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In 2024, the semiconductor industry has already differentiated, with consumer electronics, automotive and industrial markets continuing to weaken, while developments in the field of artificial intelligence continue to drive the growth of GPUs and high-bandwidth memory (HBM).
Due to the high cost of semiconductors used in the field of artificial intelligence and the limited procurement volume in the IT budget, the impact on wafer demand is not significant. However, the recent trend toward larger chip sizes has increased the amount of silicon used per package. This is illustrated by the fact that wafer demand exceeds unit shipments this year and next.
As we move into 2025, we are less optimistic about a broad-based recovery at the beginning of the year. TechInsights expects semiconductor sales to remain flat in the first half, followed by stronger growth in the second half. Discrete, analog, and optoelectronic device manufacturers continue to face inventory challenges, and these inventories need to be absorbed before we can expect a return to broad-based growth.
On the positive side, we expect consumer confidence to improve as interest rates trend downward throughout the year. After consumers regain confidence, they may prioritize the purchase of high-value goods, which will boost the consumer electronics market and bring good support to the automotive industry.
Reposted from: International Electronic Commerce, automatically translated by Google
