全球半导体产业：2025年预计超7000亿美元，大基金三期3440亿加码

Core Insights - The global semiconductor market is projected to reach $630.5 billion in sales in 2024, representing a year-on-year growth of 19.7%, with expectations to exceed $700 billion in 2025, marking an 11.2% increase, and aiming to surpass $1 trillion by 2030, driven primarily by AI and automotive semiconductors [1][2] Global Market Overview - The semiconductor sales in 2024 are expected to be $630.5 billion, with a growth rate of 19.7% compared to the previous year [1][2] - In 2025, the market is anticipated to exceed $700 billion, reflecting an 11.2% growth [1][2] - By 2030, the target is to break the $1 trillion mark, with AI and automotive sectors identified as key growth drivers [1][2] China Market Insights - In China, the integrated circuit (IC) industry sales are projected to reach 1.4 trillion yuan in 2024, showing a year-on-year increase of 14% [1][2] - The capacity share of wafer fabs is expected to increase, with mainstream node capacity projected to account for 42% of the global total by 2028 [1][2] - The third phase of the major fund, amounting to 344 billion yuan, will focus on critical segments of the semiconductor industry [1][2] Industry Support and Collaboration - Various countries are implementing supportive policies for the semiconductor industry [1][2] - SEMI is establishing platforms to facilitate collaboration within the industry chain, promoting overall industry development [1][2]