Quess Corp：2025芯片发展催化剂：印度新兴半导体产业生态洞察报告（英文版）（32页）.pdf

1、The Chip Catalyst:Indias Emerging Semiconductor EcosystemKey Market Insights2Quess Corp 2025.All Rights Reserved.Indias semiconductor sector is transitioning from being a consumption-heavy market to becoming a global capability hub across design,R&D,and manufacturing enablement.By end of 2025,the in

2、dustry will be valued at USD 54.3 Bn.,and is projected to almost double to USD 103.5 Bn.by 2030,at a CAGR of 13.8%outpacing global growth benchmarks.Product MixDemand DriversPolicy PushMobile handsets,IT/PCs,and industrial applications will continue to contribute 70%of revenues,while automotive(EVs)

3、,5G infrastructure,and data centers are emerging as the next multi-billion-dollar growth vectors.Integrated Circuits dominate(6064%of revenues),with Discretes(power semiconductors,WBG devices)scaling rapidly in line with Indias EV and renewable energy adoption.The India Semiconductor Mission and gov

4、ernment-backed projects(1.6 lakh crore investments,29k new jobs)will catalyze the first indigenous semiconductor chip by end-2025.54.3261.3869.3678.3888.57103.50020406080100120202520262027202820292030YearMarket Size($Bn.)3Tier-2 clusters(Ahmedabad,Mohali,Thiruvananthapuram)are emerging as scalable n

5、odes,supported by state incentives,ESDM parks,and ATMP initiatives.Tier-1 hubs(Bengaluru,Hyderabad,NCR)account for 70%+of the workforce but face rising attrition and cost escalations.AI-First Structural ShiftQuess Corp 2025.All Rights Reserved.Talent&GCC Landscape80%of the workforce has 10 years exp

6、erience,signaling depth at junior levels but a leadership supply gap at mid-to-senior roles.India houses 250K+semiconductor professionals,with 43K new postings in 202425 reflecting accelerating demand.55+Semiconductor GCCs operate across India,employing 60K+engineers.These GCCs are evolving from des