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Omdia research presented at Content London 2025 shows Spain leads Europe in FAST viewing with 35% of online adults watching FAST monthly, ahead of the UK (26%), Germany (25%) and France (17%).

Omdia forecasts global FAST revenues to grow from $6bn in 2025 to $11bn by 2030. The report also projects FAST revenues in Spain to rise from $32bn in 2025 to $65bn by 2030. Growth drivers named include major platform investment (Roku Channels, Samsung TV Plus, LG Channels, Pluto TV, Fire TV Channels) and rising consumer demand for free streaming and creator-led FAST channels.

Latin America smartphone shipments grew 1% YoY in 3Q25 to 35.2 million units, the highest quarterly level since 4Q15. Samsung led with 11.6M units (33% share); Xiaomi 6.3M (18%); Motorola fell 11% to 5.4M. HONOR rose 75% to 2.9M; TRANSSION declined 19% to 2.5M. Brazil was the largest market at 10.3M units (29% share, +5% YoY), while Mexico fell 11% to 7.4M. The sub-$300 segment (71% of shipments) is down 2% YTD, offset by a 20% YTD rise in devices >$500 and an 8% ASP increase in 3Q25.

Omdia expects Latin America to finish 2025 flat at 137.0M units, but flags cost pressures and risks for 2026.

Schneider Electric (TTGT) — December 2, 2025 published research estimating a $11.28 million annual opportunity for mid-sized industrial companies that modernize closed automation systems. The study finds closed systems cost mid-sized firms an average of 7.5% of revenue through downtime, inefficiencies, and compliance retrofits, with large enterprises losing $45.18 million and smaller manufacturers losing up to 25% of revenue. Key annual cost breakdown: $6.1M operational agility losses, $2.28M optimization/efficiency costs, $1.2M quality/data costs, and $1.7M sustainability/compliance costs. The report highlights that 77.4% of systems need physical updates, only 28% of companies access real-time insights, and 30% of issues require specialized vendor support, framing open, software-defined automation as the proposed solution.

Omdia reports Mainland China PC shipments grew 2% YoY to 11.3 million units in Q3 2025, with desktops up 8% to 3.3 million driven by commercial demand and notebooks flat at 8.0 million as consumer subsidy effects faded. Tablets rose 9% YoY to 8.8 million units. Omdia forecasts China PC shipments to reach 76.8 million units in 2025 and 72.8 million in 2026, while tablets are expected to grow 12% to 35.3 million in 2025 then decline 9% in 2026. Vendor highlights: Lenovo led desktop/notebook share with 39% and +14% shipments YoY; tablet leaders include Huawei (31%) and Apple (23%). Omdia notes rising AI-capable PC adoption, forecast at 32% in 2025 and 46% in 2026.

Wearable band market (TTGT) saw global shipments rise 3% to 54.6 million units in 3Q25 while market value grew 12% to $12.3 billion, driven by premium devices.

Average Selling Price increased 9% to $225. The top five vendors — Xiaomi, Apple, Huawei, Samsung, and Garmin — held 84% of market value and 63% of volume. Premium price bands ($500–700 and $700+) grew 29% and 34% respectively, while basic $50–99 bands rose 56% and the <$50 band fell 2%. Notable vendor moves: Xiaomi 9.6M (+13%), Apple 9.0M (+6%), Huawei 8.1M (+13%), Garmin 2.9M (+25%).

Mainland China cloud infrastructure (Q2 2025) reached $12.4 billion, growing 21% YoY, the first above-20% growth since early 2024, driven mainly by AI.

Market shares: Alibaba Cloud 34%, Huawei Cloud 17%, Tencent Cloud 10%. Alibaba Q2 capex CNY 38.6 billion and plans CNY 380 billion over three years; Tencent capex rose 149% YoY to CNY 17.9 billion. Partner-driven revenue was 25% of the market. Omdia reports AI-related products and agent platforms accelerating cloud demand and infrastructure investment.

Global TV shipments fell to 52.5 million in 3Q25, down 0.6% year-on-year, driven by a sharp slowdown in China.

China shipments declined 12.2% year-on-year as government subsidy funding fades and many consumers have already upgraded. North America grew 2.3%, while Asia & Oceania rose 7.7%. Chinese brands showed mixed results: Hisense shipments were up 11% and TCL up 2% in 3Q25.

Large-screen growth cooled: 80-inch and larger expansion slowed to 23.1% and the 70–79 inch category grew only 1.1%. Average screen size was 62.8 inches in China versus 45.5 inches in Asia & Oceania for 3Q25.

Omdia reports the Middle East smartphone market (excluding Turkey) grew 23% YoY in 3Q25 to 15.1 million units, led by stronger demand for mid-tier 4G and affordable 5G models and value-focused vendor portfolios.

Key regional performance: UAE +13%, Iraq +41%, Rest of Middle East +70%, while Saudi Arabia slipped 2%. Vendor highlights: Samsung 22%, TRANSSION 47%, Xiaomi 35%, HONOR 128%, and Apple 14%. Omdia forecasts growth to slow to 1% in 2026 due to rising component costs and supply constraints, with pressure concentrated in lower-ASP markets.

Southeast Asia smartphone shipments fell 1% year‑on‑year in 3Q25 to 25.6 million units, marking a third consecutive quarterly contraction. Samsung and TRANSSION each shipped 4.6 million units (18% share each); Xiaomi shipped 4.3 million (17%); OPPO dropped to 3.8 million (15%, -27% annual); vivo shipped 2.9 million (11%, +10% annual).

Ongoing pressure from rising BoM costs—notably memory and storage—threatens low‑priced device margins in a region where >60% of phones sell below US$200. Vendors face tradeoffs on pricing, hardware cuts, or marketing to protect margins.