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IDC:去年半导体收入增10.8%至4,640亿美元 料今年将续增12.5%
阿思达克 05-07 11:44
调查机构IDC发表的报告指,尽管疫情困扰全球经济,半导体市场去年表现仍强劲,受全球封关、在家工作及学习等影响,行业需求不均,而去年球半导体收入按年增长10.8%至4,640亿美元(下同),该行估计半导体市场收入今年将升12.5%至5,220亿元,估计行业续受惠消费者、运算、5G及汽车等的需求。

IDC预期供应链的阻碍在今年将持续,虽然零件短缺情况初步出现在汽车行业,但其他旧科技行业亦感受到影响,相信行业要取得平衡仍有困难,而在产能上的投资在未来数年将有改善。展望2021年IDC估计全球半导体销售仍然有强劲增长,主要受惠采用云技术等,而对数据及服务的需求亦维持不变,加上全球财政及货币政策或会为长期基建的资本投资带来利好。

IDC指出去年智能手机半导体表现有韧性,虽然出货量跌逾一成,但相关半导体收入仍按年增9.1%,主要受惠厂商转向高价的5G半导体、增加记忆体、感应器等,估计今年对半导体厂商来说是重要一年,随着5G手机将占整体智能手机出货量达34%,相信5G手机半导体将贡献整体收入近三分二,料今年相关收入将按年增23.3%至1,470亿元。(el/u) ~

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