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市場調查報告書
商品編碼
1794797
全球電子產品領域的需求概要(2025年)Overview of Global Electronics Sector's Demand in 2025 |
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價格
簡介目錄
2025 年，電子產業將呈現混合趨勢：人工智慧需求強勁，消費設備需求疲軟，早期拉動將消除季節性因素，導致未來成長放緩。
信息圖形
重點
- 2025 年，人工智慧需求將激增，而消費性電子產品（智慧型手機、筆記型電腦和電視）的成長將停滯或微乎其微。
- 關稅和補貼將導致庫存提前消化，擾亂傳統的銷售高峰，並增加下半年的風險。
- 雲端服務供應商將增加對受關稅影響較小的AI伺服器的資本投入，這將對通用伺服器預算帶來壓力。 “AI將獨自成功。”
- 邊緣AI將失去動力，終端設備將缺乏引人注目的AI應用，無法推動升級和消費者興趣。
- 到2026年，該產業將進入低成長整合階段，大多數產品將保持低迷，AI伺服器也將失去動力。
- 關稅的不確定性將影響PC OEM廠商和供應商的生產策略。
目錄
第一章：關稅和補貼拉動需求前期成長，擾亂傳統旺季
- 以最終產品和應用劃分的出貨量和產量－2025年上半年和下半年年度出貨量分佈與五年平均值的比較
第二章：AI伺服器的需求正在穩定成長。與其他應用相比，AI伺服器不易受到價格不確定性的影響，並受益於雲端運算服務供應商（CSP）資本投資的增加。
第三章：邊緣AI的熱潮正在逐漸消退，但替代浪潮尚未出現。殺手級應用暫時擱置。
第四章：展望2026年－成長放緩將導致產業成長放緩與整合。
簡介目錄
Product Code: TRi-0082
In 2025, the electronics industry sees diverging trends: strong AI demand, weak consumer devices, early pull-in erases seasonality, and future growth slows.
INFOGRAPHICS
Key Highlights:
- In 2025, AI demand surges while consumer electronics-smartphones, laptops, TVs-see stagnant or minimal growth.
- Tariff and subsidy impacts cause early inventory pull-in, disrupting traditional sales peaks and raising risks in the year's latter half.
- Cloud providers grow capital spending on AI servers, with less tariff impact, squeezing budgets for general servers. "AI alone thrives."
- Edge AI loses momentum; end devices lack compelling AI applications, failing to drive upgrades or noticeable consumer interest.
- By 2026, the industry enters a consolidation phase with slow growth, most products remain weak, and AI server momentum eases; breakthroughs needed for future cycles.
- Tariff uncertainty impacts PC OEMs' and suppliers' production strategies; DRAM supply-demand and other components merit close watch.
Table of Contents
1. Tariffs and Subsidies Have Caused Demand to Be Pulled Forward and Disrupts Traditional Peak Season
- Shipment and Production Volumes for Each End-Product / Application Categories - Distribution of Annual Shipments Between 1H25 and 2H25 vs. Averages of Previous Five Years
