Name: 美国关税政策对中美科技产业链的影响
Start: 2025-04-16T06:00:00Z
End: 2025-04-16T06:00:55.000Z
Location: BrightTALK
Rating: 4.9

Intelligence and advice powered by decades of global expertise and comprehensive coverage of the tech markets. From R&D to ROI, we identify your greatest opportunities and move the industry forward.
At Omdia, we are different because we have the humility to listen. It’s what sharpens our intelligence and powers our partners into action. We believe that true leadership isn’t just about giving direction. It starts with listening and understanding, then acting decisively and with purpose.When we partner together, we can move your business forward, and with it, the entire industry.

Discover how telcos are reinventing their networks and strategies to thrive in a fast-changing digital world. This session dives into how AI, optical innovation, and fixed-mobile convergence are powering new revenue opportunities and enabling next-generation connectivity.

Networks Reimagined: AI, Monetization, and the Next Wave of Telco Innovation

Join us for an in-depth look at the future of connectivity. We’ll explore the shifting landscape of fixed broadband and emerging access technologies, examine how telcos are redefining the connected home experience, and uncover the transformative impact of edge AI on network infrastructure and service delivery.

Broadband Futures: Innovation, Access, and Intelligence at the Network Edge

Cinema and Streaming: Frenemies or Friends?

Is streaming killing cinemas? Not quite. In fact, they’re not competitors, they’re collaborators in shaping the entertainment landscape.

In this Omdia Trend Watch video, David Hancock dives into the evolving relationship between cinemas and streaming platforms. From symbiotic growth to cultural phenomena, here’s what you’ll learn:

- Why streaming doesn’t replace cinemas but complements them
- How movie-watching habits fuel both in-home and out-of-home entertainment
- The role of cinemas in creating global cultural events and fandom experiences
- How major streamers like Amazon and Netflix are leveraging theatrical releases to amplify their strategies

The future of entertainment isn’t about choosing one over the other. It’s about how cinemas and streaming can coexist and thrive together.

Watch the full video to explore why cinemas and streaming are better together and how they’re shaping the future of entertainment.

Cinemas and streaming: Frenemies or friends?

NVIDIA's "Tier 1 Supplier of the Year" award at Auto Tech 2025 signals a seismic shift in the automotive display market. Semiconductor firms are now bypassing traditional suppliers to engage directly with OEMs. 

In our new video, Omdia analysts Edward and Stacy explain this evolving supply chain dynamic. Watch to understand:

- How new "Tier 0.5" players are reshaping the market 
- Why are display panel makers moving upstream to provide integrated modules 
- Why displays are now the most expensive component in a car's interior
- How panel makers can generate 3-5x more revenue from full cockpit sets vs. single panels 
- Strategies for display vendors to avoid commoditization

Auto displays: Ecosystem change

Join Omdia's experts for a dynamic, insightful webinar diving into the trends shaping media today and the predictions that will define its future. From the rise of microdramas and the growing influence of gaming in the attention economy, to evolving video strategies, next-generation partnerships, and the unstoppable global impact of Korean content, this session will explore what's driving audiences and revenues right now.

Key topics include:
• How short-form storytelling will mature and monetize
• Where gaming and video will converge next
• The next wave of global content powerhouses
• New hybrid business models across streaming, social, and platforms
• How AI will accelerate creation, distribution, and personalization

Whether you're a streamer, broadcaster, studio, brand, or tech company, you'll gain fresh data, strategic foresight, and actionable takeaways to navigate this rapidly evolving landscape.

What's hot in media and entertainment

Buildings are evolving from simple automation to intelligent energy hubs. With over 170 million connected devices already reshaping building management, AI and software are transforming energy infrastructure.

Omdia analysts Ivy Sun and Stephanie Wu explore key developments:

- Smart buildings are evolving into adaptive systems that learn and adapt. 
- EV charging is shifting from one-way transactions to bi-directional energy flows. 
- Vehicle-to-Grid (V2G) technology is creating new revenue opportunities.

Watch our latest Omdia Trend Watch Video to explore the intersection of smart buildings, AI-driven energy systems, and EVs.

