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type="text/css"></style> <div id="ct" class="ct2 wp cl"> <div class="mn"> <div class="bm_haa cl"> <div class="bm_h cl"> <a href="http://www.oecr.com/portal.php?mod=rss&catid=58" class="y xi2 rss" target="_blank" title="RSS">订阅</a><h1 class="xs2">文章</h1> </div></div> <div class="kjkjb"> <div class="bm vw" style="margin-bottom:0;"> <div class="h hm"> <div class="zxtoux"><img src="http://www.oecr.com/uc_server/avatar.php?uid=54876&size=small" /></div> <h1 class="ph">半导体产业发展前景依旧看好 </h1> <p class="xg1"> 时间：2011-10-24 10:00<a class="zz" href="home.php?mod=space&uid=54876">作者：update</a> 阅读<em id="_viewnum">(1071)</em> 评论: 0</p> <div class="zxfb" ><a href="http://www.oecr.com/portal.php?mod=rss&catid=58" class="y xi2 rss" target="_blank" title="RSS">订阅</a></div> </div> <!--[diy=diysummarytop]--><div id="diysummarytop" class="area"></div><!--[/diy]--> <div class="s"> <div class="ss"><div><span>导读： </span>Semico 在上个月调降了对 2011年半导体市场成长率的预测，将原先的6%缩减为-1.4%；不过该机构预测 2012年芯片市场能有8%的反弹成长。Feldhan指出：“我们未看到在接下来几个月有能够反转半导体市场走向的短期催化剂出 ...</div> </div> <!--[diy=diysummarybottom]--><div id="diysummarybottom" class="area"></div><!--[/diy]--> <div class="d"> <!--[diy=diycontenttop]--><div id="diycontenttop" class="area"></div><!--[/diy]--> <table cellpadding="0" cellspacing="0" class="vwtb"><tr><td id="article_content">市场研究机构 Semico Research 总裁Jim Feldhan在一场由Dongbu HiTek主办的<a href="http://bbs.oecr.com" target="_blank" class="relatedlink">论坛</a>(Analog Semiconductor Leaders Forum)发表演说指出，从夏季开始的<a href="http://sensor.oecr.com" target="_blank" class="relatedlink">半导体</a>产业衰退情况会只是短暂现象，将于 2012年2月触底。<br><br>Feldhan 指出，着眼于宏观经济状况恶化以及消费者支出衰减，半导体产业供应链开始踩煞车并消耗库存；他认为，紧张的厂商们应该会在2011年底至2012年持续进行库存去化，其过度反应也会显现在其业务发展速度的趋缓，预期整体产业的产能利用率将在今年底由年初的九成以上，降低至80%。<br><br>不过Feldhan 也表示，厂商的库存去化将会让产业衰退时间比预期来得短；Semico Research的变形点指数(Inflection Point Indicator)经济模型预测，目前的产业衰退期大约将在2012年2月触底，因此看来整体时间约是三个季：“我们的期望是，最快能在明年中看到产业景气脱离谷底。”<br><br>Semico 在上个月调降了对 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