要点 2026年，可穿戴设备市场正迎来关键拐点：生成式AI正在推动产品从"被动记录"走向"智能陪伴"，数据的 价值被重新定义，行业竞争逻辑随之改变。 本期Omdia趋势洞察，由Connect Life研究总监刘健森（Jason Low） 与 陈秋帆（Cynthia Chen） 解读可穿戴设 备市场的新阶段，剖析生成式 AI、软件与服务如何重塑产品定位与用户体验。 2026年，可穿戴设备市场进入以长期价值创造为核心的新周期。厂商不再仅比拼硬件参数，而是聚焦如何将多 设备数据转化为有意义、可持续的用户洞察。 市场正在发生转变： 智能戒指、AI眼镜等新形态加速发展，多设备生态成为关键，通过跨设备协同提供更具场景感知能力的体 验。 在此背景下，软件与服务正成为最重要的差异化因素。生成式 AI 支持下的"解读能力"，正在推动主动健康管 理、个性化运动建议，以及基于订阅模式的新型体验不断涌现。 本期视频将解析市场变化、技术趋势及商业模式演进，帮助理解 2026 年可穿戴设备竞争的新方向。 重点内容： 文章版权和解释权归微信平台Omdia所有 Omdia隶属于Informa TechTarget, Inc.（纳斯达克代码： ...

Omdia最新研究，截至2025年12月，YouTube平台视频总量已达290亿条。这一增长主要由 YouTube Shorts 短视频 、AI生成内容以及印度等市场的持续扩张所推动。 Omdia高级分析师Daoud Jackson表示："YouTube 仍是全球最受欢迎的视频服务，并有望在2026年初突破300亿 条视频。Omdia的研究显示，观看量最低的99%视频仅贡献了9%的总观看时长。尽管如此，YouTube目前托管 的视频内容总时长相当于28万年，其中大多数很少被观看——这正是该平台战略中一个耐人寻味的特征。" Jackson进一步指出："这些内容同时也构成了谷歌对Gemini视频训练数据的重要基础。尽管用户生成内容 （UGC）往往被视为平台成功的核心，但我们的研究表明，现实更加多元。到2026年，YouTube已发展为一个 高度多样化的平台，专业内容、音乐、新闻和播客共同塑造了整体观看结构与使用行为。" 要点 文章版权和解释权归微信平台Omdia所有 音乐与专业内容占据主导地位：音乐视频占YouTube总观看时间的33%，而专业制作内容占比高达46%。 播客快速增长：视频播客已占总观看量的5%，该 ...

Core Insights - Omdia's latest analysis indicates that AI, cybersecurity, robotics, and sustainability are accelerating their integration, reshaping the Pro AV market ahead of the Integrated Systems Europe (ISE) 2026 event in Barcelona, scheduled for February 3-6, 2026 [1] Group 1: AI-Driven AV Technology - AI is redefining the Pro AV industry, extending its impact beyond software to dedicated hardware innovations optimized for AI. Manufacturers are expected to showcase AI-driven AV technologies that upgrade professional displays from mere content playback devices to intelligent interactive terminals [2] - These displays will integrate multimodal perception capabilities, including visual, voice, and environmental awareness, combined with edge AI reasoning for real-time, personalized content presentation and adaptive content management [2] - A key challenge for the industry is scaling these solutions and promoting them across various verticals, which relies on ecosystem collaboration, supply chain maturity, and the continuous improvement of industry standards [2] Group 2: Unified Communication and Collaboration Ecosystem - Major collaboration platforms like Microsoft Teams, Zoom, and Google are expected to showcase integrated solutions aimed at simplifying Pro AV deployment and providing a consistent collaboration experience across various meeting spaces [2] - As enterprises continue to upgrade meeting rooms and office spaces, platforms such as Microsoft Teams, Zoom, and Google Meet are becoming standard for collaboration, leveraging their deep integration advantages within their ecosystems [2] - There is an increasing investment in officially certified collaboration display devices and video conferencing terminals optimized for Teams, Zoom, and Google Meet, although the lack of native interoperability between these platforms remains a significant challenge for enterprises seeking flexibility and a unified experience [3] Group 3: Emerging Display Technologies - Innovations in electronic paper technology are being pursued, with advantages such as glare-free and flicker-free displays, energy efficiency, and eye protection. However, current size limitations (primarily below 31.5 inches) restrict its application mainly to indoor or semi-outdoor environments [6] - Micro-LED technology is driving the transition of display products from "traditional screens" to "spatial interactive interfaces." While pixel pitch is not expected to shrink below 0.3mm in the short term, cost reductions and yield improvements are anticipated by 2026 [6] - The ISE 2026 event may also showcase higher brightness fixed-size outdoor displays, 21:9 all-in-one display products, larger OLED displays with professional AV characteristics, and other cutting-edge display technology products [6]

