供过于求！芯片大厂前景悲观

芯财富2025-02-05

恩智浦半导体 (NXP) 第一季度营收预测令人失望，工业和汽车芯片需求低迷的局面仍在持续。第一季度营收将下降约10%，至28.3亿美元。分析师平均预期为29.2亿美元。恩智浦一直努力应对芯片供应过剩的问题。供应过剩已经拖累了该行业持续了18个月以上。恩智浦一半以上的营收来自汽车行业，中国以外地区对电动车的需求下降影响了增长。昂贵的电动车和长期高利率已经让买家望而却步几个季度，导致汽车芯片库存增加。...

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