Core Insights - Omdia's latest research indicates that the total shipment of desktops, laptops, and workstations will reach 75 million units in Q4 2025, representing a year-on-year growth of 10.1%. This will result in an annual PC shipment of 279.5 million units in 2025, a 9.2% increase from 2024 [1][2]. Shipment Performance - In Q4 2025, laptop shipments (including mobile workstations) will total 58.6 million units, with an annual total of 220.4 million units, achieving an 8% year-on-year growth for 2025 [2]. - Desktop shipments (including desktop workstations) will reach 16.2 million units in Q4, with an annual total of 59 million units, reflecting a 14.4% year-on-year increase [2]. Market Dynamics - Despite the positive outlook for the PC market in 2025, there will be tightening supply of memory and storage starting mid-year, leading to upward price pressures. By December 2025, PC manufacturers are expected to release price increase forecasts due to supply shortages impacting 2026 shipment expectations [4]. - The cost of mainstream PC memory and storage has risen by 40% to 70% from Q1 to Q4 2025, which will ultimately affect customer pricing. The industry is shifting towards higher-end products while streamlining mid to low-end configurations to protect profit margins [4]. Vendor Performance - Lenovo continues to lead the PC market, with Q4 2025 shipments reaching 7.1 million units, a year-on-year increase of 14.4%, and an annual total of 71 million units, up 14.6% [8]. - HP ranks second, with Q4 shipments of 1.54 million units, showing growth both quarter-on-quarter and year-on-year. Dell achieved a strong Q4 performance with a 26% year-on-year growth, totaling 4.2 million units for the year, a 7% increase from 2024 [8]. - Apple remains in fourth place and is the fastest-growing vendor for the year, with annual shipments of 28 million units, reflecting a 16.4% year-on-year growth. Asus ranks fifth, maintaining its position in both quarterly and annual rankings, with Q4 shipments of 530,000 units and an annual total of 20 million units, benefiting from a 7% growth in the holiday quarter [8]. Market Share Analysis - In Q4 2025, Lenovo holds a market share of 25.8%, HP at 20.6%, Dell at 16.7%, Apple at 9.4%, and Asus at 7.1%. The total shipment for the quarter is 74.8 million units, a 10.1% increase from Q4 2024 [9]. - For the entire year of 2025, Lenovo's market share is 25.4%, HP at 20.6%, Dell at 15.0%, Apple at 9.9%, and Asus at 7.2%, with total shipments reaching 279.5 million units, a 9.2% increase from 2024 [10].

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 - Omdia, part of Informa TechTarget, has received multiple prestigious awards for its contributions to research and client engagement across various sectors [1][5]. Group 1: Awards and Recognitions - Omdia was named IIAR Analyst Firm of the Year - 2025, ending IDC's five-year winning streak, highlighting its ability to deliver actionable insights and foster partnerships [2]. - Alex Viscusi was awarded IIAR Analyst Client Partner of the Year Americas - 2025 for her dedication to building strong relationships with analysts and clients [2]. - Karthik Jayakumar received the IIAR Analyst Client Partner of the Year APAC - 2025 award, recognizing his commitment to client collaboration in the Asia Pacific region [2]. - Maria Rua Aguete was honored with the Category Hero – Leadership award at the BASE Awards 2025 for her expertise and leadership in the media and entertainment sector [3]. - Omdia was recognized as the Best Analyst Firm at the Cybersecurity Marketing Society's 2025 Marquee Awards for its contributions to the cybersecurity industry [4]. Group 2: Company Philosophy and Commitment - The company emphasizes that true leadership begins with listening and understanding, which sharpens insights and empowers partners [5]. - Omdia's awards reflect its commitment to impactful research, innovation, and setting new standards of excellence across industries [5]. - The intelligence and advisory services provided by Omdia are backed by decades of expertise and comprehensive market coverage across various technology markets [5].

