... 2026, the memory market volatility will downgrade the device market to decline by 0.2%, as opposed to the previously expected 2.0% growth. Only smartphones are projected to grow at 0.5%. This downgrade also applies to AI devices, although AI PCs will make up 49% of PC shipments in 2026. Overview Table ...
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... penetration of AI PCs until 2028.” Basic Smartphones Take the Biggest Hit The memory-driven price surge will disproportionately affect entry-level smartphones, leading buyers to choose refurbished or second-hand models or keep their phones longer. Premium smartphones will be less affected because of their ...
... China. He focuses on the semiconductor market and Emerging Technology Trends (ETT) research. The major coverage is semiconductors, smart home, smartphones, edge/embedded AI and the electronics supply chain in China - and the growth prospect of government funding Chinese semiconductor industry. Additionally ...
... Access Insights Already a Gartner client? Worldwide smartphone shipments grew 0.9% year over year in 2Q25 to 290.5 million units, marking a seventh consecutive quarter of modest growth. AI-driven innovation and value-focused models offset low-end market weakness amid challenging economic and geopolitical ...
... Access Insights Already a Gartner client? Wireless semiconductor revenue had a 4.7% growth in 2024 to $20.9 billion, supported by the rebound in smartphone, earphone and IoT demand, and the transition to Wi-Fi 7 in the wireless combination chips. Chinese chip vendors posted 23.8% growth driven by low-priced ...
... NVIDIA dominated with over 50% market share riding on demand for its GPUs from AI training infrastructure build-outs. Apple and Qualcomm followed with smartphone SoCs featuring AI inference capabilities. Overview Table of Contents for Download Attachment List of Tables for Download Attachment Gartner Recommended ...
... higher by 7%, and bit shipments will grow by 16% backed by strong AI-led demand. DRAM revenue growth of 25% is forecast in 2026 as on-device AI-led smartphone demand recovers amidst strong AI server demand. Overview Table of Contents List of Tables Gartner Recommended Reading Notes Gartner Insights Abstract ...
... Access Insights Already a Gartner client? Global VUCA- and tariff-driven price hikes are causing a pause in PC and smartphone purchases, cutting overall device unit growth to 2.1% in 2025. Additionally, enterprises delaying their Windows 11 upgrades to 2026 mean that 2025 business PC unit growth is down ...
... declined in 1Q25 due to a demand-driven oversupply in server and LPDRAM. However, higher share of HBM3E (12H) led to higher HBM prices. A recovery in smartphone shipments and increased HBM share are forecast to fuel revenue growth of 20.3% to $110.3 billion in 2025. Overview Forecast Data Summary Forecast ...