Core Insights - The article highlights the upcoming Omdia webinar focused on key technology and industry trends to watch for in 2026, particularly in consumer electronics [2][4] - The webinar will cover disruptive new products and devices, breakthroughs in AI technology, and transformative changes in mobility and consumer ecosystems that will influence market trends throughout 2026 [4] Group 1 - The webinar is scheduled for January 20, 2026, at 3 PM, and registration is available for those who cannot attend live [2] - Omdia is a leading global technology research and consulting firm, providing insights into market trends and opportunities for clients [5]

要点 国际消费电⼦展 (CES) 是全球消费技术⾏业的盛会。 50 年来，它⼀直是创新者和突破性技术的摇篮，是将 下⼀代创新推向市场的窗⼝。 CES 每年吸引全球各地的商业领袖和⾼科技公司前来交流， Omdia 每年都 应邀前往，如果您需要在 CES 上与我们的分析师取得联系，请提前预约。 今年， Omdia 分析师将与有影响⼒的⾏业利益相关者⼀起讨论此界限及其对汽⻋创新未来的影响。 活动详情 ： 主题： "未来的汽⻋只是另⼀种消费设备吗？" 日期 ： 2026年 1 月 6 日，星期二 时间 ： 当地时间 下午 2:00 地点： 美国，拉斯维加斯会议中心 (LVCC)西馆2层W232室 汽⻋制造商越来越依赖消费类零部件，并采⽤消费类设计周期。汽⻋和数字世界的其他部分之间能划清界限 吗？ 嘉宾阵容： Edward WIlford ：Omdia 汽⻋⾼级研究总监 Jason Low ：Omdia智联⽣活研究总监 Maite Bezerra ：Omdia数字移动⾼级⾸席分析师 Mark Granger ： ⾼通技术股份有限公司 Snapdragon 数字驾驶舱副总裁 Stefano Marzani ：亚马逊云科技 ...

Edward Wilford, 高级研究总监 2026年1月6-9日在拉斯维加斯举行的 CES 2026将是突破性技术和变革性创新，以及揭示未来消费者体验的 中心舞台。 Omdia在汽车、智联生活、显示、物联网、媒体和娱乐、PC、电视和 ProAV 领域的领先分析师将出席展会 为了帮助您减少冗余信息，我们的分析师提前分享了您需要注意的关键趋势，这些都可能重新定义您的业务 CES 2026 亮点预览 CES 2026,将于1月6 - 9日在拉斯维加斯举行,届时将呈现新一轮突破性技术 与变革性创新成果。 为了帮助大家提前了解 CES 展会, Omdia顶尖分析师梳理了本次展会最值得关注的主题与技术动态, 助你抓住核 心趋势,洞察重要发布,把握未来一年的发展方向。 在经历了数年于CES上从大规模2 品向小型边缘产品,2026 年,AI将直正找到其完位 在汽车领域,AI不再局限于元或达 大地、加盟要助世 送年一世名歌 与现实约束,在最具效率的位置灵 元 高 中 中 CES 2026将展示前沿的卫星与蜂窝 融合通信技术,在线观局可靠连接 的同时,通过消除对中国软件的依 赖来满足网络安全合规要求。 与此同时，具备云 "S ...

Core Insights - The global annual television shipment is projected to exceed 210 million units by 2026, primarily driven by the promotional activities surrounding the FIFA World Cup. However, this growth will be partially offset by declining demand in the Chinese market and rising television storage prices, leading to an estimated year-on-year growth of only about 1% [2] - The shipment volume is expected to increase from 208 million units in 2025 to 210 million units in 2026, with a forecast of nearly 212 million units by 2029 [2] Regional Growth Trends - Europe is expected to be the fastest-growing market in 2026, with Western Europe projected to see a shipment increase of 3.2% and Eastern Europe by 3.1%. The North American market, as the host of the event, is also anticipated to achieve steady growth with an increase of approximately 2.2% [3] Comparison with China Market - In stark contrast to the positive growth expectations in Europe and North America, China's television shipment is forecasted to decline by 4.7% in 2026. This decline is attributed to the end of national subsidies, which led to a 12% year-on-year decrease in Q3 2025, following a previous artificial boost in market demand [5] - The weakness in Chinese television demand is expected to have profound implications for the global market, prompting Chinese brands to actively explore international markets for growth opportunities, potentially intensifying competition during periods of high marketing activity and demand [5] Emerging Opportunities in India and Asia-Pacific - Long-term, India is expected to become a key market for Chinese brands, driving competition and enhancing consumer choices. This focus on a large, rapidly expanding market will support growth in the Asia-Pacific region, with a projected year-on-year shipment increase of 2.6% in 2026. The region is anticipated to have a compound annual growth rate (CAGR) of 2.2% from 2025 to 2029, making it the fastest-growing area globally [5] - The Mini LED backlight technology is expected to continue being the best-performing segment, with a projected year-on-year growth of 16.9% in 2026 and a CAGR of 9.2% from 2025 to 2029. RGB Mini LED is gradually being applied in the high-end price segment, but prices are expected to decline during the forecast period, leading to rapid market penetration [5]

