20240729_海通证券_半导体存储行业跟踪：利基型存储NOR Flash市场向好_20页.pdf

NOR Flash SAC S0850523030002 2024 07 29 62042 199IT 52RD IDC 2024 8.8%1.13 2024 910+54.1%2024 2075+30.6%1704+37.2%2024 1.1 8.8%4 52RD Canalys 2024 TWS 6500 6%ZXAZzQsPsRqRpRpMqNpQnM8ObP7NmOrRmOqMkPmMsNiNmOuN8OpOrNxNmNrMNZnOpQ3 2024 2023 2024 2024 36.09 21.69%54.18%24 NOR Flash 24 IC IC NOR Flash DRAM NOR Flash MCU MCU NOR Flash NAND Flash NAND Flash 4 NOR Flash Flash ROM NAND Flash NOR Flash NOR Flash iGbzZI0hk4/J2RMjQDD0YUnPyPSCGvG90wyKf2tEx5u9AWm52HoV6uT/1ELdXnqS 5 1Mb1Gb NOR Flash NAND Flash NOR Flash EEPROM NOR Flash XIP NOR Flash CPU NOR Flash RAM NAND Flash RAM NOR Flash NOR Flash 1Mb 1Gb NOR Flash 6 NOR Flash 2%2021%IC Insights DRAM NAND Flash IC Insights 2021 DRAM 56%869 NAND Flash 41%636 NOR Flash 2%31 7 NOR Flash 20Q1 NOR Flash%NOR Flash NOR Flash DRAM NAND Flash TWS 5G NOR Flash 2022 NOR Flash%8 24Q1+8.8%+36.2%199IT 52RD IDC 2024 8.8%1.13 2024 910+54.1%505+62.8%404+44.4%2024 370+29.6%2024 2075+30.6%1704+37.2%2024 1.1 8.8%4 199IT 52RD IDC 24Q1 24-28E 9 24Q1 TWS 6500+6%52RD Canalys 2024 TWS 6500 6%52RD Canalys 24Q1 TWS%10 NOR Flash 23Q1-24Q1 NOR Flash wind NOR Flash/24Q1 16.27/4.05/0.81+19%/+13%/-8%23Q2-24Q1 NOR Flash%11 NOR Flash wind NOR Flash/24Q1 2.05/0.50/-0.33/24Q1 38%/32%/12%+4pcts/+4pcts/-3pcts 23Q1-24Q1 NOR Flash 23Q1-24Q1 NOR Flash%12 24H1 36.09+21.69%54.18%2024 2024 5.18 1.82 54.18%2024 4.74 1.99 72.07%2023 2024 2024 36.09 21.69%54.18%13 24 15 1.7 2024 4 5 2024 4 5 3.38 131%2024 2024 1 5 35 1.7 14 NOR Flash wind NOR Flash/24 6 73.76/21.78+4%/+1%23H2-24H1 NOR Flash 23H2-24H1 NOR Flash%15 NOR Flash wind NOR Flash/24Q1 28%/20%23Q4 23Q1-24Q1 NOR Flash%24 NOR Flash 24 IC IC 16 17 NOR Flash DRAM NOR Flash MCU MCU NOR Flash NAND Flash NAND Flash 18 SAC S0850523030002 19 1.6 6 2.A 500 10%-10%10%-10%6 10%-10%10%-10%20