歐洲貨幣和債務(wù)危機(jī)顯然已在商業(yè)領(lǐng)域造成影響──這可能會(huì)比我們?cè)?jīng)歷過(guò)的危機(jī)都更加嚴(yán)重。 由于失去了商業(yè)活力，歐洲甚至無(wú)法再繼續(xù)產(chǎn)生其當(dāng)前的商業(yè)價(jià)值，然而，從另一方面來(lái)看，歐洲人早已習(xí)慣了為奢侈的生活方式超支。事實(shí)上，歐洲需要?jiǎng)?chuàng)造更多商業(yè)活動(dòng)，并尋求出口途徑，除了喂飽當(dāng)?shù)厝嗣裢?，也必須減少歐盟國(guó)家債務(wù)。 聽起來(lái)，以上說(shuō)法似乎有些世界末日的味道，然而，世界半導(dǎo)體貿(mào)易協(xié)會(huì)(WSTS)公布的最新統(tǒng)計(jì)數(shù)字卻提供了有力的證明。 今年三月、四月和五月份，全球半導(dǎo)體銷售狀況普遍呈現(xiàn)下降狀態(tài)。此期間亞太地區(qū)較2011年同期下降了1.9%。美國(guó)地區(qū)下降了3.2%。日本則微幅上揚(yáng)0.4%。 然而，看看歐洲，與2011年相比，同期間下跌幅度達(dá)13.6%。以全球統(tǒng)計(jì)來(lái)看，這是相當(dāng)巨大的變動(dòng)。今年三月和四月的等效數(shù)字分別為15.4%和14.4%?；旧希@些數(shù)字都出現(xiàn)在2012年歐洲持續(xù)流失大量業(yè)務(wù)的金融困境期間。 歐洲有許多國(guó)家近期并未出現(xiàn)新創(chuàng)企業(yè)，特別在希臘、葡萄牙和西班牙等國(guó)家。同樣，外來(lái)投資者也擱置了所有的計(jì)劃。我們現(xiàn)在還無(wú)法在歐洲做投資，目前最好是再等一等，看看歐洲危機(jī)如何收?qǐng)觥Ｒ恍┛鐕?guó)公司很可能會(huì)關(guān)閉歐洲據(jù)點(diǎn)，將重心移往他處，最有可能的地方是亞太地區(qū)。 歐洲芯片市場(chǎng)腳步停頓 我們現(xiàn)在談的只是半導(dǎo)體銷售這個(gè)部份──創(chuàng)造價(jià)值和財(cái)富的最好、但也最艱難的一個(gè)區(qū)塊。 至于消費(fèi)性電子，在歐洲的影響可能不會(huì)像半導(dǎo)體如此顯著。飛利浦現(xiàn)在是一家強(qiáng)調(diào)生活美學(xué)經(jīng)濟(jì)的企業(yè)；而諾基亞，這家曾經(jīng)在手機(jī)領(lǐng)域享有至高無(wú)上地位的公司，現(xiàn)在則不過(guò)是增加歐洲快速下滑趨勢(shì)的一個(gè)因素罷了。因此，我們談?wù)摰?3.6%下滑，大部份是指汽車、工業(yè)和醫(yī)療電子等領(lǐng)域，而這些，都是所謂對(duì)消費(fèi)者信心指數(shù)波動(dòng)具有較高免疫性的市場(chǎng)。 據(jù)SIA/WSTS資料也暗示，歐洲可能會(huì)由于罷 工問題面臨進(jìn)一步的崩潰。 德國(guó)目前是歐洲的主導(dǎo)國(guó)家，其所奉行的制造業(yè)出口經(jīng)濟(jì)政策在今天就更顯得重要。然而，當(dāng)?shù)禺a(chǎn)業(yè)的復(fù)蘇顯然也面臨著重重壓力，因?yàn)槎鄶?shù)企業(yè)都可能選擇盡量避免歐洲的惡劣形勢(shì)。 或許你會(huì)認(rèn)為這一切都不可能發(fā)生；但請(qǐng)記住，1920年代魏瑪共和國(guó)(Weimar Republic)的惡性通膨，以及因此而高度依賴美國(guó)貸款后所造成的社會(huì) 混亂歷史。 編譯： Joy Teng 本文授權(quán)編譯自EE Times，版權(quán)所有，謝絕轉(zhuǎn)載 本文下一頁(yè)：參考英文原文： A Hitchcockian nightmare: Europe falling off a cliff ，by Peter Clarke

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{pagination} A Hitchcockian nightmare: Europe falling off a cliff Peter Clarke Europe's monetary and debt woes are now clearly having an effect on its ability to do business – which is a yet more frightening prospect, than the crisis we are already living with. Because without the ability to do business Europe cannot even continue to generate the value it currently does and which it already overpays itself for in its aggregate life style. In fact, Europe needs to do much more business, and export it, to pay for the life-style it gives itself and reduce the national debts. It may seem an apocalyptic view but there is the evidence in the latest numbers from the World Semiconductor Trade Statistics, published by the Semiconductor Industry Association. Globally the situation is not good with semiconductor sales in March, April and May (which are represented by the three-month average ascribed by the SIA to May) generally down. The Asia-Pacific region is down 1.9 percent on the same period in 2011. The Americas region is down 3.2 percent. Japan is up 0.4 percent. But look at this, the European region is down 13.6 percent compared with a year before. In global statistics terms that is a major percentage change. The equivalent figures in March and April were 15.4 percent and 14.4 percent. Basically it appears that in 2012 Europe's drawn-out financial woes are driving a significant chunk of business out of the continent. It is likely that startup businesses are not happening, particularly in such countries as Greece, Portugal and Spain. Similarly inward investors are putting any plans they have on hold. "Let's not open up in Europe right now, best to see how the dust settles." And multinational companies are likely to be shifting their weight off their European foot and on to another, most likely in the Asia-Pacific region.