Core Insights - YouTube TV is projected to reshape the U.S. television landscape, with forecasts indicating it will surpass Charter and Comcast in paid TV subscribers by 2027, marking the first instance of a virtual pay-TV provider taking the market lead [2] - YouTube TV has evolved into a comprehensive pay-TV package, integrating linear channels, premium networks, and iconic sports events, positioning itself as a new face of U.S. pay-TV [2] - YouTube's global reach, with nearly 3 billion users, provides it with a unique strategic advantage in the media ecosystem, far surpassing competitors like Netflix [3] U.S. Streaming Market Overview - The U.S. streaming market is highly fragmented, with even the largest single service, Netflix, accounting for only 15.7% of total SVOD subscriptions [4] - The market is transitioning towards hybrid services that combine linear TV, premium channels, live sports, user-generated content (UGC), and on-demand content, with YouTube TV expected to lead in the U.S. pay-TV market [5] Subscriber Data - Current subscriber counts include: Charter with 11.4 million, Comcast with 10.6 million, and YouTube TV with 9.3 million, projected to grow to 10.4 million [6] - Other streaming services' subscriber counts include: Netflix with 88.7 million, Amazon Prime Video with 64.7 million, Disney+ with 55.8 million, Paramount+ with 49.4 million, and HBO Max with 29.7 million [7] Industry Trends - There is increasing pressure for consolidation in the industry, with significant interest in Warner assets, reflecting the ongoing demand for scale, quality IP, and global distribution [8]

Core Insights - Omdia's latest research indicates that global True Wireless Stereo (TWS) headphone shipments will reach 92.6 million units in Q3 2025, reflecting a slight year-on-year increase of 0.33% [1][9] - Open Wireless Stereo (OWS) headphone shipments surpassed 10 million units, showing a significant year-on-year growth of 69%, compensating for a 4% decline in traditional TWS shipments [2][9] - The market is evolving along two distinct paths: one focusing on high-end differentiation with advanced Active Noise Cancellation (ANC) and AI features, and the other offering cost-effective innovative products in emerging markets [4][8] TWS Market Dynamics - Apple maintains its leading position in the TWS market, capturing approximately 50% of the market value, despite a 4% decline in shipments [4][9] - Xiaomi ranks second, achieving triple-digit growth in Latin America and other emerging markets by accelerating the launch of products priced below $50 [4][9] - The average selling price (ASP) of OWS products is being pushed above $100 to avoid price-driven competition, with higher-priced OWS shipments growing faster than lower-priced ones [7] OWS Market Potential - OWS shipments are projected to reach 40 million units by 2026, accounting for 10% of the overall TWS market, highlighting the strategic importance of OWS in reshaping the audio market [8] - The long-term retention of OWS users will depend on the continuous provision of functional value beyond initial use, as the open design has inherent sound quality limitations [7][8] - Key manufacturers are exploring integration with specific use cases, such as sports or office environments, to enhance functionality and maintain growth momentum [7][8]

Core Insights - The Indian PC market (excluding tablets) is projected to reach a record shipment of 4.9 million units in Q3 2025, marking a 13% year-on-year growth, driven by pre-festival stockpiling and stable commercial client deliveries [1] - The laptop segment is expected to account for 4 million units shipped, reflecting a 12% increase, while desktop shipments are anticipated to rise by 18% to 920,000 units [1] - In contrast, the tablet market is expected to decline by 19% year-on-year to 1.6 million units due to delays in government-led educational project tenders [1] Market Performance - The consumer market in India is projected to grow by 20% year-on-year, primarily driven by early stockpiling by manufacturers ahead of the festive season [3] - E-commerce platforms have seen strong initial sales momentum, followed by a rapid increase in offline retail demand, supported by consistent discount and cashback schemes [3] - High-end laptop shipments are expected to increase by 27% due to the availability of higher-spec models and attractive cashback policies [3] Commercial Market Dynamics - The commercial market is expected to grow by 7% year-on-year, driven by steady enterprise client upgrade plans and ongoing project deliveries [3] - Large enterprises are adhering to established replacement cycles, ensuring stable commercial demand, while small and medium enterprises remain cautious due to rising component costs [3] Tablet Market Trends - The tablet market is experiencing a significant decline, primarily due to delays in large-scale educational project deployments and continued low spending from private educational institutions [4] - However, the consumer tablet market has seen a 14% growth, driven by increased demand for affordable LTE models and stable adoption in entertainment and learning scenarios [4] Future Outlook - The Indian PC market is expected to continue its steady growth into 2026, with an overall growth rate of 2%, supported by ongoing device refresh cycles and the accelerated adoption of AI PCs in mainstream markets [1][6] - The commercial tablet market is anticipated to rebound in 2026 as previously delayed educational procurement projects are executed [7] - The growth of AI-enabled devices is expected to be one of the fastest-growing segments, with a broader range of price points and enhanced software experiences driving mainstream adoption [6] Shipment Forecasts - The total PC market in India is projected to grow from 14.1 million units in 2024 to 15.9 million units in 2025, reflecting a 12.8% growth rate [8] - The tablet market is expected to decline from 6 million units in 2024 to 4.9 million units in 2025, with a significant drop in government and educational sector shipments [8]

