IT research firm Gartner<\/a> said on Wednesday it expects global semiconductor sales<\/a> growth to slow down in 2022 and fall 2.5% next year, hurt by weak sales of mobile phones and personal computers. 研究公司说,不断上升的通货膨胀和更高的能源和燃料成本施压消费者可支配收入,影响个人电脑和智能手机等消费电子产品。 它研究公司Gartner周三表示,预计全球半导体销售增长减缓,2022年下降2.5%,明年受手机和个人电脑的销售疲软。
The research firm said that rising inflation and higher energy and fuel costs are putting pressure on consumer disposable income, affecting spending on electronic products such as PCs<\/a> and smartphones<\/a>.
It forecasts global semiconductor revenue<\/a> to grow 7.4% in 2022 to $639.2 billion, down from its previous view of 13.6% growth and compared with growth of 26.3% last year.
For next year, Gartner expects chip revenue<\/a> to contract to $623.1 billion.
\"It could easily be a lot worse than that, but it will probably bottom out next year and then start to recover in 2024,\" Richard Gordon, vice president at Gartner, said in an interview.
Higher demand for smartphones and PCs during the pandemic overwhelmed chip factories, leading to shortages in other industries, increasing prices and delaying production.
However, mobile phone shipments in 2022 are now expected to fall to 1.46 billion units from 1.57 billion.
When millions of cell phones are taken out of the market, the market flips into an oversupply and chip pricing tends to fall dramatically, Gordon said.
Against the backdrop of chip shortage<\/a>, the European Union and the United States have also announced big subsidy plans to attract chipmakers such as Intel to build factories on their shores to reduce dependency on Asian suppliers.
While TSMC<\/a>, the world's largest contract chipmaker, and chip-gear maker ASML have reported strong results, chipmaker Micron had warned of a down cycle.
Some global manufacturers, including Hyundai Motor Co, Nokia and ABB<\/a>, said they are seeing an easing of the shortage.
Supply constraints are still there in some sectors, such as in 5G equipment, but that the market should be in better shape in the first half of next year, Gordon said.
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Gartner预测芯片2022年销售增长减缓,明年秋季
研究公司说,不断上升的通货膨胀和更高的能源和燃料成本施压消费者可支配收入,影响支出等电子产品个人电脑和智能手机。
它预测全球半导体收入在2022年将增长7.4%至6392亿美元,低于先前的13.6%的增长,与去年26.3%的增长相比。
明年,Gartner预计芯片营收合同6231亿美元。
高需求的智能手机和个人电脑在大流行期间被芯片工厂,导致其他行业的短缺,增加价格,推迟生产。
然而,现在手机出货量在2022年预计将从15.7亿降至14.6亿台。
当数以百万计的手机市场,市场转变供过于求,芯片价格会大幅下降,戈登说。
的背景下芯片短缺、欧盟和美国也宣布大幅补贴计划,吸引芯片制造商英特尔建立工厂等海岸减少依赖亚洲供应商。
而台积电全球最大的合同芯片制造商和芯片设备制造商ASML公布强劲业绩,芯片制造商微米曾警告下循环。
一些全球制造商,包括现代汽车公司、诺基亚和ABB说,他们看到了一个宽松的短缺。
供应限制仍然存在在一些行业,如在5 g设备,但是,市场应该在明年上半年更好,戈登说。
IT research firm Gartner<\/a> said on Wednesday it expects global semiconductor sales<\/a> growth to slow down in 2022 and fall 2.5% next year, hurt by weak sales of mobile phones and personal computers.
The research firm said that rising inflation and higher energy and fuel costs are putting pressure on consumer disposable income, affecting spending on electronic products such as PCs<\/a> and smartphones<\/a>.
It forecasts global semiconductor revenue<\/a> to grow 7.4% in 2022 to $639.2 billion, down from its previous view of 13.6% growth and compared with growth of 26.3% last year.
For next year, Gartner expects chip revenue<\/a> to contract to $623.1 billion.
\"It could easily be a lot worse than that, but it will probably bottom out next year and then start to recover in 2024,\" Richard Gordon, vice president at Gartner, said in an interview.
Higher demand for smartphones and PCs during the pandemic overwhelmed chip factories, leading to shortages in other industries, increasing prices and delaying production.
However, mobile phone shipments in 2022 are now expected to fall to 1.46 billion units from 1.57 billion.
When millions of cell phones are taken out of the market, the market flips into an oversupply and chip pricing tends to fall dramatically, Gordon said.
Against the backdrop of chip shortage<\/a>, the European Union and the United States have also announced big subsidy plans to attract chipmakers such as Intel to build factories on their shores to reduce dependency on Asian suppliers.
While TSMC<\/a>, the world's largest contract chipmaker, and chip-gear maker ASML have reported strong results, chipmaker Micron had warned of a down cycle.
Some global manufacturers, including Hyundai Motor Co, Nokia and ABB<\/a>, said they are seeing an easing of the shortage.
Supply constraints are still there in some sectors, such as in 5G equipment, but that the market should be in better shape in the first half of next year, Gordon said.
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