2023Q2模拟芯片行业跟踪：2024年或迎需求拐点，华为Mate60添成长动力

1 ◆ ◆ ◆ ◆ ifind ifind ifind ifind 2019Q12019Q22019Q32019Q42020Q12020Q22020Q32020Q42021Q12021Q22021Q32021Q42022Q12022Q22022Q32022Q42023Q12023Q2优利德------------44.8%19.3%26.7%-27.8%-0.5%-7.0%19.1%-7.3%-8.1%18.4%-24.5%49.0%英集芯--------------------80.0%29.4%21.4%9.5%-6.4%21.8%4.5%48.1%敏芯股份--------3.6%-8.4%70.0%10.3%51.8%31.2%-25.0%-6.6%-15.8%-30.3%-1.7%-15.8%-11.4%31.1%唯捷创芯----------------------25.4%1.8%-47.1%-55.6%-32.6%-62.9%25.9%明微电子------------8.5%51.8%134.9%328.8%227.9%-11.9%28.4%-66.7%-69.0%-18.8%-45.2%22.9%晶丰明源2.5%--3.5%34.6%9.6%-17.4%59.0%52.5%124.2%224.7%135.5%20.6%-25.9%-56.0%-71.7%-42.9%-12.2%20.9%博通集成6.9%39.8%291.1%118.0%7.5%11.2%-52.1%-36.7%74.4%47.2%21.4%17.9%-6.6%-47.2%-45.1%-35.9%-28.0%18.1%必易微------------------------13.2%-36.6%-68.4%-46.2%-21.2%16.1%富满微8.1%-0.9%24.9%52.1%-10.1%4.9%62.1%78.1%164.4%289.6%26.4%-42.0%3.6%-69.9%-54.4%-10.2%-50.2%9.5%南芯科技-----------------------------14.9%-42.7%-32.1%5.6%卓胜微42.0%154.7%159.1%339.2%148.7%63.7%107.6%55.4%162.4%115.1%15.3%40.3%12.4%-23.1%-30.5%-42.5%-46.5%5.4%芯朋微-11.6%10.5%1.9%25.7%5.2%8.9%41.7%46.0%126.0%97.6%69.3%45.4%29.8%3.5%-27.3%-11.7%1.0%3.7%赛微微电-------------------------27.4%-38.5%-56.7%-40.5%-46.0%0.4%上海贝岭13.2%-6.7%26.8%17.2%5.2%17.0%15.3%40.7%82.4%90.8%40.5%17.2%4.0%-17.2%-0.5%20.9%-11.6%-2.0%杰华特----------------------------12.4%8.1%-10.6%-4.6%臻镭科技----------------23.0%---31.8%15.8%12.8%31.4%171.0%3.2%33.0%-5.4%力芯微--------------5.2%45.1%85.3%8.5%53.5%59.3%1.8%-30.2%-23.4%-32.6%-5.9%艾为电子----------------100.6%118.7%28.9%42.2%20.1%23.2%-37.6%-37.0%-35.4%-11.3%希荻微--------------------173.4%6.6%76.6%16.9%20.5%-17.0%-73.2%-12.6%振芯科技-1.9%13.7%-9.8%22.7%-33.4%16.2%35.7%50.1%152.1%85.0%-7.1%14.6%18.2%57.3%45.7%63.1%-4.5%-18.7%帝奥微------------------------77.8%-0.3%-21.2%-31.9%-53.0%-20.5%天德钰------------------------63.8%29.0%-9.8%-23.7%-18.5%-25.9%圣邦股份-15.8%21.4%58.1%88.2%72.0%48.5%66.7%29.1%104.3%91.3%56.0%110.6%96.8%68.0%22.8%10.3%-33.8%-27.5%纳芯微--------------------263.5%237.6%146.2%124.0%102.3%39.3%38.9%-44.4%思瑞浦--------297.7%168.7%72.7%-5.5%30.9%82.3%165.4%290.2%164.7%74.9%15.8%-27.6%-30.5%-45.2% ifind ifind 