资源描述
2009 1210 2023 05 19 IC,WSTS 2011 451.63 2022 895.54 2011-2022 GAGR 6.42%2017 2140.1 2021 2731.4 2017-2021 GAGR 6.29%5G 46%+IC IC IC 2022 2022 Q2 IC 23Q1 Q2 IC IC IC 0755-82755859 S0360517100004 S0360521120002%()428 0.06()69,361.75 7.31()49,013.21 6.81%1M 6M 12M-14.7%-3.3%2.4%-12.4%-6.8%2.2%AI 2023-04-06 DISCO 2023-03-01 MCU 2022-12-31-11%0%12%23%22/05 22/07 22/10 22/12 23/02 23/052022-05-192023-05-18 300 2009 1210 IC IC IC IC IC IC,2022 2022 Q2 IC 23Q1 Q2 IC IC IC 2009 1210 3.6.6.7 1.8 2.12.14.14.18+.19 IC.22 BCD.22.23.24.26.27 1.27 2.28 3.28 4.29 5.29 6.29 7.30 8.30 9.30 10.31 11.31 12.32 13.32 14.32.33 2009 1210 4 1.6 2 2021.6 3.6 4.6 5.7 6.7 7.7 8.8 9.9 10 AC/DC AC/DC.9 11 DC/DC.9 12 LDO.9 13 TFT-LCD.10 14 LED.10 15 A B AB.10 16.11 17.11 18.11 19.12 20.12 21.12 22 DAC.13 23 DAC0832.13 24 ADC.13 25 ADC.13 26 CAN.14 27.14 28.14 29/.15 30/.15 31.15 32/.16 33/.16 2009 1210 5 34.16 35 2022.17 36/.17 37/.17 38/.18 39 2021.18 40 2021.18 41 2018-2021 IC.19 42.19 43.20 44 2022 TI.20 45 2022 TI.20 46.21 47.22 48 BCD.22 49 BCD.22 50 IC/.23 51.23 52.24 53 2021.24 54 2017-2022/.25 55 2017-2022/.25 56 IC.25 57/.26 58/.26 59.26 60 A/.27 61 A.27 62.27 2009 1210 6 IC Integrated Circuit WSTS 2021 5559 4630 83.2%1 2 2021 WSTS WSTS 0 1 3 4 2009 1210 7 5 10-15 3-5 CPU 5 1-2 DC/DC AC/DC 6 7 TI Javapoint 2009 1210 8 1 DC/DC AC/DC 8 LDO DC/DC AC/DC LED LCD/AC/DC AC/DC AC DC AC/DC AC-DC AC/DC AC/DC AC/DC AC/DC AC/DC AC/DC AC/DC AC/DC AC/DC AC/DC MOSFET AC/DC AC/DC AC/DC 2009 1210 9 9 10 AC/DC AC/DC IC DC/DC DC/DC DC/DC MOS DC/DC DC/DC DC/DC DC/DC DC/DC DC/DC LDO LDO DC/DC DC-DC DC/DC BUCK BOOST BUCK/BOOST 11 DC/DC 12 LDO 86IC 2009 1210 10 LCD OLED LED PC 13 TFT-LCD 14 LED TI A B AB D 15 A B AB A B A AB A B B D AB AB 2009 1210 11 16 A 25%B 78.5%AB 78.5%D 100%D 3D 17 18 电源管理芯片低噪声高效率集成化微型化数模混合化 2009 1210 12 2 19 ADC DAC ADC CMOS 20 21 2009 1210 13 DAC ADC DAC DAC DAC DAC 22 DAC 23 DAC0832 ADC ADC ADC ADC ADC ADC ADC ADC 24 ADC 25 ADC CodeForCoffeeCSDN 2009 1210 14 26 CAN 27 hugh_shawCSDN IC AR/VR 5G 28 2014 2017 2018 5G 2021 信号链芯片高集成度低功耗 高性能微型化 2009 1210 15 2015-2022 GAGR 8.44%2016-2022 GAGR 9.26%29/30/31,WSTS 2011 451.63 2022 895.54 2011-2022 GAGR 6.42%Frost&Sullivan 2017 2140.1 2021 2731.4 2017-2021 GAGR 6.29%-20%-15%-10%-5%0%5%10%15%20%25%01002003004005006007002015 2016 2017 2018 2019 2020 2021 2022 YoY-15%-10%-5%0%5%10%15%20%25%30%0204060801001201401601802002016 2017 2018 2019 2020 2021 2022 YoY 2009 1210 16 32/33/WSTS Frost&Sullivan IDC 36%TI NXP Infineon 