[新闻] 台湾No1,韩国半导体设备跌落神坛

楼主: Lightee26 (Lightee)   2020-04-16 15:11:04
1.原文连结:
https://wccftech.com/taiwan-1-south-korea-dethroned-as-top-semiconductor-equipment-manufacturer/
缩网址
https://reurl.cc/7XR7ok
2.原文内容:
Taiwan regained its position as the largest manufacturer on semiconductor
equipment, as sales hit $17.12 billion in 2019 removing South Korea from the
top spot on the Worldwide Semiconductor Equipment Market Statistics'
leaderboard.
台湾2019半导体设备营收达171.2亿美金,击败韩国成为世界第一。
The leaderboard and report, published by the industry association
Semiconductor Equipment and Materials International, shows global sales of
semiconductor equipment hit $59.8 billion in 2019, reflecting a 7% drop from
2018. Taiwan raked in $17.12 billion in sales, which represented a 68% growth
compared to the year prior. China maintained its position as the world's
second-largest supplier, with 3% year-over-year growth and annual sales of
$13.45 billion. Korea slipped the furthest with sales plummeting by 44% to
$9.97 billion.
半导体设备2019全球营收年减7%,台湾则年增68%,韩国年减44%。
Blame for Korea's dramatic drop can largely be assigned to the trade war,
China's slowing economy, and Korea's earlier decision to pivot large parts of
its economy around exporting with China. When Korea initially signed its
Free Trade Agreement with China, Taiwan estimated that its regional economic
rival-slash-peer having preferential access to China's economy would shave
0.5% from Taiwan's GDP with further reductions down the road. However, the
opposite turned out to be true as South Korea's economy shrank while Taiwan
emerged as a trade war winner.
韩国因为贸易战加上中国经济成长趋缓导致营收下滑,台湾或成贸易战赢家。
As a push to become less reliant on China, semiconductor equipment sales grew
in North America, which clocked in at $8.15 billion.
Looking Towards the Future
Stakeholders in the semiconductor equipment manufacturing business, including
in Taiwan, are looking nervously towards 2020 and beyond as Covid-19 chills
demand for electronics while supply chains struggle to catch up.
Research firm IDC predicts that revenues for semiconductor companies will
decline by either 3-6%, or, in the second most likely scenario, have declines
in revenue of 12% or more. IDC believes that the only sectors seeing
significant growth in 2020 will be telecom, servers, and IoT. For revenues
to decline 12% or more, supply chains would need to stabilize in one to three
months while it would take nine to 12 months or longer for demand and
initiatives to stabilize.
IDC认为2020半导体整体会大幅年减,
而其中有机会呈成长的产业是电信、服务器以及物联网。
All this means that semiconductor equipment manufacturers will be caught with
an oversupply in 2020, as their clients that actually make the silicon using
the provided equipment
作者: ji3g4tj06fu6 (我是传奇)   2020-04-16 15:22:00
产线不能满载要看是几奈米的单啊,有些根本已经满到年底了
作者: abcd425heart (鲔鱼蛋)   2020-04-16 15:31:00
三星也舍得花钱啊三星有消费端市场压力很大,今年手机不乐观
作者: ZMittermeyer (我不是善良老百姓)   2020-04-16 15:53:00
最大半导体设备市场=台湾买最多半导体设备=供给大于需求=亏钱=遗憾的失手,推文一堆人完全搞反
作者: Macgyver3164 (Chia wei-Lin)   2020-04-16 16:44:00
大股东出货所以财报美化,骗一些散户进来

Links booklink

Contact Us: admin [ a t ] ucptt.com