Optical Components Intelligence Service

2026 Smartphone Outlook: The Cost Crisis Is Bigger Than Memory

The 2026 smartphone outlook is not just about a memory crisis. It points to a broader cost reset across the device ecosystem. Jusy Hong highlights that mobile memory prices surged by nearly 90% in Q1 2026 and are set to rise further. Zaker Li places that trend in a broader context, noting that rising memory prices are only one piece of a wider cost reset. Watch the full video for the full breakdown.

What China’s Manufacturing Rise Means for the World

China’s manufacturing strength is reshaping the global industrial landscape. Backed by long-term strategy and sustained investment, its influence is only growing. In this Omdia Trend Watch video, Joanne Goh and Alex West explore key shifts in the market.

How Manufacturers Are Rebuilding for a More Uncertain World

Manufacturing is operating in a very different environment from 2019. Today, resilience and flexibility are defining success. In this Omdia Trend Watch video, Rachel See and Lisa Wang explore the forces reshaping the industry.

AI Agents Are Growing Fast, So Are the Security Risks

AI agents are moving from experimentation to enterprise adoption, and identity security is becoming a major priority. In this Omdia Trend Watch video, Todd Theimann and Don Tait explore the trends shaping AI agent security.

The Real Power Behind Cybersecurity Decisions

Cybersecurity influence is not spread evenly across the ecosystem. That is reshaping how security decisions are made around the world. In our latest Omdia Trend Watch, we explore insights from the Cybersecurity Partner 500, a group of partners driving more than half of global cybersecurity revenue and playing a growing role in how organizations modernize their security strategies. Discover now.

MWC 2026: Is the Chatbot Becoming the New Smartphone Interface?

At Mobile World Congress this year, the smartphone industry showcased both innovation and the challenges ahead. On the show floor, vendors competed for attention with new concepts. Foldables, AI-powered cameras, and even physical AI companions demonstrated how vendors are continuing to experiment with the smartphone experience. However, the conversations across the industry were more pragmatic, according to Omdia Senior Analyst Runar Bjørhovde. Watch now.

Why Sustainability Still Matters for Enterprise IT in 2026?

Sustainability may have slipped out of the headlines, but for large enterprises it's still non-negotiable. In this Omdia Trend Watch, Senior Analyst Ben Caddy unpacks what our latest IT Enterprise Insights survey reveals about how global organizations are approaching sustainability in 2026: who is doubling down, who is still building their strategy, and why only a small minority are stepping back. Find out now.

The PC Market’s Next Big Test in 2026 (After Windows 11)

2026 marks the shift from OS-led refresh momentum to tougher fundamentals, reshaping how vendors plan for growth. From the final wave of Windows 11 migrations to rising memory and storage costs, and the growing pressure to prove the real value of AI PCs, multiple forces are redefining what “recovery” and “growth” look like for the industry. In this Omdia Trend Watch, Ishan Dutt breaks down what comes next for PC market.

Volume to Value In 2026 - Emerging Smartphone Markets

Smartphones in emerging markets are entering a new phase defined by lifecycle monetization and ecosystem integration. As replacement cycles lengthen, Principal Analyst Manish Pravinkumar analyzes how vendors are adapting their strategies for 2026.

Network APIs 2026 trends to watch

Network APIs are transforming the telecom industry and unlocking new opportunities for both developers and operators. In a new expert analysis, Adam Mackenzie highlights 4 key trends shaping the future of network APIs through 2026.

6G Is Built for the AI Era. Here’s What That Really Means.

6G is shaping up to be an AI-era network, not just the next mobile generation. This Omdia Trend Watch video with Vlad and Remy dives into what 6G could unlock for AI infrastructure, physical AI, and even data centers in space.

AI Will 6x Telecom Network Traffic by 2035. Are Operators Ready?

AI is set to transform telecom networks as much as it's transforming everything else. With network traffic expected to grow sixfold by 2035, fueled in large part by new AI applications like ChatGPT and Gemini, operators have a major opportunity (and responsibility) ahead. In this discussion, Ronan De Renesse and Nicole Peng explore the rise of consumer AI applications and the critical role telecom operators play in enabling secure adoption.

