资源描述
|2023 04 18 AI 4 16 8 AI 1 GPU 2023 2026 AI GPU 86.4 120 103.7 144.0 2 AI DRAM 8 NAND 3 3 A100 NVLink3 NVSwitch2 H100 NVLink4 NVSwitch3 DDR5 0 1 1 DGX A100 BOM HBM+DRAM+NAND Flash GPU BOM 22-25%AI 2 3 Q2+IC insights 20212026F IC CAGR 11.8%WSTS 2012-2020 S0680518120002 S0680520010001 1 SAM 2023-04-12 2 AI 2023-04-11 3 LLM 2023-04-10-32%-16%0%16%32%2022-04 2022-08 2022-12 2023-04 300 2023 04 18 P.2 AI.5 1.1 GPU.5 1.2 AI.11 1.3.15.21 2.1.21 2.2.23 2.3 500.24.28 3.1.28 3.1.1 DRAM.28 3.1.2 NAND Flash.31 3.2.40.41.42 1 GPU A100 For HGX.5 2 GPU GeForce RTX 4090.5 3 GPU.6 4 GPU CPU Gold 6240.6 5 GPGPU.6 6 GPU%.7 7.7 8 GFLOPS.7 9 LLM.8 10.8 11 GPT-3 32.8 12 GPU GPU A100.9 13 AI NF5688M6.9 14%.10 15%.10 16 AI%.10 17 2022 AI%.10 18 GPU AI%.11 19 AI GPU.11 20 DGX A100.12 21 DGX H100.12 22 H100/A100/V100.13 23 DGX H100 vs DGX A100.14 24 Atlas 800 9010.14 0YBYzQnQpMrQtNsRnQrOrQaQaO6MtRmMoMoNfQnNmQkPnMvM6MoOuMuOqNoPuOmMyQ 2023 04 18 P.3 25.15 26.16 27.16 28 NVSwitch.17 29 NVLink.17 30 DGX A100.18 31 DGX H100.18 32.19 33.19 34.20 35 DDR5 DDR4.20 36.20 37.21 38 300mm/.21 39.22 40 2018-2024F.23 41.23 42 2019-2021.24 43.24 44.25 45 2020.25 46.26 47.26 48.26 49 2020 8-12 寸.27 50 2020.27 51.27 52%.28 53 DRAM.28 54 DRAM.28 55 2022 Q4 DRAM().29 56.29 57 DRAM.30 58 DRAM.30 59 DRAM.30 60.31 61.31 62 NAND Flash.32 63 12”NAND Flash/.32 64 NAND Flash.33 65.34 66 NAND GB.34 67 PC.35 68.35 69 SSD%.36 2023 04 18 P.4 70 SSD%.36 71 ZB.37 72/GB.37 73 2022.38 74.38 75 MLC NAND Flash.39 76 MLC NAND Flash.39 图表 77：半 导体各 品类 2021-2026F CAGR 对比.40 图表 78：模 拟电路&数字电 路同比增 速波动 对比（百亿 美金，%）.40 图表 79：模 拟电路 不同应 用领域销 售额比 例（%）.41 图表 80：2020 年全 球模拟 芯片市场 规模比 例（%）.41 2023 04 18 P.5 AI 1.1 GPU GPU GPU GPU CPU A100 H100 GPU GPU GPU AMD AMD 1 GPU A100 For HGX 2 GPU GeForce RTX 4090 Amazon GPU GPU CPU GPU GPU GPU CPU GPU 2023 04 18 P.6 3 GPU 4 GPU CPU Gold 6240 GPGPU GPGPU general-purpose computing on graphics processing units GPU CPU GPGPU 5 GPGPU ResearchGate GPU GPU GPU GPU GPU GPU CPU GPU Verified Market Research 2021 GPU 334.7 2030 4473.7 CAGR33.3%2023 04 18 P.7 6 GPU%Verified Market Research LLM FLOPS Floating Point Operations Per Second 10 FLOPS 10 GFLOPS 10 Giga FLOPS 2020 A100 A100 19.5 TFLOPS 19.5 Tera FLOPS 195 7 8 GFLOPS University Information Technology Services Our World in Data Large Language Model LLM LLM LLM LLM 2023 04 18 P.8 9 LLM Medium GPT-3 GPT-3 OpenAI GPT-3 OpenAI 2020 Language Models are Few-Shot Learners GPT-3 1750 GPT-3 1750 BETR 10 11 GPT-3 32 QCon Language Models are Few-Shot Learners