Omdia Forecasts CastOS to Reach 15 Million Shipments in North America by 2029, Dominating TV OS Market

Stock News
2025/11/06

Omdia's latest "TV Design and Specification Market Tracker: Q2 2025 Forecast" projects that CastOS shipments in North America will surge from 6.5 million units in 2025 to 15 million by 2029. As TV shipments supporting this operating system rapidly increase, CastOS is expected to surpass platforms like Roku Inc, Tizen, and Fire TV after 2025.

The unprecedented growth of CastOS stems directly from Walmart's decision to switch its Onn. TV brand's operating system from Roku Inc to CastOS, a transition set to accelerate over the next year. This strategic move allows Walmart to expand its proprietary TV platform, enabling direct advertising to end-users and boosting e-commerce revenue.

Matthew Rubin, Principal Analyst for TV Research at Omdia, stated, "Walmart's integration of its TV platform will serve as a critical asset, driving ad revenue and sales growth while enhancing competition with Amazon. Amazon recently partnered with Roku Inc to enable advertisers to run campaigns across its combined user base. Roku Inc will rely on such partnerships as its TV OS faces replacement by Onn., leading to shipment declines and potential adjustments to its international growth strategy."

Globally, Android will remain the leading platform, though its shipment share is expected to dip slightly from 42% in 2025 to 39% by 2029. However, since Android encompasses multiple variants (including China-specific versions), its consolidation impact is weaker than single-platform competitors. Tizen is projected to remain the second-largest TV OS, though its share will marginally decline from 17% to 16% over the same period.

Besides CastOS, the fastest-growing TV operating systems include Vidaa, whose market share is forecast to rise from 6% in 2025 to nearly 8% by 2029, and Amazon's Fire TV, which will grow from 4% to slightly over 5%.

Excluding China, Android (including Google TV) holds a 32% market share in 2025—lower than the global average but still dominant. Omdia's latest projections suggest expansion opportunities remain in the competitive OS market, particularly in Europe, where retailers and platform providers are closely monitoring North America's retailer-led consolidation strategies.

免責聲明:投資有風險,本文並非投資建議,以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請,作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考,不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證,投資者應自行研究並在投資前尋求專業建議。

熱議股票

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10