据商业咨询公司毕马威会计师事务所对全球半导体厂商高管进行的一项调查结果显示，芯片市场的反弹将使得美国反超中国成为全球最重要的半导体市场。
调查显示，反弹有望于2013年下半年开始；但是，152名受访高管中约有75%认为，其公司的营收增长将于下一财年开始。2011年时，这项调查的结果是有63%的高管持类似看法。同时，今年有2/3的受访者认为公司有望扩员，而2011年时仅有48%。另外，有71%的受访高管认为，明年行业盈利能力将有所增加。
毕马威的这项调查是于2012年9月进行的，受访者样本来自IDM、代工厂以及无晶圆芯片公司。
这是连续第三年，美国地区将获得令人瞩目的增长；同时，越来越少受访高管认可中国仍将是未来三年半导体营收增长的主要引擎。毕马威指出，受访高管们认为，美国市场将成为最重要的市场，然后是中国和欧洲，以及韩国和台湾地区。2年前的排序里，台湾地区排在美国之前，居第二位。
未来12个月，业界仍认可中国是就业增长的领衔军。但是，值得注意的是，就业增长三大市场的排名中，选择中国为第一的受访高管比例趋少，而选择美国或是欧洲为第一的比例明显增加。
消费电子取代了无线设备成为最热门的半导体应用市场，这反映了如苹果和三星等企业对无线设备市场造成了冲击。毕马威指出，相比于过去三年的调查，今年有更多的高管认为工业、医疗、汽车以及电源管理领域将是未来营收增长的重要动力。
今年有53%的高管认为，未来三年，新能源技术将是营收增长的重要驱动力；一年前，仅有36%的受访者持此看法。
相比于一年前的62%，今年有2/3的受访者预计2013年业界将有更多的并购行为。预计2013年半导体研发支出将增加的受访者超过3/4，相比上一年的65%有了明显地上涨。
调查发现，有32%的受访者认为NFC是移动支付最好的平台，而RFID的支持者有28%。
毕马威信息、通信和娱乐业务负责人Gary Matuszak表示：“韩国和台湾地区的衰退是由于他们对日本和中国经济的风险敞口，而日本和中国经济相比2011年更趋严峻。”
本文下一页：参考英文原文：Chip market rebound coming, survey says, by Peter Clarke
本文授权编译自EE Times，版权所有，谢绝转载
编译：Mayze Ye
相关阅读：
• 半导体市场：勤修内功待2013年的反弹
• 2012年电子产业十大收并购案例
• 意法半导体面临两难之选：拆分or策略调整5aqesmc
{pagination}
Chip market rebound coming, survey says
Peter Clarke
12/14/2012 10:45 AM EST
A broad-based chip market rebound will help the U.S. move ahead of China as the most important market, according to a global semiconductor survey.
LONDON – A chip market rebound will help the U.S. move head of China as the most important market for revenue according to a global survey of semiconductor executives conducted by business consultancy KPMG.
The rebound is likely to begin in the second half of 2013, but 75 percent of the 152 executives polled said their companies' revenue growth will increase in the next fiscal year, compared to 63 percent a year ago. Also, two-thirds expect their workforce to expand, up from just 48 percent in last year's survey and 71 percent say annual industry profitability will increase over the next year.
The survey was conducted in September 2012 and the senior level executives polled were drawn from IDM, foundry and fabless chip companies.
The U.S. is growing in significance for the third year in a row, and fewer industry executives believe China will be the most important market for their company's semiconductor revenue growth three years from now. Executives said the U.S. will be the most significant market, followed by China and Europe, South Korea and Taiwan, KPMG said. Two years ago Taiwan was ranked second, ahead of the U.S.
In terms of growth of employment over the next 12 months China remains the leader. Significantly, fewer executives placed China among the top three markets for job growth during the next 12 months in this year's survey, while more placed the U.S. and Europe at the top.
Consumer electronics replaced wireless devices in the survey as the top semiconductor application, which may reflect the stranglehold achieved on the wireless device category by the likes of Apple and Samsung. More executives ranked industrial, medical, automotive and power management as important revenue drivers than in the previous three year's surveys, KPMG said.
This year, 53 percent of the executives said renewable energy technologies like batteries will be an important driver of revenue over the next three years, up from 36 percent a year ago.
More deals in 2013
Two-thirds, compared to 62 percent last year, anticipate an increase in the number of merger and acquisition deals in the industry during 2013. More than three-quarters expect semiconductor-related R&D spending to increase, up significantly from 2012 (65 percent).
Near-field communications (32 percent) and RFID (28 percent) were cited most often as the technologies expected to provide the best platforms for enabling mobile payments.
"The decline in Korea and Taiwan may be explained by their high exposure to the Japanese and China economies which are both in poorer condition than 2011," Gary Matuszak, global chair of KPMG's Technology, Media and Telecommunications practice, said in a statement.
责编：Quentin
扫码分享到好友
