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May 11, 2012
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全球芯片库存保持紧缩 NAND闪存或短缺
Monday, 11 January 2010 13:19
二零一零年一月+一日 EDN China
据市场研究公司iSuppli的调查,全球半导体供应商预计将在第一季度保持轻库存,以便在不确定的经济形势下保持盈利。
第一季度末库存天数预计将减少至68.3天,上季度为68.5天。去年第四季度,库存天数已经少于历史平均水平2.9%,第一季度预计将较普通水平少6.9%。
iSuppli预测,由于库存量仍将保持在较低水平,某些特殊器件将面临短缺。
2010年,预计库存天数将稳定在近70天左右。紧缩的库存管理将帮助半导体产业获得两位数增长,增长幅度预计为15.4%,而2009年减少12.4%。
2010年不会出现大范围的短缺,但NAND闪存供应将受到限制。
iSuppli分析师Carlo Ciriello指出,如果Appli如预计的那样生产iPod和iPhone,NAND闪存今年将短缺。
