5 Expectations for the Mobile Market in 2026
Discover the 5 Critical Mobile Market Trends Reshaping Semiconductors in 2026
The mobile semiconductor market faces an inflection point in 2026. While trade and tariff uncertainties continue to disrupt global supply chains, breakthrough technologies promise to reinvigorate growth in an industry facing maturity pressures.As Google, Apple, and new disruptors expand AI-driven mobile experiences, OEMs are rethinking hardware design, SoC innovation, and DRAM integration to meet rising consumer expectations. At the same time, geopolitical dynamics are reshaping long-term manufacturing strategies, and BRIC and emerging markets are exerting new influence over global demand.In this live TechInsights webinar, our experts will break down five critical developments reshaping the mobile industry in 2026 and beyond.
What You’ll Learn:
In this session we’ll unpack five high-impact topics and their strategic implications:
Mobile AI adoption — Google, Apple, and potential disruptors drive consumer traction.
Hardware & AI co-evolution — SoCs and DRAM innovation across Android OEMs.
Tariffs & trade impact — How pricing and supply chains are being reshaped.
Emerging market influence — BRIC nations and new growth regions take the stage.
Form-factor innovation — New designs promise to revitalize a stagnating market.
Whether you’re a strategist, designer, or executive, this session will equip you with the insights to anticipate change, realign your roadmap, and seize new opportunities.
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.
Ken Hyers
Director, Device Technologies
As the Director of Device Technologies at TechInsights, Ken Hyers has over 20 years of experience analyzing, forecasting, and advising professionals within the telecommunications industry. He is recognized as an expert in his field, and regularly provides insight for a variety of newspapers, business publications, and wireless trade journals. In his day-to-day, Ken leads the smartphone market research team focusing on technologies that power smartphones while providing market analysis, sizing, and forecasting of these devices through a technology lens. He enjoys having the ability to help clients predict, anticipate, and create the future of their businesses and has a reputation for successfully anticipating pitfalls and creating roadmaps to adoption for emerging technologies.
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.
Don’t just react to the mobile market—lead it.
This webinar gives you the context and technical/market signals needed to adapt roadmaps, prioritize investments, and influence architecture choices for AI, datacenter, mobile, and edge products.
Originally aired: January 21, 2026