TV Operating Systems Are the New Battleground

Walmart’s acquisition of Vizio and its Cast OS is fundamentally reshaping the US TV market and the global e-commerce landscape. In this Omdia Trend Watch video, analysts Matthew Rubin and Patrick Horner explore how TV operating systems are the new battleground for revenue and market dominance.

Telecom Sovereignty Explained: National Security, Data Rules, and Premium Networks

Sovereignty is emerging as a critical priority for telecom operators, reshaping strategies and driving innovation. With global regulators emphasizing technological self-reliance, the implications are profound. In this Omdia Trend Watch video, analysts Julia Schindler and Sarah McBride explore how sovereignty is transforming the telecom industry.

How Generative AI Is Turning Wearables Into Intelligent Companions

Generative AI is transforming wearables from passive trackers into intelligent companions. In this Trend Watch, Jason Low and Cynthia Chen analyze how smart rings and AI glasses deliver contextual insights, with software becoming the key differentiator for proactive health and subscription-led experiences.

Gen AI Is Transforming Physical Security. Here’s What Changes Next.

The integration of AI, cloud, and IoT is revolutionizing operations, enabling teams to shift from reactive to proactive decision-making. In this expert analysis, Bryan Montany and Tommy Zhu explore the transformative impact of GenAI on the physical security landscape. Watch the video to understand.

Global smartphone market trends for 2026

In 2026, the global smartphone market is entering a new phase defined by cost pressure and value creation. Rising memory prices and AI data center demand are reshaping the industry's economics. In this Trend Watch, Amber Liu analyzes how vendors are navigating these changes through financing models, AI differentiation, and ecosystem strategies. Find out now.

Too Many Security Tools? Unified SASE and the Push for Convergence

Are cybersecurity and IT teams reaching a breaking point with too many siloed technologies? Unified SASE is driving a revolution in network and security convergence. In this analysis, Jim Frey and John Grady explore how organizations are tackling this challenge and why SASE is the catalyst for transformation. Watch the video to understand.

Cybersecurity risks and AI agents

88% of organizations are already piloting agentic AI as tools evolve from simple chat interfaces into autonomous actors. Omdia analysts Tyler and Todd explore the critical security challenges of this transition.

The Future of Fiber in the UK and Brazil

The fiber broadband landscapes in the UK and Brazil are undergoing a significant transformation driven by competition, consolidation and the race for national coverage. Omdia analysts Ari Lopes and William Thompson-Hare explore key developments.

Cinema and Streaming: Competitors or Collaborators?

David Hancock analyzes how these 2 formats have evolved from competitors into collaborators. This Omdia Trend Watch video examines the symbiotic growth between theaters and digital platforms. Discover key takeaways and more insights.

The New Power Shift in Automotive Displays

NVIDIA's "Tier 1 Supplier of the Year" award at Auto Tech 2025 signals a seismic shift in the automotive display market. Semiconductor firms are now bypassing traditional suppliers to engage directly with OEMs. In our new video, Omdia analysts Edward Wilford and Stacy Wu explain this evolving supply chain dynamics.

The Future of Energy: Smart Buildings, EV Charging and Vehicle-to-Grid

Buildings are evolving from simple automation to intelligent energy hubs. With over 170 million connected devices already reshaping building management, AI and software are transforming energy infrastructure. Omdia analysts Ivy Sun and Stephanie Wu explore key developments.

Major shifts in the MSSP market

Three major shifts are redefining the MSSP market right now. Driven by macroeconomic pressure, geopolitical conflict, and rapid AI adoption, customers are demanding more from their security partners. Discover what stands out?

Key factors defining the telecom industry in 2026

Financial recovery, regulatory changes, and technology development are creating new opportunities for the telecom industry. Watch our expert analysis to understand how these trends are impacting the industry.

AI Glasses to exceed 10 million units by 2026

Global AI glasses shipments are forecast to exceed 10 million units by 2026. Ambient AI is now moving from concept to everyday life. Connected Life Research Director Jason Low shares our new forecast analysis for the implications for product, partnerships, and go-to-market in this trend watch. Watch now!

How AI is Reshaping the $1.3 Trillion Telco Market?

