2025 Connectivity Outlook Report
Insights into Cellular, Wi-Fi, and RF Technologies Shaping Our Future
In 2025, the connectivity landscape is poised for a major evolution, driven by advancements in RF and microwave semiconductors. From GNSS and UWB to essential technologies like Wi-Fi, Bluetooth, and cellular networks, these semiconductors are the backbone of modern wireless systems. However, their complex nature demands a wide range of process technologies, including GaAs, GaN, and silicon CMOS, making it critical to understand the factors that will shape market growth.
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Five Key Market Expectations for 2025
Get a glimpse of 2025’s wireless future, where 5G, Wi-Fi 7, and emerging RF technologies like GaN and GaAs drive faster speeds, lower latency, and enhanced connectivity for consumer and industrial applications.
Here are the five key market trends to watch:
Cellular Innovations: 5G Redcap and NTN Dynamics
The market for radio components in cellular user equipment is expected to see significant growth, driven by non-handset applications and innovations like 5G Redcap and Non-Terrestrial Networks (NTN). While the overall outlook for 2025 remains steady, low noise amplifiers (LNAs) and power amplifier modules are poised to lead the expansion.
Wi-Fi 7: A Leap Forward in Connectivity
Wi-Fi shipments are projected to experience significant growth, driven by the rollout of Wi-Fi 7, offering enhanced speed and lower latency. With ultra-low power Wi-Fi (ULP) advancing smart home technology and Edge AI optimizing performance, the future of wireless connectivity looks promising.
GaN on Si: Will It Finally Make Its Mark?
Gallium Nitride (GaN) is transforming RF applications with its unmatched efficiency. Recent breakthroughs in e-mode GaN on silicon are set to revolutionize mobile devices and customer premises equipment by 2025.
RF GaAs: Poised for a Comeback
After years of stagnation, the RF GaAs market is projected to make a strong comeback, driven primarily by wireless communications. This essential technology continues to play a vital role in power amplifiers across both cellular and Wi-Fi sectors.
The 6G Horizon: What Awaits Us?
As we look toward 2030, 6G technology promises to revolutionize wireless connectivity, tapping into new frequency bands and enabling advanced capabilities like full duplex communication. What innovations are on the horizon, and how will they reshape our digital landscape?
Key Chapters at a Glance: Unlocking 2025 Connectivity Insights
Market Outlook
The cellular RF front-end market is set for steady growth, fueled by widespread 5G adoption and advancements in satellite connectivity, particularly in the automotive sector. With industrial IoT also on the rise, exciting opportunities for innovation are emerging.
Technical Outlook
In our latest update, we spotlight Huawei’s Pura 70, advancing the Mate 60 Pro's radio design with exciting features for 5G-Advanced and 3GPP Rel. 18, set for a 2024 launch. We also analyze 6GHz band usage across ITU regions and reveal Huawei's Direct-To-Smartphone technology leveraging dual-satellite connectivity.
Procurement Outlook
In 2024, semiconductor sales are surging, fueled by high demand for GPUs and HBM, leading to record growth and rising prices. As inventory issues improve and edge AI devices gain traction, TechInsights predicts strong momentum will carry into 2025, accelerating the device replacement cycle.
Price Outlook
Memory sales are skyrocketing, driven by soaring ASPs and demand for AI applications. Despite challenges in analog and discrete categories, recovery is expected by late 2024, with price increases across most segments. Prepare for a dynamic shift in the semiconductor landscape as inventories normalize and demand surges.
Lead Time Outlook
Lead times are holding steady at an average of 14 weeks this quarter, with slight increases anticipated in Q4 as demand picks up and inventories normalize. Notably, connectors maintain the shortest lead times at 10 weeks for the second consecutive quarter.
Get Your Insights on Connectivity Trends
Don’t miss out on essential insights into the evolving landscape of the Connectivity market.
Discover key RF and microwave semiconductor trends for 2025, from Wi-Fi 7 and 5G Redcap to GaN-on-silicon and 6G innovations, reshaping wireless systems and driving market growth.
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