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资本支出削减29% 2019年全球半导体设备收入或将下降17%

2019-03-28     牛牛财经   来源:
文章摘要:半导体设备市场在2017年增长了37.3%,因此前内存产品制造商增加了资本支出,以增加二进制数容量,并转向更为精密的纳米产品。不幸的是,这些公司过度消费,导致内存芯片供应过剩。随着内存价格开始下降,这些公司削减了资本支出。导致了2018年全球半导体设….

bandaotishebeishichangzai2017年nianzengchangliao37.3%,因yinciqianneicunchanpinzhizaoshangzengjialiaozibenzhichu,以yizengjiaerjinzhishurongliang,并bingzhuanxianggengweijingmidenamichanpin。不buxingdeshi,这zhexiegongsiguoduxiaofei,导daozhineicunxinpiangongyingguosheng

suizhuoneicunjiagekaishixiajiang,这zhexiegongsixiaojianliaozibenzhichu。导daozhiliao2018年nianquanqiubandaotishebeishouyijinzengchangliao13.9%。2019年niankucunjiangyouzengwujian,资zibenzhichuyujijiangjianshao29%,这zhejiangdaozhi2019年nianbandaotishebeishouyidafuxiajiang

yinci,信xinxiwangluo(The Information Network)的debaogao《全quanqiubandaotishebei:市shichang、市shichangfene、市shichangyuce》表biaoming,2019年nianquanqiubandaotishebeishichangzhengtishouruhuojiangxiajiang17%,至zhi6450万wanmeiyuan

weiliaofenxi2019年niandeshebeishichang,剖poxiqianjiniangedagongyingshangdechanyeshouruheshichangfene,进jinyibutantaoweilaidongxiang

2018年nian,应yingyongcailiao(AMAT.US)市shichangfenecong2017年niande21.2%下xiajiangzhi18.8%,如rutu1所suoshi。美meiguogongyingshanglamuyanjiu(LRCX.US)在zai2018年niandeshichangfenewei16.8%,对duibi2017年niande16.9%下xiajiang0.1个gebaifendian

tuyi

zaichenjiheshikelingyu,应yingyongcailiaohelamuyanjiudezhuyaojingzhengduishoushiribengongyingshangdongjingdianziyouxiangongsi,该gaigongsiyu2018年nianzhanjuliao16.7%的deshichangfene,较jiao2017年niande15.1%增zengchangliao1.6个gebaifendian

tu2显xianshiliaolingxianbandaotishebeigongsideshourutongbibianhuaqingkuang。如rushangsuoshu,整zhengtishichangzengchangliao13.9%,因yincilamuyanjiudezengchang13.7%归guiyinyuqishichangfenesunshiliao0.1个gebaifendian。应yingyongcailiaoyu2018年nianzengchangfali,仅jinwei1.1%,低diyupaiming8至zhi75位weidegongsidezonghezengchang,导daozhiqigujiaxiadie1.6个gebaifendian。过guoqusannian,该gaigongsibudijingzhengduishou,市shichangfenechixuxiajiang

keleibandaoti(KLAC.US)增zengchangliao26.1%。有youfenxizhichu,该gaigongsizhengjinyibuzhuanxiangjingyuanjiance

tuer

yingyongcailiaoxiaoshoudegongyishebeijihufugaizhenggebandaotixinpianzhizaochanyelian,囊nangkuolianggezhuyaobufenshichenjiheshike。2015-2017年nian,应yingyongcailiao46%的deshourulaiziyuchenjibufen,18% -20%来laiziyushikebufen,占zhangaigongsizongshourudesanfenzhier

zai2018年nian,沉chenjishichangzengchang3.9%,蚀shikeshichangzengchang4.4%。由youyuyingyongcailiaodezongshourujinzengchang1.1%,显xianeryijian,该gaigongsizaizhelianggelingyudeshichangfenedushugeijingzhengduishou,即jilamuyanjiu、东dongjingdianziheriligaokeji

