IDC vs Omdia

The Enterprise AI Deal Has Changed. Here’s What Vendors Need to Prove.

AI spending is arriving before the business case. In IDC’s 2026 Worldwide AI Economics and Cost of Ownership Survey, 69% of organizations said there is...

Global Smartphone Shipments Plunge 22 Percent Amid AI Memory Crisis

Global smartphone shipments fell 22% year-over-year in Q3 2026 to 255.3 million units, the steepest decline on record, according to IDC. The research firm attributes this to an 'AI-led memory crisis' as memory chip prices surged about 350% due to AI data center demand, making components costlier and scarcer. Costs are now being passed to consumers, leading to longer replacement cycles. Samsung and Apple showed relative resilience with modest declines and market share gains, while Chinese vendors like Xiaomi, OPPO, and vivo suffered drops of 29-35%. IDC has cut its full-year forecast to a 16.7% decline and expects no recovery until 2028. Counterpoint Research reports a similar 20% decline, indicating the broad industry impact.

• Global smartphone shipments fell 22% year-over-year in Q3 2026 to 255.3 million units.
• IDC attributes the decline to an 'AI-led memory crisis' with memory chip prices up ~350% year-over-year.
• Samsung (57.8M units) and Apple (57.3M units) gained market share despite declines of 5.8% and 4.0% respectively.

2026年 IDC Future Enterprise Awards – Best in Artificial and Generative Intelligence の国内受賞者を発表

IDCが2026年Future Enterprise Awards国内受賞者を発表。伊藤忠商事が系統用蓄電池事業の統合型AI制御で高い予測精度と収益性を実現し受賞。

Channel 4 Announces First Branded Microdrama Series

Channel 4 has announced its first branded microdrama series, 'The Guest List', as part of its digital-first strategy. The five-part vertical short-form series will be available on Channel 4's Meta, TikTok, and YouTube channels from October 24. The series is produced by curly media, a social-first creative agency, in partnership with skincare and fragrance brand Sol de Janeiro, with the deal brokered by Zenith UK. The drama follows four women in their twenties, with each character inspired by Sol de Janeiro's Intense Mist fragrance range. This move marks Channel 4's entry into the microdrama market, which Omdia forecasts to reach $14 billion in global revenues by end of 2026, primarily driven by women aged 25-45. Channel 4 continues to expand its digital programming strategy, having previously launched digital-first brand Channel 4.0 and content on various social platforms.

• Channel 4 announces its first branded microdrama series 'The Guest List', a five-part vertical short-form series.
• The series will be available on Channel 4's Meta, TikTok, and YouTube channels from 24th October.
• The series is produced by curly media in partnership with Sol de Janeiro, with the deal brokered by Zenith UK.

Milestone Systems Tops EMEA Video Management Software Market

Milestone Systems is the largest provider of video management software (VMS) and Video Surveillance as a Service (VSaaS) in EMEA, according to Omdia's 2025 market share data. Milestone holds 19.1% of the USD 573 million EMEA market, a position maintained since 2021. The overall market grew 10% in 2025. The company's open platform, including XProtect, BriefCam, and Arcules, supports on-premises, cloud, and hybrid deployments, with AI analytics enhancing video value beyond security. Milestone continues to expand in key markets like the UK and Ireland, emphasizing customer choice and future-proofing.

• Milestone Systems holds 19.1% of the EMEA VMS and VSaaS market in 2025.
• Omdia reports the EMEA VMS and VSaaS market grew 10% to USD 573 million in 2025.
• Milestone has been the market leader in EMEA since 2021.

Hisense Unveils True-to-Life Color, Eye Comfort at IFA 2026

Hisense, a global leader in consumer electronics, presented its latest innovations in displays, laser technology, and audio at IFA 2026, under the theme 'Innovations for a Better Life'. The company focused on delivering vivid picture quality, viewing comfort, and immersive sound. Notable products included the first European debut of the 116UXS miniLED TV, which features RGB MiniLED backlighting with a four-color light source, achieving 110% of the BT.2020 color gamut. Many of Hisense's new products, including the 116UXS and the XR10 laser projector, received certifications from TÜV Rheinland for eye comfort. Hisense also showcased the world's first Field Sequential Display (FSD) technology, an LCD architecture that eliminates color filters, and introduced new audio products like the UX1 soundbar and the wireless HiClips earbuds. The company highlighted its ongoing partnership with TÜV Rheinland and its position as a leader in the large-screen TV market.

• Hisense introduced the 116UXS miniLED TV in Europe, featuring RGB MiniLED backlighting and 110% BT.2020 color gamut.
• The 116UXS received Pantone Validated RGB MiniLED and Pantone Color certifications.
• TÜV Rheinland certified the 116UXS with Low Blue Light and the entire 2026 RGB MiniLED lineup with Eye Comfort.