郭明𫓹：苹果和高通芯片需求低迷阿斯麦(ASML.US)EUV出货量大幅下调约20-30%

智通财经2023-09-28

智通财经APP获悉，有分析师预测，阿斯麦(ASML.US)明年可能会“大幅”调低其光刻机(EUV)的出货量。来自TF International Securities的知名分析师郭明𫓹表示，荷兰光刻机巨头阿斯麦可能会将其极紫外线光刻机（EUV）出货量预测大幅下调约20-30%。郭明𫓹指出，其中原因包括苹果(AAPL.US)对3纳米芯片的需求减少。他更指出，MacBook和iPad的出货量已经大幅...

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ASML.US) EUV shipments have been greatly reduced by about 20-30%","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPL":1,"03165":0.6,"QCOM":1,"ASML":1},"content_text":"智通财经APP获悉，有分析师预测，阿斯麦(ASML.US)明年可能会“大幅”调低其光刻机(EUV)的出货量。来自TF International Securities的知名分析师郭明𫓹表示，荷兰光刻机巨头阿斯麦可能会将其极紫外线光刻机（EUV）出货量预测大幅下调约20-30%。郭明𫓹指出，其中原因包括苹果(AAPL.US)对3纳米芯片的需求减少。他更指出，MacBook和iPad的出货量已经大幅下降，这可能是由于在家办公需求的消退，苹果芯片需求减弱和Mini-Led功能需求“衰退”造成的。展望2024年，苹果的3纳米芯片需求受到MacBook和iPad缺乏增长动力的不利影响。从技术角度来看，EUV光刻技术可以以更快的速度制造5nm，乃至3nm这些更小尺寸的晶圆。郭明𫓹还表示，高通(QCOM.US)对3纳米芯片的需求可能低于预期，因为华为已经停止使用高通的芯片，而三星智能手机中Exynos 2400的占比高于预期。三星的3GAP+和英特尔的20A(INTC.US)节点的需求也“低于预期”。最后，三大存储芯片制造商三星、美光(MU.US）和SK海力士预计至少要到2025年才会公布扩张计划，甚至可能要到2027年。目前，市场的共识是整个半导体行业将在2023年下半年触底回升，但是知名分析师郭明𫓹补充道：“然而，需要密切监测这一触底时间线是否会进一步推迟到2024年上半年，甚至是第二季度。”","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2370710393","isCrawlerRequest":true}

郭明𫓹：苹果和高通芯片需求低迷 阿斯麦(ASML.US)EUV出货量大幅下调约20-30%

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郭明𫓹：苹果和高通芯片需求低迷阿斯麦(ASML.US)EUV出货量大幅下调约20-30%