Q4 2025 Quarterly Market Insights - Flipbook - Page 5
End-Market Sector Insights
Consumer Electronics
Defence & Aerospace
Consumer electronics continues to recover postpandemic, stimulated by next-generation mobile
devices, smart infrastructure, and IoT deployments.
Demand for RF transceivers, sensors, and connectivity
chips underpins this expansion, especially in
emerging markets.
Semiconductors for defence and aerospace
maintained strategic importance amid
geopolitical tensions, with demand for secure,
high-reliability chips in communications, radar, and
avionics systems driving targeted investment. Nations
are increasingly prioritising secure supply chains for
defence microelectronics.
Electric Vehicles (EV) & Automotive
Healthcare & Industrial Systems
The automotive semiconductor segment is expanding
rapidly, supported by electrification, autonomous
systems, and vehicle-to-everything (V2X) connectivity.
EV-specific semiconductors-especially wide-bandgap
materials like silicon carbide (SiC) and gallium nitride
(GaN)-are critical for power management, fast
charging, and traction applications, securing strong
demand into 2026.
Healthcare applications, particularly diagnostic
imaging, portable medical devices, and connected
health solutions, are generating steady demand
for specialised embedded and analog chips.
Industrial automation and robotics further support
semiconductor uptake, linked to smart manufacturing
and 5G-enabled sensor networks.
Regional growth patterns reflect Asia-Pacific’s lead,
followed by robust contributions from North
America and Europe as automotive OEMs integrate
advanced driver-assistance systems (ADAS) and
electrified powertrains.
“FAST CHARGING, AND
TRACTION APPLICATIONS,
SECURING STRONG
DEMAND INTO 2026”
Market Insights
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