PSA Technology: 2025 Q3 Global SPE Shipments Rise +11% YoY
While +11% growth is a decent enough showing for 2025 Q3 SPE global shipments, it pales by comparison with semiconductor shipment growth. In fact, the ratio of SPE to IC spend for the quarter, at 16.1%, is the lowest since 2000 Q4, when semiconductor prices were boosted by the Covid lockdown. Unusually, this has happened when demand from China has been strong, since that usually equates to a high SPE : IC spend ratio. This time around, though, the story is about pricing, rather than the industry seeing huge increases in wafer volume. Pelham Smithers discusses.
Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods.
PSA produces both company and sector reports. The focus of PSA’s research is to identify winners and losers as new technologies impact the top and bottom lines of corporations. Critical to our research is the clear explanation of how these new technologies work and how they impact companies and industries.
The founding partners have worked closely together for twenty years and the team has more than doubled in size since 2012.
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