2月全球半导体销售写新高 科技业展望正面
(吉隆坡7日讯)2月全球半导体销售按月增3.4%、按年暴升32.4%至525亿美元新高,写下连续25个月增长,其中11个月上升超过20%,分析员预期未来受5G智能手机、人工智能、电动车业、元宇宙等多元晶片驱动增长,而给予正面评级。
2月的全球半导体销售创新高,达证券引述世界半导体贸易统计组织(WSTS)预测,2022年销售料按年增长8.2%至6015亿美元。
达证券指出,过去科技周期一般为20至32个月(平均27个月),这回在智能手机驱动,可能在多元晶片驱动下比前3个周期持续更长周期。
因此,该行表示,基于最近俄乌战事、通膨压力导致科技股下跌,正好提供买进契机,很多旗下研究的科技股估值低于5年平均本益比。其研究科技股销售强劲,有光明盈利前景、健全盈亏表。
美国半导体协会(SIA)的总数据仍然取得按季3.4%增长,相比1月销售507亿4000万美元。
2月的上述数据中,美国销售按年增长43.2%至116亿4000万美元,中国销售增21.8%至166亿4000万美元,亚太其他地区按年增长41.4%、按月升18.6%,来到158亿6000万美元。
各大洲销售面临按月下跌,亚太其他地区按月增长拉动全局。
MIDF认为,未来5年半导体业料受5G、元宇宙、物联网、人工智能(AI)推动的云端基建和电动车等驱动,而电动车料开展曲棍球式的高增长。
资本开销料重演3年双位数增长
分析员说,半导体业资本开销增长,从2010年的540亿美元,增加3倍至超过1500亿美元;以2020至2022年的3年来说,IC INSIGHT预期将会重演1993至1995年的双位数资本开销。
2021年资本按年开销增长36%,2022年将再按年增长24%至史上新高的1904亿美元,或者从2019年早3年按年增长86%。
若2022年资本开销以超过10%增长,这标志着自1993至1995年来的首3年资本开销双位数增长。
MIDF研究说,由于疫情期间需求增长,电子业的铸造设施产能使用超过90%,一些半导体产能使用达100%。
高需求、高使用率推动下,预计2021年与2022年资本开销3443亿美元;其中13家半导体公司资本开销料增长超过40%,去年开销增长68%至606亿美元,今年资本开销料增加52%至918亿美元。
MIDF研究对科技业展望“正面”,益纳利美昌(INARI,0166,主板科技组)、涉及5G智能手机的射频的友力森(UNISEM,5005,主板科技组)、涉高科技感应器的东益电子(GTRONIC,7022,主板科技组)为首选股。
https://www.sinchew.com.my/20220408/2%E6%9C%88%E5%85%A8%E7%90%83%E5%8D%8A%E5%AF%BC%E4%BD%93%E9%94%80%E5%94%AE%E5%86%99%E6%96%B0%E9%AB%98-%E7%A7%91%E6%8A%80%E4%B8%9A%E5%B1%95%E6%9C%9B%E6%AD%A3%E9%9D%A2/
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