Growth in consumer electronics driven by government subsidies is slowing. In 2H25 and throughout 2026, market expansion will be fueled by sustained AI investments and the rise of edge AI, which will drive increased demand for chips in specific application areas.
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China Semiconductor Market Brief – August 2025
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The Analyst Team
Hui He
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Hui is responsible for the analysis of China's semiconductor market with a focus on China's local semiconductor manufacturing and design trends, evaluating the impact of these trends on technical and financial factors. She also examines how new application ecosystems in China are shaping the semiconductor market.
Hui earned a master’s degree in microelectronics from Shanghai Jiao Tong University, China.
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