Third-Generation Semiconductor Industry Development Report (2025) Unveiled at 2026 Jiufengshan Forum

Published: Apr 24, 2026 18:35

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At the opening ceremony of the 2026 Jiufengshan Forum, the *Third-Generation Semiconductor Industry Development Report (2025)* was released. In 2025, China's GaN RF electronics market size reached 11.9 billion yuan, up 9.2% YoY, with the largest application field being security and aerospace, which had a market size of approximately 7.2 billion yuan, accounting for 60.7% of the market. In 2025, China's LED industry entered a critical stage of deep adjustment and structural restructuring, with total annual LED output value of approximately 103.7 billion yuan, edging down 4.4% YoY, of which the upstream epitaxial chip segment accounted for 26.8 billion yuan and the midstream packaging segment for 76.9 billion yuan. In 2025, China's third-generation semiconductor power electronics market size was approximately 22.7 billion yuan, up 28.6% YoY, with SiC and GaN power electronic devices achieving a penetration rate of approximately 16.5% in the power semiconductor market.

Data Source Statement: Except for publicly available information, all other data are processed by SMM based on publicly available information, market communication, and relying on SMM‘s internal database model. They are for reference only and do not constitute decision-making recommendations.

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