34 IDC IC Insights 2022 IC 17%5G 14%-20%-10%0%10%20%30%40%010020030040050060070080090010002011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 YoY-5.00%0.00%5.00%10.00%15.00%20.00%05001000150020002500300035002017 2018 2019 2020 2021 2022e YoY,0.36,0.32,0.18,0.12,0.02 2009 1210 17 35 2022 IC Insights 5G 2021 132 3C 36/37/Frost&Sullivan Frost&Sullivan 46%ADC DAC 2021 36.17%39.36%24.47%17.00%14.00%9.00%9.00%9.00%0.00%2.00%4.00%6.00%8.00%10.00%12.00%14.00%16.00%18.00%汽车通讯计算机工业及其他消费电子0.00%2.00%4.00%6.00%8.00%10.00%12.00%14.00%16.00%18.00%0501001502002503003504004502016 2017 2018 2019 2020 2021e 2022e YoY0.00%2.00%4.00%6.00%8.00%10.00%12.00%14.00%16.00%0204060801001201401602016 2017 2018 2019 2020 2021e 2022e YoY 2009 1210 18 38/39 2021 IC Insights IC Insights IC Insights 2021 IC TI 19%ADI 12.7%Skyworks Solutions 8%7%40 2021 IC Insights IC Insights 2018-2021 IC 2018-2021 58%68.2%0.00%2.00%4.00%6.00%8.00%10.00%12.00%0204060801001202016 2017 2018 2019 2020 2021e 2022e YoY,35.89%,38.25%,25.86%Texas Instruments,19%Analog Devices,12.70%Skyworks Solutions,8%Infineon,6.50%ST,5.30%Qorvo,5.20%NXP,4.70%ON semi,2.90%Microchip,2.50%Renesas,1.50%Others,31.80%2009 1210 19 41 2018-2021 IC 2018 2019 2020 2021 18%19%19%19%9%10%9%12.7%6%7%7%8%6%6%7%6.5%5%7%6%5.3%4%5%4%5.2%4%4%4%4.7%3%4%3%2.9%2%3%2%2.5%1%2%2%1.5%58%67%63%68.2%IC Insights Statista,2021 12%IC 42+IDM Fabless IDM Integrated Device Manufacturer Fabless Foundry IDM Fabless Foundry 0.00%2.00%4.00%6.00%8.00%10.00%12.00%14.00%2017 2018 2019 2020 2021 2009 1210 20 IDM TI ADI NXP IDM IDM Fabless Fabless IDM 43 TI Texas Instruments TI TI 90 TI IC TI TI 10 44 2022 TI 45 2022 TI TI TI,76%,17%,7%,20%,25%,40%,7%,6%,2%2009 1210 21 1 2 3+IC”1951 1951-1995 40 TI 500 TI IC IDM IC+IC IC IDM+1965 Hittite Microwave Linear Technology Maxim Integrated TI IDM 46 2009 1210 22 IC BCD 8 0.13/0.18um TI 12 47 0.25um+0.15/0.18um 0.13um 90nm 55/65nm 40/45nm 28nm 22/14nm 10/7/5nm BCD BCD CMOS BCD BJT CMOS DMOS BJT CMOS DMOS BCD 0.35um 0.18um 0.15um BCD 0.25um 0.18um 90nm BCD 0.5um 0.15um BCD IC 48 BCD 49 BCD ST ST 2009 1210 23 IC IC IC IC 50 IC/2016 98.41%1.59%84.57%15.43%2018 43.70%45.92%10.38%2019 82.50%17.50%2020 36.10%63.90%78.35%13.64%8.01%2021 64.22%27.89%7.89%2022H1 81.57%18.43%IC+IC IC 51:LED DC/DC CPU MOSFET DCDC AFE MCU CAN LDO DCDC AMOLED LDO MCU MOSFET RFFEM LDO OVP ACDC DCDC ADC IC 2009 1210 24 52 IC(SoC ADC DAC LED)()53 2021 choice IC 2018 IC IC 2018 IC,14.28%,11.59%,5.82%,5.76%,5.60%,5.06%,3.32%,3.43%,45.16%2009 