The Trendliner

Q1 / 2025 Insights

As we enter 2025, the industry is stabilising but there is still work to do. Recovery will take time, especially in Europe and we must stay focused to manage ongoing challenges and opportunities. Supply chains are improving with the inventories returning to a more normal level and demand starting to recover softly globally through the course of the year outside of the Automotive unknown.

Usually, soft growth in some areas means alignment on demand and production is critical to avoid disruption. There are clear opportunities for growth and innovation; AI continues to drive growth and demand, specifically AI at the edge is unlocking potential in automotive, industrial and consumer markets but is also increasing complexity. Security is also a growing priority across all industries, driven by regulation (specifically the Cyber Resilience Act) with customers seeking advanced and reliable solutions. 2025 will not be without its challenges but we are well-prepared to support our customers with the expertise and insights you need. 

Executive Summary and Global Semiconductor Outlook

Our executive summary takes a look back at the current year to date, looking at specific markets and growth figures before moving onto the global semiconductor outlook by region (EMEA, Japan, Asia and Americas). See year to date growth figures by region and see predicted growth figures for the next three years as well as 3 year CAGR. We also list key global outlooks for the coming year.