Omdia forecasts 62.7% semi progress this 12 months
Omdia is forecasting 62.7% semiconductor market progress for 2026 reflecting extraordinary progress in reminiscence with DRAM forecast to just about double and NAND to quadruple.
On the identical time, there’s a clear shift towards higher-value system designs constructed on next-generation silicon and superior connectivity. This development mixed with ongoing scarcity elements will push up ASPs.
Computing and knowledge storage will lead all segments in semiconductor income progress, rising 90% YoY to overv $700 billion. This is because of sturdy demand for datacentre servers and different reminiscence–intensive functions, alongside elevated reminiscence IC pricing.
As beforehand reported, shopper electronics and wi-fi functions additionally current a optimistic outlook for semiconductor income progress in 2026.
Whereas smartphone unit shipments will not be anticipated to stay comparatively flat, semiconductor revenues will improve resulting from larger reminiscence pricing, considerably elevating general invoice of supplies (BOM) prices.
The market will see a number of flagship launches along with the standard mannequin updates. This can embody a spread of a brand new wave of foldables, and feature-rich fashions incorporating AI-enabled capabilities akin to superior pictures.
Sensible watches and health and wellness wearables are additionally projected to ship significant income progress.