelligent analysis of internal and external data compliance are all topics of high concern for the industry and end users. Insight Three: The rise of consumer cloud terminal market, with a growth rate expected to exceed 40% in 2025 Benefiting from the layout of public clouds and the strong promotion of cloud services on intelligent edge devices, especially with telecom operators actively launching various service packages for homes and small and medium-sized enterprises, this part of the market will enter a period of rapid growth. Insight Four: Mobile form cloud terminals receive high attention and recognition from users, and sales of notebook and tablet form cloud terminals will reach a new high The advantages of mobile form cloud terminals include dual-mode applications, thin and portable design, high-definition touchscreens, online performance, instant connectivity, long-lasting battery life, and security. Following the high growth of notebook form cloud terminals, tablet form cloud terminals will enter a period of rapid growth. Insight Five: Public cloud architecture continues to empower the Chinese cloud terminal market, with a growth rate expected to exceed 30% in 2025 Compared to traditional private cloud architecture cloud terminal markets, public cloud architecture cloud terminals have lower overall costs, lower initial investment, and lower maintenance costs. The resource pool is more flexible, the management interface is more user-friendly, and the resource utilization rate is higher. At the same time, the higher system security and faster deployment and migration will further drive the high growth of the Chinese cloud terminal market, following the trend of telecom operators vigorously promoting public cloud services. Insight Six: Multiple complementary and integrated solutions precise coverage of different consumer and commercial markets under different cloud service architectures VDI solution cloud terminals will continue to reach new highs in the consumer and commercial markets under the public cloud architecture, while IDV/TCI/VOI solution cloud terminals will focus on deepening commercial complex application scenarios and services under the private cloud architecture. Insight Seven: Replicating domestic successful experiences, Chinese brands going abroad will become a hot topic Compared to the large hardware market volumes of PCs, thin clients, and tablets, the proportion of cloud terminal markets with different virtualization software solutions loaded on these hardware remains relatively small. Both the domestic and global market future prospects are optimistic. Based on the successful experience accumulated in the fields of consumer and complex commercial applications domestically, leading Chinese manufacturers are stepping up their efforts to expand overseas, especially in the Southeast Asian market. Chinese brands going abroad will become a hot topic in the market.