2019Q12019Q22019Q32019Q42020Q12020Q22020Q32020Q42021Q12021Q22021Q32021Q42022Q12022Q22022Q32022Q42023Q12023Q2艾为电子-----100.0%---100.0%---100.0%---11.3%1.9%26.4%11.3%26.8%8.1%40.2%-5.0%2.8%58.4%天德钰---------100.0%-------100.0%-------100.0%--7.6%-24.1%-20.6%38.7%纳芯微---------100.0%-------100.0%---100.0%--29.0%16.3%36.1%32.6%12.2%16.5%南芯科技---------100.0%-------100.0%-------100.0%---100.0%---12.0%16.4%臻镭科技---------100.0%-------100.0%--40.2%-0.2%27.0%31.2%31.2%10.1%21.5%13.0%晶丰明源----14.7%-8.3%49.0%2.1%1.8%-9.2%11.3%2.1%35.4%67.0%21.5%-1.9%-25.2%-27.3%-6.9%9.7%思瑞浦---------100.0%---14.1%8.8%33.9%11.3%15.9%19.3%3.6%5.4%24.4%46.2%16.1%7.9%希荻微---------100.0%-------100.0%--11.2%93.9%16.0%25.4%17.9%14.7%18.8%7.7%优利德---------100.0%---6.1%17.4%18.5%31.3%7.2%11.3%-9.7%1.9%-14.0%-3.3%8.7%6.6%杰华特---------100.0%-------100.0%----39.4%-100.0%--22.8%19.6%11.7%5.9%芯朋微---100.0%---8.4%9.4%-3.0%9.8%2.7%10.2%0.7%10.9%7.7%29.5%18.1%18.1%6.5%-4.9%5.4%上海贝岭--2.2%-1.6%-3.1%23.6%10.3%36.7%3.0%14.7%-18.6%19.8%19.6%13.4%19.4%19.7%1.3%17.2%2.4%必易微---------100.0%-------100.0%---100.0%--21.1%20.7%-0.8%-9.3%7.6%2.1%力芯微--------22.0%-100.0%--6.1%-15.2%17.7%23.9%13.1%6.3%32.4%18.3%-15.9%11.3%1.1%振芯科技--22.5%1.8%4.3%10.6%27.4%13.0%2.0%4.8%3.9%11.9%-6.1%-1.9%14.7%11.9%-23.5%8.7%0.7%帝奥微---------100.0%-------100.0%---100.0%---100.0%--13.8%-2.7%22.4%0.4%圣邦股份--11.3%22.8%23.9%42.5%9.5%-13.3%10.6%16.8%6.5%12.8%9.3%2.5%12.0%38.1%10.9%19.6%-0.5%赛微微电---------100.0%-------100.0%---100.0%--33.4%26.7%18.1%-7.2%11.4%-2.8%博通集成--26.3%37.1%10.4%7.3%11.1%1.4%-14.9%-5.1%-12.9%17.4%9.5%13.0%26.0%-8.7%-23.8%-16.1%-5.0%富满微---0.3%-2.0%4.1%19.7%8.7%-4.6%-13.5%11.2%-15.0%35.6%17.8%5.7%22.5%31.7%-20.7%3.1%-5.8%敏芯股份-----100.0%--18.8%15.0%3.1%15.8%20.0%5.4%11.4%2.1%14.8%6.5%-0.8%-8.7%1.6%-8.5%英集芯---------100.0%-------100.0%--18.9%22.2%13.6%18.4%8.4%5.1%8.7%-20.0%唯捷创芯---------100.0%-------100.0%---100.0%--14.1%15.2%-10.1%-22.4%-17.8%-20.7%明微电子---------100.0%---2.3%-20.5%13.0%-4.2%102.3%39.6%10.3%49.0%-3.9%-13.7%-12.0%-33.5%卓胜微--31.7%49.6%37.7%40.4%5.1%-24.4%54.7%12.6%23.4%31.9%27.4%6.4%15.8%0.3%-5.7%-9.6%-40.7%2019Q12019Q22019Q32019Q42020Q12020Q22020Q32020Q42021Q12021Q22021Q32021Q42022Q12022Q22022Q32022Q42023Q12023Q2臻镭科技------------90.8%84.0%86.5%86.7%83.5%91.0%89.0%94.1%86.3%83.3%88.3%90.7%振芯科技37.1%51.4%37.1%66.4%50.6%50.3%61.8%51.7%58.6%59.9%51.9%55.5%59.6%67.0%60.1%44.2%68.5%62.7%赛微微电----------------61.5%63.7%63.7%60.4%58.2%59.4%55.2%56.2%55.4%54.8%思瑞浦54.2%62.8%60.5%58.1%65.7%64.3%60.8%51.9%58.1%60.8%62.3%59.6%57.0%59.4%58.9%59.1%57.9%51.6%圣邦股份49.2%46.7%47.4%45.5%50.0%53.5%49.5%43.2%47.9%53.8%59.9%57.2%60.6%59.0%60.7%55.6%52.7%50.6%帝奥微--------------------56.4%58.3%57.5%58.2%53.6%48.4%48.2%50.1%卓胜微52.8%53.0%52.7%51.8%52.7%52.6%50.2%56.3%57.8%57.4%58.7%57.0%52.4%52.7%54.1%52.7%48.8%49.2%优利德----35.2%33.0%43.2%39.2%36.0%34.3%34.5%35.7%31.0%35.8%34.8%35.1%36.9%39.2%41.3%41.8%南芯科技------------------------44.5%4