在完成分拆后，索尼仍允许新成立的索尼金融集团继续使用"Sony"品牌，在保持品牌协同与业务合作关系的同 时，索尼集团保留了约20%的股权，以持续分享该业务带来的收益与长期价值。 类似地，在索尼集团内部，隶属于娱乐、技术与服务（ETS）业务板块的家庭娱乐与音响（Home Entertainment & Sound）业务，近年来持续承受经营亏损压力，已迫切需要进行结构性调整。这一重组对于提 升业务盈利能力、优化资源配置，并在集团层面实现资本效率最大化，具有关键意义。 这些挑战主要源于中国厂商的激烈价格竞争以及三星和LG在高端市场的主导地位。这些因素使得索尼电视业 务的可持续性日益受到考验。与此同时，产量下降使得索尼面临进一步挑战，导致工厂运营成本高企、库存管 理压力增加，使业务未来发展面临不确定性。 然而，仅仅将电视业务分拆出售并非可行方案。出售业务或转向授权模式可能会影响产品和质量控制，从而损 害索尼整体品牌形象。 为应对这些挑战，索尼选择与TCL成立合资企业。这一战略既允许索尼保留对Sony和Bravia品牌的控制权，聚 焦研发能力，确保产品质量，同时又能将亏损的电视业务的财务压力转移出去，并通过在合资企业中 ...

Core Insights - The global tablet market is expected to recover in 2025, with a year-on-year shipment growth of 9.8%, reaching 162 million units [2] - The strongest performance is anticipated in the fourth quarter of 2025, with shipments reaching 44 million units, also reflecting a 9.8% year-on-year increase [2] - The Central and Eastern Europe region is projected to be the fastest-growing market in 2025, followed by the Asia-Pacific region [2] Market Performance - In Q4 2025, the global tablet market is expected to grow by 10% year-on-year [7] - Apple is projected to lead the market with shipments of 19.6 million iPads, a 16.5% increase driven by strong demand for the iPad Air and M5 chip-equipped iPad Pro series [7] - Samsung, despite being second, is expected to see a 9.2% decline in shipments to 6.4 million units due to overall market slowdown [7] - Lenovo is anticipated to have the fastest growth among major manufacturers, with shipments of 3.9 million units, a 36% increase [7] - Huawei and Xiaomi are also expected to show growth, with shipments of 3 million and 2.8 million units, reflecting increases of 14.8% and 10.1% respectively [7] Manufacturer Strategies - Manufacturers are advised to balance competitiveness and profitability, as potential disruptions in the memory market could affect supply availability and increase prices [4] - Growth opportunities are expected to be limited, focusing on high-end and flagship model refresh cycles in developed markets, as well as education demand supported by public sectors in emerging markets [4] - Product positioning and marketing strategies are anticipated to evolve, with manufacturers aiming to position tablets as central devices in ecosystems, incorporating cross-operating system functionalities and AI-driven experiences [4]

Group 1 - The core viewpoint of the article highlights that the rising costs of memory and flash storage are accelerating changes in product strategies and competitive dynamics within the consumer electronics industry. This price volatility is reshaping the cost structure of devices and influencing the product planning and market positioning of OEMs and component suppliers. The memory and flash market has entered a new development phase, with changes expected to have a profound impact on the entire consumer technology ecosystem by 2026 [3][4]. Group 2 - Omdia will host a special session titled "Memory Disruption 2026: Impacts on Consumer Technology and Response Strategies," featuring senior analysts from various sectors including PC, gaming handhelds, smartphones, televisions, and semiconductors. The session will provide in-depth analysis of memory price trends, supplier strategies, and market chain impacts based on industry data [4][11]. - The seminar will take place on February 10, 2026, at 8:00 AM [5].

要点 预计到2029年，零售商将掌控47%的北美电视操作系统（OS）市场份额，高于2025年的27%，根据Omdia 最新的《电视设计与功能洞察》显示。这一快速变化凸显了零售商正优先发展由电商推动的零售媒体广 告，而非传统的电视出货量领导地位。 这一趋势也是2026年拉斯维加斯CES上的核心主题之一，同时受到关注的还有由对话式AI驱动的功能。 从全球来看，Omdia预测电视OS市场正发展为三大不同板块。在中国，没有谷歌服务的本地化安卓生态依然占 据主导，保持 96% 稳定的市场份额，Omdia预计，这一水平将持续。在全球其他地区（不包括北美和中 国），谷歌TV目前以40%的市场份额占据领先地位，但未来市场份额将逐步被三大竞争者瓜分：Vidaa、Titan 和TiVo。 Omdia预测，到2027年北美市场将出现转折点，届时搭载沃尔玛CastOS设备的出货量将达到1,400万台。这一 增长受益于沃尔玛收购Vizio及其CastOS平台的扩展。在收购Vizio之后，沃尔玛迅速将Vizio出货量从2024年的 480万台提升至2025年预计的660万台，增幅为37.5%。同时，亚马逊将FireTV出货量从2024年 ...

