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半导体供应商保持库存紧缩 |
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半导体产业2009年下半年的表现，堪称应对产业下滑的精彩案例。由于衰退消除了过多产能并促使厂商压缩营业费用，目前该产业的状况实际上好于两年以前。 在iSuppli公司的最新报告“库存追踪”中，2009年第四季度全球整体半导体供应商的库存达268亿美元，比2009年第三季度的256亿美元上涨4.6%，如果不计入英特尔则只微增1.6%。与上年同期相比，2009年第四季度半导体库存比2008年第四季度的314亿美元减少14.5%。 在半导体供应商当中，去年第四季度的库存天数（DOI）持稳在68.3天 — 比历史季节性调整的平均值低6%。
目前供应链库存正处于或者接近于历史低谷阶段，保持精简，该水平应被看作是一种“新常态”。有限的供应量、无隔夜粮之忧、以及快速周转的库存却使得供应商更高兴、更有利可图。 然而，库存水平可能继续精简吗？或者该供应情形将会危机全球供应局势吗？该产业在此精简情形下能够快速轻松地调整至可观前景吗？ iSuppli公司最新的季度性研究报告“库存追踪”中为您详细解答了上述问题，该报告中深入研究和分析了全球库存情况。欲知更多关于此服务的详情，敬请联系iSuppli公司。
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