How can service providers break the 2% growth ceiling in the $1.3 trillion global telco consumer market and unlock new revenue? In our latest Omdia analysis, Michael Philpott and Alzbeta dive deep into the strategies that can transform telco growth in an increasingly saturated market.

How AI is transforming the music industry

AI is reshaping the music industry, for better or worse. From generating new songs to sparking major copyright battles with platforms like Udio and Suno, the technology is challenging how music is made and monetized. Watch the full analysis now.

AI in Manufacturing East vs West

APAC leads AI manufacturing adoption, despite European technology dominance. This East-West divide is shaping the market. In our new video, Omdia analysts Anna and LJ explore this paradox and what it means for the industry.

Telco loyalty programs: Are they worth it?

Our global survey of 20,000 consumers reveals a surprising disconnect: 63% of customers say loyalty programs influence their mobile plan choice, yet 64% don't actually use them. In this analysis, Omdia experts Nicole McCormick and Pal Karlsen explore what's causing this gap and what telcos can do about it.

The convergence of data and identity security

Our latest Omdia Decision Maker Survey of 1,000 IT leaders highlights critical security gaps, revealing that only 11% of organizations can account for 100% of their data amid the rapid deployment of AI. Watch the new video with Omdia analysts Adam Strange and Don Tait as they explore the findings.

How AI is transforming everyday work?

In our latest Omdia Trend Watch, Principal Analyst Adam Holtby and Analyst Prachi Nema break down two key areas where AI is already delivering significant impact.Watch the full episode to see the data and trends behind AI's redefinition of productivity and the employee experience.

Semiconductor innovation in robotics

Driven by labor shortages and rising wages, the adoption of humanoid robots on factory floors is accelerating - a transformation enabled by critical semiconductor advancements. Watch our experts, Joanne Goh and Saloni Gankar, discuss how AI-driven chips and mechanical innovations are creating smarter, more adaptable factories.

FWA and FTTP - Complimentary or Competition

Are Fixed Wireless Access (FWA) and Fiber competitors or collaborators in the race for superior connectivity? Watch the full discussion between our experts, Jamie and Garinder, to learn how these two technologies are co-existing to redefine the future of broadband.

The rise of the second-hand smartphone market

With flagship prices soaring past $1,000, the second-hand smartphone market is emerging as a major growth engine. Our consumer analysts report that refurbished phones, typically 37% cheaper, are giving more consumers access to premium features. Discover why?

Securing critical infrastructure from cyber attacks

In our latest video analysis, Omdia experts Hollie Hennessy and Jon Ong reveal why 40% of organizations are turning to fully managed security services to safeguard their operational technology.

Assessing the health of the global IT channel

With profit outlook flat or down for many, our annual survey of over 1,000 partners reveals where the real growth opportunities lie. In our latest analysis, Chief Analyst Alastair Edwards breaks down findings from partners across the Americas, EMEA, and APAC. The results show a market navigating significant pressures and potential.

TV trends AI Engagement Partnerships

In our latest Omdia Trend Watch video, our experts Paul Erickson and Matthew Bailey explore the key takeaways from the influential event. Discover 4 key trends reshaping the TV and video landscape.

Strategies to win in Europe's smartphone market

Opportunities still exist in Europe’s smartphone market, but the playbook is changing. With the top 5 vendors holding a record 87% share, growth now comes from winning replacement buyers, building trust, and capturing loyalty beyond specs. In this edition of Omdia Trend Watch, Runar B. and Aaron W. share strategies for success.

Handheld gaming and peripherals

The handheld gaming landscape is expanding beyond consoles. In our latest Trend Watch, Omdia's Dom Tait and James McWhirter analyze the significant growth opportunities for the PC gaming handheld category and peripherals market.

Managed Service Provider Transformation

Mastering the telco partner co-opetition

In our latest Omdia Trend Watch video, analysts Dario Talmesio and Devan Adams explore how operators must navigate this complex dynamic to drive innovation and create value.

Securing developer use of AI

AI's influence in the APAC channel

Artificial intelligence is creating a major shift for MSPs, resellers, and distributors, but not every partner is prepared for the change. The pressure to evolve is mounting as the gap widens between the leaders and the laggards.

eSIM strategies that work

In our latest Trend Watch episode, Omdia experts Dario Talmesio and Runar Bjorhvde analyze the critical trends shaping the eSIM landscape.

