Omdia

Omdia’s semiconductor experts hosted an exclusive event in Shanghai to discuss how the industry is moving toward the $1 trillion mark. The session explored the growing impact of AI across key semiconductor market segments. Key insights from the session included: 🔹A market overview, including AI’s influence and global capex trends 🔹NAND’s transition from shortage to stabilization 🔹Memory demand, supply constraints, and long-term self-sufficiency goals The seminar offered actionable insights into the semiconductor industry’s growth trajectory, with AI continuing to play a central role in shaping the market. Explore Omdia’s semiconductor research here: https://lnkd.in/egYvstVa Craig Stice, Hui He, James Zhao, Lino Jeng, Claire Wen #Semiconductor #Memory #NAND #AI

Data center investments are projected to surpass $1 trillion in 2026. At the Omdia Analyst Summit during Data Center World 2026 on Monday, April 20, our cloud and data center analysts Vlad Galabov, Alan Howard, Manoj Sukumaran and Shen W. will explore how AI is reshaping the industry. From megaclusters to microgrids, they will share actionable insights across the full technology stack powering modern data centers. Register here: https://lnkd.in/eRXGMZkT #DCW2026 #DataCenters #AI #Cloud

Omdia predicts global cybersecurity managed services revenue will reach $106 billion by 2026. Harbor IT is addressing this demand by building a cybersecurity-first MSP platform, acquiring specialized MSPs in regulated industries. According to Principal Analyst Jessica C Davis, Harbor IT's integration of vertically aligned delivery teams and in-house security depth creates a defensible platform, intensifying competition for rare, high-value MSP assets. Read the full analysis here: https://lnkd.in/ekaij-h4 #MSP #Cybersecurity #Channel #MSSP

HANNOVER MESSE 2026 is just around the corner, and Omdia's analysts will be on site to discuss the trends shaping industrial automation, AI, robotics, and the future of manufacturing. To discuss market opportunities, emerging technologies, and strategies tailored to your business, book a meeting with our analysts here: https://lnkd.in/e7hP8T-d #Manufacturing #Robotics #Automation

China's PC market stabilized in Q4 2025, remaining flat year-over-year at 11.5 million units, capping off 2025 with 6% growth and 42.1 million total shipments. Lenovo maintained its lead in Q4 2025 with a 40% market share, while Huawei and HP followed with 11% and 10% respectively. Looking ahead, Omdia expects a significant downturn in 2026, with shipments restricted to 37.9 million units due to subsidy adjustments and rising component costs. “Subsidy policies that supported PC demand in 2025 are now being adjusted in 2026, with overall support levels narrowing to around 15%, compared with 30% last year,” said Emma Xu, Senior Analyst at Omdia. Key vendors shaping the market: Lenovo, Huawei, HP, iSoftStone, and Apple. Read more in Omdia's latest PC market research: https://lnkd.in/eHgG2JSF #PC #Desktop #Notebook #Tablet

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