20230507-2023Q1模拟芯片行业跟踪-头部公司被动补库存，部分国内公司进入主动去库存阶段-230507-中航证券-9页.pdfVIP

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2019Q12019Q22019Q32019Q42020Q12020Q22020Q32020Q42021Q12021Q22021Q32021Q42022Q12022Q22022Q32022Q42023Q1

卓胜微42.0%154.7%159.1%339.2%148.7%63.7%107.6%55.4%162.4%115.1%15.3%40.3%12.4%-23.1%-30.5%-42.5%-46.5%

圣邦股份-15.8%21.4%58.1%88.2%72.0%48.5%66.7%29.1%104.3%91.3%56.0%110.6%96.8%68.0%22.8%10.3%-33.8%

纳芯微--------------------263.5%237.6%146.2%124.0%102.3%39.3%38.9%

上海贝岭13.2%-6.7%26.8%17.2%5.2%17.0%15.3%40.7%82.4%90.8%40.5%17.2%4.0%-17.2%-0.5%20.9%-11.6%

艾为电子----------------100.6%118.7%28.9%42.2%20.1%23.2%-37.6%-37.0%-35.4%

唯捷创芯----------------------25.4%1.8%-47.1%-55.6%-32.6%-62.9%

思瑞浦--------297.7%168.7%72.7%-5.5%30.9%82.3%165.4%290.2%164.7%74.9%15.8%-27.6%-30.5%

杰华特----------------------------