全(quan)球(qiu)集(ji)(ji)成(cheng)電(dian)(dian)(dian)路行(xing)業(ye)(ye)回暖,看(kan)好(hao)IDM和Fab-lite模式形成(cheng)突(tu)破:2016年上半年全(quan)球(qiu)集(ji)(ji)成(cheng)行(xing)業(ye)(ye)低迷,而(er)到第三季度整體行(xing)業(ye)(ye)回暖。據(ju)美(mei)國(guo)半導(dao)(dao)體工(gong)業(ye)(ye)協(xie)會發布的(de)資料顯(xian)示(shi),2016年第三季度全(quan)球(qiu)集(ji)(ji)成(cheng)電(dian)(dian)(dian)路的(de)銷(xiao)(xiao)售(shou)額(e)(e)為883億(yi)美(mei)元(yuan)(yuan)(yuan),創下該(gai)季度銷(xiao)(xiao)售(shou)額(e)(e)歷史最高記錄。國(guo)內方面(mian),集(ji)(ji)成(cheng)電(dian)(dian)(dian)路再攀(pan)高峰。據(ju)中國(guo)半導(dao)(dao)體行(xing)業(ye)(ye)協(xie)會統(tong)計(ji),2016年1-9月中國(guo)集(ji)(ji)成(cheng)電(dian)(dian)(dian)路產(chan)業(ye)(ye)銷(xiao)(xiao)售(shou)額(e)(e)為2979.9億(yi)元(yuan)(yuan)(yuan),同(tong)(tong)比(bi)增長(chang)17.3%。其(qi)中,設計(ji)業(ye)(ye)銷(xiao)(xiao)售(shou)額(e)(e)為1174.7億(yi)元(yuan)(yuan)(yuan),同(tong)(tong)比(bi)增長(chang)24.8%;制造(zao)業(ye)(ye)銷(xiao)(xiao)售(shou)額(e)(e)707.4億(yi)元(yuan)(yuan)(yuan),同(tong)(tong)比(bi)增長(chang)16.8%;封裝測試業(ye)(ye)銷(xiao)(xiao)售(shou)額(e)(e)1097.8億(yi)元(yuan)(yuan)(yuan),同(tong)(tong)比(bi)增長(chang)10.5%。然(ran)而(er)我國(guo)集(ji)(ji)成(cheng)電(dian)(dian)(dian)路IC整體技術水平不(bu)高、核(he)心產(chan)品創新(xin)能力不(bu)足等問(wen)題依然(ran)存(cun)在。集(ji)(ji)成(cheng)IC的(de)工(gong)藝正接近(jin)物理極限的(de)困境(jing)日(ri)趨明顯(xian),IDM和Fab-lite模式能夠整合(he)產(chan)業(ye)(ye)資源,使得(de)企(qi)業(ye)(ye)聯手起來集(ji)(ji)眾(zhong)之力研發創新(xin),這(zhe)(zhe)樣更有(you)可能突(tu)破這(zhe)(zhe)一(yi)困境(jing)。另一(yi)方面(mian)IDM或Fab-lite迎(ying)合(he)未來集(ji)(ji)成(cheng)電(dian)(dian)(dian)路小批量,靈活性的(de)供應模式或成(cheng)為發展趨勢。LED廠商忙跨(kua)界(jie),尋(xun)求多元(yuan)(yuan)(yuan)化發展:雖然(ran)LED廠商第三季度報告營利雙收,但原材料與人工(gong)上漲、利潤下滑等問(wen)題仍(reng)然(ran)存(cun)在,加(jia)之行(xing)業(ye)(ye)競爭白熱化,許多LED企(qi)業(ye)(ye)正在尋(xun)求跨(kua)界(jie)合(he)作,形成(cheng)新(xin)的(de)利潤增長(chang)點。鴻利光電(dian)(dian)(dian)涉(she)足車(che)聯網(wang),通過(guo)設置第二產(chan)業(ye)(ye)和收購相關公司,整合(he)業(ye)(ye)務(wu)外延式擴張;奧(ao)拓電(dian)(dian)(dian)子創新(xin)切(qie)入金融電(dian)(dian)(dian)子,以智(zhi)慧銀行(xing)建(jian)設和網(wang)點智(zhi)能化改造(zao)為契機,提升在銀行(xing)和電(dian)(dian)(dian)訊行(xing)業(ye)(ye)的(de)市場份(fen)...
發(fa)布(bu)時間(jian):
2016
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11
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22
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