5 Expectations for the Connectivity Market in 2026

Discover the 5 Critical Connectivity Market Trends Reshaping Semiconductors in 2026

5G, ambient computing, and RF innovation—what’s next for connectivity semiconductors.

The connectivity semiconductor industry is evolving rapidly as 5G matures, geopolitical shifts influence supply chains, and ambient/always-on computing paradigms drive next-generation RF architectures. From smartphones to IoT, wearables, and satellite networks, the connectivity landscape is transforming at an unprecedented pace.

In this live TechInsights webinar, our connectivity experts will outline five critical developments shaping the $75 billion RF semiconductor market in 2026, providing actionable insights for designers, module suppliers, and strategists.

Key Topics You’ll Learn

• 5G Device RF Densification (Sub-3 GHz) – Advanced Phase 8 architectures, new RF IC processes (GF, UMC, TowerSemiconductor, X-Fab), engineered low-loss substrates, RF SOI, POI, and high-efficiency GaAs/SiGe PA designs.
• China Mobile RF Leadership – Huawei’s portfolio expansion (Phase 7 FEMs, BAW filters), 5G-Advanced dominance, 6G R&D, and implications for Western RF vendors amid state subsidies and US tariffs.
• Evolved Smartphone & Ambient Compute Era – Growth in 5G/5G-A SA devices, AI-driven services, Edge AI/IoT, automotive connectivity, wearables, and AR glasses; opportunities in BT/Wi-Fi/UWB, V2X, Wi-Fi HaLow, 5G RedCap, and Matter over Thread.
• Satellite NTN & D2C Expansion – Integration of satellite coverage into mobile networks (T-Mobile/Starlink), implications for smartphone OEMs and RF Front End design for 3GPP NTN compliance.
• “Always ON” Connectivity as a Differentiator – Modem-embedded AI for seamless cellular/Wi-Fi switching, enhanced RF FE requirements, new RF filters, antenna tuners, and potential consolidation of smartphone radio module suppliers.