2019年nianfenxiyuce

genjubiao1所suoshidezibenzhichushuju,信xinxiwangluoyuce,较jiao2018年nianbandaotishebeishichangshouruzengchang13.9%,在zai2019年nianzengchangjiangxiajiang17%。

biaoyi

tu3显xianshiliao2015年nianzhi2019年nian2月yuebeimeishebeigongyingshangdeyingshouzhangdan。红hongsejiantoubiaoshi2019年niandeyingshou。在zaitoulianggeyue,2019年nianyingyezhangdansihuchengjijiexingqushi,与yu2015年nianhe2016年nianxiang仿fang,但danbi2018年niantongbixiajiang21.5%。

tusan

tu4显xianshiliaotongqiribenshebeigongyingshangdeyingshouzhangdan。红hongsejiantoutuxian2019年niandezhangdanshujubingmeiyouchengxianjijiexing。与yubeimeigongsibutongdeshi,2018年nianyingyeshujujinxiajiang4.5%。

tusi

weiliaogenghaodiqufenbeimeiheribendeshebeigongsi,图tu5显xianshiliao2018年nian1月yuezhi2019年nian2月yuezhijianguoqu14个geyuedeyingshouzhangdanshuju

duiyubeimeidegongsilaishuo,我womenkeyikandaodierjiduzhangdanshouruyousuozengjia,随suihoushilianxuxiajiang。2018年nian12月yueyouchuxianliaoyicizengchang,但danzheshiyouyuqiyezairilinianjieshuqianweizengjiashouruerjinxingdeyingshoushousuo。如rutu3所suoshi,在zaitubiaozhongsuoshidesinianli,每meinian12月yueduhuichuxianzhezhongzengchang

fanguanribengongsi,2018年niandierjiduhedisijiduchuxianliaoshuangfeng,致zhi使shiribengongsideshichangfenechaoguoliaobeimeigongsi。预yuji3月yuefendeyingshouhuizengjia(类leisiyu12月yuefenbeimeigongsideyingshouzengjia),因yinweiribendecaizhengnianduzai3月yuefenjieshu——所suoyiwomenkeyikandaomeinian3月yuefendezengjia,如rutu4所suoshi

tuwu

touzitishi

2018年nianmeiyuanduiriyuanhuilvjinjiao2017年nianshengzhi1.5%,因yincihuilvbingbushibeimeibandaotishebeiqiyeyuribenbandaotishebeiqiyeshouruchayixianzhudeyigeyinsu

ciwai,客kehujishuzaicifangmianzhongyaoxingbuda。例liru,由youyuneicungongyingshangsanxingdianzihehailishixiaojianzibenzhichu,东dongjingdianzi2018年niandiyijidulaizihanguodeyingshouwei37%,而erzai2018年niandisijidujiangzhi25%。拉lamuyanjiutongqizaihanguodeshourufenbiewei36%和he25%。

suiranmuqianhuanmeiyouchongfendegenjushuomingribenshebeigongsizai2018年nianbibeimeigongsiqudeliaoxianzhudezengchang,但dankeyiquedingdeshi,2019年nianjianghuishiyigexiaotiaoqi,营yingshoutongbixiajiang17%。

zhuyaoyuanyinshineicungongsidezibenzhichuxiajiang,这zheyukucunguoshengyiji3D NAND和heDRAM芯xinpiangongyingguoliangyouguan。总zongeryanzhi,2019年nianzibenzhichuyujijiangxiajiang29.1%。

biaoer

dantouzizhehuanxuyaokaolvlingyigezhongyaoyinsu:市shichangfenedezengjian。为weishimeshichangfenerucizhongyao?半bandaotizhizaoshanggoumaishebeijiyu“单danxiangyoushi”战zhanlue,若ruoshichangfeneliushi,则zebiaominggaishebeibujubei“单danxiangyoushi”。当dangkehujuedinggoumaiewaideshebeilaizengjiachannengshi,他tahuicongdangqiandegongyingshangnaligoumaigengduodeshebei。这zheyiweizhuojinyibukuodashichangfene

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