半导体2024Q1模拟芯片行业跟踪：收入及库存端改善显著，需求拐点待验证

    1 ifind ifind ifind 赛微微电 艾为电子 4 卓胜微 4 唯捷创芯 敏芯股份力芯微 5 优利德 4 1 美芯晟 5 1 杰华特 富满微必易微纳芯微思瑞浦 -34.9% -10.9% -57.2% -45.2% -30.5% -27.6% 15.8% .9% 74 % 4.7 16 290.2% % 165.4 3% 82. 30.9% -5.5% .7% 72 % 8.7 16 7.7% 29 -- -- -27.6% -50.3% -12.5% -18.7% -4.5% 63.1% 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 -23.0% -21.3% -42.6% -44.4% 38.9% 39.3% 3% 2. 10 0% 4. 12 % 6.2 14 237.6% 263.5% -- -- -- -- -- -- -- -- -12.1% -4.9% 38.2% 22.9% -45.2% -18.8% -69.0% -66.7% 28.4% -11.9% 227.9% 328.8% 4.9% 13 51.8% 8.5% -- -- -- -- 明微电子 2.5% 24.8% 38.8% 16.1% -21.2% -46.2% -68.4% -36.6% 13.2% -- -- -- -- -- -- -- -- -- -- 5.6% -2.2% 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 5.9% 6.4% 27.4% 9.5% -50.2% -10.2% -54.4% -69.9% 3.6% -42.0% 26.4% 289.6% % 4.4 16 .1% 78 62.1% 4.9% -10.1% 52.1% 24.9% 8.7% 4.3% 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 9.2% -28.3% 5.0% -4.6% -10.6% 8.1% 12.4% -- -- -- -- -- -- -- -- -- -- -- -- 12.1% 14.6% 13.2% -2.0% -11.6% 20.9% -0.5% -17.2% 4.0% 17.2% 40.5% 90.8% 82.4% 40.7% 15.3% 17.0% 5.2% 17.2% 26.8% 上海贝岭 8.3% 0.8% -24.9% 4.7% 44.3% 28.0% 3.4% 18.4% .6% 45 63.1% 48.1% 4.5% 21.8% -6.4% 9.5% 21.4% 29.4% 80.0% -- -- -- -- -- -- -- -- 英集芯 9.4% 20.9% 36.7% 9.0% -24.5% 18.4% -8.1% -7.3% 19.1% -7.0% -0.5% -27.8% 26.7% 19.3% 44.8% -- -- -- -- 20.2% 41.9% 39.8% 20.9% -12.2% -42.9% -71.7% -56.0% -25.9% 20.6% 135.5% 224.7% 4.2% 12 52.5% 59.0% -17.4% 9.6% 34.6% 3.5% 晶丰明源 6% 23. .0% 65 83.0% -5.9% -32.6% -23.4% -30.2% 1.8% 59.3% 3.5% 8.5% 85.3% 45.1% 5.2% -- -- -- -- -- 29.3% 18.1% 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 4% 34. .2% 52 37.3% 31.1% -11.4% -15.8% -1.7% -30.3% -15.8% -6.6% -25.0% 31.2% 51.8% 10.3% .0% 70 -8.4% 3.6% -- -- 42.0% -5.2% -3.7% -27.5% -33.8% 10.3% 22.8% 68.0% 96.8% 110.6% 56.0% 91.3% 4.3% 10 29.1% 66.7% 48.5% 72.0% 88.2% 58.1% 圣邦股份 45.1% % 168.6 .5% 54 25.9% -62.9% -32.6% -55.6% -47.1% 1.8% 25.4% -- -- -- -- -- -- -- -- -- 46.1% .9% 49 10.1% -25.9% -18.5% -23.7% -9.8% 29.0% 63.8% -- -- -- -- -- -- -- -- -- -- 天德钰 67.2% 97.3% .2% 80 5.4% -46.5% -42.5% -30.5% -23.1% 12.4% 0.3% 15.3% .1% 115 % 2.4 16 55.4% 7.6% 10 .7% 63 % 8.7 14 9.2% 33 % 9.1 15 69.8% -14.4% 6.1% -20.5% -53.0% -31.9% -21.2% -0.3% 77.8% -- -- -- -- -- -- -- -- -- -- 帝奥微 1.8% 10 .3% 78 .6% 108 -11.3% -35.4% -37.0% -37.6% 23.2% 20.1% 2.2% 28.9% .7% 118 6% 0. 