據(jù)商業(yè)咨詢公司畢馬威會計師事務(wù)所對全球半導(dǎo)體廠商高管進(jìn)行的一項調(diào)查結(jié)果顯示，芯片市場的反彈將使得美國反超中國成為全球最重要的半導(dǎo)體市場。 調(diào)查顯示，反彈有望于2013年下半年開始；但是，152名受訪高管中約有75%認(rèn)為，其公司的營收增長將于下一財年開始。2011年時，這項調(diào)查的結(jié)果是有63%的高管持類似看法。同時，今年有2/3的受訪者認(rèn)為公司有望擴員，而2011年時僅有48%。另外，有71%的受訪高管認(rèn)為，明年行業(yè)盈利能力將有所增加。 畢馬威的這項調(diào)查是于2012年9月進(jìn)行的，受訪者樣本來自IDM、代工廠以及無晶圓芯片公司。 這是連續(xù)第三年，美國地區(qū)將獲得令人矚目的增長；同時，越來越少受訪高管認(rèn)可中國仍將是未來三年半導(dǎo)體營收增長的主要引擎。畢馬威指出，受訪高管們認(rèn)為，美國市場將成為最重要的市場，然后是中國和歐洲，以及韓國和臺灣地區(qū)。2年前的排序里，臺灣地區(qū)排在美國之前，居第二位。 未來12個月，業(yè)界仍認(rèn)可中國是就業(yè)增長的領(lǐng)銜軍。但是，值得注意的是，就業(yè)增長三大市場的排名中，選擇中國為第一的受訪高管比例趨少，而選擇美國或是歐洲為第一的比例明顯增加。 消費電子取代了無線設(shè)備成為最熱門的半導(dǎo)體應(yīng)用市場，這反映了如蘋果和三星等企業(yè)對無線設(shè)備市場造成了沖擊。畢馬威指出，相比于過去三年的調(diào)查，今年有更多的高管認(rèn)為工業(yè)、醫(yī)療、汽車以及電源管理領(lǐng)域?qū)⑹俏磥頎I收增長的重要動力。 今年有53%的高管認(rèn)為，未來三年，新能源技術(shù)將是營收增長的重要驅(qū)動力；一年前，僅有36%的受訪者持此看法。 相比于一年前的62%，今年有2/3的受訪者預(yù)計2013年業(yè)界將有更多的并購行為。預(yù)計2013年半導(dǎo)體研發(fā)支出將增加的受訪者超過3/4，相比上一年的65%有了明顯地上漲。 調(diào)查發(fā)現(xiàn)，有32%的受訪者認(rèn)為NFC是移動支付最好的平臺，而RFID的支持者有28%。 畢馬威信息、通信和娛樂業(yè)務(wù)負(fù)責(zé)人Gary Matuszak表示：“韓國和臺灣地區(qū)的衰退是由于他們對日本和中國經(jīng)濟(jì)的風(fēng)險敞口，而日本和中國經(jīng)濟(jì)相比2011年更趨嚴(yán)峻?！?本文下一頁：參考英文原文：Chip market rebound coming, survey says, by Peter Clarke 本文授權(quán)編譯自EE Times，版權(quán)所有，謝絕轉(zhuǎn)載 編譯：Mayze Ye

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{pagination} Chip market rebound coming, survey says Peter Clarke 12/14/2012 10:45 AM EST A broad-based chip market rebound will help the U.S. move ahead of China as the most important market, according to a global semiconductor survey. LONDON – A chip market rebound will help the U.S. move head of China as the most important market for revenue according to a global survey of semiconductor executives conducted by business consultancy KPMG. The rebound is likely to begin in the second half of 2013, but 75 percent of the 152 executives polled said their companies' revenue growth will increase in the next fiscal year, compared to 63 percent a year ago. Also, two-thirds expect their workforce to expand, up from just 48 percent in last year's survey and 71 percent say annual industry profitability will increase over the next year. The survey was conducted in September 2012 and the senior level executives polled were drawn from IDM, foundry and fabless chip companies. The U.S. is growing in significance for the third year in a row, and fewer industry executives believe China will be the most important market for their company's semiconductor revenue growth three years from now. Executives said the U.S. will be the most significant market, followed by China and Europe, South Korea and Taiwan, KPMG said. Two years ago Taiwan was ranked second, ahead of the U.S. In terms of growth of employment over the next 12 months China remains the leader. Significantly, fewer executives placed China among the top three markets for job growth during the next 12 months in this year's survey, while more placed the U.S. and Europe at the top. Consumer electronics replaced wireless devices in the survey as the top semiconductor application, which may reflect the stranglehold achieved on the wireless device category by the likes of Apple and Samsung. More executives ranked industrial, medical, automotive and power management as important revenue drivers than in the previous three year's surveys, KPMG said. This year, 53 percent of the executives said renewable energy technologies like batteries will be an important driver of revenue over the next three years, up from 36 percent a year ago. More deals in 2013 Two-thirds, compared to 62 percent last year, anticipate an increase in the number of merger and acquisition deals in the industry during 2013. More than three-quarters expect semiconductor-related R&D spending to increase, up significantly from 2012 (65 percent). Near-field communications (32 percent) and RFID (28 percent) were cited most often as the technologies expected to provide the best platforms for enabling mobile payments. "The decline in Korea and Taiwan may be explained by their high exposure to the Japanese and China economies which are both in poorer condition than 2011," Gary Matuszak, global chair of KPMG's Technology, Media and Telecommunications practice, said in a statement.