Telco 2026 Monetization, Optimization, Investment

What will shape the telecom industry in 2026? Research Director Dario Talmesio explores the critical focus areas shaping the telecom industry in 2026.

Semiconductors: Powering the AI revolution

In the latest Omdia Trend Watch video, Callum Middleton examines how advanced semiconductors are becoming mission-critical technologies for AI infrastructure.

The Telco Evolution to TechCo

Sustainability trends in the channel: 2025

In our latest Trend Watch episode, Sustainability Senior Analyst Ben Caddy explores Omdia’s Sustainable Ecosystem Survey 2025 results.

AI and cybersecurity: Where do humans fit in?

Telecom AI reality check

In this Omdia Trend Watch discussion, Roz Roseboro, Senior Principal Analyst, and James Crawshaw, Practice Leader, examine the most promising AI applications for telecom and what separates the leaders from the laggards.

Manufacturing supply networks across borders

In this Trend Watch episode, Omdia Senior Research Director Mark Watson and Senior Research Manager Joanne Goh break down the forces reshaping industrial supply networks.

The Rise of China GenAI

Made-in-India smartphones surge in the US amid tariff risks

In this Trend Watch episode, Principal Analyst Sanyam Chaurasia and Senior Analyst Runar Bjørhovde explore the drivers behind this shift, from Apple's aggressive expansion in India to changing strategies among Android vendors.

EV battery investment wave

Top 100 Business SaaS Ecosystems

SaaS for energy and buildings

Omdia Smart Buildings and Energy Infrastructure Senior Director Thomas Lynch, Research Manager Ivy Sun and Senior Analyst Stephanie Wu break down how cloud-native platforms are replacing siloed, hardware-intensive solutions across two complex sectors.

AI as a differentiator in smartphones

In this Trend Watch episode, Smartphone Research Manager Le Xuan Chiew and Senior Analyst Runar Bjorhovde explore how AI is evolving from a standalone feature into a core part of the smartphone experience.

The AI Opportunity: US Federal and GSIs

Channel Practice Leader, Peter Bryant and Research Manager Noah Dantes, break down the changing landscape for GSIs and highlight new opportunities emerging in the US Federal market.

Agentic AI Cybersecurity Risk

Trends shaping critical communications

In this short episode, Omdia Senior Principal Analyst Ildefonso De La Cruz Morales and Principal Analyst Paul Bremner outline the three key trends shaping the future of mission-critical systems.

The changing landscape of PC supply chains

PC Research Director Ishan Dutt and Principal Analyst Ben Yeh unpack how global policy shifts and regional opportunities are redefining the PC market landscape.

Key developments in the Indian smartphone and PC market

India’s consumer tech market is navigating macroeconomic headwinds, shifting demand patterns, and a move towards smarter, more integrated device strategies.

Software-defined cost advantage

What do the future of cars and factories have in common? Both are undergoing a fundamental shift toward software-defined architectures, streamlining systems, lowering costs, and unlocking long-term value.

Displays: Trends, tariffs, tomorrow

Practice Leader YS Chung and Chief Analyst Deborah Yang dive into the current state of the large display market, covering near-term supply tensions and long-term technology shifts.

PC market challenges to opportunities

With Windows 10 support ending in October 2025, PC Research Director Ishan Dutt and Research Manager Kieren Jessop outline how vendors and partners can simplify the experience and clearly demonstrate ROI.

Video games growth drivers

2025 is a pivotal year for gaming, and Omdia’s Games Research Director Dom Tait and Senior Principal Analyst George Jijiashvili explain why.

Cybersecurity opportunities

Chief Analyst Matthew Ball and Principal Analyst Hollie Hennessy break down the key shifts defining the future of cybersecurity.

Are telcos the new critical comms lifeline?

Senior Principal Analyst Ildefonso de la Cruz and Principal Analyst Pablo Tomasi explore how telcos can evolve from bandwidth providers into mission-critical partners through technologies like 5G, edge computing, and network slicing.

Driving the software-defined vehicle market

Senior Research Director Edward Wilford and Senior Principal Analyst Maite Bezerra unpack how software is redefining the century-old automotive industry.