Analyst firm FDM CCS Insight gazed into its crystal ball to offer up its big predictions for 2027 and beyond, and didn’t hold back on its soothsaying with some big-name headline forecasts.

At an invite-only event in London this week, the company launched its annual set of 100 industry predictions. The shindig has become a recognised date on the industry calendar, and with good reason – after 13 years of peering into the future, FDM CCS Insight claims almost half (49%) of its predictions have come true.

100 predictions is a lot, so Mobile World Live has picked its 15 favourites and categorised them in the five hottest areas right now: AI (naturally), Satellite, Devices, Operators and 6G.

AI
FDM CCS Insight’s Ian Fogg asserted there will be more AI agents than people in the average household by 2030, noting that the average household has 2.64 people, and yet there are already 7.46 agent-capable devices (smartphone operating systems, smart home devices and smartphone apps) in these households. “It doesn’t take a lot for this prediction to come true,” noted Fogg. “Plus, many devices will run several agents.” In fact, speaking in a fireside chat at the event, Qualcomm’s Ben Timmons reckoned these numbers are undersold. “It’s going to be pretty quick for the agent to become central to everything you do in your personal and worklife. In two years’ time I predict people will be letting their agents have access to financial data too – they will be converted,” he stated.

The future doesn’t seem particularly bright for Generative AI pioneer OpenAI, with a prediction that OpenAI has a debt restructuring and CEO Sam Altman is shown the door by 2028.

It’s forecast that the company will fail to convince investors it has a viable commercial model, while struggling with escalating costs, concerns about data centres’ electricity and water use, and the high price of silicon needed to power AI services.

It’s been a busy week for AI-RAN, with chief proponent Nvidia unveiling a bevy of operator trial deals. But it’s US carrier T-Mobile US set to be the first operator to deploy AI radio access network technology according to the analysts, following an AI-RAN voice call first earlier this month.

Satellite
There’s mixed feelings on the future of Elon Musk’s SpaceX/Starlink operation.

On the one hand, there is a bold prediction that by 2030 Veon Group (Starlink’s biggest operator customer to date) will be bought by SpaceX, but there are also major concerns: one forecast fears SpaceX fails to win any mobile satellite spectrum in the EU’s allocation in 2027 and in the same year the EU backs a third satellite ecosystem to rival Starlink and AST SpaceMobile (built around Elveo and SES).

This latter prediction is fuelled by the big news this week that several major European operator groups are teaming on an alternative to Musk’s offering.

6G
The standout prediction in this category is a real surprise: Apple, typically a laggard when it comes to supporting brand new generations of mobile networks (the first iPhone didn’t even connect to 3G, with most users relying on Wi-Fi for fast browsing speeds), will have a 6G iPhone available alongside the first 6G commercial networks.

This change in tack will be thanks to Apple now producing its own cellular modem.

Elsewhere, analysts predicted operators in all initial 6G markets will launch 5G-Advanced first, and one in 10 smartphones sold in 2030 will support 6G (the earliest target date for commercial 6G launch is generally accepted as 2029).

Operators
Following recent high-profile mergers in Spain, the UK and France, FDM CCS Insight expects Germany to be the next European market to see consolidation. Specifically, in 2027, German operator 1&1 is acquired by one of its rivals – and Telefonica is tipped to be the most likely buyer of the country’s fourth player.

Meanwhile, Romania-based Digi Communications – already making a name for itself as one of Europe’s fastest-rising challenger brands with a presence in Spain, Belgium, Portugal and Italy – is tipped to enter three new European markets by 2028.

Devices
There are some quirky forecasts for the device market.

Following months of significant backlash against people wearing Meta’s smart version of the Ray-Ban Wayfarers, in 2027 sales of regular Ray-Ban Wayfarer sunglasses will plummet as people become fearful of others demanding they take them off, without realising they are just regular sunglasses. And regulatory action in this area will ramp up: in 2028, the analysts predict that ‘camera in use’ indicators will become mandatory on wearable AI devices sold in the EU.

And in a nod to at least one Black Mirror episode, a smart contact lens is predicted to receive regulatory approval in a major market by 2031.

Finally, the trend toward longer device life cycles and a more circular approach to smartphone ownership (fuelled in part by mounting industry costs) spells bad news for the low-cost smartphone market. By 2028, the sub-$150 retail tier will disappear from major smartphone markets in the West, a prediction FDM CCS Insight senior partner Ben Wood describes as “a big blow” for manufacturers who have relied on ultralow-cost devices to boost sales volumes and expand access to mobile technology.

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