Total semiconductor revenue
New research from Omdia (https://omdia.tech.informa.com/advance-your-business/semiconductors/semiconductor-competitive-landscape-clt-spotlight-service) shows that the semiconductor market delivered a record breaking performance in 3Q25 with industry revenue reaching $216.3bn, up 14.5% quarter-over-quarter (QoQ). This marks the first time the global semiconductor market has exceeded $200bn in a single quarter, following an already strong 2Q25, which saw 8% QoQ growth. At this pace, the industry is on track to exceed $800bn in total revenue for 2025.
3Q25 far exceeds seasonal expectations
Historically, the third quarter sees an average increase of just over 7% and public guidance going into 3Q25 suggested roughly 5% QoQ growth, a typical seasonal pattern. Instead, Q3 more than doubled expectations and delivered over 14% QoQ growth as nearly every semiconductor category outperformed last quarter’s forecasts.
Growth spreads beyond NVIDIA and memory
2024 was a record year for the semiconductor market, surpassing $650bn in revenue with more than 20% annual growth. However, Omdia notes that this expansion was highly uneven. When NVIDIA and memory ICs were excluded, the rest of the market grew just 1% in 2024 constrained by inventory adjustments and soft demand.
For the full year 2025, Omdia projects semiconductor revenue to surpass $800bn, up nearly 20% from 2024. Even without NVIDIA and memory, the market is on track for around 9% annual growth, confirming that 2025 marks a shift to industry-wide expansion rather than growth concentrated in only a few segments.
Top companies reinforce AI and memory leadership
The top four semiconductor companies by Q3 revenue were NVIDIA and the three major memory companies: Samsung, SK Hynix, and Micron, highlighting the continued dominance of AI accelerators and advanced memory.
“Demand for conventional DRAM is surging alongside HBM as AI inference workloads scale, driving an exceptional short-term price rally,” said Senior Principal Analyst Lino Jeng (https://omdia.tech.informa.com/authors/lino-jeng). “We expect Q4 to set a new all-time revenue record, with this extraordinary strength likely to continue into next year.”
Together, these four companies accounted for over 40% of all semiconductor revenue.
ABOUT OMDIA
Omdia, part of Informa TechTarget, Inc. (Nasdaq: TTGT), is a technology research and advisory group. Our deep knowledge of tech markets combined with our actionable insights empower organizations to make smart growth decisions.
View source version on businesswire.com: https://www.businesswire.com/news/home/20251211210871/en/
출처: Omdia
언론연락처: Omdia Fasiha Khan Eric Thoo
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