Analysis: Capex Rises to Meet Demand

 

  2 Min Read     January 12, 2026

 
 

Global Handset vendor share Q3 2025

In this first update of CY 2026, we assess the outlook for AI-driven growth heading into the new year. This report accompanies the Industry Performance Data Table.

This summary outlines the analysis* found on the TechInsights' Platform.

*Some analyses may only be available with a paid subscription.

 

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