1210 25 54 2017-2022/55 2017-2022/Wind Wind IC IC IC LED 56 IC IDC IC Insights IC IC IC 2020 3300 2022 3800 2022 25 2020 1200 2022 1700 0%10%20%30%40%50%60%70%80%90%100%051015202530352017 2018 2019 2020 2021 2022 YoY0.00%20.00%40.00%60.00%80.00%100.00%120.00%140.00%160.00%180.00%024681012141618202017 2018 2019 2020 2021 2022 YoY 2009 1210 26 57/58/ET53118 LDO TP5554 59 1 2 ET53118 V 6.5 6.5 10 dB 180 250 250 mA 300 250 250 A 15 12 18 TP5554 V 5 2.5 9 2022 23Q1 IC 0.00%1.00%2.00%3.00%4.00%5.00%6.00%7.00%8.00%9.00%30003100320033003400350036003700380039002020 2021 2022 YoY0.00%5.00%10.00%15.00%20.00%25.00%0200400600800100012001400160018002020 2021 2022 YoY 2009 1210 27 60 A/61 A Wind Wind SW 2022 IC 62 Wind IC Q2 IC 1 02468102021/6/30 2021/9/30 2021/12/31 2022/3/312022/6/30 2022/9/30 2022/12/31 2023/3/31-40%-20%0%20%40%60%80%100%0100200300400500600700800900工业富联 立讯精密 传音控股 歌尔股份 蓝思科技 视源股份 领益智造 环旭电子 安克创新 深科技2020/6/30 2020/9/30 2020/12/31 2021/3/31 2021/6/30 2021/9/302021/12/31 2022/3/31 2022/6/30 2022/9/30 2022/12/31 2023/3/31 2009 1210 28 30 4300 IC 2+2022 10 1200+ASIC OBC/DCDC 3 IC IC CAN MCU AFE Vertiv 2009 1210 29 5G 4 2008 800 ODM OPPO vivo TCL Samsung Meta Amazon Google;ODM IC 5 2010 1400 USB2.0/3.1 LED 6 2008 10 LED 2015 10 LED 2009 1210 30 LED MCU LED LED MCU 7,5G LG 51%8 2001 LED IC&Mini LED IC IC 4 LED MOSFET 5G 9 2009 1210 31 vivo OPPO VR/AR Fab-Lite LDiFEM L-PAMiF VR/AR 10 MCU ADC ADC MCU SoC MCU 11 LED LED IoT LED LED LED 65W 2009 1210 32 IoT IoT TCL 12 IC 1988 2008+2 7 13 2012 DC/DC DC/DC MTK DC/DC DC/DC Synic solution Co.,LTD Synic solution Co.,LTD IC DC-DC LDO tier 1 eFuse/IC design-in SSD 14 2009 1210 33 2010 2012 30 10 Wi-Fi LNA Bank L-FEM Wi-Fi Wi-Fi Wi-Fi Wi-Fi6 Wi-Fi6E Wi-Fi 2G 2G 5G OPPO vivo ODM 1 2 3 2009 1210 34 2019 2016 2017 3 2020 2019 2021 2021 1 2022 2022 7 9 2022 2009 1210 35 010-63214682 010-63214682 010-63214682 010-63214682 010-63214682 010-63214682 010-66500808 010-66500821 010-63214682 0755-82828570 0755-83715428 0755-82756804 0755-82871425 0755-83024576 0755-82871425 021-20572536 021-20572555 021-20572257-2552 021-20572506 021-20572585 021-20572560 021-20572509 021-20572548 021-20572573 0755-82756805 021-20572559 021-20572559 0755-82756805 021-20572559 玙 021-25072549 2009 1210 36(300)6 20%6 10%20%6-10%10%6 10%20%3-6 5%3-6-5%5%3-6 5%26 C 3A 1061 A 19 33 12 100033 518034 200120 010-66500801 0755-82027731 021-20572500 010-66500900 0755-82828562 021-20572522
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