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TechTarget, Inc. reports developments under the Informa TechTarget name, including financial results, segment reporting and product activity for its B2B technology market services. Following the completed Combination Plan, the company operates through Brand to Demand, which supports technology marketers and sales teams with content, market expertise and permissioned audience data, and Intelligence & Advisory, which includes technology research and advisory activity.
Recurring updates also include Omdia research on technology markets such as smartphones, tablets, cellular IoT, cloud infrastructure, semiconductors and TV operating systems. Company announcements describe go-to-market services, buyer-journey solutions, customer programs, partnerships and the use of proprietary market data to support enterprise technology vendors and related clients.
Omdia finds microdramas are rapidly scaling on mobile: global revenue reached $11B in 2025 and is forecast at $14B by end-2026. In the US microdrama apps deliver higher daily mobile viewing minutes than Netflix, Amazon Prime Video and Disney+ (ReelShort: 35.7 minutes).
Omdia highlights the US as the largest international market (expected $1.5B of non-China revenue by 2026) and notes strategic implications for streamers, telcos and content partners.
Omdia projects Micro LED display revenue will double 2025–2026, rising from $52.4 million to $105.4 million, driven by smart watches, public displays and near-eye applications.
Rapidly maturing manufacturing (LEDoS, mass transfer) and adoption in ultra-large and ultra-small displays underpin growth to about $6.8 billion by 2032 (≈4.4% of flat panel market).
Mainland China cloud infrastructure spend reached $13.4 billion in Q3 2025, up 24% YoY, the second consecutive quarter above 20% growth. Alibaba Cloud led with 36% share, Huawei Cloud 16% and Tencent Cloud 9%. AI demand, platform reliability, and partner-led revenue (25%) drove expansion.
Omdia reports the global tablet market grew in 2025, with full-year shipments reaching 162 million units and Q4 2025 shipments at 44 million units (up 9.8% year‑on‑year).
Apple led Q4 with 19.6 million iPads (+16.5%), Lenovo posted the strongest vendor growth (+36.2% in Q4), and analysts warn of memory supply risks and slowing demand into 2026.
Omdia reports the global smartphone market grew 2% in 2025 to 1.25 billion units, the highest annual volume since 2021. 4Q25 rose 4% YoY with Apple and Samsung each growing 7% for the year and Apple reaching a record 240.6 million iPhones in 2025.
Omdia warns of rising DRAM, NAND and semiconductor costs that could depress volumes and margins in 2026, disproportionately affecting smaller vendors and low‑end portfolios.
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Omdia forecasts retailers will control 47% of North America TV OS unit share by 2029, up from 27% in 2025, driven by e-commerce and retail media strategies. Walmart's CastOS expansion after acquiring Vizio is projected to hit 14.8M units by 2029 (from 4.8M in 2024 and 6.6M projected in 2025). Amazon FireTV shipments are projected at 8.8M by 2029 (6.1M in 2024; 6.8M projected in 2025). Combined, Walmart and Amazon are forecast to ship 23.6M units of a 50.0M North American market in 2029. Globally, Omdia sees China dominated by localized Android forks (~96% share) and Google TV facing gradual share loss outside China and North America. CES 2026 highlighted AI-driven shoppable features, integrations like Microsoft Copilot on VIDAA (rebranded V Home OS), and Google Gemini-powered interactive shoppable video as key drivers of shopping-to-checkout experiences on TV platforms.
Omdia forecasts Latin America media revenues of $65 billion in 2026, a 10.7% YoY rise driven by online video, advertising-led models and microdramas. The US is expected to reach $453 billion in 2026 (+6.9%). Brazil and Mexico lead LATAM adoption: Brazil is the third-largest FAST market with $152 million in FAST revenue, while FAST usage is 53% in Mexico and 40% in Brazil. Microdramas are projected at $14 billion globally by 2026, including $3 billion outside China. Netflix accounts for nearly 50% of LATAM streaming revenues. LATAM online video revenues are forecast at $34 billion in 2026, with advertising a primary growth engine.
Global semiconductor revenues are forecast to exceed $1 trillion in 2026, driven by strong AI-related demand for memory and logic ICs. Omdia raised the 2025 revenue forecast to +20.3% YoY after better 3Q25 results and expects the 2026 market to grow 30.7% YoY. Computing & Data Storage will lead growth, rising 41.4% YoY in 2026 to top $500bn, supported by data center spending and higher memory pricing. The top four hyperscalers are expected to spend about $500bn in capital expenditures. Omdia flags macro risks including US inflation, rising labor and energy costs, supply chain reorganization, and AI-driven shortages or price volatility.
Mainland China smartphone shipments totaled 282.3 million units in 2025, a 1% decline year‑on‑year. Huawei reclaimed the top position with 46.8M units (17% share). vivo shipped 46.0M (16%), Apple shipped 45.9M (16%, +7% YoY), Xiaomi 43.7M (15%) and OPPO 42.8M (15%).
In 4Q25 the market eased to 76.4M units (-1% YoY); Apple led 4Q with 16.5M units (22% share, +26% YoY). Huawei committed RMB 1 billion to HarmonyOS and launched HarmonyOS 6; vendors flagged rising memory costs and ongoing investments in AI, ecosystems, imaging, and retail expansion for 2026.