Your next TV could be a cellphone. According to Strategy Analytics' Connected Home service, more than a quarter of digital TV devices sold worldwide in 2010 will be mobile phones, as handset vendors strive to place a "TV in every pocket." Traditional devices, such as set-top boxes, however, will remain the staple for some years; and demand for these will also increase. The report, 'Digital TV Diversifies: Global Demand Will Shift Away From STBs,' predicts that device manufacturers likely to lead the fixed/mobile DTV convergence opportunity are Samsung, Sony/Sony Ericsson and LG. According to the research, 71 million digital TV devices will be sold globally this year, of which 1.9 million will be DTV phones. By 2010 annual sales of all devices will be 279 million, with mobile devices accounting for 73.5 million. In spite of these growth forecasts, mobile DTV faces usability obstacles and perceptions as well as barriers related to operator network strategies and government and regulator approaches.
Semiconductor forecasts rarely move enough to reshape an enterprise boardroom budget conversation. Omdia's latest worldwide market study findings does exactly that. The research firm has raised its 2026 global semiconductor revenue forecast to 94.1 percent year-over-year growth, an increase driven almost entirely by memory pricing tied to artificial intelligence infrastructure. For technology executives, the number itself matters less than what sits underneath it. Applied-AI demand has now outrun the industry's capacity to produce and package the chips it needs, and Omdia expects that imbalance to persist through early 2027. The Semiconductor Forecast Revision Memory integrated circuits, DRAM and NAND combined, are now projected to account for more than 50 percent of total semiconductor revenue in 2026. That threshold has rarely been crossed in the industry's history. It marks a structural shift in where chip economics get decided. Logic used to set the pace of the industr...