2023年中国模拟芯片系列报告：高端芯片“卡脖子”，国产化替代加速进行中（摘要版）

Industry Overview - The global integrated circuit market is expected to grow at a CAGR of 7.8% from 2022 to 2027, with the analog and logic chip segments growing the fastest at a CAGR of 8.4% [2] - China's analog chip market accounted for 36% of the global market in 2022 and is expected to reach 43% by 2027, growing at a CAGR of 12.4% from 2022 to 2027 [2][7] - The Chinese analog chip market size was $32.03 billion in 2022 and is projected to reach$57.38 billion by 2027, with general-purpose analog chips accounting for 65% of the market [7] Market Segments - The main downstream application areas for analog chips in China are automotive electronics, consumer electronics, computers, communications, and industrial, with consumer electronics having the highest demand share [2][14] - Automotive electronics is the fastest growing segment, with a projected CAGR of 10-12% from 2022 to 2025, driven by the smart electric vehicle market [14] - In the general-purpose analog chip market, power management chips have a larger market size and faster growth rate, with a projected CAGR of 7.2% from 2022 to 2027 compared to 5.2% for signal chain chips [9][10] Competitive Landscape - The global analog chip industry has a relatively fragmented competitive landscape, with the top 5 companies' combined market share increasing from 31% in 1990 to 52% in 2022 [3][23][24] - Texas Instruments has maintained the top market share position since 2005, with a 19% share in 2022, while Analog Devices has risen to second place with a 13% share [24] - International analog chip giants are increasingly focusing on automotive and industrial applications due to their higher profit margins, creating opportunities for domestic Chinese companies to gain share in the mid-to-low end markets [3][26][28] Automotive Applications - Analog chips account for 26% of automotive ICs, with pure electric vehicles having the highest usage per vehicle at over 350 chips compared to around 100 for traditional internal combustion engine vehicles [18][19] - The global analog chip market for new energy vehicles (passenger cars only) is projected to grow at a CAGR of 34.7% from 2023 to 2027, driven by increasing electrification and intelligence in vehicles [20][21] - The value of analog chips per vehicle is expected to increase from $150 in 2020 to$300 by 2027, representing a CAGR of over 10% [21]