According to the latest Strategy Analytics report, "Cellular Beats Convergence in In-Building Voice Battleground," the U.S. market will lead adoption of fixed mobile convergence (FMC), as the rest of the world sees FMC play second fiddle to cellular-only substitution. Seven percent of voice telephony users will use a FMC product in the U.S. by 2010, compared with only two percent outside the U.S. "North America will buck the global trend, where cellular based solutions rather than converged fixed-mobile voice services will dominate. Advanced penetration of WiFi networks, a robust cellphone replacement market, spotty in-building cellular coverage and a dynamic broadband and cable industry will combine to keep cellular-only users at bay in the U.S.," comments David Kerr, Vice President, Strategy Analytics' Global Wireless Practice. "Players like Time Warner, Comcast and Cox have most to gain in terms of revenue opportunities, with early FMC moves by BellSouth a clear indication that they need to protect their entrenched positions in the fixed and mobile voice markets."
The global semiconductor industry is experiencing a historic acceleration driven by surging investment in artificial intelligence (AI) infrastructure and computing power. According to the latest IDC worldwide market study, 2025 marks a defining year in which AI's pervasive impact reconfigures industry economics and propels record growth across the compute segment of the semiconductor market. Semiconductor Market Development IDC’s latest data reveals an insightful projection: The compute segment of the semiconductor market is on track to grow 36 percent in 2025, reaching $349 billion. This segment, which encompasses logic chips powering CPUs, GPUs, and AI accelerators, will sustain a robust 12 percent compound annual growth rate (CAGR) through 2030. These numbers underscore not only current momentum but a structural shift driven by large-scale adoption of AI workloads spanning cloud, edge, and on-premises deployment models. The scale of investment is unprecedented. As organizations ...