세계의 일렉트로닉스 분야 수요 개요(2025년)

In 2025, the electronics industry sees diverging trends: strong AI demand, weak consumer devices, early pull-in erases seasonality, and future growth slows.

INFOGRAPHICS

Key Highlights:

• In 2025, AI demand surges while consumer electronics-smartphones, laptops, TVs-see stagnant or minimal growth.
• Tariff and subsidy impacts cause early inventory pull-in, disrupting traditional sales peaks and raising risks in the year's latter half.
• Cloud providers grow capital spending on AI servers, with less tariff impact, squeezing budgets for general servers. "AI alone thrives."
• Edge AI loses momentum; end devices lack compelling AI applications, failing to drive upgrades or noticeable consumer interest.
• By 2026, the industry enters a consolidation phase with slow growth, most products remain weak, and AI server momentum eases; breakthroughs needed for future cycles.
• Tariff uncertainty impacts PC OEMs' and suppliers' production strategies; DRAM supply-demand and other components merit close watch.

Table of Contents

1. Tariffs and Subsidies Have Caused Demand to Be Pulled Forward and Disrupts Traditional Peak Season

• Shipment and Production Volumes for Each End-Product / Application Categories - Distribution of Annual Shipments Between 1H25 and 2H25 vs. Averages of Previous Five Years

2. Demand Grows Steadily for AI Servers, Which Are Less Affected by Tariff-Related Uncertainties Compared with Other Applications and Have Benefited from CSPs' Increasing Capital Expenditure

3. Subsiding Topic of Edge AI Yet to Ignite Replacement Wave; Killer Applications Pending for the Time Being

4. Looking Ahead to 2026: Industry Enters Low-Speed Growth and Consolidation under Decelerating Increment