Software-defined smart buildings and energy systems

Three major shifts are redefining the MSSP market right now. Driven by macroeconomic pressure, geopolitical conflict, and rapid AI adoption, customers are demanding more from their security partners. Here is what stands out:

- Tightening Compliance: Organizations need partners to navigate complex, multi-market regulations.

- Infrastructure Regulations: Expanding rules in BFSI, telcos, and manufacturing require a mix of technical and regulatory expertise.

- Service Expectations: There is a premium on "white glove" service and tailored, long-term guidance.

Watch the full Trend Watch for the complete analysis and stay tuned for our upcoming Omdia Universe on Managed Detection and Response.

MSSP in 2025 and beyond

What key factors will define the telecom industry in 2026? Our latest analysis identifies several key trends:

- Cash flow has reached record levels for the second consecutive year. 
- Capital efficiency is improving as revenue growth returns. 
- Investor confidence is increasing, reflected in stock performance. 
- Regulatory barriers are easing in major markets. 
- Next-generation infrastructure development is accelerating, including 5G evolution and 6G testing.

Financial recovery, regulatory changes, and technology development are creating new opportunities for the telecom industry.

Watch our expert analysis to understand how these trends are impacting the industry.

2026 Telecoms - A year of positive momentum

The managed services industry is rapidly evolving toward "MSP 3.0," moving beyond traditional break-fix support and proactive monitoring. In this new phase, MSPs help clients achieve business outcomes through advanced automation, integrated technology ecosystems and consultative partnerships that deliver strategic value. This is driving explosive market growth, with global revenue projected to reach $595 billion by 2025 and nearly $800 billion by 2033. For executives navigating this landscape, understanding the forces reshaping the MSP ecosystem is essential for survival and competitive advantage. 

Today's service providers face a key inflection point. As buying behaviors evolve, technology stacks grow more sophisticated, and industry consolidation accelerates, the traditional MSP model is giving way to more specialized, security-focused approaches. 

Join Jay McBain, Chief Analyst at Omdia, for an evidence-based examination of the managed services landscape and actionable strategies to capitalize on emerging market opportunities.

Key Takeaways from this session will be:

• Gain insights into how the B2B marketplace ecosystem is redefining channel relationships and creating new revenue opportunities
• Explore how leading MSPs are introducing AI-augmented operations to scale service delivery while maintaining margins in an increasingly competitive landscape
• Understand the strategic advantages of specialization versus generalization, with data-driven insights on which vertical markets offer the highest growth potential
• Examine how M&A trends are reshaping the competitive landscape and creating both threats and opportunities for MSPs of all sizes
• Discover how innovative MSPs are exploring blockchain technologies to enhance security offerings and create new service revenue streams

The State of Managed Services

Global AI glasses shipments are forecast to exceed 10 million units by 2026. Ambient AI is now moving from concept to everyday life.

This is a pivotal step in a more "Connected Life," where devices, services, and ecosystem, and service work as one.

* Ubiquitous AI: Mobile AI app downloads surpassed 1.4 billion in just three years, signaling mainstream demand.

* Ecosystems approach: We are shifting from standalone devices to scenario-driven ecosystems that adapt to diverse contexts and use cases.

* Service Innovation: AI agents are evolving to anticipate needs and redefining user interactions.

Explore our new forecast analysis for the implications for product, partnerships, and go-to-market.

Connected Life - AI Glasses to exceed 10 million units by 2026

How can service providers break the 2% growth ceiling in the $1.3 trillion global telco consumer market and unlock new revenue? In our latest Omdia analysis, Michael Philpott and Alzbeta dive deep into the strategies that can transform telco growth in an increasingly saturated market.

Key insights revealed: 
- Quality of experience (QoE) now matters more than raw speed; consistency and reliability is the new differentiator. 
- AI-enabled tools can predict and solve Wi-Fi interference issues before customers notice. 
- Premium Gigabit speeds should be reserved for top-tier offerings to avoid a race to the bottom. 
- AI-powered personalization can drive customer segmentation, identify upsell opportunities, and reduce churn risks.

Watch the full video to discover how AI is reshaping customer engagement and driving both operational savings and ARPU growth.

