资源描述
|5G Frost&Sullivan 2025 697 20-25 CAGR 4%1 IC Insight 22 17%138 2 5G 3 Frost&Sullivan IC 2019 67%2021 12%IC IC IC IC IC IC IC 3Q22 22%IC/2023 01 30 021-63325888*8514 S0860514050005 BPT856 S0860522090002.2 1.5 1.1.5 1.2.7 IC 8 8 2.10 2.1.11 2.2 5G.14 2.3 AIoT.17 3.18 3.1.18 3.2.21 3.3.25.29.29 YWAZvMmRpMpOpRpMnQpQrQbRdN7NnPpPtRpMeRqQoPjMpMnM8OoPnRMYrMmOxNmQvM 3 1.5 2.5 3 2022.7 4.8 5.8 6.9 7 2016-2023.9 8.10 9.10 10.10 11.10 12.11 13 IC 2019.11 14.12 15.12 16.12 17.13 18.13 19 TCU.14 20.14 21.14 22.15 23 mate 30pro.15 24 mate 30pro-.16 25 mate 30pro-.16 26 mate 30pro-.16 27 4G-5G.16 28.17 29.17 30.17 31.18 32.18 33 2020.19 34 2015-2021.19 4 35 2017-2021.19 36.19 37 2019 IC.20 38 2020.20 39.20 40 TI.21 41 ADI.21 42 BCD.22 43 12.23 44 BCD 2022H1.23 45 2022H1.24 46 IC 2022H1.24 47 Fab-lite.24 48.25 49 2017-2021.25 50 2021.25 51.25 52 2021.26 53.26 54.26 55 A.27 56 2021.27 57 2021.27 58 2021.28 59.28 1.6 2.7 3.20 4.21 5.22 5 1 1.1 0 1 1 WSTS 5G 2 6 EDA EDA 10 1 CPU 10-15 3-5 0.18um/0.13um 28nm 3-5nm 5 1-2 IC IC IC Insights 2022 40%60%7 3 2022 IC Insights 1.2 2 DC/DC DC/DC LDO AC/DC/AC/DC DC/DC Power Mosfet OVP OCP Transmitter Receiver LED LCD/ADC DAC RS232 RS485 LVDS Frost&Sullivan,39.6%,60.4%8 IC 5G Frost&Sullivan 2021 368 2016-2021 13%2021 132 36%3C 2025 235 20-25 15%4 5 Frost&Sullivan Frost&Sullivan ADC MCU CPU DSP DAC 0%2%4%6%8%10%12%14%16%18%0100200300400500600%0%2%4%6%8%10%12%14%16%18%050100150200250%9 6 IC Insights 2016 84 2023 118 16-23 5%75%7 2016-2023 IC Insights 0204060801001201402016 2017 2018 2019 2020E 2021E 2022E 2023E 10 2 Frost&Sullivan 2020 3,546 5G AIoT 2025 4,750 6%2020 8,928 18%16%2025 18,932 8 9 Frost&Sullivan Frost&Sullivan Frost&Sullivan 2021 586 2731 2025 3340 20-25 6%10 11 Frost&Sullivan Frost&Sullivan IDC IC Insights-20%-10%0%10%20%30%0100200300400500 0%5%10%15%20%25%30%05,00010,00015,00020,000-10%-5%0%5%10%15%01020304050607080%-5%0%5%10%15%20%05001000150020002500300035004000%11 2022 262 32%22 17%2022 137 12 数据来源：IC Insights、东方 证券研 究 所 2.1 IC MCU IGBT MOSFET ADAS COMS MEMS AEC Q100 ISO26262 IATF16949 13 IC 2019 数据来源：iHS、东 方证券 研究所 LED OBC DC/DC BMS 01000020000300004000050000600002021 2022E IC,28%,14%IC,12%IC,8%MCU,17%,9%,12%12 14 15 IC ADAS 润石 科技、IHS iHS Melexis A E A 100 A 350 B 160 400 E 650 16 数据来源：Melexis、iHS、东 方证券 研 究所 