WSTS预计全球半导体市场规模同比增长11.2%

Group 1 - The global semiconductor market is projected to reach $700.9 billion in 2025, with a year-on-year growth of 11.2% driven by demand in AI, cloud infrastructure, and advanced consumer electronics [1] - The growth in the semiconductor market will be led by logic and memory segments, both expected to see double-digit growth, while sensors and analog segments will contribute positively albeit at a moderate pace [1] - Certain product segments, such as discrete semiconductors, optoelectronic devices, and micro-integrated circuits, are expected to experience a decline due to ongoing trade tensions and negative economic developments affecting supply chains and demand [1] Group 2 - The global semiconductor market is forecasted to grow by 8.5% to $760.7 billion by 2026, with memory again leading the growth alongside contributions from logic and analog devices [2] - All major markets are expected to expand, with the Americas and Asia-Pacific regions continuing to lead growth, while Europe and Japan are anticipated to see enhanced growth [2] - The semiconductor industry is currently in a down cycle, with sales expected to decline by approximately 11% in 2023, but a strong rebound of 19% is anticipated in 2024, reaching $628 billion [2] Group 3 - Three major trends are reshaping the global semiconductor landscape: significant geopolitical changes, disruption of global trade order, and the AI revolution [3] - Geopolitical developments in Europe and the Middle East are increasing uncertainty and accelerating the regional restructuring of semiconductor supply chains [3] - The AI revolution, driven by advanced chip capabilities, is expected to be a new engine for the semiconductor industry, pushing it towards a trillion-dollar milestone [3]