Growing the telco consumer business

In this exclusive interview, Omdia’s Ronan de Renesse explores Europe’s urgent push for digital sovereignty. As AI transforms telecoms, countries like France, Germany, Italy, and Spain are prioritizing local infrastructure to safeguard data, reduce reliance on hyperscalers, and strengthen national security. Discover what this means for the future of European tech independence.

Digital sovereignty & AI: Why local infrastructure matters

In this Network X 2025 interview, Omdia’s Mariana Zamoszczyk explains why cybersecurity tops the list of consumer service priorities for telecom operators. Discover how rising support costs, consumer expectations for secure networks, and shifting market dynamics are turning cybersecurity from a retention tool into a strategic opportunity.

How consumer cybersecurity can unlock new revenue streams for telcos

Edge computing is finally delivering on its promise - and AI is the catalyst. In this exclusive interview, Omdia’s Dr. Kerem Arsal explores how telcos are moving beyond the hype to unlock real commercial value. Learn which markets are leading, the unique challenges facing European distributed RAN, and whether telecoms can truly claim their share of this growing opportunity.

Edge computing meets AI: Real commercial impact

After years of heavy fiber investment, telcos are shifting focus from infrastructure to customer activation. In this exclusive interview, Omdia’s Jaimie Lenderman shares insights from global operators on how the industry is tackling the challenge of turning network deployment into real revenue growth.

From fiber buildout to revenue activation

Despite the buzz around AI at Network X 2025, Omdia’s Dario Talmesio shares a candid view on its real-world impact. In conversation with Scott Bicheno from Telecoms.com, Dario reveals why telcos have yet to see significant cost savings from AI, pointing to data quality issues, system complexity, and the slow pace of transformation. A must-watch for anyone tracking AI’s true role in telecom strategy.

AI in telecoms: Time for a reality check

AI is reshaping the music industry, for better or worse.

From generating new songs to sparking major copyright battles with platforms like Udio and Suno, the technology is challenging how music is made and monetized.

Our latest Omdia Trend Watch video explores:

- Warnings of global revenue losses of up to 25% by 2028
- How leaders like Universal Music Group are pushing for responsible innovation
- The impact of new lawsuits on licensing and creator income
- What comes next for recorded music and publishing in the age of AI

The next year will be pivotal. Watch the full analysis by Simon Dyson, Senior Principal Analyst.

Generative AI and Music

APAC leads AI manufacturing adoption, despite European technology dominance. This East-West divide is shaping the market.

In our new video, Omdia analysts Anna Ahrens and Lian Jye Su explore this paradox and what it means for the industry.

Watch to understand:
- Why APAC manufacturers are scaling AI faster than their Western counterparts
- How a lack of legacy equipment creates opportunities for rapid AI implementation
- The role of massive government investment in driving digital transformation
- How Chinese tech vendors are challenging Western market positions
- Why Chinese manufacturers will need local partnerships for global expansion
- The three key drivers behind China's accelerated AI manufacturing adoption

AI in Manufacturing: East vs West

美国关税政策一变再变，新一轮的不确定性越来越多，加入我们，了解这些事态发展如何重塑全球市场并影响关键行业。 

本场直播，Omdia 分析师们将探讨目前关税形势及其对各行业和供应链的潜在连锁反应，以及如何在动荡的贸易环境中为未来做好准备。 

主要内容:  

•   哪些半导体领域面临的风险最大？是否会增加中国本土电子产品代工企业的成本？   

•   中国新能源市场面临着什么挑战和机遇？ 汽车主机厂和供应链会做出什么调整？ 

•   众多应用领域的显示面板需求回调，面板制造商将如何保护其供应链的议价能力？ 

•   关税战对美国及全球智能手机市场的影响有哪些? OEM厂商的应对策略应如何调整？ 

参会分析师: 

半导体研究总监 – Hui He  

汽车行业首席分析师 - Jason Low 

显示面板与供应链研究总监 - Deborah Yang 

智能手机行业首席分析师 – Toby Zhu

美国关税政策对中美科技产业链的影响

关税

汽车

电动车

新能源

半导体

半导体元器件

显示

面板

智能手机

消费电子

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美国关税政策对中美科技产业链的影响

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