大摩：PC 终端需求未出现显著好转 PC 半导体下半年能见度不高

Zhitong
2023.05.30 12:01
大摩指出，多数 PC 半导体供应商 Q2 或迎来强劲的业绩表现，许多零部件上半年都出现回暖迹象，但由于部分零部件库存可能在 Q2 回到正常水位，它们的 Q3 出货量仅会持平或环比小幅增长，状况将较先前预期还要疲弱。同时今年以来，终端需求尚未出现显著好转，不少企业仍预估 PC 出货量将迎来同比双位数降幅，伴随半导体供应充裕，PC 客户只会在真正有需求时才下订单，PC 半导体行业下半年能见度不高。
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