The World Semiconductor Trade Statistics (WSTS), which consists of major semiconductor companies, released a forecast on 3 December that the semiconductor market in 2025 may increase by 11% from the 2024 estimate to $697.1 billion. The official launch of services using generative AI (artificial intelligence) will push up the market, which will contribute to the market growth. On the one hand, WSTS believes that sales of semiconductors used in automobiles and smartphones, among others, will grow sluggishly.
World semiconductor market may maintain 2-digit growth for 2 consecutive years (Europe’s semiconductor research organisation)
Graphics processors (GPUs) for AI learning and inference, etc., achieve growth, and the growth rate of semiconductors for computing will reach 17%, upwardly revised from the 10% growth rate forecast in June 2024. The semiconductor market may maintain 2-digit growth for 2 consecutive years. U.S. NVIDIA pulls sales. By region, sales in the Americas, where there are more AI data centres, will grow by 15%.
On the other hand, sales of pure electric vehicles (EVs), smartphones, and personal computers are currently growing sluggishly, and WSTS forecasts that the impact will continue in 2025. Analogue semiconductors for temperature and camera image data processing are growing at 5%, lower than the forecast of 7% growth by June 2024.