據(jù)市場(chǎng)調(diào)研公司IHS iSuppli，預(yù)計(jì)蘋(píng)果2012年將購(gòu)買(mǎi)將近280億美元的半導(dǎo)體，比2011年的240億美元增加15%。 據(jù)IHS公司，蘋(píng)果的半導(dǎo)體支出增長(zhǎng)速度將快于其它主要芯片買(mǎi)家，從而增強(qiáng)其市場(chǎng)主導(dǎo)地位。預(yù)計(jì)蘋(píng)果將擴(kuò)大領(lǐng)先于第二大芯片買(mǎi)家三星電子的優(yōu)勢(shì)。據(jù)IHS公司，三星今年購(gòu)買(mǎi)芯片的支出金額預(yù)計(jì)為149億美元左右，高于去年的148億美元。 IHS公司表示，由于市場(chǎng)對(duì)蘋(píng)果產(chǎn)品的需求持續(xù)堅(jiān)挺，加之與150多家供應(yīng)商保持有利的關(guān)系，所以蘋(píng)果的半導(dǎo)體購(gòu)買(mǎi)額保持領(lǐng)先。這些供應(yīng)商提供元件，或者提供制造與組裝服務(wù)。 IHS公司表示，蘋(píng)果的增長(zhǎng)速度也快于其它OEM廠(chǎng)商，并在全球各個(gè)地區(qū)都實(shí)現(xiàn)增長(zhǎng)，使得蘋(píng)果在生產(chǎn)電子產(chǎn)品方面具有競(jìng)爭(zhēng)優(yōu)勢(shì)。 “蘋(píng)果已經(jīng)占領(lǐng)了智能手機(jī)與平板電腦領(lǐng)域，這點(diǎn)眾所周知。但在這些現(xiàn)象的背后，蘋(píng)果正在獲得另一種主導(dǎo)地位：主宰電子供應(yīng)鏈，”IHS公司的半導(dǎo)體支出與設(shè)計(jì)活動(dòng)資深分析師Myson Robles-Bruce表示。 Robles-Bruce表示，這種主導(dǎo)地位增強(qiáng)了蘋(píng)果主導(dǎo)半導(dǎo)體價(jià)格、控制產(chǎn)品路線(xiàn)圖和保證可靠的供應(yīng)與交貨的能力。“對(duì)于蘋(píng)果來(lái)說(shuō)，這些有利因素可以轉(zhuǎn)變成競(jìng)爭(zhēng)優(yōu)勢(shì)，使其與競(jìng)爭(zhēng)對(duì)手相比，能夠以更低價(jià)格、更快速度和更加可靠地提供更加先進(jìn)的產(chǎn)品，” Robles-Bruce表示。 IHS公司的排名榜顯示，蘋(píng)果自2010年以來(lái)一直是頭號(hào)芯片買(mǎi)家。 本文下一頁(yè)：購(gòu)買(mǎi)額增長(zhǎng)速度秒殺對(duì)手

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{pagination} IHS公司表示，蘋(píng)果的購(gòu)買(mǎi)活動(dòng)顯示，蘋(píng)果在幾乎所有地區(qū)的增長(zhǎng)速度都快于競(jìng)爭(zhēng)對(duì)手。IHS公司表示，在全球10大芯片OEM買(mǎi)家中，蘋(píng)果的芯片支出速度預(yù)計(jì)最快。IHS預(yù)計(jì)，蘋(píng)果的芯片購(gòu)買(mǎi)額增長(zhǎng)速度幾乎是增長(zhǎng)第二快的佳能的三倍。預(yù)計(jì)今年佳能的芯片購(gòu)買(mǎi)額增長(zhǎng)4.6%。 從地區(qū)角度來(lái)看，在美洲與中東/非洲地區(qū)，蘋(píng)果的增長(zhǎng)速度預(yù)計(jì)快于其它任何主要芯片買(mǎi)家。IHS公司表示，蘋(píng)果是亞太地區(qū)最大的芯片買(mǎi)家，是美洲第二大買(mǎi)家，在中東/非洲是第六大買(mǎi)家。IHS公司指出，只有在日本，蘋(píng)果不屬于增長(zhǎng)最快的芯片買(mǎi)家。亞太地區(qū)現(xiàn)在是全球主要電子產(chǎn)品生產(chǎn)基地。 IHS公司預(yù)測(cè)，思科2012年仍將是美洲地區(qū)最大的芯片買(mǎi)家，盡管購(gòu)買(mǎi)額預(yù)計(jì)減少5%。據(jù)IHS公司，思科在美國(guó)芯片購(gòu)買(mǎi)額方面，領(lǐng)先蘋(píng)果10億美元以上。 據(jù)IHS公司，思科在美國(guó)市場(chǎng)領(lǐng)先于蘋(píng)果，是因?yàn)樗诿绹?guó)的設(shè)計(jì)中心數(shù)量較多。IHS表示，思科在用于機(jī)頂盒的消費(fèi)電子相關(guān)芯片方面的支出也較高，而且思科大量購(gòu)買(mǎi)半導(dǎo)體用于支持其在美國(guó)的有線(xiàn)通訊設(shè)備業(yè)務(wù)。 IHS公司預(yù)計(jì)，蘋(píng)果2013年將進(jìn)一步增加購(gòu)買(mǎi)芯片，預(yù)計(jì)增長(zhǎng)12%左右，仍將是10大OEM芯片買(mǎi)家中的最快增長(zhǎng)速度。 “由于對(duì)未來(lái)有清晰的打算，蘋(píng)果的芯片購(gòu)買(mǎi)額增長(zhǎng)速度將繼續(xù)快于其它主要OEM廠(chǎng)商，而且這種趨勢(shì)將保持?jǐn)?shù)年，” Robles-Bruce表示，“這種打算不僅包括更新當(dāng)前暢銷(xiāo)的產(chǎn)品，而且包括在電視等其它感興趣的領(lǐng)域取得成功。” 參考英文原文：Apple coming to dominate electronics supply chain，by Dylan McGrath

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{pagination} Apple coming to dominate electronics supply chain Dylan McGrath Apple Inc. is expected to buy nearly $28 billion worth of semiconductors in 2012, up 15 percent from the $24 billion it spent on chips in 2011, according to market research firm IHS iSuppli. According to IHS, Apple is increasing semiconductor spending at a faster rate than other top chip buyers, increasing its dominance over the market, according to IHS. Apple is expected to lengthen its lead in chip spending over No. 2 chip buy Samsung Electronics Co. Ltd., which is expected to spend about $14.9 billion on chips this year, up from $14.8 billion last year, according to IHS. Apple is