達爾執行長看下半年景氣回溫 半導體產業欣欣向榮 - 工程師
By Candice
at 2019-02-11T08:40
at 2019-02-11T08:40
Table of Contents
分離式元件大廠達爾科技(Diodes)執行長盧克修對於今年半導體景氣不悲觀,雖然市場
由盛轉衰,不過半導體的發展本來就是一波接著一波,有高低起伏,預料下半年市況即可
回溫,估全年半導體產業不含記憶體的話,成長幅度仍可以達到3~4%。
盧克修說,去年全球半導體產業不包含記憶體產業的話,2018年成長8~9%,達爾科技本身
營收成長了15%,預估今年半導體產業的成長率將從8~9%,降至3~4%,達爾科技的成長也
將會超越整體半導體產業的平均值。
盧克修表示,去年8月市場開始翻轉向下,包括中國車市需求趨緩以及智慧型手機市場開
始飽和然後轉弱,現在就期待印度市場的興起,至於美國、中國以及日本等智慧型手機的
市場都不太要過期待。
不過,盧克修對於短期的逆風並不擔心,他說,雖然汽車的銷售量並沒有成長,但當中的
半導體、電子元件的含量大幅成長,車用電子的滲透率將不斷提升,且這個趨勢會維持很
長的一段時間,電動車的成長,也會加速車用電子的需求。
盧克修進一步說,除了大陸之外,車用電子在其他的市場並沒有衰退很多,現在主要受到
貿易戰衝擊中國本土的經濟表現,的確美中貿易的問題是比較難以解決,但從趨勢來看,
汽車使用越來越多的半導體、電子元件毋庸置疑,像是感測器、鏡頭的數量都不斷增加。
達爾科技去年車用市場的營收成長了35%,工業用的產品也大幅成長28%,成為兩大營運動
能。
另外,物聯網的成長也非常令人期待,盧克修說,物聯網的應用如雨後春筍般的浮現,像
是穿戴式裝置就是一種,現在有更多物聯網的應用,只要可以用藍芽、RF、WiFi等可以連
結的東西,像是智慧家庭、智慧音箱等等已迅速發展,物聯網成功在各種不同的領域開花
結果。
盧克修認為,半導體產業在可預見的未來比較不會下跌,可望維持成長,應用百花齊放、
欣欣向榮,但這路程中會有高低起伏、一波又一波,今年半導體產業只是成長趨緩,並沒
有衰退,雖然上半年的需求會下滑,下半年就會回溫。(楊喻斐/台北報導)
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