GPT-3 1750 GPU A100 GPT-3 1024 A100 1 30 A100 30000 2023 04 18 P.9 12 GPU GPU A100 AI CPU GPU FPGA ASIC GPU 13 AI NF5688M6 2021 1315 7.8%995 Counterpoint 2022 1117 17.0%5G 2023 04 18 P.10 14%15%Wind Counterpoint AI TrendForce 2022 GPGPU AI 1%TrendForce 2023 AI 8%20222026 CAGR 10.8%TrendForce 2022 AI Microsoft Google Meta AWS 66.2%ByteDance 6.2%16 AI%17 2022 AI%TrendForce TrendForce GPU AI 50%Nvidia DGX A100 8 Nvidia A100 Tensor GPU Nvidia DGX A100 19.9w Nvidia A100 Tensor 1.001.20w 1.20w GPU Nvidia DGX A100 48.24%-4%0%4%8%12%16%20%020040060080010001200140016002016 2017 2018 2019 2020 2021 2022E%-5%0%5%10%15%20%0200400600800100012002018 2019 2020 2021 2022F%Microsoft,19%Google,17%Meta,16%AWS,14%ByteDance,6.20%Tencent,2.30%Baidu,1.50%Alibaba,1.50%Others,22%2023 04 18 P.11 18 GPU AI%GPU TrendForce 2023 AI 14.4 2026 20.0w AI AI 1:4 2023/2026 3.60/5.00 AI AI AI GPU 4 8 2023 2026 AI GPU 86.4 120 A100 1.20w 2023 2026 AI GPU 103.7 144.0 19 AI GPU 2023E 14.4 3.6 18.0 2026E 20.0 5.0 25.0 GPU 4.0 8.0 2023E GPU 57.6 28.8 86.4 2026E GPU 80.0 40.0 120.0 GPU 1.2 1.2 2023E GPU 69.1 34.6 103.7 2026E GPU 96.0 48.0 144.0 1.2 AI ChatGPT IC GPU48%Others52%2023 04 18 P.12 AI NVIDIA AI NVIDIA DGX AI AI NVIDIA DGX A100 H100 BasePOD SuperPOD DGX A100 DGX H100 AI 20 DGX A100 21 DGX H100 NVIDIA NVIDIA H100 4N+CoWoS 2.5D 800 A100 540 HBM3 5TB/s H100 PCIe 5.0 GPU HBM3 GPU H100 40Tb/s IO 3TB/s 2023 04 18 P.13 22 H100/A100/V100 anandtech DGX H100 FP8 FP8 4PetaFLOPS FP16 2PetaFLOPS TF32 1PetaFLOPS FP64 FP32 60TeraFLOPS DGX H100 8 H100 GPU 24TB/s 2TB 2 1.9TB NVMe M.2 8 3.84TB NVMe M.2 NVIDIA DGX H100 6 2 DGX H100 2023 04 18 P.14 23 DGX H100 vs DGX A100 DGX H100 DGX A100 GPU 8 NVIDIA H100 Tensor Core GPU 8 NVIDIA A100 80GB Tensor Core GPU GPU 640GB 640GB 32 petaFLOPS FP8 5 petaFLOPS AI/10 petaOPS INT8 NVIDIA NVSwitch 4x 6 10.2kW 6.5kW 2TB 2TB 2 1.9TB NVMe M.2 8 3.84TB NVMe U.2 2 1.92TB NVME M.2 30TB 8 3.84TB NVMe U.2 DGX H100 DGX Ubuntu Linux DGX DGX Ubuntu Linux Red Hat Enterprise Linux DGX Ubuntu Linux Red Hat Linux CentOS 5 C 30 C 5 C 30 C NVIDIA 昇 Atlas 800 9010 昇 910+Intel Cascade Lake AI AI AI 昇 910 AI 310W INT8 640TOPS 16 FP16 320 TFLOPS 24 Atlas 800 9010 Atlas 800 9010 8 昇 910 2023 04 18 P.15 HBM2e 32GB 1228GB/s AI 2.24 PFLOPS FP16/1.76 PFLOPS FP16 2 2.5 SATA+8 2.5 SAS/SATA 2 2.5 SAS/SATA+6 2.5 NVMe AI DRAM 8 NAND 3 AI HBM AI AI 1.3 CPU CPU CPU XPU CPU GPU DPU AI XPU PWM Pulse Width Modulation(L)(C)(MOSFET)MOSFET(Driver Mos)25 MPS 2023 04 18 P.16 26 MPS CPU 12V 8PIN 12V 12V MOSFET