?????г????????? | 2023??2??
???????????
????????
??о?????????????2023?????о????????????4%??WSTS??
????????????????????????????????2023?????????????????5.3%??IDC??
?????????о????????????????2023??AMOLED???????о??????????????14%??Omdia??
??DRAM????????????????????? DRAM ??????? 20%-25%??TrendForce??
?????????????????????????????λ???30?????洢????????????????????????????????????ETnews??
?????????????????2022 ??? 10 ?????????о?????????? 7.6%???????????????λ????????????????Gartner??
????????????????????????????????????????????????????10%?????硢???????????????????????????????????
??IDM?????????????衢????????????????Rapidus????????????????????????????????????????250????????????????
????????????????????2023??1??????????????????????42.5??????40.8???????????????46.6%??49.9%??????????6.9%??6.3%??????Э??
????????????????????2023???????????????????????????????????351GW??????53.4%??TrendForce??
??XR?豸??????????AR??VR??MR????????????????XR???豸??????2023????2400????????????67%??Omdia??
???豸?????????????????2023??????豸??PC??????????????????????????17???????2022?????11.9%????????4.4%??Gartner??
??????????????????????? L3 ??????????????????? 5-8 ??????????Omdia??
??????????
?????????????????????????????110?????????????????Lehi?????????12??羧???
??Microchip??Microchip??????8.8??????????????8???о???
?????????????????????о??300mm East Fishkill?????????????????????eeNews??
????????????????????????NAND???澧????????????????30%
??????????????????2???????????????????????????????ù???????????????????????????????Model 3???????磩
?????????????????????Χ???6000????????????????·??磩
??????????????????6650?????????????????5??????????
?????????????????????????15%?????7200????????BoiseDev??
?????????????????JIP??????????????2???????(????????1030???)??????
??Rapidus???????????????Rapidus????о????????????????????У??ó??????????????5??????????2555????????????????????????
??????硿????罫????????ǹ???????35???????2026?????3nm?????·??磩
????????????????25%????????????????й????
????о?п????????о?п?????????? MIPS ??????????????????
??С????????С???????з???????2300?? ????Q1???????
??PICO???????????VR?????????PICO?????????????????????????????????????籨??
????????????
????Э?????2023??1??????????????????????42.5??????40.8???????????????46.6%??49.9%??????????6.9%??6.3%???г???????24.7%??
?й??????????????2022??12????????????????2683.9?????????17.9%??2022??????????????????2.64???????????23.1%??
Gartner ?????????2022 ???????????PC?????????? 6530 ??????????? 28.5%??2022 ?? PC ???????? 2.862 ????????????? 16.2%??Gartner ??????PC??????2023 ????? 7%??
2022???????????????87.41GW?????????59.3%???????????IEA?????????????2027?????????????????????????е???????2022??2027??????????????1500GW?????300GW???й???????Э?????2023??????????????280GW??330GW??????й???????????95GW??120GW??
??????豸
2022????????豸??????????2013??????????????????????????3.3%??5.15?????????IDC????????2023???????豸????????????????4.6%??5.39?????
???????г???????
????1?????????????????·????????????????????
2??3?????????????????????????????·?????????????????????????С???????????????????????????·????????????????г??????????г???????г?????????????????????????????????????????г???????????????檔??????x????????????????w??????????????????????????????????·????????????
????2??2023?????XR?豸??????????????67%??2400???
?о?????Omdia???????AR??VR??MR????????????????XR???豸????????2023????2400????????????67%???????Kimi Lin???????2023?????????????????PSVR 2??Apple?????????MR??????Meta Quest 3??????????HTC?????????????????????????????????
????3??2023???????????????????????53.4%
TrendForce ???????????????????? 2023 ??????????????????????????????????? 351 GW????????? 53.4%???????????2021-2022 ???????????????????????????????????????????λ???????????????? 2023 ?????????????????????????????????????????????????λ??
????4????? L3 ??????????????????? 5-8 ??????????
Omdia ????????????δ?????????????????????????????????????????????????????????????????????? Level 3 ????????????????н?????? 5-8 ????????????????????BSD?????????????LCA???????????棨RCA????????
????5?????2023??AMOLED???????о??????????????14%
Omdia ???±????????2023 ????????????????????????OLED ???????Я????????????AMOLED DDIC ????????????????? 14%???? 11.6 ??????? 2029 ?? AMOLED ???????????????????? 30%??AMOLED DDIC ?????????? 2022 ??? 10 ???????? 2029 ??? 22 ?????????????????CAGR??? 12%??
???
???1??????w?????й????48?????????й????????????嵥
2??10?????????w???????????Bureau of Industry and Security??BIS????????й????????????????????????λ???й??????????????嵥??????????ν????嵥(Entity List)?????????????????z???????????????????????????????
???2??????????????????????豸????
??·???2??4????????????????籨???????????????????????????????????????????й??????????????????????豸???????????????????????????Э?飬??????????й?????????豸??
???3??2023?????о????????????4%
???????ó????????(WSTS???????2023?????о????????????4%???????????2022?????????о??п???????????????2021??????????15%?????2022???????????8%??
???4??2023??????豸?????????4.4%
????Gartner?????????2023??????豸????????? [PC]??????????????????????????17???????2022?????11.9%????????4.4%??Gartner????о????Ranjit Atwal????????????????г?????????2023??????????豸???????2023???????????豸???????????5.1%???????2023????????????????????????????????????????????????
???5??????????????????????
???й???塶??????????????????????????????????????????????????????????????ɡ????硢???????????????????????????????????????????ǹ????????????????????????ASP??????????檔
????о????
?????????IC??????????????????????????IC????RAJ2930004AGM???????????綯??????EV?????????IGBT ??SiC MOSFET????????????
??????????????????????????????????????????VN9004AJ??VN9006AJ??VN9008AJ??
????????????????????????????????? 60GHz ???????????? IWRL6432 ?? AWRL6432
?????????IC?????????????????????????????????????MOTIX????????????????IC 6ED2742S01Q
??MOSFET???????????????????????????40V N????????MOSFET ??XPQR3004PB?????XPQ1R004PB??
??LED????IC??ROHM ?????????????????????????????????????????????????????????????4???LED??????IC??BD83A04EFV-M??????BD83A14EFV-M??????????????????????????6???LED??????IC??BD82A26MUF-M??
??MOSFET??Vishay ???????????30 V???????n????????MOSFET---SiZF5300DT??SiZF5302DT
?????????SoC??TDK ????????HVC 5x??п??????????SoC????????????????????????????????????е?С????????????BDC?????????BLDC????????
?????????SoC????о?????????????LIN??MOS????????о?????С???????SoC????NSUC1610
????????????????????? 2.3MP Sensor+ISP ?????????漶????????? ????SC233AT???????????????? (DMS)????????? (OMS) ???????????
?????漶MCU?????????APM32A???г??漶MCU??????????????????????????????????????????????ó???
??PMIC??OPPO????????????о?SUPERVOOC S
??MCU????????????????????????????????г???????????????32λMCU??APT32F171
???????????????°??巢?????AMR????????MMC5616WA?? ??????????????????????豸?????????AR/VR??????????ó???
??ADC???????????????? ????ADC RS1472
????zqy ?????????2023-03-07
