Omdia

Omdia’s research leaders reveal the four critical forces that will define the year ahead: 🔹AI: Rebalancing from investment to monetization 🔹Supply chain: Crisis is the "new normal" 🔹Digital sovereignty: Independence comes at a cost 🔹Physical AI: Intelligence escapes the screen Watch Chief Research Officer Evan Kirchheimer and Omdia's VPs of Research explain what’s changing, the tangible impact these forces will have on global markets, and what businesses need to understand as they plan for 2027.

TV OEMs built recurring revenue by earning trust before monetising the OS layer. The Trust Premium e book shows the sequence that PC, smartphone, and connected life players now need to adopt.

Buyers prefer AI that keeps data on the device, but that trust hasn’t converted into a purchase reason. Omdia’s survey shows 53% would pay more for a PC that processes AI locally, yet only 6% bought their last PC because of AI. Meanwhile 39% already pay for an AI subscription, with revenue flowing to software and model providers rather than hardware makers. The trust premium reveals the gap: user permission exists, but no single player currently owns the combination of control, capability, and cost needed to convert it into recurring value. See what that means for PC product strategy, chipset positioning, and the multi vendor stack enterprise buyers need.

Users often link smartphone AI to ChatGPT and Gemini, not the device brand. See why trust, context, and integration matter more now.

AI value no longer comes from specs alone. As hardware plateaus, growth shifts to what users allow devices to do. The trust premium is the compounding advantage a company earns when users grant permission to access personal context, orchestrate across devices and services, and act autonomously on their behalf. These three permissions form a trust ladder. Each rung unlocks more monetisation and makes the next easier to earn. Companies that climb at the speed of trust, not faster, will define the next hardware cycle. This e book maps how that plays out across four device categories and why the winners will be assembled, not sold alone.

Buyers prefer AI that keeps data on the device, but that trust hasn’t converted into a purchase reason. See what the trust premium means for PC product strategy and monetization.