全球(qiu)集(ji)(ji)成(cheng)(cheng)電(dian)路行(xing)(xing)業(ye)(ye)回暖,看(kan)好IDM和Fab-lite模(mo)式(shi)(shi)形成(cheng)(cheng)突(tu)破:2016年(nian)(nian)上(shang)半年(nian)(nian)全球(qiu)集(ji)(ji)成(cheng)(cheng)行(xing)(xing)業(ye)(ye)低迷(mi),而到第(di)三(san)(san)季(ji)(ji)度(du)整(zheng)體行(xing)(xing)業(ye)(ye)回暖。據美國(guo)半導(dao)體工(gong)(gong)業(ye)(ye)協會發(fa)(fa)布(bu)的(de)(de)資(zi)料顯(xian)示,2016年(nian)(nian)第(di)三(san)(san)季(ji)(ji)度(du)全球(qiu)集(ji)(ji)成(cheng)(cheng)電(dian)路的(de)(de)銷(xiao)售(shou)額(e)為883億(yi)(yi)美元(yuan),創(chuang)(chuang)下該季(ji)(ji)度(du)銷(xiao)售(shou)額(e)歷史最高記錄。國(guo)內(nei)方(fang)面,集(ji)(ji)成(cheng)(cheng)電(dian)路再攀(pan)高峰。據中(zhong)國(guo)半導(dao)體行(xing)(xing)業(ye)(ye)協會統計(ji),2016年(nian)(nian)1-9月中(zhong)國(guo)集(ji)(ji)成(cheng)(cheng)電(dian)路產業(ye)(ye)銷(xiao)售(shou)額(e)為2979.9億(yi)(yi)元(yuan),同(tong)比增(zeng)長17.3%。其中(zhong),設(she)計(ji)業(ye)(ye)銷(xiao)售(shou)額(e)為1174.7億(yi)(yi)元(yuan),同(tong)比增(zeng)長24.8%;制(zhi)造業(ye)(ye)銷(xiao)售(shou)額(e)707.4億(yi)(yi)元(yuan),同(tong)比增(zeng)長16.8%;封裝(zhuang)測試業(ye)(ye)銷(xiao)售(shou)額(e)1097.8億(yi)(yi)元(yuan),同(tong)比增(zeng)長10.5%。然(ran)而我國(guo)集(ji)(ji)成(cheng)(cheng)電(dian)路IC整(zheng)體技(ji)術水(shui)平不高、核心產品(pin)創(chuang)(chuang)新能(neng)力不足(zu)等問(wen)題(ti)依然(ran)存(cun)在。集(ji)(ji)成(cheng)(cheng)IC的(de)(de)工(gong)(gong)藝正(zheng)接近物(wu)理極限的(de)(de)困境(jing)日趨明顯(xian),IDM和Fab-lite模(mo)式(shi)(shi)能(neng)夠整(zheng)合(he)(he)產業(ye)(ye)資(zi)源,使得企(qi)業(ye)(ye)聯手(shou)起來(lai)集(ji)(ji)眾之力研發(fa)(fa)創(chuang)(chuang)新,這(zhe)樣更(geng)有可(ke)能(neng)突(tu)破這(zhe)一困境(jing)。另一方(fang)面IDM或(huo)Fab-lite迎合(he)(he)未來(lai)集(ji)(ji)成(cheng)(cheng)電(dian)路小批量,靈活(huo)性的(de)(de)供應模(mo)式(shi)(shi)或(huo)成(cheng)(cheng)為發(fa)(fa)展趨勢(shi)。LED廠商忙跨界(jie)(jie),尋求多元(yuan)化(hua)發(fa)(fa)展:雖然(ran)LED廠商第(di)三(san)(san)季(ji)(ji)度(du)報告(gao)營(ying)利(li)(li)雙收,但原材料與人工(gong)(gong)上(shang)漲(zhang)、利(li)(li)潤(run)下滑等問(wen)題(ti)仍(reng)然(ran)存(cun)在,加之行(xing)(xing)業(ye)(ye)競爭(zheng)白熱化(hua),許多LED企(qi)業(ye)(ye)正(zheng)在尋求跨界(jie)(jie)合(he)(he)作,形成(cheng)(cheng)新的(de)(de)利(li)(li)潤(run)增(zeng)長點。鴻利(li)(li)光電(dian)涉(she)足(zu)車聯網,通(tong)過設(she)置(zhi)第(di)二(er)產業(ye)(ye)和收購相關(guan)公司,整(zheng)合(he)(he)業(ye)(ye)務外延式(shi)(shi)擴張;奧拓電(dian)子創(chuang)(chuang)新切入金融電(dian)子,以智慧銀行(xing)(xing)建設(she)和網點智能(neng)化(hua)改造為契(qi)機,提升在銀行(xing)(xing)和電(dian)訊行(xing)(xing)業(ye)(ye)的(de)(de)市(shi)場份...
發布時間(jian):
2016
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11
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22
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