Gartner:去年全球半导体收入反弹7.3%至4,498亿美元
调查机构Gartner发表的报告指,去年全球半导体收入反弹7.3%至4,498亿美元(下同),扭转2019年的跌势,该行的分析指去年年初市场原先预计疫情会为整个终端设备市场带来负面影响,不过实际影响轻微,虽然汽车、工业等领域受企业及消费者开支减少所拖累,不过封城带来了在家工作及学习的需求,而有助这些活动的行业亦有受惠。
分析指去年伺服器需求强劲,当中Hyperscale客户占逾65%,而上半年客户亦急着增加容量以应付封城带来的额外需求,此外企业及消费者对PC需求强劲,亦带动了对CPU等零部件的增长强劲。
按品牌划分,Intel(INTC.US)是去年收入最高的半导体公司,期内收入按年升3.7%至702.44亿元,主要受惠核心客户及伺服器CPU业务增长。尽管智能手机市场放慢,5G手机销情强劲亦带动了半导体行业增长,包括是高通(QCOM.US)及MediaTek(MDTKF.US)等去年增长亦强劲,相信5G增长抵销了系统组件增长的弱势。
值得留意的是记忆体是去年表现最好的类别,受惠在家工作及学习需求,伺服器建设、PC等的需求增加,全球记忆体收入增长至135亿元,贡献去年半导体行业增长的44%。(el/w) ~
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