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国产芯片是破解“卡脖子”困境、培育新质生产力的关键产业。2025年中国国产芯片产业进入规模扩张与质量提升并行的黄金期，高增长、高研发投入、头部集中成为核心特征，新兴力量持续涌现，产业发展势头强劲。全球领先的新经济产业第三方数据挖掘和分析机构iiMedia Research（艾媒咨询）最新发布的《2025年国产芯片领域市场状况及标杆企业经营数据分析报告》数据显示，2025年中国国产芯片产业规模突破1.8万亿元，同比增长21.7%，增速远超全球半导体产业平均水平。资本市场层面，行业集中度持续提升，营收前三名企业合计贡献TOP10企业43.48%，高增长企业普遍规模较小，但增速迅猛，新兴力量不断涌现；归母净利润前三名企业合计达102.91亿元，行业整体盈利质量良好；研发创新持续加码，研发投入TOP10企业平均投入强度超30%，远超高科技行业平均水平。艾媒咨询分析师认为，中国国产芯片产业整体呈现高增长、高研发投入、头部集中的核心特征，产业规模壮大印证产业已进入规模扩张与质量提升并行的黄金期。这一增速既受益于国内AI、汽车电子、工业控制等下游需求爆发，也得益于成熟制程国产替代加速与政策持续赋能。
Domestic chips represent a pivotal industry for breaking the technological bottleneck and fostering new productive forces. In 2025, China's domestic chip industry has entered a golden era of simultaneous scale expansion and quality improvement, characterized by high growth, heavy R&D investment and concentration among leading players. With emerging forces emerging consistently, the industry is maintaining a robust development momentum. According to the latest data released in the Analysis Report on the Market Situation of Domestic Chip Industry in 2025 and Data on the Operations of Leading Enterprises by iiMedia Research, a world-leading third-party institution engaged in data mining and analysis of the new economy industry, the scale of China's domestic chip industry exceeded 1.8 trillion yuan in 2025, with a year-on-year growth of 21.7%—a growth rate far outpacing the global average for the semiconductor industry.On the capital market front, the industry's concentration continues to rise: the top three enterprises in terms of revenue contributed 43.48% of the total revenue of the top 10 players combined. High-growth enterprises are generally small in scale but boast staggering growth speeds, with emerging forces emerging one after another. The combined net profit attributable to parent companies of the top three enterprises reached 10.291 billion yuan, reflecting sound overall profitability of the industry. R&D and innovation efforts are being continuously intensified, with the average R&D investment intensity of the top 10 enterprises surpassing 30%, a figure well above the average level of the high-tech industry.Analysts at iiMedia Research opine that China's domestic chip industry as a whole exhibits the core traits of high growth, heavy R&D investment and leading enterprise concentration. The expansion of the industry scale is a testament to its entry into a golden period of concurrent scale expansion and quality enhancement. This robust growth rate benefits both the explosive downstream demand for domestic AI, automotive electronics, industrial control and other sectors, and the accelerated domestic substitution of mature manufacturing processes as well as sustained policy support.