Omdia

In 2026, cybersecurity has decisively moved into the hardware supply chain for military and defence applications. This shift is particularly significant for suppliers of passive components, such as capacitors, resistors, filters, and quartz devices, which form the foundation of semiconductor system performance. For these suppliers, risk assessment now extends beyond traditional metrics like product quality,

Global smartphone shipments fell 6% year on year (YoY) to 272.0 million units in 2Q 2026, according to Omdia. This follows the front-loaded demand seen in 1Q26 which gave way to the adjustment phase of the memory cost cycle. Persistently high memory prices disrupted supply, increased component costs, and forced vendors to rethink pricing, product

Industrial buyers entered 2026 with very different semiconductor cost structures compared to two years earlier, primarily due to significant increases in US tariffs on Chinese components and broader changes in global sourcing strategies. From late 2024 through 2025, the US administration raised the Section 301 tariff on Chinese semiconductors from 25 to 50%. PCB assemblies,