AI, Memory Shortages and Tapas: What I’ll Be Watching at MWC 2026
AI’s rise has reshaped the smartphone market in unexpected ways, shifting from a hoped-for demand catalyst to a source of supply constraints due to a global memory shortage.
AI’s rise has reshaped the smartphone market in unexpected ways, shifting from a hoped-for demand catalyst to a source of supply constraints due to a global memory shortage.
In 2025, new U.S. smartphone sales reversed the multi year pattern of declines, delivering the strongest annual performance since before the pandemic.
After years of procrastination, the FCC has finally addressed disparities in device unlocking rules between the carriers. It’s a clear benefit to Verizon, but the other carriers should be relieved that the issue didn’t play out differently.
AI is only as good as the data it is modeled on. That's easy with the marque aspirations of bigger AI, but when it gets personal, AI needs more accurate information.
U.S. new smartphone sales through national retailer channels rose 7% year-over-year (YoY) in June 2025.
U.S. new smartphone sales through national retailer channels rose 5% year-over-year (YoY) in May 2024.
Smartwatches, and related apps, leak data to third parties. Have we willingly chosen to wear the consumer equivalent of an ankle monitor?
A consumer's age has a significant impact on what drives the smartwatch purchase and it's not just about fitness and exercise.
The past year has seen some key improvements in America’s access to internet and, most importantly, broadband speeds.
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