rssmobility

Apple Turns a Selective Foldable Segment Into a Premium Value Engine

Francisco Jeronimo, Nabila Popal, Tom Mainelli — Wed, 23 Sep 2026 04:00:00 GMT

Market Forecast: Worldwide Mobile Phone Forecast Update, 2026–2030 — 3Q26

Ramon T. Llamas — Wed, 23 Sep 2026 04:00:00 GMT

This IDC presentation provides the five-year forecast for the mobile phone market and delivers insights into the drivers and inhibitors of growth.

"The worldwide mobile phone market is set to contract 16.1% in 2026 due to the ongoing memory shortage crisis, and this will have repercussions later on: a scarcity in memory supply will drive up prices, higher prices will lead to longer replacement cycles, and longer replacement cycles will have a negative effect on total mobile phone shipments. We expect this cycle to continue into 2027, and recovery in 2028 will be slow. Come 2030, total volumes will still not have returned to 2025 levels." — Ramon T. Llamas, research director, Mobile Devices and AR/VR, IDC

Market Forecast: Worldwide Smartphone Forecast Update, 2026–2030 — 3Q26

Ramon T. Llamas — Wed, 23 Sep 2026 04:00:00 GMT

This IDC presentation provides the five-year forecast for the smartphone market and delivers insights into the drivers and inhibitors of growth.

"The worldwide smartphone market is set to contract 16.7% in 2026 due to the ongoing memory shortage crisis, and this will have repercussions later on: a scarcity in memory supply will drive up prices, higher prices will lead to longer replacement cycles, and longer replacement cycles will have a negative effect on total mobile phone shipments. We expect this cycle to continue into 2027, and recovery in 2028 will be slow. Come 2030, total volumes will still not have returned to 2025 levels." — Ramon T. Llamas, research director, Mobile Devices and AR/VR, IDC

Verizon and Corning's Fiber Supply Agreement: Extending Multiuse Network Investment to Support AI Infrastructure Expansion

Harsheeta Arora — Mon, 21 Sep 2026 04:00:00 GMT

Verizon's new multiyear agreement with Corning secures critical fiber supply years ahead of when the company's broadband and AI-related capacity requirements are expected to fully materialize. The agreement also reinforces Verizon's converged network strategy, in which a single physical network is designed to serve broadband, mobility, enterprise, and AI-related use cases, bringing together requirements that are often planned separately across business or product lines.

Worldwide Quarterly Mobile Phone Semiconductor Market Share by Vendor, Phone Generation, and Semiconductor Type, 1Q26

Phil Solis — Mon, 21 Sep 2026 04:00:00 GMT

This IDC Pivot Table contains quarterly (2012 to the previous quarter) market size and share by vendor, the air interface generation of the mobile phone (highest generation supported), and by major semiconductor type. It contains shipments by vendor for some semiconductor types and revenue by vendor for all semiconductor types. The major semiconductor components covered are:

Discrete application processors (shipments and revenue)
Discrete baseband processors (shipments and revenue)
Integrated baseband processors (shipments and revenue)
Transceivers (revenue)
RF front end (revenue for discrete and modules, including power amplifiers, LNAs, switches, and filters)
mmWave semiconductors and modules (revenue)

Major vendors covered include:

Apple
Broadcom
Google
HiSilicon
MediaTek
Qorvo
Qualcomm
Samsung
Skyworks
UNISOC
And other vendors in historical quarters that have left the market

Worldwide Server Workloads Infrastructure by Operating System Environment Market Overview and Trends, 2026

Max Pepper — Mon, 21 Sep 2026 04:00:00 GMT

This IDC Presentation provides an overview of workload spending trends for enterprise servers by operating system environment (OSE) and how these trends will impact future spending growth on OSEs. This overview serves as an update to Worldwide Server Infrastructure Workloads by Operating System Environment Forecast, 2025–2029 (IDC #US53804325, November 2025), providing a focused analysis of spending dynamics across workloads based on whether these workloads are running on servers supporting Windows, Linux, or mainframe or other OSEs such as Unix. As Linux continues to widen its lead as the default substrate for AI-driven infrastructure investment, and as Windows and mainframe/other OS settle into narrower, more specialized roles, understanding how these workload-level dynamics differ across operating systems is important for vendor strategy, deal positioning, and infrastructure planning.

IDC Survey: U.S. Enterprise Mobility Decision Maker Survey: Corporate-Liable and Bring-Your-Own-Device Trends

Bryan Bassett — Sat, 19 Sep 2026 04:00:00 GMT

This IDC Survey analyzes results from IDC's 2026 U.S. Enterprise Mobility Decision-Maker Survey to examine how enterprises are balancing corporate-liable (CL) and bring-your-own-device (BYOD) mobility strategies across their workforce. The study explores mobile device ownership models, deployment preferences, OS distribution, mobility management approaches, and the factors influencing device program selection in U.S. organizations.

This document also examines the business, operational, and security considerations driving CL and BYOD adoption, including cost management, employee support requirements, device lifecycle planning, and workforce mobility needs. The findings provide insight into how enterprises are evolving their mobile device programs, where future investment is likely to be concentrated, and what these trends mean for mobility technology suppliers seeking growth opportunities in an increasingly diverse device environment.

Market Analysis Perspective: Enterprise Mobility — Workspace and Deployment Strategies, 2026

Bryan Bassett — Sat, 19 Sep 2026 04:00:00 GMT

This IDC Market Analysis Perspective provides insight into the current and future state of the enterprise mobility: workspace and deployment strategies market. It includes an overview of the current market landscape, a technology buyer perspective, a market outlook, and IDC's advice for technology suppliers/service providers.

"The worldwide enterprise mobile hardware market presents significant opportunities for both technology suppliers and IT buyers heading into 2027. While businesses ramp up deployments of on-device mobile AI solutions for enterprise workers, shifting spending priorities highlight a clear demand and expectation of measurable ROI in the wake of supply chain constraints, increasing prices, and extended hardware refresh cycles." — Bryan Bassett, research manager, Enterprise Mobility, IDC

IDC Survey Spotlight: What Is the Interest in a Foldable iPhone?

Ramon T. Llamas — Fri, 18 Sep 2026 04:00:00 GMT

This IDC Survey Spotlight examines consumer interest in a foldable iPhone across the United States and nine other markets, drawing on IDC's Worldwide Consumer Devices and Imaging Survey.

It looks at how willingness to buy or switch has shifted over four annual waves, how much of that interest depends on price, and how the answers differ between mature and emerging markets. Apple has just entered the foldable category, so this Spotlight examines where demand already exists, how firm it is, and what it is waiting for.

"A foldable iPhone has long been a unicorn of the worldwide smartphone market," points out Ramon T. Llamas, research director for IDC's Mobile Phones team. "Now that Apple has announced its iPhone Duo, we look at what the interest is across multiple markets around the world. Like other companies that have already introduced a foldable smartphone, the key for Apple is selling the experience, especially since price is high on consumers' minds."

EMEA Wholesale Radar, 1H26

Jan Hein Bakkers — Wed, 16 Sep 2026 04:00:00 GMT

This IDC Market Presentation analyzes recent news and events in the wholesale telecoms market in Europe, the Middle East, and Africa. It identifies major trends and dynamics from these announcements and places them in the context of overall market development and outlook.