05/29/2025, 06:54 AM UTC
半导体机构SI预测2025年全球半导体市场增长7%SI forecasts 7% semi growth for 2025
➀ 2025年第一季度半导体营收达1677亿美元，同比增长18.8%但环比下降2.8%，主要厂商表现分化：英伟达增长12%，而意法半导体和铠侠跌幅超20%；
➁ 受关税引发的经济不确定性影响，行业前景承压，但AI需求推动英伟达和存储器企业增长（如SK海力士预计Q2增长14.6%），汽车与智能手机市场则放缓；
➂ 半导体机构SI预测2025年增长7%，若关税风险加剧可能使TechInsights的预期从14%降至2%，且低迷态势或延续至2026年。
➀ Q1 2025 semiconductor revenues reached $167.7 billion, up 18.8% YoY but down 2.8% QoQ, with mixed performance among major companies—NVIDIA rose 12% while STMicroelectronics and Kioxia saw >20% declines;
➁ Economic uncertainty and tariffs are dampening outlooks, though AI demand boosts NVIDIA and memory firms (e.g., SK Hynix expects 14.6% Q2 growth), while automotive and smartphone markets slow;
➂ Semiconductor Intelligence forecasts 7% 2025 growth, citing tariff risks potentially lowering TechInsights' projection from 14% to 2%, with weakness likely extending to 2026.
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