AI Drives Semiconductor Revenues Past $1 Trillion for the First Time in 2026
Greatest market contributors to semiconductor revenue growth in 2026
Consumer electronics and wireless applications also present a strong outlook for semiconductor revenue growth in 2026. Contributing factors include inflated memory pricing, the launch of next-generation foldable smartphones, and renewed strength in connected consumer devices. Upgrades in AI photography and flagship smartphone refreshes from Apple, Samsung, and other manufacturers will further support growth. Wearables, smart speakers, and virtual reality (VR) headsets are also projected to see meaningful revenue gains.
Looking Ahead
“Semiconductor revenue growth in 2026 is being driven by highly concentrated, AI-related demand, rather than broad-based consumer behavior or industrial production trends that have historically influenced the market. Without the contributions of memory and logic ICs, overall semiconductor revenue growth would fall from 30.7% to only 8%, highlighting the nature of the demand driving recent market surges,” said Myson Robles-Bruce, Senior Principal Analyst at Omdia.
To provide a balanced forecast, Omdia has identified several macroeconomic risk factors that could temper growth in 2026. While inflation in China and the Eurozone remains largely under control, it continues to be a concern in the US. Additional challenges this year are expected to include rising labor and energy costs, supply chain disruptions from reorganization and governmental policies, and shortages or price volatility resulting from large-scale AI-related investments.
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Omdia, part of Informa TechTarget, Inc. (Nasdaq: TTGT), is a leading technology research and advisory group. With deep expertise in technology markets, grounded in insightful conversations with industry leaders and supported by hundreds of thousands of data points, Omdia’s strategic market intelligence is our clients’ competitive advantage. From R&D to ROI, we identify the most promising opportunities to drive the industry forward.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260115968050/en/
Website: https://omdia.tech.informa.com/
Contact
Omdia
Fasiha Khan
fasiha.khan@omdia.com
This news is a press release provided by Omdia.
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