SIA：2025年第二季度全球半导体销售额同比增长近20%

Core Insights - The global semiconductor sales are projected to reach $179.7 billion in Q2 2025, marking a nearly 20% year-over-year increase and a 7.8% quarter-over-quarter increase [1] - The growth in the semiconductor market is primarily driven by sales increases in the Asia-Pacific and Americas regions, with expectations for annual growth in the second half of the year [1] - The global semiconductor market size is forecasted to reach $700.9 billion in 2025, reflecting an 11.2% year-over-year growth [1][2] Regional Analysis - In June 2025, global sales reached $59.9 billion, a 19.6% increase from $50.1 billion in June 2024, and a 1.5% increase from May 2025 [1] - Sales growth by region in June 2025: Asia-Pacific (excluding China and Japan) at 34.2%, Americas at 24.1%, China at 13.1%, and Europe at 5.3%. Japan experienced a decline of 2.9% [1] - The Americas and Asia-Pacific are expected to lead growth with projected rates of 18% and 9.8%, respectively, while Europe and Japan are anticipated to see moderate growth [2] Market Segmentation - The semiconductor market growth is expected to be led by logic and memory segments, driven by sustained demand in AI, cloud infrastructure, and advanced consumer electronics, with double-digit year-over-year growth [2] - Sensor and analog segments are also expected to contribute positively, albeit with more moderate growth [2] - Certain product segments, such as discrete semiconductors, optoelectronic devices, and micro-integrated circuits, are projected to experience low single-digit declines due to ongoing trade tensions and negative economic developments [2] Future Outlook - The global semiconductor market is forecasted to grow by 8.5% to reach $760.7 billion by 2026, with growth expected across all major regions and product categories [2] - Memory is anticipated to lead growth again, with logic and analog devices also contributing [2] - The semiconductor industry is viewed positively, with predictions of double-digit growth in global sales by 2025, marking an unprecedented golden era for the sector [3]