2018 2%2021 8%199 644 48%IC Insights 2022 17%138 13 17 18 EV Sales IC Insights IC IC BMIC Frost&Sullivan BMS 2016 5 2020 14 33%BMIC 2021 43 2026 80 CAGR 14%CAGR 40%BMIC ADI AFE Maxim Linear TI NXP AFE Intersil ST BMS AFE ADC AFE 800V AFE 400V 400V 8 AFE 1 800V 16 AFE 1 IC WLAN GNSS V2X IC TCU ASSP/ASIC MCU 0%2%4%6%8%10%02,0004,0006,0008,00010,00012,0002015 2016 2017 2018 2019 2020 2021 0%5%10%15%20%0501001502002019 2020 2021 2022E 2024E 14 19 TCU 20 Soitec 35%-40%2025 3 90 HDMI 2.1 8K-60 21 2.2 5G 5G 5G 2022 91%15 22 数据来源：德州 仪器官 网，东 方证券 研 究所整理 IC IC OSD IC PA IC,DC/DC/I/O 5G 5G IC 23 mate 30pro 数据来源：Tech Insights、东 方证券 研 究所 16 24 mate 30pro-25 mate 30pro-Tech Insights Tech Insights 5G IC 5G 5G 5G 4G 27 4G-5G()4G 17-30 20-40 5-7 10 5G 50 75-80 16 15-30 数据来源：Qorvo、东 方证券 研究所 26 mate 30pro-数据来源：Tech Insights、东 方证券 研 究所 17 5G IC 5G CU DU AAU DU AU BBU AAU()5G PA PA 4G PA 12 5G PA 192 5G 4G 3-4 IC 120 IC 20 28 29 MPS MPS 2.3 AIoT mMTC 5G 5G GSMA 2021 148 16%47%2025 252 55%30 数据来源：GSMA、东方 证券 研究所 0%5%10%15%20%25%051015202530 18 ADC LDO TOF LDS 31 32 人工 智能小镇 思瑞 浦 3 IC IC IC IC IC 3.1 IDC 2020 36%2015 2021 15%22%2020 24%19 33 2020 34 2015-2021 IDC 2021 12%2017 6 2021 1247 6.8 IC 35 2017-2021 36 IC insights Frost&Sullivan 2019 IC 67%2018-2019 19%5%IC 1%IC Insights 2020 71%36%32%18%12%2%15%17%17%20%22%24%22%10%15%20%25%30%2015 2016 2017 2018 2019 2020 2021 6%10%9%12%12%3%5%7%9%11%13%15%2017 2018 2019 2020 20210%1%2%3%4%5%01020304050602021 20 37 2019 IC 38 2020 Frost&Sullivan IC insights CR5 CR10 IC Insights 2017 2020 Qorvo 2021 CR5 CR10 10%3 39 2017 2018 2019 2020 2021 18%18%19%19%19.0%8%9%10%9%12.7%7%6%7%7%8.0%6%6%6%7%6.5%5%5%7%6%5.3%44%44%49%48%51.5%4%4%5%4%4.7%4%4%4%4%-3%3%4%3%2.9%2%2%3%2%2.5%2%1%2%2%1.5%Qorvo-5.2%59%58%67%63%68%IC insights IC insights IP IC TI ADI Infineon 19%10%7%6%7%5%4%4%3%2%33%21%15%13%12%10%29%44%44%49%48%52%59%58%67%63%68%40%45%50%55%60%65%70%2017 2018 2019 2020 2021 21 4 TI 1930 ADI 1965 MEMS Infineon 1999 ON Semi 1999 LED NXP 2006 Renesas 2018 Maxim 1983 ST 1987/TI 2021 183 62%2013 42%ADI 2013 61.6%2021 71.3%40 TI 41 ADI 3.2 CMOS CMOS IC Bipolar 0%20%40%60%80%100%2013 2020 2021 0%20%40%60%80%100%2017 2018 2019 2020 2021 2022 22 Bipolar BiCMOS Bipolar CMOS DMOS RF BCD Bipolar CMOS DMOS IC 42 BCD ST 5 IC Bipolar IC CMOS CPU RISC MCU IC