半导体工程师 2023-01-19 08:55 发表于北京
重点剧透
12月较11月而言行情更稳定，价格、市场存量、交期均无太大波动，传感器和光电器件价格有小幅上涨，市场存量减少；存储芯片和逻辑芯片价格...
[{"attributes":{"color":"#576b95"},"insert":"半导体工程师"},{"insert":" "},{"attributes":{"color":"var(--weui-FG-2)"},"insert":"2023-01-19 08:55"},{"insert":" "},{"attributes":{"color":"var(--weui-FG-2)"},"insert":"发表于北京"},{"insert":"\n\n"},{"attributes":{"color":"#0052ff","bold":true},"insert":"重点剧透"},{"attributes":{"align":"justify"},"insert":"\n"},{"attributes":{"color":"#696969"},"insert":" 12月较11月而言行情更稳定，价格、市场存量、交期均无太大波动，传感器和光电器件价格有小幅上涨，市场存量减少；存储芯片和逻辑芯片价格持续下降，市场存量较多，交期缩短。整体而言，"},{"attributes":{"color":"#ffa900","bold":true},"insert":"12月元器件行情延续11月的稳定态势，无大变动"},{"attributes":{"color":"#696969"},"insert":"。"},{"attributes":{"align":"justify"},"insert":"\n"},{"attributes":{"color":"#696969"},"insert":" Q1相对紧张，原厂不断发出涨价函，4月严峻程度达到顶峰；此后至9月，随着消费电子需求减少，市场紧缺行情开始缓解，价格下降，库存逐渐增多，熵值增大至正数；10月，美国对华半导体禁令高发，对国内市场不利影响范围广泛，熵值重新跌回负值；11月熵值整体无大浮动，市场行情稳定。"},{"attributes":{"align":"justify"},"insert":"\n"},{"attributes":{"color":"#696969"},"insert":" 本月，"},{"attributes":{"color":"#ffa900","bold":true},"insert":"传感器熵值最低，存储器熵值最高，即存储器市场相对来说最为宽裕，传感器市场相对紧张"},{"attributes":{"color":"#696969"},"insert":"；7大细分领域中，传感器、光电器件、分立器件和模拟电路熵值走低，熵值环比跌幅最大为传感器；存储器、逻辑电路和微处理器熵值继续上涨，熵值环比涨幅最大为逻辑电路。"},{"attributes":{"align":"justify"},"insert":"\n"},{"attributes":{"color":"#696969"},"insert":" 此外，本次报告新增重磅内容，7个元器件大类，44个细分子类价格走势毫无保留全部奉上。"},{"attributes":{"align":"justify"},"insert":"\n"},{"insert":{"image":"https://files.eteforum.com/202301/81fa4acbbac03675.png"}},{"insert":{"image":"https://files.eteforum.com/202301/bc3f3da74b6f97f9.png"}},{"attributes":{"align":"justify"},"insert":"\n\n"},{"attributes":{"color":"#0052ff","bold":true},"insert":"价格方面"},{"attributes":{"color":"#696969"},"insert":"：根据根据芯查查企业SaaS监控显示，2022年12月，传感器、逻辑电路和光电器件的5个型号产品价格在本月上涨最多。分别是"},{"attributes":{"align":"justify"},"insert":"\n"},{"attributes":{"color":"#696969"},"insert":"1.Microchip Technology Inc(美国微芯)触摸/近程传感器：CAP1208-1-SL-TR"},{"attributes":{"align":"justify"},"insert":"\n"},{"attributes":{"color":"#696969"},"insert":"2.Analog Devices Inc(亚德诺)接口IC：LTM2881HY-3#PBF"},{"attributes":{"align":"justify"},"insert":"\n"},{"attributes":{"color":"#696969"},"insert":"3.Intel Corporation(英特尔)FPGA：EPF10K50VRC240-4"},{"attributes":{"align":"justify"},"insert":"\n"},{"attributes":{"color":"#696969"},"insert":"4.Broadcom Limited(博通)耦合器：ASSR-1411-301E"},{"attributes":{"align":"justify"},"insert":"\n"},{"attributes":{"color":"#696969"},"insert":"5.Wolfspeed Inc LED：XMLCTW-A0-0000-00C2AAAC1"},{"attributes":{"align":"justify"},"insert":"\n"},{"attributes":{"color":"#696969"},"insert":" "},{"attributes":{"align":"justify"},"insert":"\n"},{"attributes":{"color":"#696969"},"insert":"而存储器、模拟电路、传感器和光电器件的5颗物料下降最多，分别是："},{"attributes":{"align":"justify"},"insert":"\n"},{"attributes":{"color":"#696969"},"insert":"1.GSI Technology SRAM：GS74116AGP-8"},{"attributes":{"align":"justify"},"insert":"\n"},{"attributes":{"color":"#696969"},"insert":"2.Analog Devices Inc(亚德诺)射频IC：HMC8412LP2FETR"},{"attributes":{"align":"justify"},"insert":"\n"},{"attributes":{"color":"#696969"},"insert":"3.Maxim Integrated(美信半导体)时钟和计时器IC：MAX31341CETB+T"},{"attributes":{"align":"justify"},"insert":"\n"},{"attributes":{"color":"#696969"},"insert":"4.Honeywell(霍尼韦尔)电流传感器：CSNS300M"},{"attributes":{"align":"justify"},"insert":"\n"},{"attributes":{"color":"#696969"},"insert":"5.Bivar Inc LED：ELM 2-600"},{"attributes":{"align":"justify"},"insert":"\n"},{"attributes":{"color":"#696969"},"insert":" "},{"attributes":{"align":"justify"},"insert":"\n"},{"attributes":{"color":"#0052ff","bold":true},"insert":"库存方面"},{"attributes":{"color":"#696969"},"insert":"：根据芯查查企业SaaS监控显示，2022年12月，模拟电路、微处理器、分立器件、存储器、逻辑电路5类产品，共10颗物料的库存出现了较为明显的变化。"},{"attributes":{"align":"justify"},"insert":"\n"},{"insert":{"image":"https://files.eteforum.com/202301/6f5ef573459cd201.png"}},{"attributes":{"align":"justify"},"insert":"\n"},{"attributes":{"color":"#696969"},"insert":" 综合一整年的数据来看， "},{"attributes":{"color":"#ffa900"},"insert":"2023年上半年元器件行业回暖趋势不大，下半年可能市场可能会小幅度提振。2023年1月预计元器件市场将持续稳定波动，无大幅度涨跌"},{"attributes":{"color":"#696969"},"insert":"。 "},{"attributes":{"align":"justify"},"insert":"\n"},{"attributes":{"color":"#9a9a9a"},"insert":"来源于芯闻路1号，作者天权蜥蜴姐"},{"attributes":{"align":"justify"},"insert":"\n"},{"attributes":{"color":"var(--weui-FG-0)"},"insert":"半导体工程师"},{"attributes":{"align":"justify"},"insert":"\n"},{"insert":"半导体经验分享，半导体成果交流，半导体信息发布。半导体行业动态，半导体从业者职业规划，芯片工程师成长历程。"},{"attributes":{"align":"justify"},"insert":"\n"},{"insert":"\n"}]
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发表于 2023-01-19 09:37
- 阅读 ( 1870 )
