Integrated Tech

Discover key trends in automotive, displays, physical security, smart building and energy infrastructure, manufacturing technology, memory and storage, and semiconductors.

We need to recognize that the shift to software-defined vehicles is a transformation. There is momentum the new manufacturers could gain if unchecked that the legacy makers cannot currently counter.

Maitê Bezerra, Senior Principal Analyst, Software-Defined Vehicles

Cockpit and vehicle systems are increasingly integrated to enable real-time personalization and situational awareness, and AI is extending interaction from the driver zone to the entire cabin space.

Elaine Chung, Senior Analyst, Smart Cockpit

The auto industry stands at a crossroads, stuck in a costly “ship and fix” phase while simultaneously striving toward the aspirational “ship and earn” paradigm. Connectivity will emerge as the beating heart of this revolution.

Steve Bell, Chief Analyst, Connectivity

Western automakers are facing intense competition, an ongoing price war in China, higher costs from tariffs, and reduced financial incentives for EVs. They need to consider how to streamline their electric product lines.

Adam Ragozzino, Principal Analyst, Battery

Automotive

Omdia display shipment, price, revenue, and supply chain relationship data have become the standard of the display industry. Our services and insights reflect the leading technologies, supply chain impacts, and display applications.

David Hsieh, Senior Research Director, Display Market and Technology

The OLED and LCD equipment investment and technology research is critical for Omdia clients. It not only stands for the display manufacturers’ perspectives but also helps every related market understand what is happening on the capacity and technology side.

Charles Annis, Practice Leader, Display Manufacturing and Technologies, Display Capacity and Equipment

On the large area display, whether LCD or OLED, regardless of the applications, we provide full coverage of display supply chain activities in Korea, Japan, Taiwan, and China. We provide a trusted, comprehensive and unbiased perspective in a highly politicized world.

YS Chung, Practice Leader, Large Area LCD and OLED, Korea Display Industry

Display

It is a mobile world, and the display is at the heart of that. From automotive to the mobile PC, from smartphone to the XR display, we at Omdia have it all, and furthermore, we have the insights of the whole ecosystem of the human machine interaction display elements.

Calvin Hsieh, Senior Research Manager, Small Medium Display and Interface, Touch, Fingerprint , Near-Eye Display For XR

Tariff or not, that is the question. Omdia Display with our OEM Supply Chain Intelligence service provides the answer, which enables customers not only to refer to the detail but to use it directly in their daily operations and decision making.

Deborah Yang, Practice Leader, TV Display, OEM Supply Chain

Most research companies do not dive into leading-edge display technology. At Omdia we are consistently monitoring in detail the newest technologies and increasingly diverse display applications. Trusted by industry leaders, we provide the leading research and insights to help you make decisions with confidence.

Jerry Kang, Practice Leader, OLED, Micro LED, Flexible Display, Micro OLED, Display Process and Technology

Display

Cameras, now serving as advanced sensors, are expanding beyond security into broader AIoT solutions. Vision technologies are integrating with audio, vibration, temperature/humidity, pressure, and magnetism sensors to offer multidimensional scene awareness. This convergence is accelerating digital transformation across various industries.

Tommy Zhu, Principal Analyst, Video Surveillance

The growing trend of AI use cases in access control software has introduced opportunities to centralize and streamline virtual credentialing management, accelerating growth rates for both mobile access solutions and cloud-based architectures.

Bryan Montany, Principal Analyst, Access Control

Physical Security

From connected lighting to AI-driven building automation, smart buildings are evolving into dynamic ecosystems in which data is the new utility. By 2030, buildings will not just consume energy, they will generate, store, and trade it intelligently. The winners in this space will be those that integrate hardware, software, and services into seamless, occupant-centered experiences that adapt in real time to both environmental and market shifts.

Ivy Sun, Research Manager, Smart Building

The EV charging and smart grid nexus represents a mission-critical control layer for distributed energy resources, where dynamic load balancing, bidirectional power flow, and AI-driven demand response converge to redefine grid edge intelligence

Stephanie Wu, Senior Analyst, Energy Infrastructure

Smart building & energy infrastructure

By 2030, supply chains will be judged less on labor rates and more on resilience and geopolitical alignment. India is positioning to dominate core manufacturing, while the US is quietly becoming the final assembly location for high-value goods.

