2023Q3模拟芯片行业跟踪：库存改善明显，继续聚焦华为催化效应

    1 ifind ifind ifind 5 6 3 -57.2% -45.2% -30.5% -27.6% 15.8% 74.9% 4.7% 16 0.2% 29 5.4% 16 82.3% 30.9% -5.5% 72.7% 8.7% 16 7.7% 29 -- -- 思瑞浦 -42.6% -44.4% 38.9% 9.3% 3% 2. 10 124.0% 6.2% 14 7.6% 23 3.5% 26 -- -- -- -- -- -- -- -- 纳芯微 -12.5% -18.7% -4.5% 3.1% 45.7% 57.3% 18.2% 14.6% -7.1% 85.0% 2.1% 15 50.1% 35.7% 16.2% -33.4% 22.7% -9.8% 振芯科技 -3.7% -27.5% -33.8% 10.3% 22.8% .0% 68 8% 96. 6% 0. 11 56.0% 3% 91. 3% 4. 10 29.1% .7% 66 48.5% .0% 72 .2% 88 8.1% 圣邦股份 5.0% -4.6% -10.6% 8.1% 12.4% -- -- -- -- -- -- -- -- -- -- -- -- 杰华特 6.1% -20.5% -53.0% -31.9% -21.2% -0.3% 77.8% -- -- -- -- -- -- -- -- -- -- 帝奥微 10.1% -25.9% -18.5% -23.7% -9.8% 29.0% 63.8% -- -- -- -- -- -- -- -- -- -- 天德钰 13.2% -2.0% -11.6% 20.9% -0.5% -17.2% 4.0% 17.2% 40.5% 8% 90. 4% 82. 40.7% 15.3% 17.0% 5.2% 17.2% 26.8% 上海贝岭 19.7% 18.1% -28.0% -35.9% -45.1% -47.2% -6.6% 17.9% 21.4% 47.2% 74.4% 36.7% - 52.1% - 11.2% 7.5% 8.0% 11 1.1% 29 博通集成 27.4% 9.5% -50.2% -10.2% -54.4% -69.9% 3.6% -42.0% 26.4% 9.6% 28 4.4% 16 .1% 78 62.1% 4.9% -10.1% 52.1% 24.9% 富满微 28.6% 3.7% 1.0% -11.7% -27.3% 3.5% 29.8% 45.4% 69.3% 97.6% 6.0% 12 46.0% 41.7% 8.9% 5.2% 25.7% 1.9% 芯朋微 33.7% -5.4% 33.0% 3.2% 1.0% 17 31.4% 12.8% 15.8% -31.8% -- 23.0% -- -- -- -- -- -- 臻镭科技 36.5% -12.6% -73.2% -17.0% 20.5% 16.9% 76.6% 6.6% 3.4% 17 -- -- -- -- -- -- -- -- 希荻微 36.7% 49.0% -24.5% 18.4% -8.1% -7.3% 19.1% -7.0% -0.5% -27.8% 26.7% 19.3% 44.8% -- -- -- -- 优利德 37.3% 31.1% -11.4% -15.8% -1.7% -30.3% -15.8% -6.6% -25.0% 31.2% 51.8% 10.3% 70.0% -8.4% 3.6% -- -- 敏芯股份 38.2% 22.9% -45.2% -18.8% -69.0% -66.7% 28.4% -11.9% 7.9% 22 8.8% 32 9% 4. 13 51.8% 8.5% -- -- -- -- 明微电子 38.8% 16.1% -21.2% -46.2% -68.4% -36.6% 13.2% -- -- -- -- -- -- -- -- -- -- 必易微 39.8% 20.9% -12.2% -42.9% -71.7% -56.0% -25.9% 20.6% 5% 5. 13 4.7% 22 2% 4. 12 52.5% 59.0% -17.4% 9.6% 34.6% 3.5% 晶丰明源 54.5% 25.9% -62.9% -32.6% -55.6% -47.1% 1.8% 25.4% -- -- -- -- -- -- -- -- -- 唯捷创芯 .1% 63 48.1% 4.5% 21.8% -6.4% 9.5% 21.4% 29.4% 80.0% -- -- -- -- -- -- -- -- 英集芯 80.2% 5.4% -46.5% -42.5% -30.5% -23.1% 12.4% 40.3% 15.3% 5.1% 11 2.4% 16 55.4% 7.6% 10 63.7% 8.7% 14 9.2% 33 9.1% 15 卓胜微 .0% 83 -5.9% -32.6% -23.4% -30.2% 1.8% 59.3% 53.5% 8.5% 3% 85. 45.1% 5.2% -- -- -- -- -- 力芯微 .0% 86 0.4% -46.0% -40.5% -56.7% -38.5% -27.4% -- -- -- -- -- -- -- -- -- -- 赛微微电 .3% 102 5.6% -32.1% -42.7% -14.9% -- -- -- -- -- -- -- -- -- -- -- -- 南芯科技 .6% 108 -11.3% -35.4% -37.0% -37.6% 23.2% 20.1% 42.2% 28.9% 7% 8. 