Dynamic Analysis of Semiconductor Industry (2)

Analog #semiconductors: The growth rate of overseas leading companies has declined, and automotive electronics has contributed to the market as the main revenue. In 2023Q1, Texas Instruments' revenue was US$4.379 billion, a year-on-year decrease of 10.72%, mainly due to the weakness of other terminals except automotive electronics. It is expected to still be in the destocking stage in the second quarter. In the first quarter of fiscal year 2023, ADI's operating income was US$3.25 billion, a year-on-year increase of 21.09%, of which industry and automobiles were the main revenue areas, accounting for 52.01% and 22.10% of total revenue, respectively. The electrification and intelligence of automobiles have greatly increased the demand for power management chips and signal chain chips for bicycles, and the global analog chips are expected to exceed 100 billion US dollars.

In the second quarter of 2023, the guidance of leading power and analog companies is significantly higher than the same period last year. Considering the monopoly status of leading companies in the semiconductor field, and based on the performance indicators of leading companies in each segment, the market prosperity in the corresponding field can be obtained. According to the guidance, the power semiconductor and analog markets are expected to exceed the same period last year: In the field of power semiconductors, Infineon said that its revenue in fiscal year 2023 will be between 1.59 billion and 16.5 billion euros, and revenue in the third quarter of fiscal year 2023 is expected to be 4 billion euros, higher than the same period last year; STMicroelectronics revenue is expected to be 4.28 billion US dollars, an increase from the same period last year. In the field of analog, Texas Instruments' 2023Q2 revenue is expected to be between US$4.17 billion and US$4.53 billion, and ADI's revenue in the second quarter of fiscal year 2023 is expected to be between US$3.1 billion and US$3.3 billion, both of which are compared with the same period last year. has increased.

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