2017年半导体总营收这么高,都是存储器涨价潮的助攻?

Release time:2017-07-18
author:
source:Gartner
reading:148

国际研究暨顾问机构Gartner预测,2017年全球半导体总营收将达到4014亿美元,较2016年增加16.8%。这将是全球半导体营收首度突破4000亿美元大关;2010年时创下3000亿美元纪录,更早之前则是在2000年时超越了2000亿美元。

Gartner研究副总裁Andrew Norwood表示:“存储器缺货带动整体半导体市场的荣景。由于存储器厂商抬高DRAM和NAND的价格,其营收和获利随之成长。”

Gartner预估2017年存储器市场的营收提升幅度高达52%,这也将大幅撼动整体半导体市占率的排行。Norwood指出:“全球最大存储器供应商三星电子(Samsung Electronics)将是最大受惠者。对三星来说,这是第一次有机会从英特尔(Intel)手中抢下全球半导体冠军宝座。”

英特尔自1992年打败NEC,夺得半导体市场的冠军宝座后,便持续称霸至今。而三星从2002年开始一直维持第二名的地位。

Norwood进一步表示:“成也存储器市场,败也存储器市场。随着存储器厂商供给量的增加,市场恐怕在2019年泡沫化,三星也可能会丢掉这两年所取得的大部份的市场。”

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