Navigating the AI Infrastructure Build Super Cycle
The optical interconnect industry faces a pivotal moment. Omdia analyzes this shift, as Nvidia's investments and 800G pluggables drive OFC 2026 discussions while the sector tackles the balance between immediate needs and long-term optical solutions.
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How will the US 10% global tariffs affect TV production, given that 85% of TVs are now made in Mexico?
The TV industry is rapidly shifting its supply chain. Omdia analyzes how TV makers are utilizing Mexico's USMCA zero-tariff benefits, while countering rising local costs by pivoting to larger, premium models.
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How Breach and Attack Simulation (BAS) is shaping exposure management
The Breach and Attack Simulation (BAS) market is shifting from compliance validation to business risk quantification. Omdia analyzes this evolution, as vendors balance technical validation challenges against the operational realities of running continuous security programs.
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The great fragmentation: navigating physical security’s new world order in 2026
The physical security industry is shifting toward intelligence-driven resilience. Omdia analyzes this transition, noting the market will exceed $247 billion as organizations abandon "just-in-time" models for "sovereign-ready" solutions.
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Japanese government and JDI eye display factory in the US: Context, history, and possibilities
Japan and JDI are reportedly considering a $13 billion US display factory. Omdia analyzes this potential investment with skepticism, noting that past attempts at US-based manufacturing failed due to high overhead costs, fierce competition, and a lack of local supply chains.
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Global manufacturing and automation’s power shift: Can the west keep up?
Global manufacturing is transforming as China rapidly scales its integrated industrial ecosystem. Omdia analyzes this structural divide, advising Western automation vendors to abandon cost-led battles and focus on highly regulated, trust-critical sectors like aerospace and defense.
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2026 telco go-to-market predictions: Actions over assertions
Telcos must modernize their go-to-market strategies to remain competitive in 2026. Omdia analyzes this roadmap, as telcos convert 2025 proclamations into action through point-based programs, telco-IT billing convergence, and over 100 M&A moves.
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India’s automotive display supply chain grows, but upstream limits remain
India's automotive display module assembly is seeing rapid investment. Omdia analyzes this transition, noting that structural barriers will prevent meaningful front-end fabrication from becoming commercially operational before 2031.
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Rethinking risk and reinventing security
As organizations navigate the complexities of an AI-driven era, cybersecurity has become more critical than ever. Rapid adoption of AI technologies, coupled with advances in quantum computing and cyber-physical integration in critical sectors, is reshaping the threat landscape.
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