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调查指无线电零件收入去年创新高 料5G需求等带动增长将持续至2025年
阿思达克 05-21 12:11
调查机构Strategy Analytics发表的报告指,尽管受疫情影响,手机设备使用的无线电零部件市场去年表现仍然强劲,该行预期增长将持续至2025年。

该行的分析指出,疫情下RF零件收入去年创新高,估计手机无线电零件市场将每年增长8%直至2025年,虽然设备出货量增长呆滞,但受惠5G功能令通讯的复杂性提升,估计供应商会继续开发封装模组以提升性能,并同时助厂商可更易设计及组装。

另外该行指出半导体短缺问题有机会持续至2022年,料智能手机厂商在供应限制下今年难捕捉设备销售的全部上行潜力,而半导体厂商包括台积电(TSM.US)、中芯(00981.HK)等亦已努力尽早提升产能应对。该行估计来自RF零部件的需求及智能手机以外的5G机遇将进一步带动流动通讯零件未来数年的增长。(el/u) ~

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