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5G芯片“砍單”潮蔓延:全球消費電子需求低迷
格隆匯 05-26 08:07
格隆匯5月26日丨近日,天風證券分析師郭明錤發佈研報稱,手機芯片廠商聯發科和高通已削減2022年下半年的5G芯片訂單。訂單的下降也不僅僅在手機產業,當前已經蔓延到PC、電視等領域。一位顯示產業鏈人士表示:“今年訂單受很大的影響,砍單較明顯,現在行業整體訂單需求下滑比例在百分之十幾左右。”同時,他也指出,在部分客戶訂單下滑的同時,企業們也在積極尋找新的增長點。
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