2025 Manufacturing Outlook Report
Top 5 Trends Driving AI, Custom Silicon, and Advanced Chip Design
As we look ahead to 2025, the manufacturing landscape is on the brink of a revolutionary transformation. Driven by surging demand for semiconductors, evolving technologies, and the significant influence of global markets-especially China-the sector is poised for unprecedented growth. From the rising importance of advanced packaging to a surge in testing solutions, the next year promises to redefine what’s possible in manufacturing. Discover the key expectations that will shape the industry's future and prepare your business to seize the opportunities that lie ahead.
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Five Key Market Expectations for 2025
Get a glimpse of 2025, where soaring IC demand and transformative technologies promise to reshape the semiconductor industry.
Here are the five key market trends to watch:
Boosting Manufacturing Capacity in 2025
As IC sales soar in 2025, manufacturing capacity will need to expand rapidly to keep up with growing demand. With a significant rise in silicon consumption, increased capital investments will be essential for staying competitive. The question is: will companies be ready to seize this opportunity?
China Driving Semiconductor Equipment Growth
China’s influence on the semiconductor equipment market will be impossible to ignore in 2025. As demand for more advanced and complex ICs grows, China’s role will drive the market forward. Will your business be prepared to capitalize on this critical momentum?
Advanced Packaging to Transform Manufacturing
The future of semiconductor manufacturing lies in advanced packaging. With AI and next-gen computing pushing the boundaries, technologies like glass substrates and FO-PLP are set to redefine chip design. Are you ready for the packaging revolution?
Critical Subsystems Revenue Peaks in 2025
The convergence of AI, economic shifts, and consumer trends is setting the stage for a major leap in subsystems revenue in 2025. As the market unifies, companies that align their strategies will see major rewards. Will your business be at the forefront of this breakthrough?
Double-Digit Growth in Semiconductor Testing
As ICs become more complex, the need for advanced testing solutions will skyrocket. From AI to 5G, testing innovations are set to dominate in 2025. Are you positioned to take advantage of the next wave in semiconductor testing?
Key Chapters at a Glance: Unlocking 2025 Manufacturing Insights
Market Outlook
The first half of 2024 has seen strong recovery in the semiconductor industry, driven by soaring AI demand for high-bandwidth memory (HBM). While memory ICs thrive, non-memory segments struggle with high interest rates and excess inventories. A broader economic recovery in 2025 is expected to boost capital expenditures across the sector.
Technical Outlook
The 2025 Logic Technology Roadmap marks the shift from FinFET to GAAFET technology for more efficient designs. Key innovations include Intel's BSPDN for mass production and increased chiplet adoption to manage manufacturing costs. The roadmap also highlights advancements in DRAM, NAND, and emerging memory technologies to meet high-performance demands.
Procurement Outlook
In 2024, the semiconductor market is set for significant growth, driven by rising demand for high-performance components for AI applications, which is boosting average selling prices. TechInsights anticipates this momentum will continue into 2025, with increased sales fueled by a recovery in demand and a replacement cycle for outdated devices.
Price Outlook
Memory is driving the semiconductor market's growth in 2024, fueled by AI-driven demand for DDR5 and HBM. GPUs are seeing strong sales, while automotive and industrial sectors face challenges. Analog, discrete, and optoelectronics are in a downturn but expected to recover as inventories shrink in late 2024.
Lead Time Outlook
Lead times in the semiconductor industry are stable, averaging 14 weeks this quarter. Most categories will see flat lead times through H2 2024, with a slight increase anticipated in Q4 as demand rises and inventories deplete. Connectors have the shortest lead time at 10 weeks, while power products face the longest at 19 weeks, with further extensions expected in the coming quarters.
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This report highlights transformative advanced packaging technologies and record revenue peaks in critical subsystems
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