PWM 1 MOS 12V 2 3 MOS MOS 4 27 A100 NVLink3 NVSwitch2 H100 NVLink4 NVSwitch3 DGXA100 8 A100 12 NVLink3 6 NVSwitch2 DGXH100 8 H100 18 NVLink4 4 NVSwitch3 NVSwitch NVSwitch3 GPU GPU GPU NVSwitch SHARP(Scalable Hierarchical Aggregation and Reduction Protocol)All-Reduce AI 2023 04 18 P.17 NVSwitch 256 H100 GPU 57.6TB/s all-to-all NVLink4.0 GPU 28 NVSwitch NVLink GPU NVLink NVLink CUDA NVLink GPU P100 NVLink1 H100 NVLink4 NVLink3 50G NRZ 56G PAM4 NVLink4 112G PAM4 Serdes 900GB/s NVLink3 600GB/s 1.5 29 NVLink MicroFLow DGX 4 In-band Out-of-band DGXA100 8 200Gbps CX6 CX7 IB DGXH100 4 800G OSFP 8 CX7 IB Eth OSFP 2 NDR 400G IB 2 400G A100 56G PAM4 Serdes 112G PAM4 Serdes&In-band DGXA100 CX6 CX7 IB Eth in-band DGXH100 400G CX7 VPI IB Eth,2023 04 18 P.18 NDR400G IB Eth200G In-band Out-of-band DGXA100 Lan BMC DGXH100 Out-of-band BMC RJ45 30 DGX A100 MicroFlow 31 DGX H100 MicroFlow CPU CPU CPU 2023 04 18 P.19 UDIMM RDIMM LRDIMM 3 DDRDDR4 UDIMM PC RDIMM Buffered Registered UDIMM RDIMM 32GB 3200 MT/s LRDIMM RDIMM 64GB 32 LRDIMM RDIMM UDIMM RCD DB RCD RCD DB DDR3 DDR4 DDR DDR2 DDR3 DDR4 SDRAM DDR DDR2 DDR3 DDR4 MT/S 1333-3200 333-3200 266-2133 16GB-64GB 512MB-32GB 32MB-4GB DDR5 1 2 33 2023 04 18 P.20 DDR4 2020 7 DDR5 1 DDR5 DDR4 2 ASP 3 DDR5 1+10 34 35 DDR5 DDR4 Micron EETOP DDR5 DDR4 ASP DRR5 DDR4 DRAM 4 64Gbit 6.4Gbps 1.2V 1.1V 20 DDR5 36 DDR5 DDR4 DDR3 DDR2 DDR DRAM 64Gbit 16Gbit 8Gbit 4Gbit 1Gbit 6400MHz 3200MHz 1600MHz 800MHz 400MHz 16bit 8bit 8bit 4bit 2bit 6.4Gbps 3.2Gbps 1.6Gbps 0.8Gbps 0.4Gbps 1.1v 1.2v 1.5v 1.8v 2.5v CSDN JEDEC 51CTO 2023 04 18 P.21 2.1 AMAT LAM TEL ASML KLA ASML AMAT LAM Research TEL KLA 2021 845 82%37 12 SEMI 300mm 2022-2025 10%2025 920/300mm 2021 19%23%2025 24%2021-2025 1%2025 21%2021 15%2025 12%38 300mm/SEMI 5 top3 90%2023 04 18 P.22 BIS 2022 10 7 BIS Entity List IC EAR 39 BIS 31 Unverified List UVL 31 9 UVL UVL EAR UVL UVL BIS 31 UVL BIS 31 Bona fide BIS 31 ERA UVL 9 BIS BIS 9 UVL 0 1 PVD CVD/ALD PECVD SACVD PEALD 5nm Mini-LED MOCVD UniMax 2022H1 180 28nm CMP 3D NAND DRAM 14nm 128 1X/1Ynm 2021 CMP 140 70 2023 04 18 P.23 2.2 2023 700 SEMI 2021-2023 2022 14%260 2022 28 23 300mm 5 200mm 2021 SEMI 2022 7%2022 8.4%3.9%40 2018-2024F SEMI 41 SEMI EET Asia 2021 15.9%643 404 239 15.5%16.5%CMP 2023 04 18 P.24 2021 18.6%42 2019-2021 43 EET Asia EET Asia 02 2.3 500 2022 500 90%40%-45%50%-55%SEMI 2021 1025 2022 14.7%1175 50%2022 500 SEMI 2019-2021 25.9%2022 152 15.5%16.0%16.5%17.0%17.5%18.0%18.5%19.0%01002003004005006007002019 2020 2021 2023 04 18 P.25 