Omdia: Smartphone AMOLED shipments to fall in 2026 as memory prices squeeze smartphone makers’ plans
Driven by soaring memory costs and supply shortages, global smartphone AMOLED shipments are forecast to fall to 810 million units in 2026. Omdia analyzes this shift as manufacturers scale back procurement to avoid consumer price hikes, m...
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Omdia: Telcos scale AI infrastructure investment amid rising sovereignty and compute demand
Driven by surging demand for AI compute and sovereignty, global telcos are scaling AI infrastructure investments. Omdia analyzes this strategic shift as operators diversify capital allocation to monetize new growth avenues beyond legacy ...
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Omdia: Advertising and bundling to push Latin America media revenues to $65 billion by 2026
Driven by ad-led models and the rise of microdramas, Latin America's media market is forecast to reach $65 billion by 2026. Omdia analyzes this 10.7% growth surge-outpacing the US - as Brazil and Mexico lead the region in FAST adoption a...
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Omdia: India’s smartphone shipments fell by 1% in 2025 amid softer demand and cost pressures; vivo remains market leader
Driven by rising memory costs and channel inventory, India’s smartphone market fell 7% in 4Q25 to 34.5 million units. Omdia analyzes this contraction, as most vendors recalibrated pricing while vivo and OPPO achieved double-digit growth ...
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Omdia: Industrial display revenues grow 24% YoY in 2025, led by AUO Display Plus
Driven by high-growth segments like gaming and military tech, the industrial display market saw revenues rise 24% YoY to $3.4 billion in 2025. Omdia analyzes this revenue-led performance as panel makers adopt AMOLED and mini-LED technolo...
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New Omdia research calls for stronger consumer protections during 2G and 3G network shutdowns
Europe is currently leading the global trend of decommissioning 2G and 3G networks, with a distinct strategy of phasing out 3G while retaining 2G to support legacy IoT and M2M applications. Omdia's latest research highlights that while o...
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AI drives semiconductor revenues past $1 trillion for the first time in 2026
Driven by massive demand from the AI market, global semiconductor revenues are forecast to exceed $1 trillion in 2026. Omdia analyzes this historic milestone, noting that while Computing & Data Storage will grow 41.4%, the market remains...
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Omdia: Mainland China’s smartphone market declined 1% in 2025 as Huawei reclaimed the top spot after five years
Driven by year-end promotions and national subsidy policies, the Mainland China smartphone market declined 1% in 2025 as Huawei reclaimed the top spot after five years. Omdia analyzes this competitive landscape, noting that while Apple l...
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Omdia: Global smartphone market grew 4% in 4Q25 as Apple leads the market for the third consecutive year
Driven by holiday demand, the global smartphone market rose 4% in 4Q25, with Apple leading for the third straight year. Omdia analyzes how record iPhone 17 sales drove this growth, even as rising component costs and DRAM supply shortages...
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Omdia: Large-area display shipments grew 2.9% year over year in 2025
Driven by a 12.9% surge in OLED demand, large-area display shipments grew 2.9% in 2025 despite economic headwinds. Omdia analyzes this shift as LCD makers restructured and slowed production, while competitors like Samsung and BOE aggress...
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Omdia: Global PC shipments grew 9% in 2025 but memory and storage supply issues threaten 2026 outlook
Driven by a 9.1% surge in 2025 shipments, the global PC market now faces a challenging 2026 due to tightening memory and storage supply. Omdia analyzes how rising component costs and shortages are forcing vendors to adjust strategies des...
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Omdia: Global cloud infrastructure spending hits $102.6 billion, up 25% in Q3 2025
Global cloud infrastructure spending reached $102.6 billion in Q3 2025, a 25% year-on-year increase. Market growth is fueled by a shift from AI experimentation to scaled production, with hyperscalers prioritizing platform-level capabilit...
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