Worldwide Wi-Fi voice over IP (VoIP) handset revenue totalled $54.7 million in 2004 and the number of units shipped reached 143,000, according to a new report from Infonetics Research. It also predicts strong growth at least through to 2009 as steady adoption of voice over Wi-Fi continues. Infonetics has found that worldwide dual-mode Wi-Fi/cellular handset revenue hit $6.7 million in 2004, adding that Wi-Fi capability will eventually become a common feature in mobile phones, just as it is becoming standard in laptops today. Although Wi-Fi VoIP handsets represent a small market at present, it has great potential. In logistics and healthcare verticals in particular, voice over wireless local area networks is already gaining momentum and is likely to become widespread throughout the enterprise as VoIP and wireless LAN adoption continue. The Infonetics report suggests that there is potential for enormous growth in the consumer space, as VoIP services and wireless gateways are bundled with a broadband connection. It says that more dual-mode Wi-Fi/cellular handsets will reach the market, enabling enterprise users to roam across 3G networks, home networks, corporate wireless LANs, and Wi-Fi hotspots.
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...