South Korea's 2025 Industrial Growth Hits 5-Year Low Despite Chip Boom

South Korea's industrial output grew at its slowest pace in five years during 2025, expanding just 0.5% year-on-year. This weak overall performance occurred despite a powerful 13.2% surge in semiconductor production fueled by global AI demand. On a positive note, retail sales rebounded into positive territory for the first time in four years, aided by government stimulus. Facility investment also continued to grow, supported by demand for chip-making machinery and transport equipment.

Key Points: S. Korea Industrial Output Growth Slows to 5-Year Low in 2025

  • Industrial output grew at slowest pace since 2020
  • Semiconductor output surged 13.2% driven by AI demand
  • Retail sales rebounded after years of decline
  • Facility investment rose for second straight year
2 min read

Industrial output growth slows to 5-year low in S. Korea in 2025

South Korea's 2025 industrial output grew just 0.5%, the slowest in five years, despite a semiconductor surge. Retail sales and facility investment showed modest gains.

"Semiconductors strongly drove growth in 2025. - Lee Doo-won"

Seoul, Jan 30

South Korea's industrial output grew at the slowest pace in five years in 2025, despite strong growth in the semiconductor industry, while retail sales and facility investment showed signs of improvement, government data showed on Friday.

Industrial output gained 0.5 percent from a year earlier in 2025, slowing from a 1.5 percent increase the previous year, according to the data from the Ministry of Statistics and Data, reports Yonhap news agency.

The 2025 figure marks the weakest growth since 2020, when output contracted amid the fallout from the COVID-19 pandemic.

The output of the mining and manufacturing sector, considered the backbone of the economy, gained 1.6 percent in 2025, the ministry said.

Notably, chip output surged 13.2 percent on-year as global demand continued to rise amid the artificial intelligence (AI) boom.

"Semiconductors strongly drove growth in 2025," Lee Doo-won, a ministry official, told reporters. "We saw a virtuous cycle with expanded investment in semiconductor facilities and equipment."

Retail sales, a key indicator of private spending, also rose 0.5 percent from a year earlier, rebounding from a decline the previous year.

After three consecutive years of shrinking consumption, private spending turned positive for the first time in four years.

The growth was particularly strong in the third quarter of 2025, fueled by the government's cash handouts known as consumption coupons, the ministry said.

The rise was led by higher sales of durable goods, such as passenger vehicles, which jumped 4.5 percent on-year, the data showed.

Sales of semidurable goods, such as clothing, fell 2.2 percent, while sales of nondurable goods, including cosmetics, slipped 0.3 percent.

Facility investment advanced 1.7 percent on-year in 2025, extending gains for a second straight year, supported by strong demand for transportation equipment and chip-related machinery, according to the data.

Construction investment weakened, with construction orders falling 16.2 percent from a year earlier, the data showed.

In December alone, industrial output rose 1.5 percent from the previous month, driven by strong demand for semiconductors and automobiles.

Retail sales increased 0.9 percent on-month, rebounding from a decline in November, supported by higher sales of clothing, food and beverages.

In contrast, facility investment fell 3.6 percent, largely due to a 16.1 percent decline in transport equipment, including ships and aircraft.

- IANS

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Reader Comments

R
Rohit P
The AI boom is clearly the driver here. 13.2% growth in chips is massive! 🚀 But the overall industrial growth of just 0.5% shows other sectors are struggling. Construction orders down 16% is a huge red flag. Their economy seems lopsided.
A
Arjun K
Government cash handouts boosting retail sales... sounds familiar. We've seen similar schemes here. It provides a short-term boost, but sustainable consumption growth needs real income growth and job security. Hope their recovery is more broad-based soon.
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Sarah B
As someone who follows global economics, this is a classic case of a two-speed economy. The high-tech sector is racing ahead while traditional manufacturing and construction lag. It creates social challenges. India must ensure its manufacturing push (Make in India) doesn't face similar issues.
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Vikram M
The data shows people are buying cars but cutting back on clothes and cosmetics. Priorities shift in slower growth periods. In India also, when times are tough, we see "lipstick effect" or people postponing non-essential purchases. Hope their situation improves.
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Karthik V
With all respect to the analysis, focusing only on year-on-year percentages can be misleading. What is the base? After the pandemic, many economies had a low base. A 0.5% growth on a presumably higher base might not be as bad as the headline "5-year low" suggests. Context matters.

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