44 SEMI 2020 160 45 2020 SEMI 2020 27 22.1%60%Edwards Pfeiffer VAT Valve 55%22%2023 04 18 P.26 46 SEMI SEMI 2016 9.8%2021 13%3D NAND 3D NAND 71%47 48 SEMI SEMI 2020 10 2020 8 12 10 4.3 Quartz RF Generator Pump 10%Valve Chuck Shower Head Edge Ring 2020 192 10 5%2023 04 18 P.27 49 2020 8-12 寸 22Q1 2010 50%2000-2010 2010 50%2020 MKS Edwards 50 2020 51 SEMI SEMI 2023 04 18 P.28 3.1 3.1.1 DRAM 2022 TrendForce 2023 DRAM 8.3%10%14.1%2023 DRAM 52 Trendforce DRAM 2022 DRAM 2022 DRAM 40%293 2022 490 CFM 29.72%177.64 10 2022 Q4 53 DRAM 54 DRAM CFM 2022 Q4 30%0%5%10%15%20%25%-4%-3%-2%-1%0%1%2%3%4%5%6%7%2018 2019 2020 2021 2022E 2023F Supply Bit Growth Demand Bit Growth-40%-30%-20%-10%0%10%20%30%05010015020025030020Q1 20Q3 21Q1 21Q3 22Q1 22Q3 23Q1EDRAM%2023 04 18 P.29 2022 Q4 DRAM 54.05 23.6%44.5%DRAM Bit ASP 30%SK 2022 Q4 DRAM 34.07 35.3%DRAM ASP 30%2022 Q4 DRAM 28.29 41.2%DRAM Bit 25%DRAM ASP 20%2022 Q4 DRAM 30.3%2.53:2022 Q4 DRAM 29.8%1.06 55 2022 Q4 DRAM()CFM 2021 Q1 2021 Q4 2023Q1 81.29 2022 Q4 22%DRAM 56 wind 1 5405 44.5%-23.6%2 3407 28.0%-35.3%3 2829 23.3%-41.2%4 253 2.1%-30.3%5 106 0.9%-29.8%155 1.3%-27.1%12155 100%-31.8%01020304050607080902019Q1 2019Q3 2020Q1 2020Q3 2021Q1 2021Q3 2022Q1 2022Q3 2023Q1 2023 04 18 P.30 Trendforce 2023 Q1 10%PC 9 13 DRAM 10-15%DRAM DRAM 57 DRAM TrendForce DRAM DRAM DDR4 8Gb 1Gx8 2133Mbps(8G)2022 10 2023 1 1.81 22%DDR4 16G(2G*8)2666 Mbps DDR4 8G(1G*8)2666 Mbps 2023 2023 4 6 16GB 8GB 3.21 1.65 58 DRAM 59 DRAM wind DRAMexchange wind DRAMexchange 1Q23E 2Q23FPC DRAMDDR4:down 15-20%DDR5:down 18-23%DDR4:down 8-13%DDR5:down 10-15%Blended ASP:down 10-15%Server DRAMDDR4:down 20-25%DDR5:down 23-28%Blended ASP:down 20-25%DDR4:down 13-18%DDR5:down 15-20%Blended ASP:down 13-18%Mobile DRAM down 13-18%down 10-15%Graphics DRAM down 18-23%down 10-15%Consumer DRAM down 18-23%down 10-15%Total DRAM down-20%down 10-15%0123452020-11-30 2021-05-31 2021-11-29 2022-05-31 2022-11-30:DRAM:DDR4 8Gb 1Gx8 2133Mbps(8G):DRAM:DDR4 8Gb 1Gx8 2133Mbps(8G)01234567892021-08-022021-08-302021-09-292021-10-272021-11-242021-12-222022-01-192022-02-232022-03-232022-04-222022-05-232022-06-212022-07-192022-08-162022-09-132022-10-112022-11-082022-12-062023-01-032023-02-072023-03-072023-04-04:DRAM:DDR4 16G(2G*8)2666 Mbps:DRAM:DDR4 8G(1G*8)2666 Mbps 2023 04 18 P.31 DDR4 DDR4 4Gb 256Mx16 2023 2 1.24 4.6%DDR3:DDR3 4Gb 256Mx16 DDR4 2023 2 1.30 5.7%DDR3 4Gb 512Mx8 1600MHz DDR3 DDR5 DDR3 DDR3 DDR3 line13 DDR3 CIS 60 61 wind DRAMexchange wind DRAMexchange 3.1.2 NAND Flash NAND Flash