From generative AI to agentic AI: The US$276 billion partner opportunity
Omdia's agentic AI analysis reveals a $267B partner opportunity by 2030, positioning partners as the solution to enterprise adoption failures and compelling specialization to capture market leadership.
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Confronting escalating cyberattacks in the semiconductor ecosystem
Saloni Gankar examines cybersecurity's evolution from technical concern to strategic imperative in semiconductors, analyzing vulnerabilities, threats, and industry responses for executives navigating security and innovation challenges.
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Meta’s latest AI Glasses are revolutionizing the wearable technology market
Meta's multi-tiered AI glasses launch aims to capture 80% of the market by 2025 with an ecosystem-first strategy, pressuring rivals like Apple and Google to build competing integrated platforms.
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Why TSMC abandoned the GaN market and what It means for the industry
An analysis of TSMC's decision to exit the GaN foundry business by 2027, examining the implications for the power semiconductor industry and the future viability of the foundry model for GaN technology.
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Intel and NVIDIA turn to collaboration to solidify PC industry dominance
Intel and NVIDIA’s $5bn partnership will integrate CPUs and GPUs into new x86 SoCs, boosting gaming, AI, and PC market penetration while improving R&D efficiency. This collaboration, which we cover in our latest blog, could reshape competition, challenge Arm-based PC initiatives, and raise barriers for rivals in the AI-capable PC ecosystem.
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Foldable smartphones are moving into a pivotal 2026
Following a wave of new device launches from major vendors, the foldable smartphone market has plateaued. According to Omdia, global foldable shipments are forecast to remain flat at 15.2 million units in 2025, before re-igniting growth with a projected 51% year-on-year increase in 2026.
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Ecosystem revenue to reshape the future of Middle Eastern consumer technology
After a surge in post-pandemic demand, smartphone and PC shipments in the Middle East have plateaued. According to Omdia, smartphone shipments grew from 35.6 million units in 2020 to 58.7 million in 2024, while consumer PCs (including notebooks and tablets) rose to just over 9 million.
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Apple’s “awe dropping” event: a return to hardware boldness
Omdia explores how Apple's "Awe Dropping" event signals a return to hardware boldness , tracking the company's strategic portfolio reset from retiring past models to introducing the premium iPhone Air and its role in accelerating the global shift to eSIM-only connectivity.
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Why services will decide who wins in smartphone retail
With hardware margins shrinking and upgrade cycles slowing, smartphone retailers and vendors must pivot to services - like cloud storage, insurance, and AI tools - to drive revenue. This blog from the smartphone team explores why service offerings, not devices, will determine who thrives in the evolving smartphone retail landscape.
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