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机构称全球模拟芯片行业底部明确 国内厂商收入拐点已现

Institutions claim that the global simulation chip industry has clearly reached its bottom, and the turning point of domestic manufacturers' income has appeared.

cls.cn ·  Jun 21 08:06

According to a research report by Citic Securities, based on the year 2024, the global analog chip industry has reached the bottom, and downstream industries are gradually recovering. Domestic analog chip manufacturers have already seen a turning point in revenue, and some have even seen a turning point in profits. At the current point in time, it is more important to pay attention to the pace of the industry turning point and the elasticity of the next cycle than to focus on the valuation level of the year.

Recently, the Integrated Circuit Standardization Technology Committee set up by the Zhongguancun Standardization Association was officially inaugurated. It is expected to play an important role in promoting the standardization process of the integrated circuit industry, enhancing the competitiveness of the domestic integrated circuit industry, promoting in-depth cooperation among industry, academia and research, and serving national strategic needs.

Analog chips are an important category of integrated circuits. According to research reports by CITIC Securities, based on 2024, the bottom of the global analog chip industry is clear, and downstream players are gradually recovering. Domestic analog chip manufacturers have seen a turning point in revenue and some have seen a turning point in profitability. At the current point in time, it is more important to pay attention to the rhythm of industry turning points and the elasticity of the next cycle than to focus on the valuation level of that year. According to Statista data, the global analog chip market size will reach 94.6 billion U.S. dollars in 2022 and is expected to climb to 121.1 billion U.S. dollars by 2027, with a CAGR of 5%.

According to the Financial Data Center, among related listed companies:

In 2023, SG Micro Corp will launch a batch of new products with world-leading level and market demand, including more than 900 products such as high-precision voltage reference, high-precision current detection amplifiers, and automotive-grade synchronous step-down converters.

Nanxin Semiconductor is a leading domestic analog and embedded chip design company. In 2021, the company's charge pump charging management chip ranked first in the world (24% market share), and its boost and buck-boost charging management chips ranked second in the world and first in China.

The translation is provided by third-party software.


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