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A new Omdia research report, Checking in with hyperscalers’ AI chips: Spring 2024 finds that Google has taken a clear lead among the hyperscale cloud providers when it comes to their efforts to compete with NVIDIA in AI hardware.

According to Omdia’s latest report, the global market for OLED materials is poised for a rebound after experiencing a deficit in recent years.

Owing to slower demand early in the year in 2024 along with panel makers’ efforts for LCD panel price protection, Omdia forecasts say display fabs’ overall utilisation will lower below 68% in 1Q24, according to its latest Display production & Inventory Tracker – December 2023.

OLED monitor display shipments significantly increased in 2023, following an upsurge of 415% year-over-year (YoY), according to Omdia's Monitor Display & OEM Market Tracker.

AI is coming to the PC, but Apple and NVIDIA already have a lock on creative and gaming users, leaving the volume enterprise market and the developer space as the main opportunities for the new technology Intel and others have recently announced, says a new Omdia report.

Since ChatGPT emerged, GenAI development and deployment have been gaining significant momentum in Asia and Oceania. Omdia’s new Generative AI in Asia & Oceania – 2024: Democratisation through localisation report indicates that software revenue for GenAI in this region is estimated to be around $3.4 billion by the end of 2024 but is projected to exceed $18 billion by 2028.

Recent findings from Omdia predict an 8% year-over-year increase in the demand for display polarizers in 2024, which is anticipated to contribute to a 2% rise in annual revenue, amid stiff price competition and significant capital injections from Chinese producers.

According to Omdia's latest market tracker, the global direct view LED market not only grew by 1.3% compared to the previous quarter in 4Q23, but also increased by 20.2% compared to the same period last year.

Since the democratisation of machine learning (ML) in robotics, ML-powered workloads have become highly diverse.

According to the latest findings from Omdia's AI Processors Mergers & Acquisitions Tracker, despite a burgeoning demand for AI chips, the number of deals involving AI chip companies remains modest.