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TechTarget, Inc. reports developments under the Informa TechTarget name, including financial results, segment reporting and product activity for its B2B technology market services. Following the completed Combination Plan, the company operates through Brand to Demand, which supports technology marketers and sales teams with content, market expertise and permissioned audience data, and Intelligence & Advisory, which includes technology research and advisory activity.
Recurring updates also include Omdia research on technology markets such as smartphones, tablets, cellular IoT, cloud infrastructure, semiconductors and TV operating systems. Company announcements describe go-to-market services, buyer-journey solutions, customer programs, partnerships and the use of proprietary market data to support enterprise technology vendors and related clients.
Omdia (TTGT) reports that global AI glasses shipments reached 4.2 million units in 1H26, an increase of 127% year-on-year from a low base.
Meta shipped 3.4 million units and held an 81.3% market share, while Even Realities rose to second place with 102,000 units and a 2.4% share, highlighting emerging competition and diverse product approaches. The United States remains the largest market, but Mainland China’s shipments grew 306% YoY, with local vendors Alibaba, INMO, and Xiaomi together accounting for 46.1% of Chinese shipments. Omdia analysts note growing fragmentation in form factors and features, and warn that privacy concerns around camera-equipped AI glasses are becoming a defining challenge for the sector.
TechTarget (TTGT), via its Omdia unit, reports mainland China PC shipments rose 11% year-over-year in 2Q26 to 11.4 million units.
Desktop shipments grew 42% to 4.3 million units, offsetting a 2% decline in notebook shipments to 7.1 million. Tablet shipments fell 13% to 8.0 million units. Omdia attributes PC outperformance mainly to a 29% rise in commercial demand, supported by XinChuang-related refreshes, while consumer PC shipments declined 2% amid weaker demand and fading subsidies.
Despite 2Q strength, Omdia forecasts mainland China PC shipments will fall 6% in 2026 to 39.7 million units, with consumer PCs down 10%. Tablet shipments are projected to decline 10% in 2026 to 32.5 million units as the market matures and supply constraints and softer consumer demand persist.
Omdia (TTGT) reports global true wireless stereo (TWS) shipments fell 0.7% year-over-year to 82.1 million units in 2Q26, the first decline since 2Q23.
Mainland China drove much of the drop with a 9.5% shipment decline as earlier stimulus effects faded, while the US and India also weakened and emerging markets partly offset the fall. Conventional in-ear and semi-in-ear TWS shipments declined 2%, but open wireless stereo (OWS) grew 12% to 11.1 million units, lifting OWS to 13.5% of total TWS from 12.0% a year earlier.
Clip-on OWS represented 61% of OWS shipments, with ear-hook models at 39%. Entry OWS below $50 grew 323%, and the $100–$199 band grew 253% YoY. In TWS, Apple shipped 16.8 million units for a 20.5% share; in OWS, Shokz led named brands with 1.1 million units and 10.3% share. Omdia forecasts annual OWS shipments to rise from 43.9 million units in 2026 to 90.5 million by 2030, approaching one in five TWS units.
Informa TechTarget (TTGT) launched its AI-driven Buyer Intelligence solution on September 15, 2026 to enhance B2B go-to-market workflows with person-level intent data and insights.
Buyer Intelligence layers purpose-built AI skills onto the company’s proprietary buying group data to accelerate time from intent signal to sales and marketing action. Key AI capabilities include Pain Points for surfacing content-driven buyer challenges, Pitch Assist for account-specific messaging guidance, and Persona and ICP Intelligence for mapping active segments and refining ideal customer profiles.
The solution is accessible via Informa TechTarget’s Portal platform and through multiple MAP, CRM, ABM, and AI-ready data cloud integrations.
Omdia (TTGT) reports that nearly three in four US TV viewers now use their smartphones for other media while watching television, underscoring rising competition for audience attention between TV and mobile video.
The research shows simultaneous media use has increased across age groups from 2023 to 2026: among 55–64-year-olds from 42% to 56%, among 45–54-year-olds from 62% to 73%, and among 35–44-year-olds from 69% to 76%. Omdia highlights the growing impact of short-form and vertical video, as viewers grow accustomed to highly personalized, instantly accessible experiences on smartphones. The company argues that broadcasters, streamers, advertisers and content owners must increasingly treat TV and mobile as a unified viewing environment to capture and retain attention on both screens.
Global semiconductor revenue reached a record $425 billion in 2Q26, rising 31.4% quarter‑over‑quarter, driven mainly by AI demand and higher memory prices.
