Omdia expects a 22%+ YoY drop in global shipments for <$400 smartphones in 2026 amid soaring DRAM and NAND prices; Q1 memory costs were nearly 60% of materials
In the first blog of this two-part series, Omdia explores how rising DRAM and NAND prices are reshaping smartphone economics …
Omdia: Facebook, Instagram, YouTube, and TikTok now capture over 90% of social media ad revenue, with Meta accounting for 70% of the total
Facebook, Instagram, YouTube, and TikTok “capture over 90 percent of social media advertising revenues,” an Omdia analyst tells the StreamTV Europe gathering in Lisbon.
Omdia: global humanoid robot shipments rose more than 5x YoY in 2025 to ~13K units; China accounted for the vast majority, led by AgiBot shipping ~5,168 units
Humanoid robot makers in China accounted for the vast majority of the roughly 13,000 units shipped globally last year …
IDC: the global smartphone market grew 1% YoY in Q2, despite economic uncertainty and weak demand in China; Samsung led with 58M shipments, up 7.9% YoY
Again — With Massive Q2 2025 Growth Asif Iqbal Shaik / SamMobile : Samsung tops global smartphone market despite fierce competition Binay Konwar / SammyGuru : Samsung Leads Global Smartphone Shipments...
Omdia: by the end of 2024, TikTok generated ~$8B in ad revenue in the US and $63.3B globally, and surpassed 1.9B MAUs globally, including 145M MAUs in the US
Marta Balaga / Variety :
Omdia estimates Microsoft bought 485K of Nvidia's Hopper GPUs in 2024, ByteDance and Tencent bought ~230K each, Meta bought 225K, and Tesla/xAI bought ~200K
OpenAI's biggest backer buys nearly half a million GPUs this year in global race to build artificial intelligence systems
A look at Japan's role in the global chip battle; Omdia: Japanese companies account for nearly half of the world's six crucial semiconductor materials
Wall Street Journal :