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Gartner:苹果、三星去年半导体消费排全球首两位
阿思达克 02-09 16:17
调查机构Gartner发表的报告指,苹果(AAPL.US)去年继续是全球半导体晶片买家排行首位,市占率达11.9%,全球首十位的设备生产商去年半导体消费增加10%,占整体市场的42%,比例较2019年扩阔1.1个百分点,当中苹果排名第一,三星紧随其後,而华为则排名全球第三,联想(00992.HK)及小米(01810.HK)则分别排第四及第八。

该行的分析指,疫情及中美纠纷对半导体消费带来重大影响,其中疫情拖累到5G智能手机的需求,并影响到汽车生产等,不过在流动PC、游戏及数据中心的需求则有增长,值得留意的是记忆体价格去年亦有所提升,带动设备生产商消费增加。

该行指出去年华为半导体开支显着下降,按年跌23.5%,主要因为美国加强对华为的贸易限制,影响到公司购买半导体的能力,最终限制的智能手机供应及其市场份额,不过中国市场仍然是半导体最主要买家,其他中资智能手机生产商捕捉了华为腾出的空间。

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