Omdia

Omdia highlights that the emergence of AI offers telecom service providers a strategic opportunity to become AI-fabric enablers. By embedding AI across their network connectivity and modernizing IP transport networks, telcos can generate new revenue streams using their infrastructure. According to Senior Principal Analyst Sameer Ashfaq Malik, telcos possess a distinct advantage over hyperscalers due to their existing end-to-end network infrastructure. Adopting AI-powered operations and simplifying network architecture is essential for survival in the AI-driven economy. Read the full Analyst Views: https://lnkd.in/eh2-y9xE #Telecom #AI

Omdia forecasts that by 2037, software-defined vehicles at Levels 3 to 5 will comprise 81 percent of the new vehicle market. The automotive industry's rapid pace of change establishes a powerful blueprint for manufacturing and robotics to modernize digital operations and effectively scale software-defined manufacturing. According to Senior Principal Analyst, Maite Bezerra, and Principal Analyst, Anna Ahrens, organizations must plan for a 15 to 20-year evolutionary path to reach maturity. Manufacturers need to address organizational bottlenecks by establishing a joint IT and OT platform before scaling pilots to achieve true operational agility. Read the full blog here: https://lnkd.in/eaXpmQW9 #SoftwareDefined #Vehicles #Manufacturing #Automation

"New Omdia research shows why developer-focused security is becoming a business priority. Organizations are facing growing application security risks, while developers continue to spend significant time identifying and resolving vulnerabilities: 🔹 86% of organizations experienced a cybersecurity incident linked to internally developed cloud-native applications in the past year 🔹 86% say developers spend at least three hours each week identifying the code responsible for vulnerabilities 🔹 Only 40% of security teams have significant influence over developer security tools and processes “Security teams are most effective when they’re seen as enablers of secure innovation, not blockers to development,” says Melinda Marks, Practice Director at Omdia. Melinda explores how embedding security into developer workflows, strengthening collaboration and accelerating remediation can help organizations reduce risk while keeping development moving. As cloud-native development accelerates, developer-focused security is becoming increasingly important to productivity, resilience and business growth. Watch the full video on BrightTALK: https://lnkd.in/enAFXa-D #ApplicationSecurity #CloudSecurity #DevSecOps #Cybersecurity #BlackHatUSA #Omdia"

The global video surveillance market is forecast to grow 4.3% to $27 billion in 2025. Tommy Zhu, Senior Principal Analyst, says, “With component inflation expected to continue through 2027, organizations should reassess their storage infrastructure strategies, prioritize vendor-agnostic video management platforms, and explore hybrid cloud architectures". Read the full press release here: https://lnkd.in/gHx6ajFU #VideoSurveillance #SecurityIndustry #AI #Cybersecurity #SupplyChain

New Omdia research finds the six largest PC brands are forecast to account for 80.4% of global notebook panel purchases in 2026, marking the highest annual share since 2021. In our new Omdia analysis, Linda Lin, Senior Principal Analyst at Omdia, states, “Smaller and white-box PC brands face an especially difficult supply-chain environment in 2026, as they must manager longer-than-expected lead times for key components in 2026”. Read the full press release here: https://lnkd.in/gQBeWnEX #Notebook #Panel #SupplyChain #PC #Component #ConsumerElectronics

The semiconductor industry’s biggest challenge is no longer demand - it’s capacity. Omdia has raised its 2026 semiconductor revenue forecast to 94.1% year over year, driven by exceptional growth in DRAM and NAND as AI infrastructure investment continues to outpace global supply. HBM, advanced packaging and leading-edge manufacturing capacity remain under intense pressure, with bottlenecks expected to persist through at least 2027. As AI infrastructure absorbs more of the industry’s resources, the impact is spreading beyond data centers to smartphones, PCs, automotive and other markets competing for advanced semiconductor capacity. Read the full press release to explore what’s driving the market and what it means for the wider technology industry: https://lnkd.in/gAUnG879 #Semiconductors #ArtificialIntelligence #AI #HBM #Memory #DataCenters

Ad-supported Connected TV (CTV) video services could generate an average of $0.21 per hour of viewing if every available advertising slot were sold, establishing a new monetization benchmark across multiple service tiers, according to new Omdia research. The industry is currently operating at just 65% of its commercial capacity, suggesting revenue could increase by two to three times if hourly ad volumes grow and become fully utilized. Omdia's Senior Principal Analyst Matthew Bailey notes, “Measuring success in the CTV streaming market has never been more important... consistency of the $0.21 per HOV benchmark across all types of video services is particularly notable”. At the same time, Consultant and CTV Advertising SME Laura Chaibi 🇨🇦🇬🇧🇦🇪 highlights the market dynamics, stating that "Ad-light HVOD services including Netflix, Amazon Prime Video, and Disney+ have the greatest managed growth potential" and "reaching the $0.21 HOV benchmark requires foundational work”. Read the full release here: https://lnkd.in/d3f4uDg2 #CTV #Advertising #Streaming #Monetization

Global smartphone shipments fell 6% year over year in 2Q26, highlighting how rising component costs and supply-side pressures are reshaping the competitive landscape. Omdia's latest research shows that rising memory costs and higher component prices are prompting vendors to rethink pricing, product portfolios, and channel strategies. As the industry adapts, the focus is increasingly shifting toward profitability, premiumization, and supply chain resilience. Samsung Electronics retained its position as the world's largest smartphone vendor, while Apple delivered its strongest-ever second quarter with a record 20% market share. Xiaomi, OPPO, and vivo also remained among the leading global vendors as the market adjusted to ongoing cost pressures. Key vendors: Samsung Electronics, Apple, Xiaomi Technology, OPPO, and @vivo. Read the full press release here: https://lnkd.in/d3inQBQr #Smartphones #Mobile #ConsumerElectronics #Semiconductors Chiew Le Xuan Amber LIU

Telcos are building the cloud foundations needed to scale AI across their networks and operations. As AI workloads become more complex, operators are moving beyond traditional infrastructure and investing in specialized compute, including GPUs, DPUs, and NPUs. At the same time, cloud-native architectures and Kubernetes are becoming critical for delivering the scalability, flexibility, and efficiency that AI demands. Those that successfully combine distributed cloud infrastructure with AI-ready platforms will be best positioned to accelerate innovation, improve operational efficiency, and unlock new AI-driven services. Explore our latest e-book to learn more: https://lnkd.in/gHzGw8X3 Inderpreet K. #TelcoCloud #AI #CloudNative #Kubernetes #Telecoms #NetworkTransformation #GenerativeAI

Omdia analysis finds that longevity in the software-defined vehicle (SDV) era requires a cohesive platform architecture, especially as AI advances toward generative and agentic capabilities. Automakers are consolidating domains into centralized high-performance computers, utilizing digital twins and robust hardware abstraction to maintain software velocity independently of AI chip cadences. According to the latest insights, the ecosystem requires vehicles to operate as hyperconnected nodes in a distributed system spanning cloud and edge networks. To support this continuous software delivery, semiconductor suppliers are evolving into full-stack system co-architects by adopting modular chiplets and pre-silicon virtual SoCs. This Analyst Views was co-authored by Maite Bezerra, Senior Principal Analyst; Stephen Bell, Chief Analyst; and Sang Oh, Principal Analyst. Read here: https://lnkd.in/ekrppJ4J #SDV #Automotive #Semiconductors #AI #SupplyChain #Manufacturing #Omdia