Will mobile music significantly increase operator mobile data ARPS? In the hopes of replicating the success of online music download services, the mobile industry sees Full Track Downloads (FTDs) as a promising strategy to grow revenues by increasing mobile data usage and reducing churn. Ultimately, the success of mobile music will rest heavily on the value it presents to all its stakeholders. Pyramid Research's new report "Get on Track With Mobile Music: Exploring Mobile Music Best Practices" analyzes two successful mobile music business models - SK Telecom's 'MelOn' and KDDI's 'Chaku-Uta Full' - and provides strategic advice for operators to maximize the opportunity. By analyzing KDDI's and SK Telecom's success, this report charts the evolutionary path of mobile music services through an examination of business models, enabling technologies, stakeholders, and global developments. Full Track Downloads will be popular and - if managed correctly - profitable for providers.
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...