台灣No1，南韓半導體設備跌落神壇 - 股票

1.原文連結：

https://wccftech.com/taiwan-1-south-korea-dethroned-as-top-semiconductor-equipment-manufacturer/
縮網址
https://reurl.cc/7XR7ok

2.原文內容：
Taiwan regained its position as the largest manufacturer on semiconductor
equipment, as sales hit $17.12 billion in 2019 removing South Korea from the
top spot on the Worldwide Semiconductor Equipment Market Statistics'
leaderboard.

台灣2019半導體設備營收達171.2億美金，擊敗南韓成為世界第一。

The leaderboard and report, published by the industry association
Semiconductor Equipment and Materials International, shows global sales of
semiconductor equipment hit $59.8 billion in 2019, reflecting a 7% drop from
2018. Taiwan raked in $17.12 billion in sales, which represented a 68% growth
compared to the year prior. China maintained its position as the world's
second-largest supplier, with 3% year-over-year growth and annual sales of
$13.45 billion. Korea slipped the furthest with sales plummeting by 44% to
$9.97 billion.

半導體設備2019全球營收年減7%，台灣則年增68%，南韓年減44%。

Blame for Korea's dramatic drop can largely be assigned to the trade war,
China's slowing economy, and Korea's earlier decision to pivot large parts of
its economy around exporting with China. When Korea initially signed its
Free Trade Agreement with China, Taiwan estimated that its regional economic
rival-slash-peer having preferential access to China's economy would shave
0.5% from Taiwan's GDP with further reductions down the road. However, the
opposite turned out to be true as South Korea's economy shrank while Taiwan
emerged as a trade war winner.

南韓因為貿易戰加上中國經濟成長趨緩導致營收下滑，台灣或成貿易戰贏家。

As a push to become less reliant on China, semiconductor equipment sales grew
in North America, which clocked in at $8.15 billion.

Looking Towards the Future
Stakeholders in the semiconductor equipment manufacturing business, including
in Taiwan, are looking nervously towards 2020 and beyond as Covid-19 chills
demand for electronics while supply chains struggle to catch up.


Research firm IDC predicts that revenues for semiconductor companies will
decline by either 3-6%, or, in the second most likely scenario, have declines
in revenue of 12% or more. IDC believes that the only sectors seeing
significant growth in 2020 will be telecom, servers, and IoT. For revenues
to decline 12% or more, supply chains would need to stabilize in one to three
months while it would take nine to 12 months or longer for demand and
initiatives to stabilize.

IDC認為2020半導體整體會大幅年減，
而其中有機會呈成長的產業是電信、伺服器以及物聯網。

All this means that semiconductor equipment manufacturers will be caught with
an oversupply in 2020, as their clients that actually make the silicon using
the provided equipment -- such as TSMC TPE:2330 -- will be reducing their
operations to compensate.

半導體設備2020供過於求，台積電恐無法產能滿載。

3.心得/評論：
2019設備買一堆，2020恐因為中國病毒導致設備閒置，2019一片榮景，2020全面毀滅。

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