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.
A look at Tencent-backed Even Realities, which makes $600 G2 smartglasses with no cameras; Omdia says AI smartglasses shipments grew 322% YoY to 8.7M in 2025
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
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 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 :
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
With subsidies and a $6 billion acquisition, Tokyo wants to make its companies indispensable in the global supply chain
Omdia: Meta and Microsoft are expected to receive 150K Nvidia H100 GPUs each by the end of 2023, three times as many as Google, Amazon, or Oracle
Less is more, as hyper heterogeneous computing heats up — Server unit shipments for 2023 could crash by up to 20 percent on last year, despite revenue growing.
Omdia: Apple shipped 26.5M iPhone 14 Pro Max phones in H1 2023, the most out of any model from any manufacturer; Apple had all four of the top-shipping models
- Last year, the iPhone 13 was the bestselling device on the market, indicating consumers were still buying flagship devices but at the entry level rather than the top end.