要点 2025年第四季度，全球智能手机市场同比增长4%，这一增长得益于季节性需求回升和库存管理改善，尽管 部分厂商开始受到零部件成本上升的影响。增长主要集中在头部厂商，包括苹果和三星，在关键地区表现 突出。 2025年第四季度， 苹果 以25%的市场份额领跑全球智能手机市场，得益于iPhone 17系列需求强劲，季度出货 量创下历史新高，同时连续三年成为全球最大的智能手机厂商，小幅领先三星。 三星 位居第二，市场份额为 18%，主要受300美元以下机型的强劲销量推动，尤其是Galaxy A17 4G和5G系列。 小米 继续稳居第四季度及 全年第三名，尽管在第四季度部分核心市场出货受阻，其份额下降至11%。 vivo 以8%的市场份额再创佳绩， 主要得益于其在印度市场的领先地位。 OPPO 在第四季度恢复增长，重新进入全球前五，为2026年1月整合 realme业务前的积极回暖奠定基础。 以下为读者精选出2025年Q4重点区域及市场的厂商排名： 全球重点区域： Top smartphone vendors worldwide | February 2026 Europe: top smartphone vend ...

消费者需求变化与利润压力下的定价策略 APAC在主权AI与蜂窝连接人形机器人领域的角色 OEM如何转型为广告技术与内容平台 互操作性与边缘智能如何助力生态系统发展 Omdia . Omdia隶属于Informa TechTarget，是一家专注于技术研究与咨询的机构。通过深刻的科技市场洞察力和 可操作的建议，Omdia帮助组织做出明智的增长决策。 要点 MWC 2026即将开幕，你准备好引领行业趋势了吗？从AI驱动的创新到互联生态系统，本次大会将展示重 新定义我们工作、生活和连接方式的最新发展。 为此，Omdia分析师将举办线上研讨会，深度解析今年消费科技行业的挑战、创新和战略机遇。 日期： 2026 年 2 月 25 日 时间： 下午 5 点（北京时间） 研讨会亮点： 以下文章来源于Omdia ，作者Omdia 此次研讨会将超越单纯的产品发布，聚焦 韧性、创新与新营收模式 。与会嘉宾包括 他们将分享如何应对元件短缺、消费者需求变化以及日益严格的监管环境。 立即报名 ，与Omdia分析师一起洞察MWC 2026的最新趋势，把握行业先机！ 文章版权和解释权归微信平台Omdia所有 Omdia隶属于Informa ...

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]

Group 1: Sony's Strategic Decisions - Sony Group made a strategic decision to partially spin off its financial business for an IPO in October 2025, aiming to enhance capital efficiency and focus on content-driven core businesses [1] - The spin-off allows the new Sony Financial Group to continue using the "Sony" brand while Sony retains approximately 20% equity to share in the business's profits and long-term value [1] - The Home Entertainment & Sound business, part of the Entertainment, Technology & Services (ETS) segment, has faced operational losses and requires structural adjustments to improve profitability and optimize resource allocation [1] Group 2: Challenges in Sony's TV Business - Sony's TV business sustainability is increasingly challenged by fierce price competition from Chinese manufacturers and the dominance of Samsung and LG in the high-end market [2] - Declining production volumes have led to increased operational costs and inventory management pressures, creating uncertainty for future business development [2] - Selling the TV business or shifting to a licensing model is not feasible as it could harm Sony's overall brand image [2] Group 3: Joint Venture with TCL - Sony chose to establish a joint venture with TCL to retain control over the Sony and Bravia brands while alleviating financial pressure from the loss-making TV business [2] - Sony will hold a 49% stake in the joint venture, allowing it to benefit from the partnership while focusing on R&D and product quality [2] Group 4: TCL's Position and Strategy - TCL has rapidly developed its TV business, solidifying its position as the world's second-largest TV manufacturer, benefiting from a vertically integrated business structure [3] - The company faces challenges as it diversifies into platform advertising and e-commerce, with traditional retailers entering the TV hardware market [3] - TCL's core value lies in its dual pillars: TCL Technology and TCL Industry, establishing it as a global high-tech leader in the display and consumer electronics market [3] Group 5: Technological Advancements and Collaboration - TCL needs to expand its high-end panel supply to advance its high-tech strategy, with recent investments in IT OLED technology potentially benefiting from collaboration with Sony [4] - The joint venture can leverage TCL's manufacturing capabilities to improve Sony's product cost structure while maintaining strict quality standards [4] - This collaboration aims to enhance TCL's technological capabilities and align with Sony's high-end brand standards for greater growth potential [4] Group 6: Market Dynamics and Future Projections - Sony's annual TV shipment has declined from a peak of 21.6 million units in 2010, projected to fall below 4 million units by 2025, while TCL's shipments are expected to exceed 30 million units [7] - Even combined, Sony and TCL's shipments will not surpass Samsung's leading global shipment volume by 2025 [7] - Sony's advanced XR backlight technology and expertise in OLED development may provide a competitive edge in the OLED TV market in the medium to long term [7]

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]

Omdia: Global Tablet Shipments Grew 10% in 2025 as Market Nears SlowdownFeb 4, 2026 5:19 AM Eastern Standard Time# Omdia: Global Tablet Shipments Grew 10% in 2025 as Market Nears SlowdownShare---Worldwide tablet shipments and growth (2016 – 2025)LONDON--([BUSINESS WIRE])--The global tablet market continued its recovery in 2025, with shipments rising 9.8% year on year to 162 million units according to the latest research from Omdia. Momentum was strongest in the holiday quarter, with Q4 2025 shipments reachi ...

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 ...