野村證券援引美國半導(dǎo)體工業(yè)協(xié)會(SIA)的每月統(tǒng)計數(shù)據(jù)稱,5月全球芯片市場市值為230億美元。
5月,除內(nèi)存外,全球芯片營收為180億美元,同比2011年5月下降2%。逆轉(zhuǎn)了4月的同比增長態(tài)勢——4月與去年同期相比增長3%。
衰退的主因是由于模擬和微處理器芯片市場相對萎靡。5月,模擬芯片市場營收為32億美元,同比下跌10%;微處理器芯片銷售額為28億美元,同比跌幅為9%。雖然其它邏輯IC銷售收入為63億美元,同比增幅為6%,也無法扭轉(zhuǎn)整個市場的頹勢。
野村證券還給出了主要細(xì)分市場的出貨量以及平均售價分析。
與去年同期相比,五月整體芯片市場(不含內(nèi)存)總出貨量下降了1%,平均售價下跌2%。模擬芯片的出貨量下降3%,平均售價跌幅為7%。MPU的出貨量下降13%,平均售價則上漲了4%。邏輯IC出貨量增長4%,平均售價漲幅為2%。
至于內(nèi)存市場,5月的市值為50億美元,同比2011年5月下跌了6%。內(nèi)存的出貨量同比增長8%,單價跌幅為13%。
*野村證券指出,由于英特爾和AMD不再通過WSTS給SIA提供MPU數(shù)據(jù),因此,SIA對英特爾和AMD的數(shù)據(jù)應(yīng)為估值。
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本文下一頁:參考英文原文:Analysts find May was weak month for chip market, by Peter Clarke
編譯:Mayze Ye
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Analysts find May was weak month for chip market, by Peter Clarke
LONDON – The global market for chips was worth about $23 billion in May, according to Nomura Equity Research which has disclosed monthly by-sector statistics provided by the Semiconductor Industry Association.
The global chip revenue excluding memory in May was $18 billion down 2 percent compared with May 2011 and a reversal of fortune from April which had been up 3 percent year-on-year, Nomura said in a note to clients.
The decline was driven by a retreat in the analog and microprocessor chip markets, Nomura reported. The market for analog chips, at $3.2 billion in May, was down 10 percent year-on-year while microprocessor sales of $2.8 billion were down 9 percent year-on-year. This was not compensated for by other logic IC revenue of $6.3 billion in May, up 6 percent compared with May 2011.
Nomura also provided separate growth and decline figures for IC unit shipments and average selling prices (ASPs) for these major categories.
Total unit shipments for the overall chip market in May, excluding memory chips, declined 1 percent annually and the ASPs declined by 2 percent, Nomura said.
Analog units and ASPs were down 3 percent and down 7 percent, compared with May 2011, respectively. MPU units and ASPs were down 13 percent y/y and up 4 percent y/y.
Nomura noted that Intel and AMD no longer provide MPU statistics to the SIA via the World Semiconductor Trade Statistics (WSTS) organization. It is thought that WSTS will have tried to estimate the Intel and AMD positions.
Logic IC unit shipments in May were up 4 percent compared with May 2011 and ASPs for logic ICs were up 2 percent over May 2011.
The memory sector, valued at $5.0 billion in May, was down 6 percent on where it was in May 2011. Memory units were up 8 percent year-on-year while ASPs declined 13 percent.
責(zé)編:Quentin