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]

Core Insights - The US PC market experienced a 1% year-on-year decline in shipments in Q3 2025, totaling 17.7 million units, marking the second consecutive quarter of decline [1] - The consumer segment showed resilience with an 8% growth in Q3, reaching 7.6 million units, while the education and government segments faced a significant 23% drop [1][2] - Despite the overall decline, the outlook for the holiday season remains positive, with a projected 4% growth in total shipments for 2025 [1] Segment Analysis - **Consumer Segment**: - Grew by 8% year-on-year in Q3 2025, marking the strongest performance of the year [4] - Forecasted to decline in Q4 2025 due to deteriorating consumer sentiment driven by inflation and rising interest rates [4] - **Commercial Segment**: - Remained stable with a decline of just under 1% in Q3 [1] - Expected to return to growth in Q4, supported by the transition from Windows 10 to Windows 11 [3] - **Education and Government Segments**: - Experienced a 23% decline in Q3, attributed to reduced government funding and layoffs [2] - Both segments have shown a pattern of continual decline after a strong start in Q1 2025 [2] Shipment Forecasts - Total US PC shipments are projected to reach 71.662 million units in 2025, with an annual growth rate of 3.5% [5] - Breakdown of shipments by segment for 2025: - Consumer: 26.809 million units, 1.9% growth - Commercial: 31.545 million units, 7.1% growth - Government: 3.946 million units, 2.9% growth - Education: 9.362 million units, -2.4% decline [5] Vendor Performance - In Q3 2025, HP led the market with 4.326 million units shipped, holding a 24.4% market share, followed by Dell and Lenovo [7] - Apple showed significant growth with a 12.4% increase in shipments year-on-year [7] - Overall, total shipments in Q3 2025 decreased by 1% compared to Q3 2024 [7]

Core Insights - The cellular IoT market is projected to grow significantly, with connections expected to reach 5.9 billion by 2035, driven by the adoption of 5G technologies [1][4] Group 1: 5G RedCap Technology - 5G RedCap is identified as a transformative development in the cellular IoT landscape, with adoption expected to gain momentum starting in 2025 [2][3] - The technology serves as an optimal mid-tier connectivity solution for 5G devices that do not require advanced specifications like uRLLC or eMBB, providing futureproofing as 4G networks phase out beyond 2030 [2][3] Group 2: Automotive Segment Growth - The automotive segment is anticipated to grow from 500 million connections to approximately 1.2 billion by 2035, increasing its market share from 13% to 21% [4][5] - This growth is primarily driven by rising consumer demand for intelligent vehicles equipped with 5G connectivity, particularly in Asia & Oceania [4][5] Group 3: Market Trends and Analysis - Omdia's Cellular IoT Market Tracker 2021-2035 provides comprehensive analysis on trends in the cellular IoT market, including regional insights, air interface applications, module shipments, revenues, and connectivity revenues [6]

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]

Group 1 - The law firm Kirby McInerney LLP is investigating TechTarget, Inc. for possible violations of federal securities laws or unlawful business practices by the company or its senior management [1] - On December 6, 2024, TechTarget announced that its previous financial statements should no longer be relied upon and would be restated due to identified errors, affecting financial statements related to Informa Tech Digital Businesses of Informa PLC [1] - Following the announcement, TechTarget's share price fell by $2.74, approximately 10.7%, from $25.54 on December 9, 2024, to close at $22.80 on December 10, 2024 [1] Group 2 - Investors who purchased or acquired TechTarget securities are encouraged to contact Kirby McInerney LLP for more information regarding the investigation and their rights [2] - Kirby McInerney LLP is a New York-based law firm specializing in securities, antitrust, whistleblower, and consumer litigation, with a history of recovering billions of dollars for shareholders in securities litigation [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]

Core Insights - Informa TechTarget is sponsoring and participating in CyberMarketingCon, a key event for cybersecurity marketing professionals scheduled for December 7-10, 2025, in Austin, TX [1] - The conference will feature over 50 speakers and keynotes, along with more than 10 workshops and sessions focused on maximizing marketing ROI in the cybersecurity sector [1] Company Participation - Informa TechTarget will contribute to two significant sessions: 1. "Cybersecurity Analyst Insider: Real Intelligence & Marketing Strategies That Win" on December 9, featuring insights from Principal Analysts of Omdia [1] 2. "CyberSales Summit Panel: Adapting Sales Tech Stacks for Cybersecurity Decision-Makers" on December 10, discussing the use of data, AI, and automation in cybersecurity sales [1] Industry Context - The event aims to equip go-to-market (GTM) leaders with strategies to navigate the evolving landscape of cybersecurity marketing [1] - Informa TechTarget emphasizes its role as a trusted partner for global cybersecurity companies, leveraging first-party intent data to enhance marketing effectiveness [1] Company Overview - Informa TechTarget operates over 220 targeted technology-specific digital properties and has a reach of over 50 million permissioned first-party audience members, providing deep insights into the technology market [1] - The company offers expert-led, data-driven services that deliver measurable outcomes for clients in the cybersecurity sector [1]