The next hardware cycle won't be won by the fastest chip or the smartest AI model. It will be won by trust.
As hardware specifications plateau, growth increasingly depends not on what devices can do, but on what users allow them to do. We call this advantage the trust premium: the compounding value a company builds as users grant it progressively deeper permission to access personal context, orchestrate across devices and services, and act autonomously on their behalf.
This comprehensive e-book maps out how this shift is reshaping competitive dynamics across PCs, smartphones, TVs, and connected devices.
Inside the e-book:
- PCs: The AI premium remains unproven; recurring revenue outpaces hardware premiums as on-device trust matters most.
- Smartphones: Personal context and the assistant moment redefine who controls user intent amid longer replacement cycles.
- TVs: Hardware margins have collapsed; OS and ad-driven platform monetization now lead and set the playbook for others.
- Connected Life: Interoperability is the chokepoint; orchestration and privacy-preserving AI will decide who controls the stack.
- Actionable insights from Omdia analysts
