European Electronics Giants Reveal 2025 Strategic Outlook
Brussels, Thursday, 2 January 2025.
European electronics leaders highlight advancements in semiconductors, smart tech, and wireless communication as key trends for 2025, shaping strategic business and investment decisions.
Market Growth and AI Integration
The European electronics sector is poised for substantial growth in 2025, with IDC projecting a remarkable 15% expansion in the global semiconductor market [4]. This growth is primarily driven by artificial intelligence applications, with industry leaders predicting that “AI will permeate all aspects of the semiconductor and electronics value chains” [2]. The memory segment is expected to show particularly strong performance, with forecasts indicating a surge of over 24% [4], as manufacturers respond to increasing demand for high-bandwidth memory solutions.
Technological Breakthroughs in Manufacturing
A significant advancement comes from Infineon Technologies, which has strengthened its position in power systems through innovations in 300mm gallium nitride (GaN) technology [1]. The company anticipates that this development will lead to cost parity between GaN and silicon products [1]. Meanwhile, 2025 is set to be a pivotal year for semiconductor manufacturing, with industry giants TSMC, Samsung, and Intel entering mass production of 2nm technology [4]. These advancements are expected to drive substantial improvements in power efficiency and performance across various applications.
Strategic Focus on Edge Computing and AI
European manufacturers are increasingly emphasizing edge computing capabilities and AI integration. Synaptics is leading this charge with its Astra AI-Native platform, designed to democratize AI access across product solutions [1]. The industry is witnessing a transformative shift toward context-aware computing, particularly in consumer, enterprise, and industrial IoT sectors [2]. Companies are focusing on developing highly efficient and scalable processing solutions to support AI at the edge, with emphasis on preserving privacy and reducing latency [2].
Market Opportunities and Future Outlook
The European silver powder market, crucial for electronics manufacturing, is projected to grow from US$ 895.52 million in 2023 to US$ 1.29 billion by 2031 [5]. This growth is supported by the EU Chips Act, which aims to double Europe’s global chip production share by 2030 [5]. Industry experts predict that 2025 will be characterized by increased demand for high-performance computing solutions, with TSMC’s CoWoS production capacity set to double from 330,000 to 660,000 wafers [4], signaling robust growth in advanced packaging technologies.