IC & Semi Research Report－2Q25

Last Modified

2025-06-30

Update Frequency

Quarterly

Format

PDF

The semiconductor market is expected to keep growing, driven by industrial automation, AI, and edge computing. The industrial sector relies on mature processes, with Chinese manufacturers expanding market share due to cost and domestic advantages.

Key Highlights

The semiconductor industry continues to see market expansion, with growth momentum expected in the coming years
Industrial applications are mature and standardized, already widely using automation and robotics
Innovations mainly focus on IIoT, automation, and AI-driven machinery
The industrial sector primarily demands mature process ICs, with Chinese suppliers gradually entering due to pricing and local strengths
Competitive landscape is shifting, with market leaders experiencing slight share declines and newcomers gaining by strategic adjustments