WSTS forecasts: Global semiconductor market size will exceed US$700 billion in 2025, up 11.2%
On June 3, the World Semiconductor Trade Statistics (WSTS) released its 2025 Spring Semiconductor Market Forecast this afternoon Beijing time. The organization believes that the global semiconductor market size will reach US$700.9 billion (Note: the current exchange rate is approximately RMB 5.05 trillion) in 2025, a year-on-year increase of 11.2%.
In terms of market segments, this year's semiconductor market size increase will be led by the growth of logic and memory: both markets are driven by continued demand in areas such as AI, cloud infrastructure, and advanced consumer electronics, and the year-on-year growth rate will reach double digits.
In addition, market segments such as sensors and analog will also make positive contributions to the overall market size increase at a relatively moderate level; discrete semiconductors, optoelectronics, and micro ICs will decline by a low single-digit percentage due to the suppression of demand in specific areas by the negative economic and trade environment.
From a regional perspective, the Americas and (non-Japan) Asia Pacific are expected to achieve significant growth of 18.0% and 9.8% respectively this year, while Europe and Japan will have smaller growth rates in comparison.
WSTS further predicts that the global semiconductor market size will further increase by 8.5% to US$760.7 billion in 2026 (approximately RMB 5.48 trillion at the current exchange rate). Memory will once again lead the growth, while all four major regions will achieve scale increases due to the significant strength of Europe and Japan.
