仅欧洲实现增长！2023年全球半导体销售同比跌8.2%，SIA：今年有望大幅反弹

格隆汇02-06

美国半导体行业协会（SIA）发布报告显示，2023年全球半导体行业销售额总计5268亿美元，同比下降8.2%。根据半导体协会预测，由于各行各业对电子元件的需求增加，全球芯片行业今年有望大幅反弹，销售额预计将跃升至创纪录水平。去年全球半导体销售额下降8.2%欧洲是唯一实现增长的地区SIA报告显示，2023年全球销售额下降8.2%，至5268亿美元，尽管下半年情况改善缓解了降幅。SIA 表示，这种...

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In 2023, global semiconductor sales fell by 8.2% year-on-year. SIA: It is expected to rebound sharply this year","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"C6L.SI":1,"INTC":0.9,"QCOM":0.9,"NVDA":0.9},"content_text":"美国半导体行业协会（SIA）发布报告显示，2023年全球半导体行业销售额总计5268亿美元，同比下降8.2%。根据半导体协会预测，由于各行各业对电子元件的需求增加，全球芯片行业今年有望大幅反弹，销售额预计将跃升至创纪录水平。去年全球半导体销售额下降8.2%欧洲是唯一实现增长的地区SIA报告显示，2023年全球销售额下降8.2%，至5268亿美元，尽管下半年情况改善缓解了降幅。SIA 表示，这种增长势头表明今年销售额将增长13%，达到近6000 亿美元。去年第四季度销售额为1460 亿美元，比2022年第四季度总销售额增长 11.6%，比2023年第三季度总销售额增长8.4%。 2023年12月的销售额为486 亿美元，较去年11月总额增长1.5%。按地区划分，欧洲是去年唯一实现增长的地区，销售额增长了4%。其他区域市场的年销售额均下降：日本 (-3.1%)、美洲 (-5.2%)、亚太/所有其他市场 (-10.1%) 。与2023年11月相比，2023年12月的销售额在中国 (4.7%)、美洲 (1.8%) 和亚太/所有其他地区 (0.3%) 有所增长，但在日本 (-2.4%) 和欧洲 (- 3.9%）。按品类划分，多个半导体产品细分市场在2023年表现突出。逻辑产品的销售额达1785 亿美元，成为销售额最大的产品类别。内存产品的销售额位居第二，总计923亿美元。微控制器(MCU) 增长11.4%，达到279亿美元。汽车IC销售额同比增长23.7%，达到创纪录的422亿美元。2024有望强劲反弹SIA总裁兼首席执行官 John Neuffer 表示：“2023年初全球半导体销售低迷，但下半年强劲反弹，预计这一趋势将在2024年持续，将实现两位数增长。随着芯片在世界所依赖的无数产品中发挥着更大、更重要的作用，半导体市场的长期前景非常强劲。”该行业增长的核心是最有价值的芯片制造商英伟达，该公司凭借其市场领先的人工智能加速器避免了经济低迷。这些芯片的需求量很大，因为它们可以处理公司开发人工智能模型所需的海量数据。英伟达的销售额预计将在上个月结束的财年中增加一倍以上，达到近600亿美元。分析师预计，到2025年1月，该公司的年收入将突破900亿美元。投资者正在关注未来增长的前景，尤其是像英伟达这样的芯片制造商，他们认为这些制造商将从人工智能相关硬件支出的繁荣中受益。尽管如此，一些行业内最大的公司还是度过了艰难的2023年，销售额急剧下降，因为客户在应对库存过剩的同时削减了订单。包括英特尔和高通在内的少数成员表示，市场正在回归正常的购买模式，最严重的收缩已经过去。Neuffer表示，2023年上半年的疲软是大流行的“后遗症”，当时电子产品制造商难以获得足够的供应，并面临前所未有的需求。这导致许多顾客订购过多，当经济恢复正常且个人电脑等设备的购买放缓时，他们发现自己陷入了供过于求的境地。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2409418335"}