Name: Global Tariff Tensions: Omdia analyst perspectives from Europe and America on supply chains, demand and disruption
Start: 2025-04-10T16:30:00Z
End: 2025-04-10T16:30:44.000Z
Location: BrightTALK
Rating: 4.4

Omdia, part of Informa TechTarget, Inc. (Nasdaq: TTGT), is a global analyst and advisory leader that helps you connect the dots across the technology ecosystem. Our deep knowledge of tech markets combined with our actionable insights empower organizations to make smart growth decisions.

美国关税政策一变再变，新一轮的不确定性越来越多，加入我们，了解这些事态发展如何重塑全球市场并影响关键行业。 

本场直播，Omdia 分析师们将探讨目前关税形势及其对各行业和供应链的潜在连锁反应，以及如何在动荡的贸易环境中为未来做好准备。 

主要内容:  

•   哪些半导体领域面临的风险最大？是否会增加中国本土电子产品代工企业的成本？   

•   中国新能源市场面临着什么挑战和机遇？ 汽车主机厂和供应链会做出什么调整？ 

•   众多应用领域的显示面板需求回调，面板制造商将如何保护其供应链的议价能力？ 

•   关税战对美国及全球智能手机市场的影响有哪些? OEM厂商的应对策略应如何调整？ 

参会分析师: 

半导体研究总监 – Hui He  

汽车行业首席分析师 - Jason Low 

显示面板与供应链研究总监 - Deborah Yang 

智能手机行业首席分析师 – Toby Zhu

美国关税政策对中美科技产业链的影响

Join Omdia’s leading analysts for an in-depth discussion on the evolving global tariff landscape and its potential ripple effects across industries and supply chains. With new U.S. tariffs introducing fresh waves of uncertainty, understanding how these developments could reshape global demand for hardware and impact key sectors is more crucial than ever.

This session will provide expert perspectives on how ongoing geopolitical shifts are influencing consumer-facing industries, including automotive, consumer electronics (TVs, gaming, smartphones, and PCs), semiconductors, displays, and media & entertainment.

Learn what these changes mean for manufacturers, component suppliers, and global markets, and how to prepare for what’s ahead in a volatile trade environment.

Analyst speakers include:

- Ben Yeh (Principal Analyst, PC)
- Chenyu Cui (Senior Analyst, Games)
- Toby Zhu (Principal Analyst, Smartphone)
- Ken Park (Research Director, TV & ProAV)
- Jason Low (Principal Analyst, Automotive)
- Hui He (Research Director, Semiconductor)
- Jusy Hong (Senior Research Manager, Mobile Devices)
- Deborah Yang (Chief Analyst, Display & OEM Supply Chain)

Global Tariff Tensions: Omdia analyst perspectives from Asia on supply chains, demand and disruption

With data center capex predicted to be close to $1 trillion by 2030, what are the top trends shaping this rapidly evolving digital landscape.

Hosted by Omdia's cloud & data center expert analysts, the webinar unveils the changing trends shaping the industry in 2025 and beyond. Equip yourself with our analyst’s insights and research, to keep you at the forefront of innovation.

Here's a sneak peek of what you'll discover:

1. Cooling Innovations & Sustainability: Dive into the world of Direct-to-Chip (DtC) and air-assisted liquid cooling technologies. Learn how battery storage systems are revolutionizing data centers and explore the latest in Water Usage Effectiveness (WUE) for a greener future.
2. AI-Powered Server Markets: Uncover the exciting developments in AI architectures and their profound implications on data center power consumption. Stay ahead of the curve in this transformative field!
3. Smart IT Operations: Get the scoop on advanced Data Center Infrastructure Management (DCIM) solutions, cutting-edge power monitoring through Electrical Power Management Systems (EPMS), and the rising importance of Financial Operations (FinOps) in cloud management.
4. Cloud Evolution: Explore emerging trends like sovereign cloud solutions, the rise of edge cloud for Generative AI applications, and how AI is optimizing cloud operations for unprecedented efficiency.
5. Software Development Revolution: Witness the AI-driven transformation of the Software Development Life Cycle (SDLC), the growing significance of platform engineering, and the democratization of coding through no-code/low-code platforms.

Gain valuable insights from Omdia's expert analysts and position yourself at the forefront of the cloud and data center industry.

Top trends to watch in 2025: Cloud and Data Centers

Join Omdia’s leading analysts for an in-depth discussion on the evolving global tariff landscape and its potential ripple effects across industries and supply chains. With new U.S. tariffs introducing fresh waves of uncertainty, understanding how these developments could reshape global demand for hardware and impact key sectors is more crucial than ever.

