市場研究機(jī)構(gòu) IC Insights 的最新統(tǒng)計報告顯示， 2010年全球電子系統(tǒng)產(chǎn)品內(nèi)含的半導(dǎo)體組件價值比例達(dá)到25.4%的新高紀(jì)錄；而隨著半導(dǎo)體組件平均銷售價格(ASP)在今明兩年可能繼續(xù)上揚(yáng)，該機(jī)構(gòu)估計電子系統(tǒng)產(chǎn)品內(nèi)的半導(dǎo)體內(nèi)容價值比例將持續(xù)升高。 根據(jù) IC Insights 的統(tǒng)計紀(jì)錄， 2010年的電子系統(tǒng)產(chǎn)品半導(dǎo)體內(nèi)容價值比例，比前一次最高紀(jì)錄──1995年與2006年曾創(chuàng)下的23.1%──還高出2.3%。該機(jī)構(gòu)總裁Bill McClean表示，這樣的新紀(jì)錄非常引人矚目：“隨著半導(dǎo)體組件內(nèi)容價值在電子系統(tǒng)產(chǎn)品銷售金額中占據(jù)越來越高比例，意味著半導(dǎo)體市場的成長速度也超越了電子系統(tǒng)產(chǎn)業(yè)的成長速度?！? McClean補(bǔ)充指出，電子系統(tǒng)產(chǎn)品市場的平均年成長率約6%，也就是說今年半導(dǎo)體市場的成長幅度大約會是8~9%，這與IC Insights 對2011年半導(dǎo)體銷售額的預(yù)測成長率相符。此外IC Insights的歷史資料顯示，2009年是首度出現(xiàn)電子系統(tǒng)半導(dǎo)體組件內(nèi)容價值比例成長，但半導(dǎo)體市場本身卻呈現(xiàn)衰退的一年。 從1989 年到2010年的22年間，半導(dǎo)體內(nèi)容價值在電子系統(tǒng)產(chǎn)品銷售金額中所占據(jù)的比例，總共增加了13.3%，平均每年的成長幅度是0.6%。IC Insights指出，電子系統(tǒng)產(chǎn)品內(nèi)的半導(dǎo)體內(nèi)容價值比例變動，大多數(shù)是因?yàn)樾酒瑑r格的改變；但是在2009年，芯片平均銷售價格下滑了2%，是連續(xù)第五年呈現(xiàn)下滑，2010年芯片平均銷售價格則成長了1%。 電子系統(tǒng)產(chǎn)品半導(dǎo)體內(nèi)容價值比例變化 IC Insights預(yù)期，芯片平均銷售價格將在 2011年與2012年將持續(xù)上揚(yáng)，此趨勢將使得接下來五年電子系統(tǒng)產(chǎn)品半導(dǎo)體內(nèi)容價值比例，平均每年僅增加2%左右，由2010年的25.4%，成長為2015年的27.8%。而該機(jī)構(gòu)認(rèn)為，該比例的天花板，也就是電子系統(tǒng)產(chǎn)品半導(dǎo)體內(nèi)容價值比例的最高點(diǎn)，應(yīng)該至少有30%。 (參考原文： Analyst: IC content in electronics hit record，by Dylan McGrath)

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{pagination} Analyst: IC content in electronics hit record Dylan McGrath The semiconductor industry benefited in 2010 from a record high dollar content in electronic systems, 25.4 percent, according to market research firm IC Insights Inc. What's more, with semiconductor average selling prices (ASPs) projected to rise this year and next year, the firm believes the percentage of semiconductor content in electronic systems sales is likely to continue rising. The 2010 mark was 2.3 percentage points higher than the previous high of 23.1 percent first reached in 1995 and again in 2006, according to IC Insights (Scottsdale, Ariz.). Bill McClean, president of IC Insights, said the record is significant. "With semiconductor content increasing in electronic system sales, it indicates that the semiconductor market is growing faster than the electronic systems industry," McClean said. McClean added that the electronic systems market is increasing 6 percent per year, which suggests that the semiconductor industry is on pace to grow 8 to 9 percent this year. This is consistent with IC Insights' forecast for 2011 semiconductor sales growth, which is higher than several rival market research firms. According to IC Insights, 2009 was the first year on record that showed an increase in semiconductor content in electronic systems in a year when the semiconductor market declined. In the 22-year period from 1989 through 2010, the percentage of semiconductor content in electronic system sales increased by 13.3 points, an average of 0.6 points per year, according to IC Insights. Historically, much of the volatility with regard to the percentage of semiconductor content in electronic systems has been due to IC price changes, the firm said. But in 2009, the IC average selling price (ASP) dropped 2 percent, a record fifth year in a row of an IC ASP decline, IC Insights said. In 2010 IC ASPs increased by 1 percent, the firm said. IC Insights said it expects IC ASPs to continue to show improvement in 2011 and 2012. The trend toward increasing IC ASPs is forecast to cause the average semiconductor content in electronic systems to rise just over two percentage points over the next five years, from 25.4% in 2010 to 27.8% in 2015, according to the firm. IC Insights believes the "ceiling"—maximum percentage of electronic systems sales that can go to semiconductors—is at least 30 percent.