The wafer foundry market will increase by 20% in 2025.

The wafer foundry market will recover in 2025, with an estimated annual growth rate of 20%, higher than 16% in 2024.

 

Although the weak demand in the end market of consumer products leads to the conservative stocking strategy of component manufacturers, and the average capacity utilization rate of wafer foundries will fall below 80% in 2024, this positive prospect still appears.

 

Only advanced technologies such as 5/4/3nm nodes for HPC products and flagship smartphones can keep running at full capacity, and this situation is expected to continue until 2025. However, the visibility of the consumer terminal market is still very low in 2025.

 

The automobile and industrial control supply chain began to recover from inventory adjustment in the second half of 2024, and it is expected that replenishment will gradually resume in 2025. Coupled with the increase in unit wafer consumption driven by edge AI and the continuous expansion of cloud AI infrastructure, it is estimated that these factors will drive the annual growth rate of wafer foundry market output value in 2025 to 20%.