This session will provide expert perspectives on how ongoing geopolitical shifts are influencing consumer-facing industries, including automotive, consumer electronics (TVs, gaming, smartphones, and PCs), semiconductors, displays, and media & entertainment.

Learn what these changes mean for manufacturers, component suppliers, and global markets, and how to prepare for what’s ahead in a volatile trade environment.

Analyst speakers include:

- David Hancock (Chief Analyst, Film and Cinema)
- James McWhirter (Senior Analyst, Games)
- Patrick Horner (Practice Leader, TVs) 
- Paul Erickson (Principal Analyst, Home Entertainment)
- Haig Stoddard (Principal Analyst, Automotive)
- Paul Pickering (Practice Lead, Semiconductors)
- Kieren Jessop (Research Analyst, PCs)
- Runar Bjorhovde (Research Analyst, Smartphones)

Global Tariff Tensions: Omdia analyst perspectives from Europe and America on supply chains, demand and disruption

Tariffs

Automotive

Film

Cinema

Semiconductors

Displays

Gaming

Smartphone

Supply Chain

Demand generation is the process through which a business integrates marketing and sales to move potential buyers down the sales funnel from interest to payment. The BrightTALK demand generation community is made up of thousands of professionals sharing and learning best practices for engagement marketing, demand generation and lead scoring and nurturing through interactive webinars and videos. Register and join the conversation to attend live webinars and have your questions answered by demand generation professionals and thought leaders.

Demand Generation

The digital content marketing community on BrightTALK is made up of thousands of marketers using rich media and thought leadership content to drive engagement. Join to learn best practices for digital content creation and distribution and explore how content engagement can help you connect with your existing and prospective customers and drive revenue.

Content Marketing

Get powerful advertising insights from influential experts. Connect with thought leaders and colleagues to get the most up-to-date advertising industry knowledge and strategies that are driving brand and demand.

Advertising

The marketing community on BrightTALK is made up of thousands of engaged marketing professionals. Find relevant webinars and videos on marketing strategy, branding and more presented by recognized thought leaders. Join the conversation by participating in live webinars and round table discussions.

Marketing

Welcome to the mobile computing community on BrightTALK! With the consumerization of IT and the widespread adoption of mobile devices across the globe, mobile computing has become an important part of many people's lives in a culture of bring your own device (BYOD). With mobile devices doubling as work phones and more employees working from home, businesses need to provide secure access to data and work applications from anywhere at any time. Join this growing community and hear from industry thought leaders in webinars and videos as they share their insight on mobile computing research and trends.

Mobile Computing

Are you an IT service management professional interested in developing your knowledge and improving your job performance? Join the IT service management community to access the latest updates from industry experts. Learn and share insights related to IT service management (ITSM) including topics such as the service desk, service catalog, problem and incident management, ITIL v4 and more. Engage with industry experts on current best practices and participate in active discussions that address the needs and challenges of the ITSM community.

IT Service Management

Cloud computing has exploded over the past few years, delivering a previously unimagined level of workplace mobility and flexibility. The cloud computing community on BrightTALK is made up of thousands of engaged professionals learning from the latest cloud computing research and resources. Join the community to expand your cloud computing knowledge and have your questions answered in live sessions with industry experts and vendor representatives.

Cloud Computing

The IT security community on BrightTALK is composed of more than 200,000 IT security professionals trading relevant information on software assurance, network security and mobile security. Join the conversation by watching on-demand and live information security webinars and asking questions of experts and industry leaders.

IT Security

Increasing expectations for good governance, effective risk management and complex demands for corporate compliance are presenting a growing challenge for organizations of all sizes. Join industry thought leaders as they provide you with practical advice on how to implement successful risk and compliance management strategies across your organization. Browse risk management resources in the form of interactive webinars and videos and ask questions of expert GRC professionals.

IT Governance, Risk and Compliance

The data center management community focuses on the holistic management and optimization of the data center. From technologies such as virtualization and cloud computing to data center design, colocation, energy efficiency and monitoring, the BrightTALK data center management community provides the most up-to-date and engaging content from industry experts to better your infrastructure and operations. Engage with a community of your peers and industry experts by asking questions, rating presentations and participating in polls during webinars, all while you gain insight that will help you transform your infrastructure into a next generation data center.

Data Center Management

The application development community features top thought leadership focusing on optimal practices in software development, SDLC methodology, mobile app development and application development platforms and tools. Join top software engineers and coders as they cover emerging trends in everything from enterprise app development to developing for mobile platforms such as Android and iOS.

Application Development

Unified communications improve collaboration and increase productivity among employees through technologies such as VoIP, instant messaging and social media. Join this community to learn how to benefit from the full value of unified communications and collaboration technologies.

