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2025-09-16 11:39:35
Shanghai Securities: Mainland China Remains the World's Largest Semiconductor Equipment Market, Embracing New Growth Opportunities for Micro LEDs. Shanghai Securities released a research report citing a SEMI report showing that global semiconductor equipment shipments reached US$33.07 billion in Q2 2025, a 24% year-on-year increase. Mainland China's sales reached US$11.36 billion, a 2% year-on-year decrease and an 11% quarter-on-quarter increase, maintaining its position as the world's largest semiconductor equipment market with a 34.4% market share. The launch of benchmark products will gradually boost the Micro LED chip market value, projected to reach US$461 million in 2029. Micro LED is gradually being commercialized in various fields, from TVs and smartwatches to automotive displays, with the launch of each benchmark product representing a technological breakthrough. The bank believes that the electronics semiconductor industry may fully recover by 2025, with the industry's competitive landscape expected to accelerate its recovery, leading to a sustained recovery in the industry's profit cycle and profits for related companies. The bank maintains an "overweight" rating on the electronics sector.
