2025年66项必知的科技统计数据白皮书_新兴与衰退市场洞察（英文版）_36页_3mb

2025 Tech Market Trends Summary

Core Content Overview

This document provides a comprehensive analysis of 66 essential technology market shifts across 2025, highlighting both growth and decline sectors. It emphasizes the importance of strategic investment, data-driven decision-making, and adaptability in the face of evolving market dynamics and geopolitical uncertainties. The focus is on emerging technologies and their potential to redefine industry landscapes, alongside the challenges and transformations in traditional sectors.

Main Trends and Insights

Growth Sectors

• 5G & 6G Cloud-Native Systems:
  • 5G device shipments are expected to grow, driven by AI integration and affordability.
  • The 5G ecosystem will evolve toward 5G-Advanced, though not with the expected fanfare.
  • FWA subscriptions are forecasted to reach 265 million by 2029, with 5G subscriptions making up 45% of the market.
  • The U.S. will lead in mDL adoption, with shipments expected to reach 69 million by 2029, growing at a 52.33% CAGR.
  • Smart home devices for safety, security, and convenience will grow at a 14% CAGR, reaching 500 million shipments by 2029.
  • AI-enabled smart glasses are set to grow at a 170% CAGR, reaching 20.23 million enterprise XR shipments by 2029.
  • QR payments will grow at a 16.9% CAGR, reaching $29.77 billion in value by 2030, fueled by Southeast Asia's digital economy expansion.

Declining Sectors

• VNFs (Virtual Network Functions):

  • The VNF market is expected to slow and contract, losing $150 million between 2023 and 2029.
  • By 2027, CNFs (Cloud-native Network Functions) will surpass VNFs in revenue, driven by cloud migration services and hybrid infrastructure platforms.

• Macro Basebands:

  • Annual revenue is projected to decline to $22.59 billion by 2028, due to the increasing disaggregation of 5G RAN.

• Tablets:

  • Shipments will decline slowly from 2024 to 2029, despite a 7% increase in 2024, driven by factors like improved cellular attach rates, new form factors, and AI integration.

• Biometric Payment Cards:

  • Will account for less than 1% of all payment card shipments by 2029, remaining a niche solution due to slow adoption and challenges in standardization and interoperability.

• PHEVs (Plug-in Hybrid Electric Vehicles):

  • Will account for only 1-in-5 PEV sales by 2029, as governments reduce subsidies and focus on BEVs for net-zero goals.

Technology & Market Shifts

• AI & Machine Learning:

  • LLM enterprise spending is growing rapidly (35% CAGR), while vision AI remains dominated by traditional ML due to commercial, operational, and technological barriers.
  • Hybrid AI deployments are expected to emerge in 2025, combining Gen AI with traditional AI models.

• Data Center Chipsets:

  • FPGAs will see a significant decline in market share, reaching 1.4% by 2030, as GPUs dominate the market.
  • CPUs and ASICs will also see gradual declines, while GPUs will maintain their leadership.

• Circularity & Sustainability:

  • The PLM software market with sustainability features is forecasted to grow from $575.3 million in 2023 to $1.01 billion by 2029.
  • EU will represent 40% of new battery passports by 2029, driven by DPP regulations and supply chain transparency.

• Smart Mobility & Automotive:

  • Public charging energy demand will surpass private by 2025, growing to 187.5 TWh by 2029.
  • EV adoption is shifting toward regions with shared charging infrastructure, such as China.

• OT Cybersecurity & Telco Cybersecurity:

  • These sectors are expected to remain critical as the digital transformation continues, with a focus on securing legacy systems and emerging technologies.

• Digital Payment Technologies:

  • QR payments are expected to grow significantly, while biometric cards remain a niche market.

Key Challenges and Considerations

• Regulatory Compliance:

  • DPP regulations and circularity mandates are shaping the EV and industrial markets, requiring vendors to adapt their offerings and infrastructure.

• Standardization & Interoperability:

  • Slow adoption of DTCs and biometric cards is attributed to the lack of standardization and strict interoperability requirements.

• Infrastructure Readiness:

  • The adoption of emerging technologies like XR, DTCs, and biometric cards is hindered by insufficient infrastructure readiness, especially in less digitally mature regions.

• Market Maturity & Transition:

  • The shift from hardware to professional services in cloud infrastructure is expected to occur by 2025, signaling a new phase of growth for the industry.

Summary Table

Conclusion

The 2025 tech landscape is marked by a clear divergence between emerging growth areas and sectors in decline. Companies must focus on agile investment, data-driven strategies, and strategic partnerships to navigate this transformation. The shift toward cloud-native infrastructure, AI integration, and sustainable practices will define the next phase of technological evolution, while challenges in standardization, infrastructure readiness, and regulatory compliance will continue to shape market dynamics.