家電巨頭紛紛入局半導體 動真格還是玩噱頭?
Date: 2018-05-30
News Type:
日前,國內老牌家電企業康佳宣布成立半導體科技事業部,正式進軍半導體行業。康佳集團總裁周彬表示,要用5~10年時間,躋身國際優秀半導體公司行列,致力於成為中國前10大半導體公司,年營收預計將超百億元人民幣。
康佳集團副總裁李宏韜在接受媒體採訪時,也透露了未來康佳半導體業務的主要發展方向。他表示:“存儲、物聯網芯片是未來康佳半導體業務的兩大方向。首先,康佳終端銷量大,未來市場也會越來越大,存儲業務值得紮紮實實去做。另外,未來物聯網芯片技術將帶來新的發展機遇,在這一技術上做重點佈局對於一家公司而言,無論從現實意義還是戰略意義上來講都非常重要。”
此外,他也表示:“半導體不是一蹴而就的行業,上游產業鏈同樣需要關注。康佳未來在產線、設計、封裝上均會持續投入。”同時,李宏韜也明確表示,康佳暫時不會佈局半導體晶圓相關業務。
康佳作為國內老牌家電企業,曾趕上中國經濟快速增長帶來的市場紅利,但目前也正面臨著艱難的轉型期,直至2015年康佳還處於虧損狀態。在如今消費升級以及各大公司戰略部署關鍵期,康佳瞄準趨勢看漲的半導體新興領域作為突破口也不無道理。
另外, 2017年康佳財報還顯示,彩電業務全年實現營收119.95億元人民幣,毛利率達16.11%,為集團貢獻了19.32億元人民幣利潤,仍是康佳賴以生存的支柱產業。格力依賴主營業務情況則更為明顯,2017年,格力空調業務佔據公司八成以上營收份額,全年營收1234億元人民幣,同比增長40%。未來格力、康佳需要警惕的是,在全力拓展新業務的同時,如何避免主營業務不被拖累,保證財政數據健康。這也是留給格力、康佳的一個現實問題。 (新聞來源:中國電子報、電子信息產業網)
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