Name: Global Tariff Tensions: Omdia analyst perspectives from Asia on supply chains, demand and disruption
Start: 2025-04-11T06:00:00Z
End: 2025-04-11T06:00:51.000Z
Location: BrightTALK
Rating: 4.6

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:

- 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

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:

- 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

Tariffs

Automotive

Film

Cinema

Semiconductors

Displays

Gaming

Smartphone

Supply Chain

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

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