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SIA：5月全球半导体销售额590亿美元 中国同比增长逾两成
Zheng Quan Shi Bao Wang·2025-07-09 05:57

Group 1 - The global semiconductor sales are projected to reach $59 billion in May 2025, representing a 19.8% increase from $49.2 billion in May 2024 and a 3.5% increase from $57 billion in April 2025 [1] - The growth in the semiconductor market is driven by strong demand from the Americas and Asia-Pacific regions [1] - In May, sales growth was observed across various regions, with the Americas at 45.2%, Asia-Pacific/Other regions at 30.5%, China at 20.5%, Japan at 4.5%, and Europe at 4.1% year-over-year [1] Group 2 - China's integrated circuit exports to major markets such as South Korea, Vietnam, Malaysia, and India are showing significant recovery, with a 39.8% year-over-year increase to $34.78 billion in 2024 [2] - The electronic information manufacturing industry in China saw a 10.2% year-over-year increase in added value in May, with integrated circuit production reaching 193.5 billion units, a 6.8% increase [2] Group 3 - A report indicates that despite the semiconductor industry's downturn in 2023, the total revenue for semiconductor companies in China is expected to reach 917.5 billion yuan in 2025, a 9% increase [3] - The net profit for A-share semiconductor companies is projected to reach 51.3 billion yuan in 2025, reflecting a 9% increase and a total growth of 45% over the past five years [3] Group 4 - The domestic semiconductor industry is facing unprecedented challenges due to geopolitical tensions, supply chain restructuring, and fluctuating market demands, yet it demonstrates resilience and vitality [3] - The industry is encouraged to seize opportunities presented by AI technology, emphasizing the need for local production capabilities and supply chain security [4] - There is a strong focus on dual-driven strategies of independent innovation and open collaboration, with an emphasis on enhancing R&D investment and optimizing the business environment [4] - Talent development is highlighted as a top priority for industry growth, advocating for a comprehensive education and training system to foster innovation [4]