虚火过旺！PC需求崩了，芯片跟着遭殃

华尔街见闻2022-07-13

第二季度全球PC出货量同比下降12.6%，为九年来最大降幅。美国芯片财报季于本月晚些时候拉开帷幕，继美光发布悲观预测后，预计还会有更多坏消息传来。疫情以来的电子设备消费热潮正在消退，持续两年多的芯片供应短缺正转向过剩。信息科技研究公司Gartner Inc.近日公布的数据显示，今年第二季度全球个人电脑需求大幅下降，电脑制造商在4月至6月间的出货量为7200万台，较去年同期下降12.6%，为九年来...

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Paggie
·2022-07-14
閱
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MyKhoo
·2022-07-14
K
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股市轟炸机队长
·2022-07-14
很多都跑去用Mac了，蘋果Mac出貨量創新高
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1
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Hui Yean
·2022-07-14
Ok
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hhyw
·2022-07-14
好
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JaniceZhu
·2022-07-14
TechInsights芯片分析師Dan Hutcheson警告稱，繼美光發佈悲觀預測後，還會有更多壞消息傳來。市場環境惡化，半導體砍單潮也隨之蔓延。不過，華爾街見聞此前提及，雖然半導體市場過去兩年的高增不再，但整個行業內仍存在結構化的機會。
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嘞撸虎7
·2022-07-14
閱
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1
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Youn7276
·2022-07-14
Ok
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3
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ivyteo6911
·2022-07-14
👏👏👏
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Youn7276
·2022-07-13
Ok
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Zinsner今年6月表示，今年下半年的前景变得“非常混乱”，该公司将寻求调整支出和投资以适应这一现实。今年6月，英特尔暂时冻结了其个人电脑芯片部门的招聘，并采取了其他紧缩措施。上个月底，内存芯片制造商美光科技发布第四季度业绩指引远低于预期，反映出电脑和智能手机两个关键市场的放缓。虽然美光高管在描述未来需求时所用的表述是“有所减弱”，但从具体数字来看，芯片行业的需求或已出现了断崖式下降。随着美国芯片财报季于本月晚些时候拉开帷幕，TechInsights芯片分析师Dan Hutcheson警告称，继美光发布悲观预测后，还会有更多坏消息传来。市场环境恶化，半导体砍单潮也随之蔓延。不过，华尔街见闻此前提及，虽然半导体市场过去两年的高增不再，但整个行业内仍存在结构化的机会。在传统电子产品需求萎缩之际，新能源车用半导体领域仍有继续增长的动力。对比半导体芯片厂的情况，意法半导体、恩智浦、德州仪器等车用半导体公司的存货周转天数仍处于历史低位，这也同样验证了车用半导体领域的结构化表现。研究公司Baird半导体高级分析师Tristan Gerra也表示，消费电子产品制造商，尤其是低端智能手机制造商的芯片大供应商基本上注定“难逃厄运”，而提供汽车和数据中心芯片的公司将继续表现优秀。但Bernstein分析师Stacy Rasgon对汽车芯片的前景持有不同观点。他指出，汽车制造商订购的芯片远远超过了他们的需求，而且还在继续这样做。当汽车制造商停止购买时，情况就会变得更加真实。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9076307544,"gmtCreate":1657784582788,"gmtModify":1676536061791,"author":{"id":"4111640372193142","authorId":"4111640372193142","name":"Paggie","avatar":"https://community-static.tradeup.com/news/34e78ada667e7b63c0632c8f2d0fc95f","vip":1,"crmLevel":3,"crmLevelSwitch":0},"htmlText":"閱","listText":"閱","text":"閱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9076307544","repostId":1166021735,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":9076057761,"gmtCreate":1657763845353,"gmtModify":1676536058420,"author":{"id":"3567334721242358","authorId":"3567334721242358","name":"MyKhoo","avatar":"https://static.tigerbbs.com/71f130b587a20deffeafc3a3dd2f3d5b","vip":1,"hat":"https://static.tigerbbs.com/4c5ceab71416b120bab4604c0754b52a","crmLevel":2,"crmLevelSwitch":0},"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9076057761","repostId":1166021735,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9076025096,"gmtCreate":1657762762215,"gmtModify":1676536058074,"author":{"id":"3567575098485843","authorId":"3567575098485843","name":"股市轟炸机队长","avatar":"https://static.tigerbbs.com/1ec92b2a3335762e71e118cc8d1b3753","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":2,"crmLevelSwitch":0},"htmlText":"很多都跑去用Mac了，蘋果Mac出貨量創新高","listText":"很多都跑去用Mac了，蘋果Mac出貨量創新高","text":"很多都跑去用Mac了，蘋果Mac出貨量創新高","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9076025096","repostId":1166021735,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":9076060107,"gmtCreate":1657761118309,"gmtModify":1676536057706,"author":{"id":"4118888674291832","authorId":"4118888674291832","name":"Hui 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