印孚瑟斯（Infosys）：2025年半导体行业展望报告（英文版）（24页）.pdf

1、SEMICONDUCTOR INDUSTRY OUTLOOK 2025Knowledge InstituteExternal Document 2025 Infosys Limited 2 Semiconductor Industry Outlook 2025External Document 2025 Infosys Limited Knowledge InstituteSemiconductor Industry Outlook 2025 3ContentsExecutive summary 4State of the industry 52025 and beyond:Applicati

2、ons fueling industry growth 8Market challenges 12Key technologies shaping the semiconductor industry 16Strategic imperatives 18Key takeaways 20External Document 2025 Infosys Limited Knowledge Institute4 Semiconductor Industry Outlook 2025 The semiconductor industry experienced strong growth in 2024,

3、posting a 19%increase in sales,driven by demand for logic and memory chips in data centers,servers,and storage.Despite macroeconomic challenges,semiconductor companies bounced back from a decline in sales a year earlier and beat expectations for 2024.This momentum is expected to continue into 2025,w

4、ith market projections reaching approximately$697 billion a 11%year-over-year increase,according to World Semiconductor Trade Statistics(WSTS).Beyond 2025,the semiconductor market is expected to grow at an annual rate of 7%9%,reaching a$1 trillion valuation by 2030.This expansion will be fueled by r

5、ising demand for high-performance computing,memory,and artificial intelligence(AI)-driven technologies.To meet the increasing demand,semiconductor companies are projected to allocate about$185 billion to capital expenditures in 2025,according to WSTS.In addition,global semiconductor manufacturing ca

6、pacity is expected to expand by 7%.The industry must also navigate geopolitical challenges and talent shortages while strengthening supply chains to ensure data security and sustained profitability.Companies with a robust talent pipeline and resilient supply chains will be best positioned to navigat