5 Expectations for the Connectivity Market in 2026
5G, ambient computing, and RF innovation—what’s next for connectivity semiconductors.
The connectivity semiconductor industry is evolving rapidly as 5G matures, geopolitical shifts influence supply chains, and ambient/always-on computing paradigms drive next-generation RF architectures. From smartphones to IoT, wearables, and satellite networks, the connectivity landscape is transforming at an unprecedented pace.
What You’ll Learn:
In this webinar, TechInsights experts outlined five critical developments shaping the $75 billion RF semiconductor market in 2026, providing actionable insights for designers, module suppliers, and strategists.
5G Device RF Densification (Sub-3 GHz) – Advanced Phase 8 architectures, new RF IC processes (GF, UMC, TowerSemiconductor, X-Fab), engineered low-loss substrates, RF SOI, POI, and high-efficiency GaAs/SiGe PA designs.
China Mobile RF Leadership – Huawei’s portfolio expansion (Phase 7 FEMs, BAW filters), 5G-Advanced dominance, 6G R&D, and implications for Western RF vendors amid state subsidies and US tariffs.
Evolved Smartphone & Ambient Compute Era – Growth in 5G/5G-A SA devices, AI-driven services, Edge AI/IoT, automotive connectivity, wearables, and AR glasses; opportunities in BT/Wi-Fi/UWB, V2X, Wi-Fi HaLow, 5G RedCap, and Matter over Thread.
Satellite NTN & D2C Expansion – Integration of satellite coverage into mobile networks (T-Mobile/Starlink), implications for smartphone OEMs and RF Front End design for 3GPP NTN compliance.
“Always ON” Connectivity as a Differentiator – Modem-embedded AI for seamless cellular/Wi-Fi switching, enhanced RF FE requirements, new RF filters, antenna tuners, and potential consolidation of smartphone radio module suppliers.
Whether you’re an RF semiconductor designer, connectivity module supplier, or wireless infrastructure strategist, this session will help you anticipate disruption, optimize designs, and lead in the evolving connectivity landscape.
Meet the presenters
Wayne Lam
Senior Principal Analyst, Mobile Technologies
Wayne Lam is the Service Director of Mobile Semiconductors at TechInsights, with over a decade of experience in the consumer electronics and smartphone industries. An expert in mobile technologies, market research, and competitive intelligence, he excels at uncovering insights that help clients understand emerging technologies. With an engineering background and experience in semiconductor fabrication, Wayne brings a unique perspective to evaluating which innovations can truly scale. A frequent technology commentator, he’s passionate about the market forces and wireless advancements shaping the future of how we work and live.
Christopher Taylor
Director, RF & Wireless
Christopher Taylor is the Director of RF & Wireless at TechInsights, with over 35 years of experience in semiconductors and wireless technologies. A recognized expert in radio and RF front end devices, he has authored hundreds of industry reports and previously founded the RF & Wireless Components research service at Strategy Analytics. At TechInsights, he leads market and technology analysis for wireless components in mobile, Wi-Fi, and UWB systems, helping clients evaluate new technologies and anticipate market shifts.
Radu Trandafir
Subject Matter Expert/Technical Fellow – Mobile RF and Wi-Fi/IoT Technical Analysis
Radu Trandafir holds a Master’s degree in Electronics and Telecommunications from Politehnica University in Bucharest and brings more than 30 years of experience in the telecommunications industry. His expertise spans RF hardware systems design and technical IP analysis, with a deep background in mobile radio and wireless technologies. As a Subject Matter Expert at TechInsights, Radu provides authoritative insights into mobile and wireless systems, drawing on his extensive technical and industry experience. Before joining TechInsights, he held similar roles at leading companies such as Nortel and Ericsson.
Once you’ve watched the 5 Expectations... what’s next?
That’s where TechInsights comes in. The Connectivity Outlook Report helps you transform complex wireless roadmaps, protocol evolution, and ecosystem shifts into clear, actionable strategy. We break down advancements across 5G/6G, Wi-Fi, UWB, satellite communications, and short-range technologies—giving you the insight you need to design reliable, efficient, future-ready connected products.
Already a subscriber? Log in to access the complete Outlook Report series—including the full Connectivity Report—and connect with your account manager to understand how upcoming connectivity trends will impact your devices, networks, and long-term roadmap.
Ready to elevate your competitive advantage? View the full 2026 Connectivity Outlook Report for exclusive insights, expert analysis, and strategic guidance to help you innovate faster, optimize performance, and lead in the next era of ubiquitous connectivity.
Don’t just react to the connectivity market—lead it.
Watch the on-demand webinar for this exclusive compute outlook.
Originally aired: November 19, 2025
