05/12/2025, 05:28 AM UTC
2024年半导体收入增长25%至6830亿美元2024 semi revenue grew 25% to $683bn
➀ 2024年全球半导体收入同比增长25%达6830亿美元，主要由AI相关芯片（尤其是HBM）需求推动，内存领域收入激增74%；
➁ 内存市场供需关系改善及价格上涨带动三星、SK海力士和美光进入营收前七名，标志行业格局变化；
➂ 尽管整体增长，汽车与工业半导体收入下滑暴露市场不平衡，而英伟达凭借GPU优势超越三星登顶半导体公司营收榜首。
➀ Global semiconductor revenue grew 25% YoY to $683 billion in 2024, driven by strong demand for AI-related chips, particularly HBM, which fueled a 74% surge in memory segment revenue;
➁ Memory market recovery, led by improved supply-demand balance and higher ASPs, lifted Samsung, SK Hynix, and Micron into the top seven semiconductor companies by revenue;
➂ Despite overall growth, automotive and industrial semiconductor revenues declined, highlighting market imbalances, while NVIDIA surpassed Samsung as the top semiconductor company due to GPU dominance.
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