11/01/2024, 07:03 PM UTC
10月半导体终端市场洞察报告October Semiconductor Terminal Market Insight Report
<p>➀ 十月份，市场预期美联储降息将对半导体和终端市场形成提振，关注欧美电车政策对供应链的影响，同时数据中心增长预期维持高景气度。</p><p>➁ 消费电子稳步回升，智能手机、PC、服务机器人、智能手表等主要品类产量增长稳定。</p><p>➂ 汽车行业供需两极分化，产销量微跌，新能源汽车增长强劲。</p><p>➃ 工业机器人增长较快，9月份产量同比增长22.8%。</p><p>➄ 新能源行业增长势头良好，光伏和储能电池产量稳定增长。</p><p>➅ 通信设备保持低迷，移动通信基站设备产量同比下降20.8%。</p><p>➆ 家电产量有所回调，彩电、空调、冰箱、洗衣机产量均有所增长。</p><p>➇ 各国政策加大对本土半导体和汽车、AI等产业扶持力度，美国和欧盟增加对国内产业的支撑。</p><p>➈ 数据中心需求维持高景气度，消费电子增长稳定，汽车行业需求分 化。</p><p>➉ 美联储降息对半导体产业形成明显利好，预计将持续收益，行业可能迎来并购潮。</p><p>➋ 欧盟对中国进口电动汽车征收最终反补贴税将对国内制造商的出口和收入造成短期影响。</p><p>➌ 中国电动汽车制造商积极在欧洲寻求本地化策略以应对关税。</p><p>➀ In October, the market looks forward to the Fed's interest rate cut to boost the semiconductor and terminal market, and pays attention to the impact of European and American electric vehicle policies on the supply chain, while maintaining a high level of expectation for the growth of data centers.</p><p>➁ Consumption electronics are recovering steadily, with smartphone, PC, service robots, smartwatches and other major categories experiencing stable growth in production.</p><p>➂ The auto industry shows a polarized market, with slight declines in sales and production, but strong growth in new energy vehicles.</p><p>➃ Industrial robots show rapid growth, with a year-on-year increase of 22.8% in September.</p><p>➄ New energy industry maintains a good momentum, with stable growth in the output of photovoltaic and energy storage batteries.</p><p>➅ Communication equipment remains weak, with a decline of 20.8% in the output of mobile communication base stations.</p><p>➆ Home appliance production has a slight rebound, with color TV, air conditioning, refrigerator and washing machine production increasing.</p><p>➇ Policies are being implemented to support the semiconductor and automotive industries, with the US and EU increasing support for domestic industries.</p><p>➈ Data center demand remains high, with stable growth in consumer electronics and differentiated demand in the auto industry.</p><p>➉ The Federal Reserve's interest rate cut is a significant boost for the semiconductor industry, with expectations of continued benefits and a potential wave of mergers and acquisitions.</p><p>➊ The EU's final anti-subsidy duty on imported electric vehicles from China will have a short-term impact on exports and revenues of domestic manufacturers.</p><p>➋ Chinese electric vehicle manufacturers are actively seeking localization strategies in Europe to cope with the tariffs.</p>
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本文由大语言模型（LLM）生成，旨在为读者提供半导体新闻内容的知识扩展（Beta）。
