Gartner：當前半導體榮景將隨著記憶體漸供過於求於 2019 年泡沫化
Date: 2017-07-20
News Type:
Gartner：當前半導體榮景將隨著記憶體漸供過於求 於 2019 年泡沫化
報導指出，Gartner 表示，雖然 2017 年全球半導體銷售額首次超過 4,000 億美元大關，但榮景到了 2019 年將會消失殆盡。Gartner 會提出這樣研究結果的主因，在於相關半導體廠商在記憶體市場大量投資，待這些投資大量生產後，市場供過於求會使廠商再次失去產品利潤。
當前，全球各大記憶體企業都在大規模投資，尤其是中國大陸市場。目前市場正逐漸脫離供不應求的情況，慢慢步入供過於求的迴圈週期。Gartner 指出，2017 年半導體的超繁榮景象是因為記憶體短缺帶來的迴圈週期。不但記憶體製造商提高 DRAM 和 NAND Flash 的價格，同時這些企業的銷售額和收益也有增加。受益最大的三星電子在最近公佈的第 2 季業績預測，銷售金額達 60 兆韓圜，營業利潤為破紀錄的 14 兆韓圜。
Gartner 也推測，2017 年全球半導體銷售額與 2016 年相比，將增加 16.8%，金額來到 4,014 億美元。這數字將是 2010 年以來時隔 7 年後，整體銷售金額再次超過 3,000 億美元大關，可看出在記憶體市場的帶動下，2017 年半導體產業迎接了一個大好年。(新聞來源:科技新報)
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