Strong growth expected centered on AI and data centers, with automotive and smartphones also emerging as major demand sources
In the 2025 semiconductor market, AI and data-centric computing will be the strongest growth drivers, and the resulting data center chip demand is expected to emerge as the largest demand industry.
| Industry Sector | Growth Drivers and Key Details | Related Market Size / Growth Rate |
|---|---|---|
| AI and Data Centers | Demand from AI infrastructure, high-performance computing (HPC), and cloud computing expansion |
- Expected 17.6% YoY growth (IDC) - Data center chip market: Expected 14.6% CAGR from 2023-2032 |
| Automotive | Expansion of electric/hybrid vehicle adoption, development of ADAS and autonomous driving technologies |
- 2025 market size: $78 billion (아브넷) - Expected 11.4% CAGR from 2025-2030 (MarketsandMarkets) |
| Smartphones | Expansion of advanced chips below 5nm process, expansion of on-device generative AI capabilities | - Expected 51% market share for chips below 5nm process in 2025 smartphone AP-SoC market (CounterPoint) |
Demand for AI training chips and high-bandwidth memory (HBM) is surging, creating a situation where supply cannot keep up with demand. As a result, some memory products are experiencing extreme supply shortages, with orders being booked through 2027.
As the traditional 'Moore's Law' approach of increasing single-chip performance reaches physical limits, Chiplet design that connects multiple small chips through advanced packaging technology is emerging as a core technology for the AI era.
At the recently held 8th China International Import Expo (CIIE), 'openness and cooperation' among global semiconductor companies emerged as a key theme. International collaboration and joint innovation are expected to become more active to secure AI capabilities.
In summary, the 2025 semiconductor market is expected to experience strong growth centered on AI and data centers. Alongside this, the electrification and intelligence of automobiles, and the advancement of on-device AI functions in smartphones will also serve as important growth drivers, pushing the semiconductor industry into a full-fledged growth phase.
If you have more specific questions about the 2025 semiconductor market, please feel free to ask additional questions.
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| 2025 | 22 | 39 |