Collaboration and UC

Enterprise applications have become a crucial piece of infrastructure for many businesses. The enterprise applications community on BrightTALK features the latest insights in enterprise application integration, enterprise application architecture and EAS software. Join the community to gain access to thousands of videos and webinars presented by recognized enterprise information systems experts and arm yourself with the knowledge you need to succeed.

Enterprise Applications

Practicing business intelligence allows your company to transform raw data into sets of insights for targeted business growth. The business intelligence and analytics community on BrightTALK is made up of thousands of data scientists, database administrators, business analysts and other data professionals. Find relevant webinars and videos on business analytics, business intelligence, data analysis and more presented by recognized thought leaders. Join the conversation by participating in live webinars and round table discussions.

Business Intelligence and Analytics

Join thousands of engaged IT professionals in the application management community on BrightTALK. Interact with your peers in relevant webinars and videos on the latest trends and best practices for application lifecycle management, application performance management and application development.

Application Management

The storage community on BrightTALK is made up of thousands of storage and IT professionals. Find relevant webinars and videos on storage architecture, cloud storage, storage virtualization and more presented by recognized thought leaders. Join the conversation by participating in live webinars and round table discussions.

Storage

Network infrastructure professionals understand that a reliable and secure infrastructure is crucial to enabling business execution. Join the network infrastructure community to interact with thousands of IT professionals. Browse hundreds of on-demand and live webinars and videos to learn about the latest trends in network computing, SDN, WAN optimization and more.

Network Infrastructure

Welcome to the big data and data management community on BrightTALK. Join thousands of data quality engineers, data scientists, database administrators and other professionals to find more information about the hottest topics affecting your data. Subscribe now to learn about efficiently storing, optimizing a complex infrastructure, developing governing policies, ensuring data quality and analyzing data to make better informed decisions. Join the conversation by watching live and on-demand webinars and take the opportunity to interact with top experts and thought leaders in the field.

Big Data and Data Management

Get powerful end user computing insights from influential EUC experts. Connect with thought leaders and colleagues to get the most up-to-date knowledge on effective approaches to get non-programmers to create working applications.

End User Computing

Get powerful marketing data and analytics insights from influential experts. Connect with thought leaders and colleagues to get the most up-to-date knowledge on the analytics that quantify your investments.

Data and Analytics

As an IT professional, many of the problems you face are multifaceted, complex and don’t lend themselves to simple solutions. The information technology community features useful and free information technology resources. Join to browse thousands of videos and webinars on ITIL best practices, IT security strategy and more presented by leading CTOs, CIOs and other technology experts.

Information Technology

The channel sales community on BrightTALK is made up of thousands of sales professionals specializing in channel sales strategy, reseller sales and channel opportunities. Find relevant content on demand or engage with peers and industry leaders in live channel sales webinars and round table discussions.

Channel Sales

The sales management community on BrightTALK is made up of thousands of sales management professionals. Learn about sales training ideas and techniques while improving pipeline development strategies. Join the conversation by participating in live sales development and management webinars and round tables.

Sales Strategy

The sales community on BrightTALK brings together thousands of engaged sales professionals. Learn about careers in IT sales and marketing, sales techniques and selling strategies. Join the discussion by participating in on-demand and live sales webinars and summits with leaders in the sales industry.

Sales

The energy community on BrightTALK brings together top experts from around the world. Find relevant webinars and videos on renewable energy, efficiency and more presented by recognized energy management thought leaders. Join the conversation by participating in live webinars and round table discussions on energy trends.

Energy

Get powerful emerging technology insights from influential experts. Connect with thought leaders and colleagues to get the most up-to-date knowledge on technologies like 3D printing, pervasive robotics, natural interfaces, connected everything and cognitive systems.

Emerging Technologies

Get powerful manufacturing insights from influential experts. Connect with thought leaders and colleagues to get the most up-to-date knowledge on strategies and techniques to accelerate production cycles while increasing efficiencies and improving profitability.

Manufacturing

The research and development community on BrightTALK brings together leading professionals in healthcare, technology and manufacturing to present on current topics in their fields. From big data in healthcare to online forensics training and medical research practices, the community is an exceptional resource for those looking to expand their knowledge. Be part of the conversation by joining the community and participating in interactive live webinars.

Research and Development

This community is for investors who work within the European market providing client and portfolio management advice. Join to learn from trusted investors on the latest trends and account strategies for delivering consistent results and long term success.

European Investors

Get powerful financial planning and analytics insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge and drive optimal financial performance for your company.

Financial Planning and Analysis

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.

Global Tariff Tensions: Omdia analyst perspectives from Europe and America on supply chains, demand and disruption

Presented by

About this talk

More from this channel