分析師：四月全球芯片銷售額持平前三月

據(jù)卡內(nèi)基集團(tuán)（挪威奧斯陸）的分析師Bruce Diesen稱，4月的三個(gè)月平均全球芯片銷售額可能與前三個(gè)月平均銷售額持平，預(yù)計(jì)可達(dá)253億美元。世界半導(dǎo)體貿(mào)易統(tǒng)計(jì)組織WSTS（World Semiconductor Trade Statistics organization）提供的報(bào)告中，一到三月平均銷售額約為252.6億美元。

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不過(guò)Diesen表示，四月份實(shí)際的全球銷售額與去年同期數(shù)字相比，僅增長(zhǎng)了3%，所以今年市場(chǎng)面臨的壓力還是比較大的。

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“個(gè)人電腦芯片銷售四月份看強(qiáng)，但后續(xù)手機(jī)芯片的出貨量應(yīng)該會(huì)提高?！?Diesen在一份報(bào)告中說(shuō)。

日本最近公布的統(tǒng)計(jì)數(shù)字表明，3月11日的地震對(duì)半導(dǎo)體和化學(xué)品產(chǎn)業(yè)的影響，要小于預(yù)期。從庫(kù)存情況看，Diesen覺(jué)得地震對(duì)個(gè)人電腦或手機(jī)生產(chǎn)的影響不會(huì)持續(xù)到6月。

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Diesen預(yù)測(cè)2011年世界半導(dǎo)體銷售額總體將上升5%（按美元計(jì)算）。其他機(jī)構(gòu)預(yù)測(cè)的為：臺(tái)積電預(yù)計(jì)增長(zhǎng)2%，日本野村證券（Nomura）預(yù)計(jì)增長(zhǎng)4.4%。與這些數(shù)字相比，其他調(diào)研機(jī)構(gòu)對(duì)2011年的半導(dǎo)體市場(chǎng)顯得更加悲觀，如Future Horizons。

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另一位分析師Mike Cowan預(yù)測(cè)，4月的三個(gè)月平均全球芯片銷售額將在246.9億美元左右。 WSTS和SIA的官方統(tǒng)計(jì)數(shù)字預(yù)計(jì)在6月1日發(fā)布。

Analyst sees flat April for global chip sales

Peter Clarke

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BRUSSELS, Belgium – The three-month average of global chip sales for April are likely to be $25.3 billion April, similar to the $25.26 billion reported in March by the World Semiconductor Trade Statistics organization, according to Bruce Diesen, an analyst at Carnegie Group (Oslo, Norway).

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However, the actual global sales for April will only be up 3 percent year-on-year, according to Diesen, as the market faces tough comparisons with last year.

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"PC chip sales look stronger in April, but handset chip shipments should also improve," said Diesen in a note.

Japanese statistics released today show a smaller than expected effect from the earthquake of March 11 on semiconductors and chemicals in April. With a pipeline of inventory, Diesen does not expect the earthquake to impact PC or handset production until June.

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Diesen is predicting world semiconductor sales in 2011 to rise 5 percent in U.S. dollar terms, putting Diesen at the top of the bear camp with TSMC (2 percent) and Nomura (4.4 percent) and away from more bearish forecasters such as Future Horizons.

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Mike Cowan is predicting that the April three-month average of global chip sales will be reported at $24.69 billion. WSTS and SIA are expected to report the figure on about June 1.