Total semiconductor revenue for the first half of 2026 climbed to $752 billion, already above the full‑year total in every year except 2025. Memory ICs accounted for more than half of all semiconductor revenue in 2Q26, as DRAM, NAND, and NOR each posted their highest sequential second‑quarter growth and their highest quarterly revenue since Omdia began tracking the market.
Excluding memory, the semiconductor market still grew by over 10% QoQ, compared with a typical second‑quarter increase of just over 3%. Microprocessor revenue rose 16% QoQ, far above its usual 1% seasonal gain. Omdia forecasts 3Q26 revenue above $500 billion, lifting the first three quarters of 2026 to more than $1.25 trillion, about 50% higher than all of 2025, with strong conditions expected to continue.
Omdia (TTGT) reports that global shipments of XR headwear fell 38.7% year-on-year to 1.9 million units in the first half of 2026. XR glasses grew but from a small base and could not offset a sharp decline in XR headset shipments, extending a multi‑year post‑pandemic downturn.
XR glasses increased their share of total shipments to 25.8% in 1H26, up from 10.2% a year earlier, driven mainly by tethered display glasses. RayNeo, VITURE, and XREAL together accounted for 93.1% of this segment, with RayNeo and VITURE reaching 9.9% and 8.6% of the overall XR headwear market. Meta remained the market leader, but its share dropped from 71.3% in 1H25 to 48.2% in 1H26 as demand for the Meta Quest 3 and 3S weakened.
Regionally, North America held a 43.9% shipment share in 1H26, followed by Western Europe at 23.8%. Greater China’s share rose from 11.9% in 2025 to 16.3% in 1H26, supported by strong domestic adoption of tethered glasses. Omdia’s analysts expect future XR evolution to shift toward lighter, AI‑enabled devices that fit into everyday use rather than isolated virtual sessions.
Omdia reports that global TV shipments rose 3.6% year-on-year to 48.8 million units in 2Q26, helped by demand around the FIFA World Cup and Amazon Prime Day despite inflation and memory supply pressures. China was the main drag, with shipments down 15.1% after stimulus programs ended, while Western Europe grew 9.5% and North America 4.7%. Emerging markets were strong, with Eastern Europe up 14.5% and Latin America and the Caribbean up 12.8%, reflecting Chinese brands’ expansion overseas.
Mini LED TVs accounted for 13% of global shipments in 2Q26. Samsung became the Mini LED shipment leader with a 28.2% share, overtaking TCL, which had led with 30.2% in 1Q26. In RGB LED TVs, shipments reached 295,000 units; Hisense’s share fell from 77.2% early in the year to 42.9% in 2Q26 as Samsung and Sony gained share. Omdia expects continued upward pressure on TV prices and a shift toward 4K models due to tight memory supply.
Omdia (NASDAQ:TTGT) reports Southeast Asia’s smartphone shipments fell 23% year-on-year in 2Q26 to 19.3 million units, the lowest quarterly level since 2014. Market value reached $6.6 billion as average selling prices rose 31% YoY to $342, driven by reduced discounting and post-launch price hikes.
Among top vendors, Samsung shipped 3.9 million units (20% share, -11% YoY), Xiaomi 3.7 million (19%, -21%), TRANSSION 3.4 million (18%, -25%), OPPO 3.1 million (16%, -41%), and vivo 2.0 million (11%, -26%). The sub-$100 segment shrank sharply, while the $100–199 band grew from 32% to 39% of shipments as many entry-level models were repriced upwards. Omdia forecasts regional shipments will decline 25% in 2026 to 75.3 million units, with rising device and memory costs weighing on volumes, especially in markets like Indonesia and the Philippines.
Omdia (Nasdaq:TTGT) forecasts that global foldable smartphone shipments will grow more than 20% annually through 2028, reaching 36 million units, driven by new wide‑format book-type designs adopted by major vendors.
Omdia reports 2025 foldable shipments of 18.2 million units, with YoY growth slowing to 6%. In 1H26, shipments were 5.1 million units, down 21.6% YoY, as flip-type models fell 47% while book-type stayed broadly flat and reached 69% share. Huawei and Samsung together held 75% of the book-type segment. Omdia projects shipments to exceed 22 million units in 2026 and reach 45 million units by 2030, still under 3% of the total smartphone market, highlighting foldables as a premium niche with high component costs and pricing trade-offs.