AI is coming to the PC, but Apple and NVIDIA already have a lock on creative and gaming users, leaving the volume enterprise market and the developer space as the main opportunities for the new technology Intel and others have recently announced, says a new Omdia report.  

Since ChatGPT emerged, GenAI development and deployment have been gaining significant momentum in Asia and Oceania. Omdia’s new Generative AI in Asia & Oceania – 2024: Democratisation through localisation report indicates that software revenue for GenAI in this region is estimated to be around $3.4 billion by the end of 2024 but is projected to exceed $18 billion by 2028.

Recent findings from Omdia predict an 8% year-over-year increase in the demand for display polarizers in 2024, which is anticipated to contribute to a 2% rise in annual revenue, amid stiff price competition and significant capital injections from Chinese producers.

Omdia’s latest Competitive Landscape Tool report reveals a downturn in the semiconductor industry, with revenue down 9% from $597.7 billion in 2022 to $544.8 billion in 2023.

According to Omdia's latest market tracker, the global direct view LED market not only grew by 1.3% compared to the previous quarter in 4Q23, but also increased by 20.2% compared to the same period last year.

Since the democratisation of machine learning (ML) in robotics, ML-powered workloads have become highly diverse.

PCs will be the main driver of growth in the AI edge processor market over the next four years, according to new research from Omdia.

New research from Omdia indicates that the market for AI processors designed for Edge computing is expected to nearly double by 2028, with PCs forecasted to be the primary growth driver over the next four years. 

According to the latest findings from Omdia's AI Processors Mergers & Acquisitions Tracker, despite a burgeoning demand for AI chips, the number of deals involving AI chip companies remains modest. 

The cellular Internet of Things (IoT) ecosystem is on the cusp of a significant transformation by 2030, a change propelled by the emergence of 5G technologies, as highlighted in recent Omdia research.

Owing to slower demand early in the year in 2024 along with panel makers’ efforts for LCD panel price protection, Omdia forecasts say display fabs’ overall utilisation will lower below 68% in 1Q24, according to its latest Display production & Inventory Tracker – December 2023.

Led by continued demand for AI, the total semiconductor industry grew 8.4% in 3Q23 from 2Q23 hitting $139bn according to Omdia’s latest Competitive Landscape Tracker.

According to Omdia's latest Display Production and Inventory Tracker, overall utilisation of display fabs is expected to fall below 70% in the fourth quarter of 2023 (4Q23), as demand slows and efforts by panel makers to protect LCD panel prices decrease.

Explore the impact of AI on the semiconductor industry in Omdia's exclusive e-book, written by Senior Research Director, Michael Yang, and Principal Analyst, Alexander Harrowell. Understand how the release of the chatbot, ChatGPT, has increased demand for processors and memory, and discover the factors shaping the sector as it develops a new generation of AI-optimized chips.

After five straight quarters with declining revenue, the semiconductor industry reversed course and increased revenue in 2Q23 according to the latest Omdia’s Competitive Landscape Tracker.

Near-eye display shipments for XR (Extended Reality) applications, including AR (Augmented Reality), VR (Virtual Reality), and MR (Mixed Reality) will grow 56% year-on-year (YoY) to 21.4 million units in 2023 according to the latest Near Eye Display for XR Application Report – 2023 from Omdia.

New research from Omdia's Tablet and Notebook Display & OEM Market Tracker, has found total mobile PC (include notebook and tablet) panel shipment reached 479 million units in 2022.

The latest Omdia data for a smartphone active installed base for 3Q22 shows the stark decline of smartphones with single SIM card slots and the under-the-radar rise of eSIMs over the past few years.

Total worldwide telecoms revenues from mobile and fixed broadband services will grow 14% between 2022 and 2027 to reach €1.2 trillion according to latest research from Omdia.

Singapore has again emerged as leader in Omdia’s Global Fibre Development 2022 Index, with maximum scores in seven of the nine metrics (referenced below).