11 0.6% 10 -- -- -- -- -- -- 艾为电子 2023Q3 2023Q2 2023Q1 2022Q4 2022Q3 2022Q2 2022Q1 2021Q4 2021Q3 2021Q2 2021Q1 2020Q4 2020Q3 2020Q2 2020Q1 2019Q4 2019Q3 ifind 32.7% 20.7% - .8% -17 .4% -22 .1% -10 5.2% 1 .1% 14 -- -- -- -- -- -- -- -- -- -- 唯捷创芯 17.5% 7.9% .1% 16 .2% 46 .4% 24 4% 5. 3.6% .3% 19 .9% 15 .3% 11 33.9% 8.8% 14.1% - -- -- -- -- 思瑞浦 9.9% 13.0% 1.5% 2 .1% 10 1.2% 3 1.2% 3 7.0% 2 0.2% - 0.2% 4 -- -- -- -- -- -- -- -- 臻镭科技 9.4% % .7 38 .6% -20 .1% -24 7.6% -- -- -- -- -- -- -- -- -- -- -- -- 天德钰 9.3% 5.4% 4.9% - 5% 6. 8.1% 1 8.1% 1 9.5% 2 7.7% .9% 10 7% 0. .2% 10 2.7% 9.8% 3.0% - 9.4% 8.4% - -- 芯朋微 8.5% 2.1% 7.6% 9.3% - 0.8% - .7% 20 .1% 21 -- -- -- -- -- -- -- -- -- -- 必易微 7.3% 16.4% .0% -12 -- -- -- -- -- -- -- -- -- -- -- -- -- -- 南芯科技 6.5% -0.5% .6% 19 .9% 10 % .1 38 .0% 12 2.5% 3% 9. .8% 12 5% 6. .8% 16 .6% 10 13.3% - 5% 9. % .5 42 .9% 23 .8% 22 圣邦股份 5.3% 6.6% 8.7% 3.3% - .0% -14 9% 1. 9.7% - .3% 11 7.2% 1.3% 3 8.5% 1 7.4% 1 6.1% - -- -- -- -- 优利德 3.6% 0.4% 2.4% 2 2.7% - .8% 13 -- -- -- -- -- -- -- -- -- -- -- -- 帝奥微 3.2% -2.8% .4% 11 7.2% - 8.1% 1 6.7% 2 3.4% 3 -- -- -- -- -- -- -- -- -- -- 赛微微电 0.8% 9.7% 6.9% - .3% -27 .2% -25 1.9% - 1.5% 2 7.0% 6 5.4% 3 1% 2. .3% 11 9.2% - 1.8% 1% 2. 9.0% 4 8.3% - 4.7% 1 晶丰明源 0.3% 0.7% 8.7% .5% -23 .9% 11 4.7% 1 1.9% - 6.1% - .9% 11 9% 3. 8% 4. 2.0% .0% 13 7.4% 2 .6% 10 4.3% 1.8% 振芯科技 -0.9% 7.7% 8.8% 1 .7% 14 7.9% 1 5.4% 2 6.0% 1 3.9% 9 .2% 11 -- -- -- -- -- -- -- -- 希荻微 -1.2% 40.7% - 9.6% - 5.7% - 0.3% 5.8% 1 6.4% 7.4% 2 1.9% 3 3.4% 2 .6% 12 4.7% 5 24.4% - 1% 5. 0.4% 4 7.7% 3 9.6% 4 卓胜微 -1.5% 20.0% - 8.7% 1% 5. 8.4% 8.4% 1 .6% 13 2.2% 2 8.9% 1 -- -- -- -- -- -- -- -- 英集芯 -1.8% 5.9% .7% 11 9.6% 1 2.8% 2 -- -- 9.4% 3 -- -- -- -- -- -- -- -- -- 杰华特 -2.8% .4% 58 2.8% 5.0% - % .2 40 1% 8. .8% 26 .3% 11 .4% 26 9% 1. .3% -11 -- -- -- -- -- -- 艾为电子 -3.5% 16.5% .2% 12 2.6% 3 6.1% 3 6.3% 1 9.0% 2 -- -- -- -- -- -- -- -- -- -- 纳芯微 -3.8% -5.0% .1% -16 .8% -23 8.7% - % .0 26 .0% 13 5% 9. .4% 17 .9% -12 5.1% - .9% -14 1.4% .1% 11 3% 7. .4% 10 % .1 37 博通集成 -4.6% -5.8% 3.1% .7% -20 1.7% 3 2.5% 2 5.7% 7.8% 1 5.6% 3 .0% -15 .2% 11 .5% -13 4.6% - 8.7% 9.7% 1 4.1% 2.0% - 富满微 -7.4% -8.5% 1.6% 8.7% - 0.8% - 5% 6. .8% 14 1% 2. .4% 11 4% 5. .0% 20 .8% 15 3.1% .0% 15 .8% 18 -- -- 敏芯股份 -8.9% 33.5% - .0% -12 .7% -13 3.9% - 9.0% 4 .3% 10 9.6% 3 .3% 102 4.2% - .0% 13 .5% -20 2.3% - -- -- -- -- 明微电子 -12.2% 2.4% .2% 17 3% 1. .7% 19 .4% 19 .4% 13 .6% 19 .8% 19 .6% -18 .7% 14 3.0% % .7 36 .3% 10 .6% 23 3.1% - 1.6% - 上海贝岭 -13.1% 1.1% .3% 11 .9% -15 .3% 18 .4% 32 6.3% .1% 13 .9% 23 .7% 17 .2% -15 6.1%