Trendforce CR6 99%70%00.511.522.532020-11-302021-05-312021-11-292022-05-312022-11-30:DRAM:DDR4 4Gb 256Mx16:DRAM:DDR3 4Gb 256Mx1600.511.522.533.542019-01-022019-03-152019-05-232019-07-302019-10-042019-12-102020-02-212020-04-282020-07-072020-09-102020-11-182021-01-252021-04-082021-06-152021-08-192021-10-272021-12-312022-03-152022-05-242022-07-292022-10-042022-12-082023-02-20:DRAM:DDR3 4Gb 512Mx8 1600MHz:DRAM:DDR3 4Gb 512Mx8 1600MHz 2023 04 18 P.32 62 NAND Flash Trendforce Trendforce NAND Flash 63 12”NAND Flash/TrendForce 2022 10 26(Kioxia)(Western Digital)Fab7 Fab7 1(487.97)162 NAND Flash 3D NAND Flash 2023 162 NAND Flash 3D NAND 236 256 0%10%20%30%40%50%60%70%80%90%100%2018Q12018Q22018Q32018Q42019Q12019Q22019Q32019Q42020Q12020Q22020Q32020Q42021Q12021Q22021Q32021Q42022Q12022Q22022Q32022Q4 02004006008001000120014001600180020001Q21 2Q21 3Q21 4Q21 1Q22 2Q22 3Q22 4Q22E 1Q23F 2Q23F 3Q23F 4Q23FSamsung Kioxia/WDC SK hynix Solidigm Intel Micron YMTC others 2023 04 18 P.33 64 NAND Flash NAND Flash NAND Flash PC 3C NAND Flash NAND Flash NAND Flash 1)3C NAND 11 13 Flash 2023 04 18 P.34 65 IDC Counterpoint 2020 NAND 100GB iOS Android iOS 2020 NAND 140.9GB Android 95.7GB Android 2020 iOS Android 5.6%20.5%Trendforce 2023 NAND Flash 22.1%IPhone 1TB Android 512GB 66 NAND GB Counterpoint PC PC 2020-2021 IDC 2021 PC 3.46-20%-15%-10%-5%0%5%10%15%20%25%30%0501001502002503003504004505002016Q12016Q22016Q32016Q42017Q12017Q22017Q32017Q42018Q12018Q22018Q32018Q42019Q12019Q22019Q32019Q42020Q12020Q22020Q32020Q42021Q12021Q22021Q32021Q42022Q12022Q22022Q32022Q4 YoY%2023 04 18 P.35 2022 IDC 2022 2.93 15.2%IDC 2023 PC PC 2023 2.6%2024 67 PC IDC IDC 2020-2021 2020/2021 1.65/1.69 13.8%/2.4%2022 IDC 2022 3.6%1.63 68 IDC-40%-30%-20%-10%0%10%20%30%40%50%60%70%01020304050607080901002018Q12018Q22018Q32018Q42019Q12019Q22019Q32019Q42020Q12020Q22020Q32020Q42021Q12021Q22021Q32021Q42022Q12022Q22022Q32022Q4 PC YOY%-20%-15%-10%-5%0%5%10%15%20%00.511.522.52015 2016 2017 2018 2019 2020 2021 2022 YoY%2023 04 18 P.36 PC SSD ChinaFlashMarket 2018 SSD 240GB 1TB HDD 52%2019 SSD 480GB 1TB HDD 65%SSD 200 SSD 69 SSD%2020 SSD 80%512GB SSD 70 SSD%2)AI NAND Flash IDC 2016 16ZB 2021 54ZB 27.5%2022 61ZB 0%10%20%30%40%50%60%70%80%90%2015 2016 2017 2018 2019 2020 2021SSD%0%10%20%30%40%50%60%70%80%90%2019 2020 2021%2023 04 18 P.37 71 ZB IDC Omdia 2026 5255 GB 2021 2026 CAGR 33.0%72/GB Omdia 3)NAND Flash 2022 Clean Technica 2022 1009.12 14%184.77 2023 1 2 40.78 52.49 1-2 2023 1 2 2022 12 81.38 0%10%20%30%40%50%60%0102030405060702016 