Electronics Weekly
“Global semiconductor sales in April ticked up on a month-to-month basis for the first time in 2025, and the global market continues to notch year-to-year growth driven by increasing sales into the Americas and Asia Pacific,” says SIA CEO John Neuffer, “meanwhile, a new WSTS industry forecast calls for solid global market growth in 2025 driven by demand for AI, cloud infrastructure, and advanced consumer electronics.”
Regionally, year-to-year sales in April were up in the Americas (44.4%), Asia Pacific/All Other (23.1%), China (14.4%), Japan (4.3%), and Europe (0.1%). Month-to-month sales in April increased in China (5.5%), Asia Pacific/All Other (5.3%), and Europe (0.5%), but decreased in Japan (-0.6%) and the Americas (-1.1%).
Additionally, SIA today endorsed the WSTS Spring 2025 global semiconductor sales forecast, which projects annual global sales will grow by 11.2% to $700.9 billion in 2025.
In 2026, global sales are projected to reach $760.7 billion.
https://www.semiconductors.org/wp-content/uploads/2025/06/April-2025-GSR-Table-and-Graph.pdf
HI DAVID – based upon the WSTS April 2025 global sales results you summarized in your above article the Cowan LRA forecasting model is predicting a 2025 sales number of $713.3B. This latest sales forecast corresponds to a 2025 predicted sales growth result of 13.1%. This just updated Cowan LRA model’s sales growth expectation is more optimistic than the recently published WSTS annual global sales growth projection of 11.2% for 2025 as also discussed in your above article.
Remember that the Cowan LRA model is run monthly immediately following the release of the SIA PR summarizing the latest WSTS monthly HBR. Consequently, stay tuned for the next Cowan model results after the publication of the SIA PR capturing MAY 2025 WSTS results expected sometime during the first week of July 2025.