市場調(diào)研公司Gartner周四(12月8日)調(diào)降了對2012年全球半導(dǎo)體市場的預(yù)測,目前預(yù)計(jì)該市場2012年將達(dá)到3090億美元,比今年的預(yù)期水平增長2.2%。
美國Gartner先前預(yù)測2012年半導(dǎo)體市場增長4.6%。
Gartner公司的調(diào)研副總裁Bryan Lewis在聲明中表示,由于歐洲金融危機(jī)看來將持續(xù)下去,消費(fèi)者與企業(yè)的支出前景都存在不確定性,將對半導(dǎo)體產(chǎn)業(yè)帶來重大影響。Lewis表示:“短期預(yù)測不僅受到經(jīng)濟(jì)因素的影響,而且受到庫存修正、制造方面供應(yīng)過剩和自然災(zāi)害的影響?!?
Gartner還降低了對2012年P(guān)C產(chǎn)量的預(yù)測,目前預(yù)計(jì)2012年P(guān)C產(chǎn)量增長5.1%,低于先前預(yù)測的10.1%。Gartner表示,經(jīng)濟(jì)形勢黯淡和泰國洪災(zāi)對供應(yīng)鏈的影響,均是促使其調(diào)降PC產(chǎn)量預(yù)測的主要原因。
Gartner公司預(yù)測,2012年全球DRAM市場將增長3%,預(yù)計(jì)2011年下降26%。由于移動消費(fèi)設(shè)備強(qiáng)勁增長,NAND閃存目前預(yù)計(jì)是2012年增長最快的領(lǐng)域,預(yù)計(jì)上升16.6%。
Gartner公司表示,預(yù)計(jì)2012年手機(jī)產(chǎn)量增幅略高于先前的預(yù)估。該公司現(xiàn)在預(yù)計(jì)2012年手機(jī)產(chǎn)量增長7.5%,高于先前預(yù)測的7%。
但Gartner公司降低了對媒體平板產(chǎn)量的預(yù)測,目前預(yù)計(jì)明年該產(chǎn)品的產(chǎn)量為1.07億個,低于先前預(yù)測的1.1億個。但降低后的預(yù)測產(chǎn)量仍比2010年高出63%。
Lewis表示,Garnter公司的最新預(yù)測顯示,智能手機(jī)、媒體平板和固態(tài)硬盤將共同推動半導(dǎo)體市場在2015年前增長77%。
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參考英文原文:Gartner cuts 2012 chip market forecast
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Gartner cuts 2012 chip market forecast
Dylan McGrath
Market research firm Gartner Inc. Thursday (Dec. 8) reduced its forecast for the 2012 global semiconductor market, saying it now expects the market to reach $309 billion, a 2.2 percent increase from the projected total this year.
Gartner (Stamford, Conn.) had earlier forecast that the semiconductor market would grow by 4.6 percent in 2012.
Bryan Lewis, research vice president at Gartner, said through a statement that uncertainty over spending by both consumers and enterprises in light of the European financial crisis appears set to continue, bringing significant implications for the semiconductor industry. "The near-term forecast is being shaped not only by economic forces but by an inventory correction, manufacturing oversupply and natural disasters," Lewis said.
Gartner also lowered its PC production forecast for 2012, saying it now expects PC unit growth of 5.1 percent for the year down from an earlier forecast of 10.1 percent. Gartner cited not only a weak economic backdrop, but also lingering supply chain effects from the Thai floods, for the PC production forecast cut.
Gartner did forecast that the global DRAM market will grow by 3 percent in 2012, following a projected decline of 26 percent in 2011. NAND flash is the expected to be the fastest-growing device category in 2012 with 16.6 percent growth due to strong growth in mobile consumer devices, Gartner said.
Gartner said it does expect slightly higher mobile phone production unit growth in 2012 than it did in its previous forecast. The firm now expects mobile phone production units to increase 7.5 percent in 2012, up from an earlier estimate of 7 percent.
But Gartner lowered its forecast for media tablet production, saying it now expects 107 million units to be produced next year, down from an earlier forecast of 110 million. Even the reduced forecast for media tablets calls for 63 percent production growth compared to 2010.
Lewis said Garnter's latest forecast analysis predicts that dollar growth in smartphones, media tablets and solid-state drives will in total generate 77 percent of semiconductor market growth through 2015.
責(zé)編:Quentin