Rachel See, Senior Research Analyst, Machinery Production Market

Forty-six percent of manufacturers are set to expand edge capabilities within the next 18 months; cloud adoption is already topping 90% across the industry. The stage is set for AI-enabled automation to redefine production, shifting from rigid hardware to agile, and autonomous software-based systems well equipped to address today's manufacturing challenges.

Anna Ahrens, Principal Analyst, Digital Factory

“Be closer, be smarter, be specialized.” Manufacturing companies realigning operations near their customers, adopting flexible automation, and offering tailored industry solutions will lead the rack in today’s volatile market.

Joanne Goh, Senior Research Manager, Manufacturing Technology

The unstoppable AI-based force is colliding with the immovable manufacturing sector. Will we see reinvention, incremental improvement, or even more failed proofs of concept? With geopolitical implications more closely tied to success, the answer has global implications.

Alex West, Senior Principal Analyst, Future Factory

Manufacturing Technology

Mobile and embedded memory demand will continue to be led by smartphones, but the accelerating adoption of on-device AI is reshaping requirements for DRAM, NAND, and NOR.

Makoto Ferguson, Principal Analyst

Backed by sustained AI infrastructure buildout, demand for NAND flash is set to grow steadily into 2026. With disciplined supply and limited capacity expansion, pricing remains resilient.

Claire Wen, Principal Analyst

The DRAM market has evolved from its PC and smartphone roots to be fundamentally driven by AI. Surging demand for AI inference is reshaping memory architecture and usage, while edge computing and automotive remain promising areas for future growth.

Lino Jeng, Senior Principal Analyst

Benefiting from strong cloud AI-driven growth, enterprise-grade SSDs and HDDs are expected to achieve steady growth in the medium to long term. However, inventory depletion cycles for specific products will occur intermittently.

James Zhao, Senior Principal Analyst

Memory and Storage

Wide bandgap power semiconductors offer huge potential disruption and have been the subject of massive investment. Our devoted service provides a deep dive into these technologies and their supply chain, laying out the roadmap for their adoption across key application sectors.

Callum Middleton, Principal Analyst

Diversification is crucial for survival in the stringent and highly competitive LED market.

Chang-Sheng Lim, Research Analyst

China’s power discrete market is positioned to become the dominant force in 2026. This signals more than a strategic shift: it represents a fundamental rebalancing of the supply chain. Our service helps customers to gain a deeper understanding of the regional market dynamics.

Michael Mao, Senior Analyst

MEMS and sensors is a mature market, but specific device families show important growth driven by trends that are reshaping the industry.

Nora Houlihan, Senior Research Analyst

Semiconductor Components

The pure-play foundry industry reached a watershed after AI-related applications boosted demand for advanced process technology nodes that give the advanced process technology node revenue of 7nm ~ 2nm a much higher CAGR than the mature process technologies.

Simon Chen, Principal Analyst

Semiconductor demand will be driven by data center expansion and the support for AI. Advanced process nodes and 12″ wafers will continue to take headlines; however, mature nodes and 6″/8″ will continue to drive markets such as automotive and industrial.

Craig Stice, Chief Analyst

IDMs are growing their manufacturing footprint to capture future demand and capitalize on AI-driven growth. However, geopolitical tensions, tariffs, and national-first policies such as the “Building Chips in America Act” are reshaping investment strategies and disrupting existing supply chain dynamics.

Chee-Seng Tan, Senior Research Analyst

Semiconductor Manufacturing

As the semiconductor industry approaches the historic $1tn milestone, growth in computing and data storage space will continue to outpace industry growth and lead the market toward this number.

Myson Robles-Bruce, Senior Principal Analyst

Three mega trends in the automotive industry—vehicle electrification, digital transformation, and vehicle connectivity—are driving the growth of the automotive semiconductor market.

Sang Oh, Principal Analyst

AI demand is pushing the semiconductor market to repeated record quarterly revenue. Though companies in this space are doing well, not all semiconductor companies are feeling this record market.

Cliff Leimbach, Practice Lead

The geopolitical landscape is creating tensions across the semiconductor supply chain. The winners will be those able to leverage this uncertainty. We have comprehensive tracking of global electronic and semiconductor industries, including analysis of the supply chain, competitive landscape, investment and market opportunities, and the associated challenges.

Hui He, Research Director