2012年5月全球芯片市场微现疲态

野村证券援引美国半导体工业协会(SIA)的每月统计数据称，5月全球芯片市场市值为230亿美元。 5月，除内存外，全球芯片营收为180亿美元，同比2011年5月下降2%。逆转了4月的同比增长态势——4月与去年同期相比增长3%。 衰退的主因是由于模拟和微处理器芯片市场相对萎靡。5月，模拟芯片市场营收为32亿美元，同比下跌10%；微处理器芯片销售额为28亿美元，同比跌幅为9%。虽然其它逻辑IC销售收入为63亿美元，同比增幅为6%，也无法扭转整个市场的颓势。 野村证券还给出了主要细分市场的出货量以及平均售价分析。 与去年同期相比，五月整体芯片市场（不含内存）总出货量下降了1％，平均售价下跌2％。模拟芯片的出货量下降3%，平均售价跌幅为7%。MPU的出货量下降13%，平均售价则上涨了4%。逻辑IC出货量增长4%，平均售价涨幅为2%。 至于内存市场，5月的市值为50亿美元，同比2011年5月下跌了6%。内存的出货量同比增长8%，单价跌幅为13%。 *野村证券指出，由于英特尔和AMD不再通过WSTS给SIA提供MPU数据，因此，SIA对英特尔和AMD的数据应为估值。 本文授权编译自EE Times，版权所有，谢绝转载 本文下一页：参考英文原文：Analysts find May was weak month for chip market, by Peter Clarke 编译：Mayze Ye

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{pagination} Analysts find May was weak month for chip market, by Peter Clarke LONDON – The global market for chips was worth about $23 billion in May, according to Nomura Equity Research which has disclosed monthly by-sector statistics provided by the Semiconductor Industry Association. The global chip revenue excluding memory in May was $18 billion down 2 percent compared with May 2011 and a reversal of fortune from April which had been up 3 percent year-on-year, Nomura said in a note to clients. The decline was driven by a retreat in the analog and microprocessor chip markets, Nomura reported. The market for analog chips, at $3.2 billion in May, was down 10 percent year-on-year while microprocessor sales of $2.8 billion were down 9 percent year-on-year. This was not compensated for by other logic IC revenue of $6.3 billion in May, up 6 percent compared with May 2011. Nomura also provided separate growth and decline figures for IC unit shipments and average selling prices (ASPs) for these major categories. Total unit shipments for the overall chip market in May, excluding memory chips, declined 1 percent annually and the ASPs declined by 2 percent, Nomura said. Analog units and ASPs were down 3 percent and down 7 percent, compared with May 2011, respectively. MPU units and ASPs were down 13 percent y/y and up 4 percent y/y. Nomura noted that Intel and AMD no longer provide MPU statistics to the SIA via the World Semiconductor Trade Statistics (WSTS) organization. It is thought that WSTS will have tried to estimate the Intel and AMD positions. Logic IC unit shipments in May were up 4 percent compared with May 2011 and ASPs for logic ICs were up 2 percent over May 2011. The memory sector, valued at $5.0 billion in May, was down 6 percent on where it was in May 2011. Memory units were up 8 percent year-on-year while ASPs declined 13 percent.