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Gartner:去年全球半導體收入反彈7.3%至4,498億美元
阿思達克 01-15 11:34
調查機構Gartner發表的報告指,去年全球半導體收入反彈7.3%至4,498億美元(下同),扭轉2019年的跌勢,該行的分析指去年年初市場原先預計疫情會為整個終端設備市場帶來負面影響,不過實際影響輕微,雖然汽車、工業等領域受企業及消費者開支減少所拖累,不過封城帶來了在家工作及學習的需求,而有助這些活動的行業亦有受惠。

分析指去年伺服器需求強勁,當中Hyperscale客戶佔逾65%,而上半年客戶亦急著增加容量以應付封城帶來的額外需求,此外企業及消費者對PC需求強勁,亦帶動了對CPU等零部件的增長強勁。

按品牌劃分,Intel(INTC.US)是去年收入最高的半導體公司,期內收入按年升3.7%至702.44億元,主要受惠核心客戶及伺服器CPU業務增長。儘管智能手機市場放慢,5G手機銷情強勁亦帶動了半導體行業增長,包括是高通(QCOM.US)及MediaTek(MDTKF.US)等去年增長亦強勁,相信5G增長抵銷了系統組件增長的弱勢。

值得留意的是記憶體是去年表現最好的類別,受惠在家工作及學習需求,伺服器建設、PC等的需求增加,全球記憶體收入增長至135億元,貢獻去年半導體行業增長的44%。(el/w) ~

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