Industry Weighs in With 2025 Forecasts—Part 2: Company Predictions

We're back with the second part of our 2025 predictions article. We hope you’ve had a great News Year's Day so far.

As I explained in Part 1, I reached out to several key companies in our semiconductor / electronics industry for predictions. We received such detailed responses that we decided to split things up into two parts. In Part 1 of this article, we focused on insights and quotes about general predictions.

Image used courtesy of Adobe Stock (licensed).

A Look at Where Companies See Themselves in 2025

Here, in Part 2, I’ll share 2025 predictions companies in our industry have about themselves.

With that in mind, we ask companies to answer the question:

What are your predictions for your company in 2025 in terms of direction, market, and focus?

Fewer companies replied to this question compared to the Part 1 article questions. But there’s plenty of interesting perspectives here. These (in random order) are the responses:

Infineon Technologies

“In 2024, Infineon Technologies made significant strides in the development of its 300 mm power gallium nitride (GaN) technology, solidifying its position as a leader in the growing GaN market,” says an Infineon spokesperson. “Going forward, the 300 mm GaN will further strengthen the company’s leadership in power systems by mastering all relevant power technologies, be it silicon, silicon carbide or gallium nitride.”

“GaN based power semiconductors find fast adoption in industrial, automotive, and consumer, computing and communication applications, including power supplies for AI systems, solar inverters, chargers and adapters, and motor-control systems.”

“State of the art GaN manufacturing processes will further lead to improved device performance resulting in benefits in end customers’ applications as it enables efficiency performance, smaller size, lighter weight, and lower overall cost.”

“A fully scaled 300 mm GaN production will also contribute to GaN cost parity with silicon on RDS(on) level, which means cost parity for comparable Si and GaN products. Infineon will continue to drive innovation and growth in the GaN market, with a focus on expanding customer base and increasing market share. With a strong performance in 2024 and a solid foundation for growth, Infineon is well-positioned to capitalize on the opportunities in the GaN market in 2025 and beyond.”

Synaptics

“A key focus of Synaptics continues to be the democratization of AI at the Edge based Synaptics Astra AI-Native platform and the infusion of AI across all our solutions,” says a Synaptics spokesman. “This represents a focused strategy to provide product developers with purpose-built solutions and an open ecosystem designed to remove barriers in a fragmented landscape and allow them to implement AI for a more diverse range of context-aware applications.”

“This includes our expanded portfolio of optimized hardware (processor) and software solutions that meet the power, performance, cost, and space requirements to support multimodal Edge AI workloads. We see particularly strong growth in vision and audio processing features to support AI-enriched experiences.”

“In addition to our move into optimized NPU-enabled embedded compute for Edge applications, our strength in intelligent wireless connectivity continues to expand and complements our overall IoT growth strategy by enabling robust and secure connected IoT devices. Around PCs, we continue to couple AI with our sensing capabilities to enhance the user experience.”

“Market-wise, all this positions Synaptic for growth in consumer and industrial IoT sectors, as well as in our traditional strength in PC, mobile and automotive.”

Ceva

"For Ceva, 2025 will be a year of strategic expansion and deeper market penetration,” says Amir Panush, CEO of Ceva. “We are excited to lead the charge towards a smarter, more interconnected future.”

“Our focus will remain on enhancing Smart Edge capabilities across various industries, from automotive to consumer electronics and industrial automation.”

“We plan to lead the market in scalable, energy-efficient AI and connectivity solutions, enabling our customers to develop products that are not only interconnected but also intelligent and responsive to user needs.”—Amir Panush, CEO of Ceva.

“We will continue to advance our IP portfolio across the three areas of Connect, Sense, and Infer to accelerate the design of Smart Edge chips and devices fueling the next generation of consumer and industrial innovations. “

Alphawave Semi

“Alphawave Semi is looking forward to leading the way towards a vibrant and active industry ecosystem in support of compute and networking architectures leveraging chiplets,”—Dr. Tony Chan Carusone, Chief Technology Officer, Alphawave Semi.

“We work with customers to use our industry-leading die-to-die and beyond-package interfaces to enable products that combine advanced CMOS and advanced packaging technologies.  We will also be doing the R&D needed to enable the next wave of progress in AI with faster networks.”

Empower Semiconductor

“Empower will remain laser focused on bringing to market and supporting early adopters’ designs of our scalable true vertical power platform for artificial intelligence (AI) and high-performance computing (HPC),”  says Tim Phillips, Founder and CEO of Empower Semiconductor.

“This novel platform reduces the energy footprint and total cost of ownership of data centers by delivering on-demand scalable power with the efficiency, power density, and speed required by modern AI processors.”

Tektronix

“Tektronix will adapt our Go to Market motions to accurately reflect the needs of our customers,” says Maria Heriz, CMO of Tektronix. “From working with partners and third parties, to enhancing our digital self-service tools for engineers, allowing them to work more efficiently with our products.”

“In 2025, we will continue delivering innovative hardware and software products to help our customers test faster and more efficiently for power and data communications in diverse markets including: AI systems, Space, Defense, Smart-grid, Edge and Autonomous subsystems.”

“We are committed to enhancing our customers' ability to test faster and more efficiently. Testing should never be a burden for engineers. It’s our commitment to them to ease that burden and help accelerate innovation in these key markets.”—Maria Heriz, CMO of Tektronix.

Silicon Labs

“In 2025, Silicon Labs will empower developers with robust platforms like the Series 3, which addresses the growing complexities of connected environments,” says a Silicon Labs spokesperson. “Our solutions will support key markets such as connected health, energy and smart metering, and smart retail and will leverage advanced capabilities in connectivity, computing power, and AI/ML acceleration.”

“Security remains at the core of our offerings, exemplified by technologies like Secure Vault with PSA Certified Level 3 and our ongoing development of post-quantum encryption solutions.”

“As IoT devices become increasingly sophisticated, we're driving industry-wide standardization and innovation by supporting real-time operating systems (RTOS) and open-source initiatives like Zephyr OS, moving beyond the limitations of bare-metal programming to meet modern demands for real-time responsiveness and multi-protocol communication.”

Looking Forward to Great 2025 Ahead!

We’re so happy to have you as an All About Circuits reader as we dive into 2025. It’s gonna be an exciting year ahead. Stay tuned as we continue to bring you the latest and greatest technology news and education resources to help you better do your engineering jobs.

Featured image used courtesy of Adobe Stock (licensed).