Name: Made-in-India smartphones surge in the US amid tariff risks
Start: 2025-08-05T05:06:00Z
End: 2025-08-05T05:06:03.000Z
Location: BrightTALK

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 Omdia's experts as we break down what really mattered at CES 2026. We will look at the biggest announcements, what these shifts mean for the year ahead across global markets. Come and join us for an insight-packed session designed for anyone tracking devices, AI, mobility, or the broader consumer landscape.

CES 2026: Big trends and what comes next

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?

David Hancock analyses how these 2 formats have evolved from competitors into collaborators. This Omdia Trend Watch video examines the symbiotic growth between theatres and digital platforms. Key takeaways include:

- Streaming acts as 1 complement to the cinema experience rather than a replacement. 

- Consumer habits fuel growth for both in-home and out-of-home 1 entertainment. 

- Cinemas play 1 central role in creating global cultural phenomena and fandom experiences. 

- Major streamers use theatrical releases to amplify 1 overarching global strategy. 

Watch the full video to see why these 2 industry segments are better together.

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

India has become the top smartphone exporter to the US, rising from just 13% of shipments in Q2 2024 to 44% in Q2 2025. 

In this Trend Watch episode, Principal Analyst Sanyam Chaurasia and Senior Analyst Runar Bjørhovde explore the drivers behind this shift, from Apple’s aggressive expansion in India to changing strategies among Android vendors. 

They break down the impact of tariff risks, the importance of supply chain resilience, and what this means for the future of smartphone manufacturing.

Made-in-India smartphones surge in the US amid tariff risks

US Equities

tariff

Smart Devices

Supply Chain

Manufacturing

Android

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Made-in-India smartphones surge in the US amid tariff risks

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