2025 Semiconductor Industry Report-Shenzhen S-king Intelligent Equipment Co., Ltd.

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2025 Semiconductor Industry Report

2025-07-15 16:20

2025 Global Semiconductor Industry Mid-Year Report

(Based on the latest data from SIA/WSTS 2025-07)

I. Total Market Volume: Breaking $700 Billion for the First Time

- Global sales in 2024 will be $62.76 billion, +19.1% year-on-year, reaching the $600 billion mark for the first time.

- WSTS Spring 2025 forecast: $70.09 billion (+11.2%) in 2025, rising further to $76.07 billion in 2026.

Monthly Pace: Demand Engine Still Accelerating

- Global sales in May 2025 were $59 billion, up 3.5% month-over-month and 19.8% year-over-year, maintaining double-digit year-over-year growth for the 11th consecutive month.

- Regional contribution: Americas +45.2% YoY, APAC/Other +30.5%, China +20.5%, becoming the troika.

Product Mix: AI and Memory Lead the Way

| Category | 2024 Performance | 2025 Outlook | Product Mix

|----------------|------------------------|----------------------|

| DRAM | +82.6%, the largest gain | Continue double-digit growth |

| Logic | Steady growth | AI/GPU demand driven |

| Discretes | Slight decline in 2024, rebound in 2025 | Electric vehicles and energy infrastructure driving |

Fourth, the demand map: computing for the first time jumped to the first major scene

- In 2024, the proportion of computer terminals in global chip sales increased by 10 pct, replacing communications as the largest application market, mainly due to AI servers and PC replacement tide.

- Automotive electronics 2025 is expected to reach $94 billion, five-year compound growth rate of 8%.

Fifth, the supply chain: mature node and advanced node differentiation

- Mature node (28 nm and above) 2024 shipments revenue fell 7.4%, price pressure. 3 nm/2 nm capacity.

- 3 nm/2 nm capacity is still concentrated in TSMC, Samsung, Intel, 2025 second half of Apple, NVIDIA new generation SoC will pull full load operation.

Sixth, geopolitical and production capacity: the U.S. share of a steady rise

- U.S.-headquartered enterprises accounted for 50.4% of global chip sales, continuing to maintain the first; exports of 57 billion U.S. dollars, listed in the United States as the sixth largest export commodities.

- CHIPS Act subsidies into the landing period: Intel, TSMC, Samsung new U.S. plant 2025-2026 successive production, is expected to add 5 nm following the monthly production capacity of > 150,000 pieces.

Seven, the talent bottleneck: engineer gap expansion

- The U.S. semiconductor direct employment multiplier is expected to be 2.05 in 2025, meaning that every new chip engineer can lead to 2 indirect jobs.

- Synopsys, Cadence and other EDA vendors have launched AI-assisted design courses in colleges and universities, with the goal of cultivating 50,000 chip design talents within three years.

Key trends in the next three years

1. AI demand: CAGR of generative AI training and inference chips is >30%, which will drive the expansion of CoWoS and HBM3E capacity. 2.

2. Automotive electrification: power SiC, GaN devices 2025-2027 CAGR of 25%. 3.

3. Quantum and 6G: Lab-grade quantum chips and 6G RF front-end will be the focus of the next round of R&D competition.

Conclusion

In 2025, the global semiconductor industry is at the intersection of the dual cycles of “post epidemic + AI detonation”. Memory and arithmetic chips continue to lead, mature node price bottoming out, advanced process demand exceeds supply. As long as AI, automotive, industrial automation three major demand engines do not lose speed, the industry is expected to achieve double-digit growth in 2025-2026, towards a new stage of $800 billion.

Content from the network data, you can check the data published by the relevant domestic industry reporting organizations.