Omdia

Omdia's cloud and data center analyst team will be at Data Center World 2026, April 20 to 23. Meet with Vlad Galabov, Alan Howard, Manoj Sukumaran, and Shen W. for one-on-one conversations on the trends shaping the cloud and data center market, and what they mean for your business: https://lnkd.in/eD-XJ3CX #DCW2026 #DataCenter #Cloud #Infrastructure

New Omdia research finds global TV and online video revenues will exceed $1 trillion by 2030. This is driven by social video platforms, which are expected to generate $400 billion in advertising revenue. Omdia's Head of Media & Entertainment, Maria Rua Aguete, states, “Social video advertising is becoming the dominant force, reshaping how content is consumed and monetized. Meanwhile, traditional models such as linear TV and pay TV are in structural decline”. Read the full press release here: https://lnkd.in/e9PDB4cT #Video #TV #Streaming #Advertising

Omdia is proud to be a research partner for FutureNet World 2026, a premier global event shaping the future of telecoms. Join us on 21-22 April 2026 at the InterContinental O2, London, where Omdia analysts will take part in forward-looking discussions on critical industry topics including network automation, AI-driven operations, and the evolution of autonomous networks. Where to find Omdia during the event: 🔹April 21 | 14:15 Panel with Pablo Tomasi: Comparing 5G SA Adoption and Monetisation Strategies 🔹April 21 | 16:10 Panel with James Crawshaw: Being AI Native: Building an Ecosystem to Automate, Optimise and Secure Autonomous Networks 🔹April 22 | 14:00 Panel with Ruth Brown: Re-imagining OSS-BSS: Driving Efficiency and Innovation with AI Attending FutureNet World? Learn more and schedule a 1-to-1 meeting with our analysts during the event: https://lnkd.in/exFkqJkG #FutureNetWorld #Telecoms #NetworkTransformation #IndustryInsights

China’s manufacturing strength is reshaping the global industrial landscape. Backed by long-term strategy and sustained investment, its influence is only growing. In this Omdia Trend Watch video, Joanne Goh and Alex West explore key shifts in the market: 🔹 China accounts for around one-third of global manufacturing output, with that share projected to reach 45% by 2030. 🔹 State-backed initiatives such as the Belt and Road are accelerating infrastructure development and digital expansion worldwide. 🔹 While many Western manufacturers face slower growth and barriers to transformation, China is scaling AI, robotics, and green technologies at speed. Watch the video to learn how manufacturers can respond by focusing on precision-led industries and building greater speed, flexibility, and autonomy. #Manufacturing #China #Innovation #GlobalTrends

Explore the innovations shaping the future with Omdia’s latest e-book, featuring expert insights from Mobile World Congress (MWC) 2026. This comprehensive guide delves into the power of intelligent infrastructure, AI, and disruptive technologies, offering unfiltered observations from Omdia’s analysts. The e-book highlights key themes such as Intelligent Infrastructure, ConnectAI, AI 4 Enterprise, AI Nexus, and Game Changers, providing valuable insights to help you navigate the evolving world of connectivity, AI and digital inclusion. Get your copy today and stay ahead in the ever-changing telecom and technology landscape: https://lnkd.in/e7Fe8Xrq #MWC2026 #OmdiaInsights #AI #IntelligentInfrastructure #DigitalInnovation

At RSAC Conference 2026, Omdia joined KISIA (Korea Information Security Industry Association) for the Korea Pavilion Insight Day, bringing Korean cybersecurity companies together on one of the world's biggest security stages. Global Practice Lead for Cybersecurity Adam Etherington shared key market signals shaping the global cybersecurity landscape and what they mean for Korean vendors with international ambitions. 🔹 Omdia expects the global cybersecurity TAM to exceed $300bn in 2026, with growth above 12%, although momentum varies significantly by region and domain. 🔹 AI is reshaping the market, but the key question remains whether it will deliver sustained growth or drive another wave of hype. 🔹 Channel partners are expected to drive more than 90% of growth, spanning GSIs, telcos, MSPs, and in-market specialists. Partnership strategy matters more than ever. For Korean cybersecurity companies looking to grow internationally, understanding these market dynamics is essential. Explore Omdia’s cybersecurity research here: https://lnkd.in/eE_pGV2F #RSAC2026 #Cybersecurity #KISIA #KoreaPavilion #CybersecurityResearch #KoreaCybersecurity #AISecurity

The US PC market grew 3% year-on-year in Q4 2025 to 18.2 million units, capping off 2025 with 71.5 million total shipments. HP maintained its lead in Q4 2025 with a 25.0% market share, while Dell and Lenovo followed with 24.6% and 16.3% respectively. Looking ahead, Omdia expects a significant downturn in 2026, with shipments restricted to 61.9 million units due to highly constrained supply of memory and storage products. “Looking ahead, the outlook for 2026 is significantly more cautious. Memory and storage costs have risen 40-70% since the start of 2025, and Omdia expects at least a further 60% increase in mainstream PC memory and storage costs in Q1 2026,” said Kieren Jessop, Research Manager at Omdia. Key vendors shaping the market: HP, Dell Technologies, Lenovo, Apple, and Acer. Read more in Omdia's latest PC market research: https://lnkd.in/e7qCK7Gx #PC #Desktop #Notebook #US

In a recent CNBC article on BYD's latest earnings, Omdia's Chris Liu shares his perspective on the shifting dynamics of the electric vehicle industry. As cutthroat competition and a domestic price war intensify, Liu notes that automakers can no longer rely solely on mass-market EVs to sustain their previous sales volumes. Read the full article: https://lnkd.in/eUVACg69

Omdia research indicates the display optical film market is under mounting pressure as rising Middle East tensions drive up international crude oil prices. According to Principal Analyst Heo Irene, while a brief one-to-two-month inventory margin offers a temporary buffer, prolonged conflict and rising raw material prices will inevitably place a significant burden on the panel manufacturing cost structure. Read the full blog here: https://lnkd.in/ehVn-7Sf #Display #Optical #SupplyChain

New Omdia research forecasts Netflix will surpass 1 billion monthly active users globally by 2027, while YouTube approaches 3 billion. Maria Rua Aguete, Head of Media & Entertainment at Omdia, states, “Scale and reach are critical, but so is complementarity. Platforms like YouTube not only amplify content but also unlock entirely new audiences, while Netflix continues to lead in premium storytelling and engagement”. Read the full press release here: https://lnkd.in/eXCqTYtg #Streaming #Entertainment #Media #TV #Video