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    Latest analyst opinions View all

    Display Dynamics – October 2025: OLED revenue is projected at $29bn in 2H25, slightly lower than the $30bn recorded in 2H24

    AMOLED display revenue should grow by 19% quarter-on-quarter (QoQ) and 9% QoQ in 3Q25 and 4Q25, respectively.

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    Global Display

    The $151bn cybersecurity opportunity in EMEA by 2030: Smart partnerships will reap success

    Free

    The cybersecurity market in EMEA will be worth $151 billion by 2030. Over 90% of cyber technology and services will continue to be sold through the channel, presenting opportunities for vendors and the wider partner ecosystem.

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    EMEA Cybersecurity

    WebexOne 2025: How AI is transforming Cisco's collaboration platform strategy

    Free

    Key highlights from Cisco WebexOne 2025.

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    Global Digital Workplace

    Display Dynamics – October 2025: Panel makers’ fab utilization is forecast to drop by 5 percentage points in October 2025

    Panel makers plan to reduce fab utilization to below 80% starting in October, including production control measures during China’s National Day holiday season. They forecast maintaining low monthly fab utilization through the end of the year.

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    Display Global

    Display Dynamics – October 2025: The display photomask market is now expected to beat expectations and grow by 8–12% in 2025

    The display photomask market, propelled by high demand for OLED smartphones and IT, Gen 10.5, VR, higher specification/price masks, as well as increasing process complication, is enjoying record demand in 2025.

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    Global Display

    OCS and HCF: Two big industry questions without clear answers

    Informative and ambiguous results are analyzed from our poll question on which technologies are best suited for emerging optical circuit switch (OCS) opportunities and when will hollow-core fiber (HCF) move to mainstream status.

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