智通财经APP获悉，Omdia发布最新的《电视设计与规格市场追踪报告：2025年第二季度预测》，预计 CastOS在北美的出货量将从2025年的650万台增长至2029年的1500万台。随着支持该操作系统的电视出 货量快速上升，CastOS有望在2025年之后陆续超过 Roku、Tizen和FireTV等电视操控平台。 CastOS出货量的前所未有增长，直接源于沃尔玛将其自有电视品牌Onn.的操作系统从Roku转向CastOS 的决策，这一转变将在未来一年加速实施。这一战略举措使沃尔玛拥有数量庞大的的自有平台电视，并 持续扩大其保有量，从而可直接面向终端用户投放广告，从而增加其电商收入。 Omdia电视研究首席分析师Matthew Rubin表示："沃尔玛整合电视平台的决定，将为其提供重要资产， 不仅可带来广告收入和销售增长，还能更有效地与亚马逊竞争。亚马逊最近宣布与Roku合作，使广告 商能够通过其组合保有基数开展广告投放活动。Roku将依赖此类合作关系。因为其电视操控系统相当 部分被Onn.取代，出货量势必下降，这一变化可能促使Roku调整其国际增长策略。" Tizen预计将继续位列第二大电视操作系统，但 ...

Core Insights - Walmart's acquisition of Vizio and the launch of its own operating system on the Onn. TV brand will propel CastOS to become the largest TV operating system by shipment volume in North America [2] - CastOS shipments are projected to grow from 6.5 million units in 2025 to 15 million units by 2029, surpassing competitors like Roku, Tizen, and FireTV [2] - The shift from Roku to CastOS for Walmart's Onn. brand will significantly increase its advertising capabilities and e-commerce revenue [2][3] Market Dynamics - Omdia's chief analyst Matthew Rubin noted that Walmart's integration of TV platforms will provide significant assets for revenue growth and enhance competition with Amazon [3] - Amazon's recent partnership with Roku for advertising could lead to a decline in Roku's shipment volumes as Walmart's Onn. brand takes market share [3] Competitive Landscape - Globally, the Android platform is expected to maintain a leading position, with its market share slightly decreasing from 42% in 2025 to 39% in 2029 [5] - Tizen is projected to remain the second-largest TV operating system, with a slight decline in market share from 17% in 2025 to 16% in 2029 [5] - The fastest-growing TV operating systems besides CastOS are expected to be Vidaa, increasing from 6% in 2025 to nearly 8% in 2029, and Amazon's Fire TV, rising from 4% in 2025 to just over 5% by 2029 [7] Regional Insights - Outside of China, the Android platform, including a significant share of Google TV, is expected to hold a 32% market share in 2025, indicating its dominance in the TV operating platform market [9] - The competitive landscape in Europe remains dynamic, with opportunities for expansion as retailers and platform providers observe North American trends [9]