分析師：非蘋果手機廠商庫存壓力或導致 IC 設計、晶圓代工行業低迷

智通財經
2022.09.21 03:16
分析師認為，由於非蘋果手機供應過剩，抑制了芯片需求，因此，IC 設計與晶圓代工行業下半年或將持續低迷。IC 設計廠商需降價去庫存，預計未來六個月必須減少 30% 的庫存量，才能讓庫存回到健康水平。供應面板、電源管理芯片的廠商，由於下游需求和訂單等待時間不明確等因素，會延後交付部分今年初的訂單。此外，主打成熟製程廠商或將面臨訂單價格上的風險。
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