2026 Mobile Outlook Report
The Mobile Outlook Report provides a comprehensive look into key trends in end markets and technologies. Unlock detailed analyses, forecasts, and expert perspectives on how the mobile market will evolve through 2026.
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What’s Driving Mobile in 2026
Driving Innovation
On-device AI, foldable form factors, and deeper RF–compute integration are driving mobile platform innovation in 2026. These advances enable new user experiences while increasing reliance on advanced packaging, memory, and RF front-end architectures.
Managing Cost & Risk
Rising BOM costs, component price volatility, and geopolitical uncertainty define mobile device risk in 2026. OEMs must balance AI-driven hardware investment against supply-chain resilience, tariffs, and sustainability pressures.
Targeting High-Growth Markets
Mobile market growth in 2026 is polarized, with innovation-led premium devices and value-driven emerging markets. Success depends on precise segmentation, pricing strategy, and region-specific product alignment.
The Five Expectations for Mobile in 2026
1. Tariffs and trade uncertainty lead OEMs to adjust pricing for flagship models and reshape manufacturing and supply chain globally
Tariff uncertainty and the trade war’s impact on the macroeconomic and consumer side will continue to weigh on the market in 2026.
2. Smartphone hardware design to co-evolve with mobile AI
Additional computational and AI acceleration requirements require more sophisticated SoCs designs and faster DRAM memory.
3. AI rollout continues as Google and Apple chase usage and consumer traction while potential disruptors prepare for market entry
New product innovations in AI from major companies will help to evolve the smartphone market.
4. BRIC and emerging markets increase sway in global mobile market
Emerging markets will outpace and outgrow mature markets and global total markets by 2030.
5. Form-factor changes promise to reinvigorate a stagnate mobile industry
Hardware innovations on flexible displays and AI aim to boost smartphone market.
Get expert insights, forecasts, and competitive intelligence from the most trusted semiconductor market authority.
Missed the Outlook Summit Series Webinar? Watch the replay: “5 Expectations for the Mobile Market in 2026.”