2017 2018 2019 2020 2021 2022E ZB YoY%01000002000003000004000005000006000002021 2022E 2023E 2024E 2025E 2026E 2023 04 18 P.38 73 2022 74 Clean Technica Wind IDC IHS DRAM NAND 2020 20.4 12.6 2025 85 61 33%37%NAND Flash AEC-Q100 SOTA MaaS ADAS L2L5 NAND 4000GB Semico Research L1/L2 8GB NAND L3 256GB L5 1TB NAND NAND Flash NAND Flash 2022 6 MLC NAND Flash 64Gb 8Gx8 MLC NAND Flash 32Gb 4Gx8 2022 4 2023 4 7 64Gb 32Gb 3.85 2.14 020406080100120140160180200 2022 01000002000003000004000005000006000007000008000009000002018-012018-052018-092019-012019-052019-092020-012020-052020-092021-012021-052021-092022-012022-052022-092023-01 2023 04 18 P.39 75 MLC NAND Flash DRAMexchange WIND MLC NAND Flash 128Gb 16Gx8 MLC NAND Flash 64Gb 8Gx8 MLC NAND Flash 32Gb 4Gx8 2021 7 2022 6 2023 2 24 4.14/2.98/2.59 76 MLC NAND Flash DRAMexchange WIND 00.511.522.533.544.52018-01-2018-02-2018-04-2018-05-2018-07-2018-08-2018-10-2018-12-2019-01-2019-03-2019-05-2019-06-2019-08-2019-09-2019-11-2019-12-2020-02-2020-04-2020-05-2020-07-2020-08-2020-10-2020-11-2021-01-2021-03-2021-04-2021-06-2021-07-2021-09-2021-10-2021-12-2022-01-2022-03-2022-05-2022-06-2022-08-2022-09-2022-11-2022-12-2023-02-NAND Flash:64Gb 8Gx8 MLC NAND Flash:32Gb 4Gx8 MLC01234562018-01-312018-03-302018-05-312018-07-312018-09-282018-11-302019-01-312019-03-292019-05-312019-07-312019-09-302019-11-292020-01-302020-03-312020-05-292020-07-312020-09-302020-11-302021-01-292021-03-312021-05-312021-07-302021-09-302021-11-302022-01-282022-03-312022-05-312022-07-292022-09-302022-11-302023-01-31NAND Flash:NAND 128Gb 16Gx8 MLC NAND Flash:NAND 64Gb 8Gx8 MLCNAND Flash:NAND 32Gb 4Gx8 MLC 2023 04 18 P.40 3.2 3 Q2+IC insights 20212026F IC CAGR 11.8%WSTS 2012-2020 图表 77：半导 体各品 类 2021-2026F CAGR 对比 图表 78：模拟 电路&数 字电路 同比 增速波动 对比（亿美金，%）资料来源：IC Insights，国盛证 券 研究所 资料来源：Wind，国盛 证券研 究所 2022 37.5%2018+0.9pct 2022 24.7%2018+1.7pct/2022 2018-1.1pct/-1.0pct 19.5%/6.5%/2022 2018-0.2pct/-0.3pct 10.8%/1.0%2020 36%11.80%11.70%10.80%10.20%6.70%0.00%4.00%8.00%12.00%16.00%-15%-10%-5%0%5%10%15%20%25%30%35%40%0200400600800100012001400160018002010 2012 2014 2016 2018 2020 yoy yoy 2023 04 18 P.41 图表 79：模拟 电路不同 应用领 域销 售额比例（%）图表 80：2020 年全球 模拟芯 片市 场规模比 例（%）资料来源：IC Insights，国盛证 券 研究所 资料来源：中商 产业研 究院，国盛 证券研究 所 IC 2022Q3 IC IC IC 1 2 3 岹 4 5 SiC IGBT ChatGPT 0%5%10%15%20%25%30%35%40%2018 2020 2022F 36%32%18%12%2%2023 04 18 P.42 IC SAM 2023 04 18 P.43“”,“”“”6 A 300 500 15%5%15%-5%+5%5%10%-10%+10%10%26 3 100032 010-57671718 868 One56 1 10 200120 021-38124100 1115 330
展开阅读全文