10 -- -- -- -- -- -- 0.7% 11 124.8% 102.3% 5.6% -32.1% -42.7% -14.9% -- -- -- -- -- -- -- -- -- -- -- -- 南芯科技 1.5% 12 % .2 78 .0% 86 0.4% -46.0% -40.5% -56.7% 38.5% - 27.4% - -- -- -- -- -- -- -- -- -- -- 6.0% 20 .1% 46 16.2% - -46.0% -73.2% -17.0% .5% 20 .9% 16 % 76.6 6.6% 3.4% 17 -- -- -- -- -- -- -- -- 希荻微 2024Q1 2023Q4 2023Q3 2023Q2 2023Q1 2022Q4 2022Q3 2022Q2 2022Q1 2021Q4 2021Q3 2021Q2 2021Q1 2020Q4 2020Q3 2020Q2 2020Q1 2019Q4 2019Q3 ifind 2019Q3 2019Q4 2020Q1 2020Q2 2020Q3 20 20Q4 2021Q1 2021Q2 20 21Q3 2021Q4 2022Q1 2022Q2 2022Q3 2022Q4 2023Q1 2023Q2 2023Q3 2023Q4 2024Q1 希荻微 11.2% 93.9% 16.0% 25.4% 17.9% 14.7% 18.8% 7.7% -0.9% -13.6% -17.5% 必易微 21.1% 20.7% -0.8% -9.3% 7.6% 2.1% 8.5% -14.3% -7.8% 赛微微电 33.4% 26.7% 18.1% -7.2% 11.4% -2.8% 3.2% -12.4% -7.2% 杰华特 39.4% 22.8% 19.6% 11.7% 5.9% -1.8% -3.9% -7.0% 圣邦股份 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% 6.5% -6.9% -5.9% 思瑞浦 -14.1% 8.8% 33.9% 11.3% 15.9% 19.3% 3.6% 5.4% 24.4% 46.2% 16.1% 7.9% 17.5% -0.1% -4.0% 美芯晟 5.6% 27.8% 63.9% -17.9% -3.8% 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% 0.8% -5.4% -2.3% 优利德 -6.1% 17.4% 18.5% 31.3% 7.2% 11.3% -9.7% 1.9% -14.0% -3.3% 8.7% 6.6% 5.3% -0.1% 2.4% 帝奥微 13.8% -2.7% 22.4% 0.4% 3.6% -4.6% 3.6% 力芯微 6.1% -15.2% 17.7% 23.9% 13.1% 6.3% 32.4% 18.3% -15.9% 11.3% 1.1% -13.1% 3.9% 3.9% 上海贝岭 -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% -12.2% -3.4% 4.1% 芯朋微 -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% 9.3% -0.9% 6.2% 博通集成 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% -3.8% -3.2% 7.0% 富满微 -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% -4.6% -11.4% 8.3% 天德钰 7.6% -24.1% -20.6% 38.7% 9.4% 26.1% 8.6% 明微电子 -2.3% - 20.5% 13.0% -4.2% 102.3% 39.6% 10.3% 49.0% -3.9% -13.7% -12.0% -33.5% -8.9% -4.8% 8.8% 臻镭科技 40.2% -0.2% 27.0% 31.2% 31.2% 10.1% 21.5% 13.0% 9.9% -2.0% 8.8% 振芯科技 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% 0.3% -11.4% 9.5% 卓胜微 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% -1.2% -1.0% 9.7% 纳芯微 29.0% 16.3% 36.1% 32.6% 12.2% 16.5% -3.5% -5.7% 16.2% 南芯科技 -12.0% 16.4% 7.3% 42.4% 17.2% 艾为电子 -11.3% 1.9% 26.4% 11.3% 26.8% 8.1% 40.2% -5.0% 2.8% 58.4% -2.8% 7.3% 20.6% 英集芯