The global semiconductor industry is undergoing a significant transformation, marked by the resurgence of growth following the downturn in 2022 /2023. This presentation by Tobias Pröttel, CEO of World Semiconductor Trade Statistics (WSTS), offers an authoritative overview of current market dynamics, structural shifts, and forward-looking trends shaping the sector.
The analysis draws on four decades of WSTS data to contextualize the 2024 rebound, driven largely by explosive demand in AI-related infrastructure—specifically within the Logic and Memory segments. In contrast, the Automotive and Industrial segments, which had seen stable growth in previous years, contracted significantly in 2024.
With a renewed trajectory toward the long-anticipated $1 trillion global semiconductor market, the WSTS Consensus Forecast projects an 11% revenue increase for 2025. The presentation also previews expectations for a more balanced market recovery across product categories, while underscoring the importance of strategic data use in navigating this complex landscape.
This session provides critical insights for executives, investors, and policymakers seeking to understand the underlying forces behind recent shifts and the road ahead. Tobias will present latest result from the statistic with details for regions and major market segments, including Q2 2025 data.