IDC:去年半導體收入增10.8%至4,640億美元 料今年將續增12.5%
調查機構IDC發表的報告指,儘管疫情困擾全球經濟,半導體市場去年表現仍強勁,受全球封關、在家工作及學習等影響,行業需求不均,而去年球半導體收入按年增長10.8%至4,640億美元(下同),該行估計半導體市場收入今年將升12.5%至5,220億元,估計行業續受惠消費者、運算、5G及汽車等的需求。
IDC預期供應鏈的阻礙在今年將持續,雖然零件短缺情況初步出現在汽車行業,但其他舊科技行業亦感受到影響,相信行業要取得平衡仍有困難,而在產能上的投資在未來數年將有改善。展望2021年IDC估計全球半導體銷售仍然有強勁增長,主要受惠採用雲技術等,而對數據及服務的需求亦維持不變,加上全球財政及貨幣政策或會為長期基建的資本投資帶來利好。
IDC指出去年智能手機半導體表現有韌性,雖然出貨量跌逾一成,但相關半導體收入仍按年增9.1%,主要受惠廠商轉向高價的5G半導體、增加記憶體、感應器等,估計今年對半導體廠商來說是重要一年,隨著5G手機將佔整體智能手機出貨量達34%,相信5G手機半導體將貢獻整體收入近三分二,料今年相關收入將按年增23.3%至1,470億元。(el/u) ~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.