세계의 반도체 디바이스 시장 전망(2024-2025년)

Moving AI Hardware Beyond Data Centers to Edge Devices is Driving Transformative Growth as Sustainability and CASE Trends Curb Declines in Industrial and Automotive Markets

The global semiconductor devices industry registered a 6.9% decline in 2023 after a 3.5% slowdown in growth in 2022. Growth in 2023 was attributed to the industrial and automotive markets capitalizing on the EV, CASE, and digital transformation efforts. Growth in 2024 (and beyond) will be driven by the technology convergence of connectivity and AI/ML, which will be the core of product development activities across all verticals. Increased 5G deployment, the rising adoption of AI smartphones and AI PCs, greater electronics content in automotive, the migration to EVs and AVs, factory automation, and the proliferation of IoT devices in smart homes are key trends that will drive future market growth. Smartphones and PCs, traditionally viewed as key indicators of semiconductor market performance, will not remain the sole indicators going forward. Market participants are expected to witness significant customer base expansion across several verticals (primarily consumer and automotive). While the semiconductor devices market records a surge in demand and manufacturing investments, the risk of high costs, low margins, and over-capacity are a few aspects the industry needs to consider. Beyond the demand-supply gap, the market faces several challenges, including geopolitical chaos and skills shortages. In such a scenario, it is essential to understand the demand for semiconductor devices in the short term and key growth opportunities from 2024 to 2030. As a result, stakeholders can develop strategies and action plans to accelerate growth. This Frost & Sullivan study aims to provide an outlook on the semiconductor devices market for 2025. It identifies emerging trends and growth opportunities across key end users and regions. From a device standpoint, important aspects include evolving design, technology nodes, and materials across emerging applications such as AI, 5G/6G, IoT, EVs, connected cars, and AVs.

Table of Contents

Analysis Highlights

• Analysis Highlights
• The 2023 Semiconductor Devices Market: Forecast vs Actual
• Historical Analytics
• Top Predictions for 2025

Strategic Imperatives

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the Semiconductor Devices Industry
• Growth Opportunities Fuel the Growth Pipeline EngineTM

Growth Environment

• Segmentation
• Growth Environment
• Global Semiconductor Market Sizing by Revenue

Macroeconomic Factors

• Growth Environment-Macroeconomic Conditions

Revenue Trends, 2020?2025

• Revenue Forecast by Segment
• Revenue Forecast by Product Type
• Revenue Forecast by Region

Trend Predictions, 2024 and 2025

• Semiconductor Devices Market: Key Semiconductor Industry Trends, Global, 2024 vs 2023
• Trends Influencing the Semiconductor Industry in 2024
• Semiconductor Industry Trends-2025 vs 2024
• Trends Influencing the Semiconductor Industry in 2025

Smartphone Segment Outlook, 2025

• 2025 Market Snapshot
• Revenue Forecast
• Implications of the Trends Influencing Market Performance in 2025
• Key Companies

PC Segment Outlook, 2025

• 2025 Market Snapshot
• Revenue Forecast
• Trends Influencing Market Performance in 2025
• Key Companies

Data Center Segment Outlook, 2025

• 2025 Market Snapshot
• Revenue Forecast
• Trends Influencing Market Performance in 2025 and Beyond
• Key Companies

Communications Segment Outlook, 2025

• 2025 Market Snapshot
• Revenue Forecast
• Trends Influencing Market Performance in 2025 and Beyond
• Key Companies

Consumer Electronics Segment Outlook, 2025

• 2025 Market Snapshot
• Revenue Forecast
• Trends Influencing Market Performance in 2025 and Beyond
• Key Companies

Industrial Segment Outlook, 2025

• 2025 Market Snapshot
• Revenue Forecast
• Trends Influencing Market Performance in 2025 and Beyond
• Key Companies

Automotive Segment Outlook, 2025

• 2025 Market Snapshot
• Revenue Forecast
• Trends Influencing Market Performance in 2025 and Beyond
• Key Companies

Growth Opportunity Universe

• Growth Opportunity 1: Reducing Data Centers' Environmental Impact
• Growth Opportunity 2: Cognitive Intelligence at the Core and Edge
• Growth Opportunity 3: Leverage Government Funding and Policies

Key Conclusions

• Key Conclusions and Future Outlook

Next Steps

• Benefits and Impacts of Growth Opportunities
• Next Steps
• List of Exhibits
• Legal Disclaimer