Omdia
Coverage of Omdia in the Nexus archive.
- DRAM it! Cheap PCs being priced out of existence as memory cost bites
Rising component costs, particularly for DRAM and NAND, are driving up PC prices and eroding sales of sub-$500 models. US PC unit sales fell 7% year-on-year in Q1 2024, with HP losing its top position to Dell, as memory shortages and AI server demand shift supply chains.
- India and China are home to 2.9 billion people – and together they bought just 13 million PCs in Q1
India and China, with a combined population of 2.9 billion, purchased 13.1 million PCs in Q1 2026, representing 20% of global PC shipments. India saw 32% year-over-year PC growth, while China experienced a 2% decline. Samsung adopted OpenAI tools for employees, and Jio is evaluating a satellite constellation for India.
- Iran war disrupts phone shipments to Africa
The Iran war is disrupting smartphone shipments to Africa, reducing availability and increasing prices. Supply chain constraints, component costs, and weakened demand linked to the conflict have slowed shipment growth to the continent. Transsion, Africa’s top smartphone seller, faces a more challenging market due to rising supply chain costs and a memory chip shortage worsened by the Middle East crisis.
- Nvidia bets on AI personal computers with new chip powering Windows laptops
Nvidia unveiled RTX Spark superchips combining CPU and GPU capabilities for AI-powered Windows laptops and desktops, with Microsoft and Dell set to release models this fall. The new chips enable local AI agent processing, aiming to revolutionize personal computing by bringing advanced AI functions to consumer devices.
- Nvidia bets on AI personal computers with new chip powering Windows laptops
Nvidia unveiled new RTX Spark superchips combining CPU and GPU capabilities to power AI personal computers, with Microsoft and Dell set to release models this fall. The chips aim to enable local AI agent processing in laptops and desktops, positioning Nvidia to expand its AI market presence.
- Huawei's chip law looks less like Moore and more like marketing
Huawei introduced the 'Tau Scaling Law' as a successor to Moore's Law at a 2026 IEEE conference, claiming it enables higher transistor density via signal propagation optimization and LogicFolding technology. However, industry analyst Manoj Sukumaran criticized the claims, arguing the advancements rely on packaging techniques rather than true transistor shrinking, unlike TSMC or Intel's 1.4nm processes.
- AI Agents Are Shifting Identity Security Budget Dynamics
AI agent projects are rapidly expanding across enterprises, creating new requirements for managing their identities with security and governance controls. Omdia research indicates that AI agent identity budgets follow different dynamics compared to traditional Identity and Access Management (IAM) projects.
- Shifting Budget Dynamics for Identity Security and AI Agents
AI agent projects are increasing in enterprises and require management, security, and governance. New research by Omdia shows different budget dynamics for AI agent identity compared to traditional IAM projects. This shift affects enterprise budget allocations.