5 Expectations for the Consumer Electronics Market in 2026
Discover the 5 Critical Consumer Electronics Market Trends Reshaping Semiconductors in 2026
The consumer electronics market is poised for transformation in 2026, driven by technology innovation, geopolitical dynamics, and rising consumer expectations for convenience, performance, and usability.In this live TechInsights webinar, our consumer electronics experts will highlight five critical trends shaping the market, giving strategists, designers, and executives the insights needed to adapt, innovate, and lead.
What You’ll Learn:
In this session we’ll unpack five high-impact topics and their strategic implications:
Transformer-Based AI Adoption — How device makers are using AI to enhance products and services.
Impact of US Import Tariffs — How tariffs affect both supply chains and consumer demand.
Matter Smart Home Standard — Advancements delivering true multi-brand interoperability.
Smartwatch radios — From connectivity to biosensing.
Momentum for Smart Glasses — AI-driven use cases and new entrants driving adoption.
AI, tariffs, smart home, and display innovations—what’s next for consumer electronics.
Meet the presenters
Jack Narcotta
Head of Consumer Electronics, Market Analysis
As the Head of Consumer Electronics Market Analysis, Jack Narcotta joins TechInsights with over 20 years of experience in the technology sector. In this role, Jack is focused on helping clients find opportunities in a highly competitive and turbulent market. He has a keen awareness for how the technology we use every day is changing and how to help clients create opportunities in response. At TechInsights, Jack enjoys having the ability to collaborate and provide a thorough understanding of the ripple effects produced by the rapidly changing consumer electronics market. He has a passion for uncovering the deeper stories beneath the data and surfacing it in engaging and insightful ways.
Nitesh Patel
Director, Smart Home Strategies
As Director of Smart Home Strategies, Nitesh Patel brings a wealth of knowledge and experience to TechInsights, with over 20 years of industry research experience spanning the telecommunications sector, with a recent focus on consumer electronics and smart home technology. Nitesh is heavily involved in the development of market reports, company and product profiles, competitive positioning, market forecasts, and assessing the impacts of innovations shaping opportunities across the smart home ecosystem. He enjoys developing deep and trusted relationships with clients, providing them with insights on the potential growth opportunities for smart home devices within the semiconductor industry, including smart speakers and displays, surveillance cameras, video doorbells, robot vacuum cleaners, smart thermostats, and many more.
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.
Stacy Wegner
Subject Matter Expert
Stacy Wegner is the Senior Technology Analyst at TechInsights’ Teardown division, responsible for ensuring the highly technical data produced by our analysts is transformed into consumable competitive intelligence. Stacy has an extensive background in advanced technology devices, marketplace analysis, and TechInsights products and practices.
Steve Waltzer
Director, Wearables End Market Analysis
Steven Waltzer is a Director of Wearables End Market Analysis at TechInsights, with over 10 years of experience in market research. He heads up the Wearable Device Ecosystem (WDE) End Market Analysis Channel, spearheading all quarterly tracking and forecasting across smartwatches, feature watches, fitness bands, smart glasses, virtual reality, hearables, and other wearable device types. Steven has a passion for supporting innovation and decision making in the semiconductor industry through independent research and analysis. He takes pride in his ability to help clients solve business issues using quantitative market tracking and forecasting datasets, as well as qualitative market insights. His background in Finance and Economics have honed his modelling skills and informed his market forecasting and tracking efforts.
Don’t just follow the 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: December 16, 2025