Omdia最新研究显示，2025年第三季度，美国PC出货量（不含平板）同比下降1%，至1770万台，这是连续 第二个季度下滑。尽管宏观经济压力明显，但消费端出货量在本季度仍增长8%，达到760万台。商用市场 出货量基本保持稳定，同比下降不到1%，而教育领域和政府部门出货量则出现较大下滑，同比下降23%。 尽管连续两个季度整体下滑，Omdia对假日季的市场前景依然保持乐观，2025年，美国PC市场出货量仍将 增长4%。 Omdia分析师Greg Davis表示： "教育领域和政府部门在经历了年初的强劲开局后，已进入持续下降的趋势。原 因主要有两方面。首先，学校和政府机构的资金投入减少。美国在 2025年在这些领域经历了大幅裁员，因此 技术支出下降也在意料之中。其次，不那么显而易见的因素是年初为缓解关税影响而建立的高库存水平正在逐 步消化。" Omdia最近的一项渠道调研显示，全球各商用渠道合作伙伴普遍预计2025年第四季度库存水平将下 降。 Davis继续表示： "随着这些过剩库存被清理，为新出货腾出空间，预计整体下滑幅度将开始放缓，尤其是在 商用市场。Windows 10向Windows 11的持续过渡也将进 ...

Core Insights - Spain has become the largest free ad-supported streaming television (FAST) market in Europe, with 35% of online adults watching FAST services monthly, surpassing the UK (26%), Germany (25%), and France (17%) [1][2] - The FAST business is entering a new phase of global expansion, with revenues expected to grow from $6 billion in 2025 to $11 billion by 2030 [1] - FAST revenue in Spain is projected to reach $32 million in 2025 and nearly double to $65 million by 2030 [1] Growth Drivers - The growth of FAST is driven by significant investments from major hardware and platform providers such as Roku Channels, Samsung TV Plus, LG Channels, Pluto TV, and Fire TV Channels, alongside rising consumer demand for free and easily accessible streaming content [2] - The adoption rate is accelerating in both developed and emerging markets, with the US, Mexico, Brazil, and Spain being the most active growth regions [2] Market Trends - There is a clear and growing demand for free linear content, with Spain leading this trend in Europe, providing an attractive option for viewers seeking high-quality entertainment without subscriptions [2] - The rise of creators on FAST platforms is notable, with more YouTubers and digital creators launching their content as FAST channels, helping them expand their audience and diversify revenue streams [2]

Core Insights - The Latin American smartphone market is projected to grow by 1% year-on-year in Q3 2025, reaching a shipment volume of 35.2 million units, the highest quarterly shipment level since Q4 2015 [2] - Major manufacturers have shown resilience in shipment volumes due to cautious inventory management and moderate consumer demand despite economic uncertainties [2] Market Performance - Samsung leads the market with 11.6 million units shipped, capturing 33% market share, with its low-end A series models accounting for 68% of its total shipments [2] - Xiaomi follows in second place with 6.3 million units (18% share), while Motorola ranks third but has seen a decline for six consecutive quarters, with a year-on-year drop of 11% [2] - Honor ranks fourth, achieving a new shipment high of 2.9 million units for the third consecutive quarter, driven by growth in the Caribbean, Colombia, and Ecuador, which now account for over 40% of its total shipments [2] Regional Insights - The recovery in the region is attributed to growth in key markets like Brazil and Central America, with Brazil holding a 29% share and a shipment volume of 10.3 million units (5% year-on-year growth) [4] - In contrast, Mexico, the second-largest market, saw a shipment volume of 7.4 million units (21% share), down 11% year-on-year, marking the fourth consecutive quarter of decline [4] - The demand for low-end devices remains strong in Brazil and other markets, while Colombia and Chile show signs of recovery due to improved economic conditions [4] Price Segment Analysis - Despite overall market growth, the segment below $300, which accounts for 71% of total shipments, declined by 2% due to ongoing inventory pressures and stagnant consumer demand [5] - This decline is offset by a robust 20% year-on-year growth in the high-end segment (above $500), leading to an 8% increase in average selling price (ASP) in Q3 2025 [6] - Brands like OPPO, Xiaomi, Honor, vivo, and realme are intensifying their efforts to solidify their positions in this high-margin segment [6] Strategic Insights - The increase in high-end market shipments reflects manufacturers' efforts to maintain market share and enhance brand positioning amid saturation in the low-end market [8] - Companies are focusing on improving ASP, enhancing ecosystem profitability, and strengthening customer loyalty as key strategies for sustained financial health [8] - Omdia forecasts that the Latin American smartphone market will remain stable in 2025, with an estimated annual shipment volume of approximately 137 million units, although pressures for 2026 are emerging due to rising costs of memory and storage [8]