maintaining its lead in semiconductor purchasing because of continuing strong demand for its products, combined with the company’s capability to maintain beneficial relationships with more than 150 suppliers that provide components or offer manufacturing and assembly services, IHS said. Apple is also outgrowing the other OEMs and making gains in the various regions of the world, giving Apple competitive advantages when it comes to manufacturing electronic products, IHS said. "It’s well known that Apple has already conquered the smartphone and tablet segments—but behind the scenes the company is engaging in another kind of conquest: the dominance of the electronics supply chain," said Myson Robles-Bruce, senior analyst for semiconductor spending and design activity at IHS, in a statement. Robles-Bruce said such a dominant position gives Apple increased ability to dictate semiconductor pricing, control product roadmaps and obtain guaranteed supply and delivery. "For Apple, these benefits translate into competitive advantages, letting it offer more advanced products at lower prices, faster and more reliably than the competition," Robles-Bruce said. IHS has ranked Apple as the top chip buyer worldwide since 2010. A detailed look at Apple's purchasing activities shows it is making gains against nearly all of its competitors and in almost all regions, IHS said. The company is expected to achieve the strongest growth in chip spending among the world's top 10 OEM chip buyers, IHS said. Apple is set to increase its chip buying nearly three times faster than the next-fastest growing buyer, Canon, which is expected to increase chip buying by 4.6 percent this year, IHS said. Regionally, Apple is expected to grow faster than any other top chip buyer in the Americas and the Middle East/Africa, IHS said. The company is the top chip buyer in the Asia-Pacific region, now is the world’s dominant electronics producer, the second-largest buyer in the Americas and No. 6 in the Middle East/Africa, IHS said. Only in Japan is Apple not among the fastest-growing chip purchasers, IHS said. Cisco Systems Inc. is expected to remain the top chip buyer in the Americas region in 2012, despite being expected to decrease chip buying by 5 percent in 2012, IHS said. Still, Cisco holds a more than $1 billion lead over Apple is U.S. chip purchasing, according to IHS. Cisco leads Apple in the U.S. because it maintains a larger number of design centers there, according to IHS. The company also has higher spending on consumer electronics-related chips for set-top boxes, and it makes large semiconductor purchases in support of its business in wired communications equipment in the region, IHS said. IHS expects Apple to further increase chip buying in 2013, with growth forecast of about 12 percent, again the highest rate of growth expected among top 10 OEM chip buyers, according to IHS. "Apple will continue to outgrow the other major OEMs in chip purchasing because of its clear vision of the future, which extends a few years out," Robles-Bruce said. "This vision includes a strategy to not only update currently popular products but also achieve success in other areas of interest like the television segment.