Gartner:蘋果、三星去年半導體消費排全球首兩位
調查機構Gartner發表的報告指,蘋果(AAPL.US)去年繼續是全球半導體晶片買家排行首位,市佔率達11.9%,全球首十位的設備生產商去年半導體消費增加10%,佔整體市場的42%,比例較2019年擴闊1.1個百分點,當中蘋果排名第一,三星緊隨其後,而華為則排名全球第三,聯想(00992.HK)及小米(01810.HK)則分別排第四及第八。
該行的分析指,疫情及中美糾紛對半導體消費帶來重大影響,其中疫情拖累到5G智能手機的需求,並影響到汽車生產等,不過在流動PC、遊戲及數據中心的需求則有增長,值得留意的是記憶體價格去年亦有所提升,帶動設備生產商消費增加。
該行指出去年華為半導體開支顯著下降,按年跌23.5%,主要因為美國加強對華為的貿易限制,影響到公司購買半導體的能力,最終限制的智能手機供應及其市場份額,不過中國市場仍然是半導體最主要買家,其他中資智能手機生產商捕捉了華為騰出的空間。
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