IC DMOS RF HF/VHF/UHF IC BiCMOS RF LED IGBT IGBT IC IC BCD()()RF XDSL IC IC IDM Fabless ADI IC IDM IC Fabless 8 IDM 12 200mm 300mm IC 40%IC 20%2009 RFAB 12 2010 200mm 300mm 2015 DMOS 6 300mm RFAB2 2022 Lehi 12 LFAB 4 2019 47%12 2020 12 23 43 12 TI ADI IDM IC Fabless 180 130 28 BCD BCD IC BCD 90 BCD 55 BCD 44 BCD 2022H1 BCD BCD 1.8-700V 90/0.13/0.18/0.35/0.5/0.8/1.0 5-700V 0.18/0.25/0.8/1.0 0.15-0.35 55 nm BCD-0.18/0.25/0.6/0.8-0.15/90 12 6.5/12 8/3/12 22 IC 24 45 2022H1 12 3/75.5 12 2/-12 3.3/120 12 6/-CMOS 12 6.5/23 9-12 8/370 Tower 46 IC 2022H1 IC 12 90nmBCD TowerJazz Dongbu HiTek TowerJazz TSMC STM UMC Wavetek Fab-Lite Synic Solution TowerJazz 2021 Fab-lite IDM Fab-lite Fab-lite IDM 47 Fab-lite Fab-lite 7.8 1.6 IDM Frost&Sullivan 25 3.3 IC IC 10 2017 7 2021 20 2017 29%2021 107%100%48 49 2017-2021 wind wind IC 2021 50%65%61%55%2017 37%2021 50%50%50 2021 51 wind wind 2017-2020 2021 500 050010001500200025002017 2021-50%0%50%100%150%200%250%300%2017 2018 2019 2020 2021 0%10%20%30%40%50%60%70%10%20%30%40%50%60%70%2017 2018 2019 2020 2021 26 25 3800 52 2021 53 54 TPV6823 1 2 V 1-5.5 1-5.5 1.2-5.5 V 1.58-4.63 1.58-4.63 1.58-4.63 ms 140 140 140-40125-40125-40125 A 2.2 7 7 IC 800 1,400 LED 05001000150020002500050010001500200025002016 2019 2020 2021 27 55 A 25 3,800 800 2021 43 TCL 800 1,600 1,000 DCDC MCU AIoT BMIC AIoT Vivo MCU 2 7 500 LED LED AC/DC DC/DC LED 770 DC/DC 50 Qualcomm MTK 170 TWS OPPO ADC/DAC 数据来源：各 公 司年报 及招股 说明书，Frost&Sullivan，东方 证券研 究所整 理 2021 10%-30%4.2 3.8 3 2021 40%56 2021 57 2021 0%5%10%15%20%25%30%35%050100150200250300350400450 0%10%20%30%40%50%60%70%80%0100200300400500600700 28 wind wind 2021 200 412 6.8 2021 114 317 392 695 58 2021 IC 9%13%60%18%22%59 0100200300400500600700800 0%5%10%15%20%0204060801001201401602018 2019 2020 2021H1 2022H1 29 AEC-Q100 LM431BQ DCDC 22 5%AAE LCC 2021 DrMOS 90A DrMOS 1H22 650 1%AEC-Q100 3-5 LDO 23 50%LED LED IC(688052)(300661)(688798)(688536)(688595)(688141)(688173)(688381)/5G/30 1%(688798)1%31 Tabl e_Disclai mer 12/15%5%15%-5%+5%-5%5%-5%+5%-5%HeadertTabl e_Discl ai mer HeadertTabl e_Address 318 26 021-63325888 021-63326786 Tabl e_Disclai mer 前沿报告库是中国新经济产业咨询报告共享平台。行业范围涵盖新一代信息技术、5G、物联网、新能源、新材料、新消费、大健康、大数据、智能制造等新兴领域。为企事业单位、科研院所、投融资机构等提供研究和决策参考。扫一扫免费获取海量报告
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