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    Latest analyst opinions View all

    Tokyo Game Show 2025: Japan and China take center stage while the West stays on the sidelines

    The 2025 Tokyo Game Show (TGS), held from September 25–28, drew over 1,000 exhibitors, the highest in its history. Asian companies, including those from Japan, China, and South Korea, accounted for more than 70% of the total, each bringing their most anticipated upcoming titles for hands-on demos. 

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    Media and Entertainment

    Display Dynamics – September 2025: China and South Korea OLED makers work hard on OLED materials localization

  1. BOE’s latest Q11 OLED materials structure shows that 73% of the OLED materials are supplied by China local companies, while Samsung Display’s M4 OLED structure shows that 73% of the materials are supplied by South Korea makers.
  2. UPGRADE
    Global Display

    6G will be standalone (SA) on day 1

    With standards work is now underway, decisions on system architecture that will determine the long-term shape of 6G will be made in a relatively short timeframe.

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    Global Service Provider

    Connected Britain 2025 highlights the UK’s need for a consolidation catalyst

    Free

    This opinion piece highlights key topics discussed at Connected Britain 2025 with a focus on the UK’s market fragmentation and consolidation.

    Access Open
    Service Provider Service Providers & Communications Markets

    Lumen is “swinging for the fence” by building the biggest AI network in the US

    A Synopsis and Opinion on Lumen's 2025 Analyst Day.

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    US Service Provider

    When purchasing technology, CIOs should consult with the CIO of the technology vendor

    Enterprise technology buyers often overlook a valuable resource: the vendor's own CIO. These CIO-to-CIO conversations provide unvarnished insights beyond sales pitches, combining technical expertise with business acumen to prevent costly procurement missteps.

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    Enterprise IT Enterprise
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