퀄컴 "스마트폰 시장 회복 시기 예측 어려워"…AMD도 데이터센터 매출 가이던스 하향중국 리오프닝 효과 미미·유럽 경기 침체 지속 우려…수요 부진에 제조사 감산 효과↓삼성전자, 반도체 불황 속 메모리 선두 유지…하반기 MS 반등 없이 1위 달릴 가능성도

미 캘리포니아주 샌디에이고의 퀄컴 본사 건물 외곽에 회사 로고 모습.ⓒ뉴시스[데일리안 = 조인영 기자] 글로벌 빅테크들이 잇따라 우울한 하반기를 전망하면서 '반도체 겨울'도 덩달아 길어지는 것 아니냐는 관측이 나온다. 올해 반도체 '상저하고'를 결정지을 핵심 산업인 스마트폰, PC 수요가 개선되기 어려울 것이라는 진단에서다.삼성전자와 SK하이닉스 등 주요 제조사들은 메모리 감산을 지속, 수급 정상화에 안간힘을 쓰고 있지만 수요 없는 공급 축소만으로는 '반도체 봄'을 앞당기기 어려울 것이라는 주장에 힘이 실린다.7일 업계에 따르면 퀄컴, 인텔, AMD 등 글로벌 테크 기업 경영진들의 말을 종합하면 IT 수요 부진이 상반기에 이어 하반기에도 이어질 가능성이 높아 보인다.카시 팔키왈라 퀄컴 CFO는 "여전히 스마트폰 시장 회복 시기를 예측하기 어렵다"며 인력 감축 등 구조조정 가능성을 시사했다. 3일(현지시간) 2분기(회계연도 2분기) 실적을 발표하며 나온 말이다. 이 기간 퀄컴의 매출과 순이익은 각각 23%, 52% 급감했다.퀄컴은 스마트폰 통신 칩 시장에서 과반을 넘는 점유율을 차지하고 있는데, 모바일 수요 부진이 지속되자 실적에 직격탄을 맞았다. 퀄컴은 "추가 비용 절감을 계획중이며, 대부분 인력 감축을 통해 달성하겠다"고 했다.엔비디아의 라이벌로 지목되는 AMD도 3분기 매출 가이던스를 54~60억 달러로 제시했다. 평균값은 57억 달러로 시장 전망치(58억 달러)를 밑돈다. AI를 겨냥한 수요 증가를 기대하고는 있지만 드라마틱한 성장세는 연내 가시화되기 힘들 것으로 업계는 진단한다. 삼성증권은 "데이터센터 부문 연간 매출 가이던스도 결국 두 자릿수 증가에서 높은 한 자릿수 증가로 하향 조정했다"고 말했다.애플 역시 3분기 실적이 시장 예상치를 하회할 것으로 봤다.
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