Core Insights - The global electronics industry is expected to show divergence by 2025, with AI Server demand driven by data center construction standing out, while other consumer electronics like smartphones, laptops, wearables, and TVs face growth challenges due to high inflation, lack of innovative products, and geopolitical uncertainties [1] Industry Summary - AI Server demand is projected to be robust, driven by data center investments, indicating a strong growth segment within the electronics market [1] - Consumer electronics, including smartphones, laptops, wearables, and TVs, are anticipated to struggle with growth due to economic pressures and a lack of new innovations [1] - The overall growth momentum of the electronics industry is expected to slow down further in 2026, marking the beginning of a low-growth adjustment period [1]
集邦咨询：2025年AI需求强劲 预计2026年整体电子产业增长动能趋缓
Zheng Quan Shi Bao Wang·2025-08-13 04:20