要点 Omdia最新研究显示，2025年全球智能手机出货量增长 2%，达到12.5亿部，为2021年以来的最高水平。除 大中华区外，各地区出货量均同比增长，中国大陆则因2025年国家补贴政策的激励效应不及预期而略有下 降。升级和换机的强劲需求支撑使市场保持增长，尽管商业环境充满不确定性，多家厂商仍然打破了纪 录。 受季节性利好因素和厂商强劲表现推动，2025年第四季度，全球智能手机出货量同比增长4%。尽管如此，年 末关键组件及存储器成本上涨已开始抑制2026年的出货量预期。 2025年，苹果创下年度出货量新高，iPhone 出货量同比增长7% 至2.406亿部，使其连续第三年保持全球最大智 能手机厂商的地位。第四季度 iPhone 出货量创历史单季度最高，推动全年表现，其中中国大陆市场同比增长 26%，主要是受 iPhone 17 系列需求强劲推动。三星在经历连续三年的年度下滑后于 2025 年实现显著反弹，同 比增长 7%，出货略低于苹果。得益于旗舰机型需求韧性及大众市场销量回升，三星全年以出色的第四季度收 官，出货量同比增长 16%。三星保持 Galaxy S 和 Z 系列健康出货，同时在入门及主流机型细 ...

Group 1 - Latin America is becoming one of the fastest-growing media markets globally, with projected revenue reaching $65 billion by 2026, reflecting a year-on-year growth of 10.7%, significantly outpacing the U.S. growth rate of 6.9% to $453 billion [2] - The growth in Latin America is driven by the rapid penetration of online video, the expansion of ad-driven models, and the rise of innovative content formats such as micro-dramas [2] - Brazil and Mexico are leading the expansion in the Latin American media market, with Brazil being the third-largest FAST (Free Ad-supported Streaming TV) market globally, generating $152 million in revenue [2] Group 2 - Micro-dramas are rapidly transforming the media landscape in Latin America, with global revenue expected to reach $14 billion by 2026, of which approximately $3 billion will come from markets outside China [3] - Micro-dramas are characterized by low production costs and high user engagement, becoming a core driver of mobile video participation [3] - The ViX platform by TelevisaUnivision demonstrates how micro-dramas can be integrated into AVOD (Ad-supported Video on Demand) and free ad-supported ecosystems, enhancing user engagement and total viewing time [3] Group 3 - Advertising has become the primary driver of media growth in Latin America, with $42 billion of global online video market growth by 2025 coming from ad-driven models, highlighting the shift from traditional TV and subscription monetization strategies to ad-dominated models [5] - This development underscores the increasing importance of advertising within the media ecosystem in the region [5] Group 4 - By 2026, global media and entertainment revenue is expected to approach $1.2 trillion, putting pressure on streaming services like Netflix, Amazon Prime Video, and Disney+ to close the interaction gap with social platforms like YouTube and TikTok, which have daily user engagement exceeding one hour [6] - The rise of native mobile content formats such as micro-dramas presents strategic opportunities to capture rapidly growing audiences without cannibalizing the audience for long-form quality content [6] - The mobile-centric consumption model, robust advertising market, and innovative storytelling formats in Latin America position it as a natural testing ground for the next phase of global media growth, with online video revenue projected to reach $34 billion by 2026 [6]

Core Insights - The Indian smartphone market is expected to see a year-on-year decline of 7% in Q4 2025, with shipments dropping to 34.5 million units, influenced by high channel inventory, currency depreciation, and rising storage costs affecting purchasing power in the mid-to-low-end market [2][11] - Vivo maintained its leading position in Q4 2025 with shipments of 7.9 million units, capturing a market share of 23%, followed by Samsung with 4.9 million units (14% share) and OPPO with 4.6 million units (13% share) [2][11] - The overall smartphone shipments for India in 2025 are projected to be 154.2 million units, reflecting a mild decline of 1% year-on-year, indicating a trend towards a more mature market [2][12] Market Dynamics - Brands are adjusting their Minimum Official Prices (MOP) to cope with rising component costs, particularly in price-sensitive models, leading to a cautious approach from retailers and a slowdown in shipments from November [5][8] - Vivo and OPPO are the only brands to achieve double-digit year-on-year growth, showcasing their strong retail execution and ability to attract consumer demand [5][8] - Samsung's shipments have slowed despite maintaining a value-driven strategy through selective upgrades and cashback offers, while Xiaomi's volume has declined, relying heavily on entry-level models [8][10] Future Outlook - The Indian smartphone market is expected to experience a slight decline in 2026, driven by high prices and limited upgrade opportunities, with a shift towards value-driven growth strategies among Chinese brands focusing on the ₹25,000–₹60,000 price segment [10] - Brands will increasingly rely on channel leverage, including service bundling, financing options, and trade-in programs, as hardware differentiation becomes limited due to rising storage costs [10] - Retail execution capabilities, including promotional strength and localized sales strategies, will be crucial for maintaining market stability amid cautious consumer demand [10]