Chinese TV makers reduce 4Q25 panel forecast by 9 percentage points on market concerns
Driven by price negotiations and market concerns, the TV panel market is splitting as Chinese TV makers cut their 4Q25 demand forecast by 9 percentage points. Omdia analyzes this divide, as Chinese makers use forecast cuts as a tactic while South Korean makers slightly increase demand to combat competition.
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Guinea Pigs of Innovation: Why Partners Piloting Agentic AI Internally First Pays Off – Executive Summary
Driven by a projected $267 billion global AI services opportunity, agentic AI adoption is a pivotal focus for channel partners. Omdia analyzes the adoption rates of partners versus their customers and the biggest inhibitors they face, as partners pilot AI internally first to build expertise and enhance credibility before serving clients.
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Why fiber utilities must evolve or risk obsolescence in today's competitive telecom market
Fiber utilities face profitability challenges as costs outpace revenue, with most recording negative EBIT. To survive, they must reduce costs via AI optimization, improve take-up rates, gain scale, and diversify into adjacent sectors like towers/data centers.
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Netflix vs. Amazon: a new battle for TV gaming
Driven by the push for console-less consumers and the desire to bypass hardware costs, TV gaming is becoming a new battleground for streaming giants. Omdia analyzes the streamers' differing strategies and major adoption challenges, as Netflix and Amazon deploy free, smartphone-controlled party games to capture their massive existing subscriber bases.
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How trade tensions are reshaping the global semiconductor landscape
This blog explores how trade tensions are fragmenting the global semiconductor supply chain into regional ecosystems, driving up costs while AI demand pushes the market toward $1 trillion by 2029.
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Display photomask market to grow to a record high JPY 150bn in 2025
Driven by OLED adoption and larger substrates, the display photomask market is set to reach a record high in 2025, exceeding initial forecasts. Omdia analyzes strong 1H25 results and a major competitive shift, as rapidly expanding Chinese suppliers challenge traditional leaders by building new capacity to capture future growth.
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AI, ecosystems, and margin pressure have redefined MSP strategies in 2025
AI, ecosystem shifts, and margin pressure are transforming the MSP market, reshaping strategies from expansion to consolidation. Omdia analyzes poll data on weakened channel sentiment and new vendor pivots to AI automation and open platforms, outlining strategic opportunities for partners focused on efficiency and new revenue.
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Channel partners must evolve to lead GenAI’s transformation
Generative AI (GenAI) adoption is transforming industries, reshaping channel partner deal dynamics and project leadership. Omdia analyzes poll data on shifting deal sizes, the gap between PoC and production, and evolving leadership structures, outlining strategic opportunities for partners.
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Microsoft has ended support for Windows 10. Now what?
Microsoft ended support for Windows 10 on October 14, 2025, reshaping the global PC landscape. Omdia analyzes Windows 11 migration trends, ESU options, and market opportunities for OEMs and IT leaders.
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