元器件交易网讯 5月6日消息，根据世界半导体贸易统计组织(WSTS)公布数据，半导体产业协会今天宣布，全球半导体总营收高达785亿美元，为行业年度首季度最高纪录。

　　今年3月半导体行业营收大262亿美元，与去年同期的235亿美元相比，增长了11.4%，且略高于今年2月份的收入。

　　半导体产业协会指出所有地区半导体市场同比均增长，三年多来实属首次。据分析，半导体市场今年第一季度收入不仅高于历年第一季度，而且在历史上仅次于2013年的第三季度和第四季度，排第三位。

　　事实上，Q1销售额创纪录不惊奇，2013年行情不错，而2014年将出现真正的爆发。3月份相当给力，同比增11%，不过今年第四季度将会更出色——第四季度几乎一致是年度最好的季度。

　　市场研究机构Objective Analysis预测2014年半导体市场收入增长将超过20%。（元器件交易网刘光明 摘译）

　　外媒原文如下：

　　Semiconductors Post Biggest Q1 in History Comment Now  Follow Comments

　　The Semiconductor Industry Association (SIA) announced today that the semiconductor market posted a record-breaking first quarter this year, according to the World Semiconductor Trade Statistics (WSTS).  Global semiconductor revenues reached $78.5 billion, the industry’s highest-ever first quarter total.

　　Revenues for the month of March reached $26.2 billion, 11.4% above the $23.5 billion of the previous March and slightly higher than last February’s $26.0 billion figure.

　　The SIA noted that year-over-year sales increased across all regions for the first time in more than three years.  My own personal analysis showed me that not only was the first quarter higher than any other first quarter in semiconductor history, but it was also the third highest quarter in the history of the market, after 4Q13 and 3Q13.

　　The fact that Q1 sales were a record is not a surprise.  2013 was good, but 2014 will really shine.  March was strong, 11% higher than last year, but the end of the year is likely to be much stronger – fourth quarters are almost always the best quarter of the year.  This is in keeping with Objective Analysis’ 2014 semiconductor forecast for revenue growth exceeding 20%.

　　The industry is still treating the current upturn with caution: although semiconductor hiring is beginning to increase the semiconductor job market is not yet going wild.  Semiconductor capital equipment providers are still patiently waiting for the big orders that will develop from this increase.

　　This will change over the course of the year.  The overcapacity that the industry experienced in 2010 and 2011 burned off in the middle of 2012, but did not convert to a shortage as abruptly as is typical for this business.  As a result capital spending did not turn on hard in 2013 the way that it usually does.  This means that supply will only tighten over time, with early 2015 starting off with a significant undercapacity that is most likely to cause allocation and shortages.

　　2014 will be a banner year for semiconductors, but it’s still too early to tell if it will be the best year of the current cycle, or if it will be overshadowed by a perfectly amazing 2015.  Stay tuned…