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国产ADC,打破垄断
半导体芯闻· 2025-06-24 10:03
Core Viewpoint - The article emphasizes the critical role of Analog-to-Digital Converters (ADCs) as a bridge between the analog and digital worlds, highlighting the significant growth potential in the ADC market driven by increasing demand in various sectors such as communication, defense, industrial medical, and artificial intelligence [1][4]. Market Overview - The global ADC market is projected to exceed $30 billion in 2024, with a compound annual growth rate (CAGR) of 7.5% [1]. - The ADC market has been historically dominated by international giants like ADI and TI, particularly in the high-speed and high-precision segments [2]. Technological Advancements - Recent advancements in ADC technology have led to significant improvements in conversion rates, signal bandwidth, and power consumption, expanding application areas [4]. - For instance, ADI's latest high-speed ADC product, based on 28nm technology, has achieved a performance of 12-bit at 10GSPS, capable of processing 5G millimeter-wave signals [4]. Domestic Market Dynamics - The high-end ADC market in China has a domestic production rate of less than 5%, creating a substantial opportunity for local manufacturers to fill this gap [4]. - The trend towards domestic substitution is expected to create a "blue ocean" for domestic high-speed and high-precision ADC chips [4]. Product Launch - Chengdu Huamei Electronics recently launched the HWD12B16GA4, a 4-channel, 12-bit, 16GSPS high-speed ADC, which boasts an input analog bandwidth of up to 10GHz and a high dynamic range [5][6]. - This product is positioned to break the long-standing monopoly of international giants in the high-speed and high-precision ADC market, marking a significant milestone in domestic innovation [6]. Competitive Comparison - The HWD12B16GA4 outperforms international competitors, with a sampling rate of 16GSPS and an input bandwidth of 10G, compared to TI's ADC12DJ5200RF and ADI's AD9213, which have lower sampling rates and bandwidths [6]. R&D Capabilities - Chengdu Huamei's converter technology research center has become a core design platform for high-end mixed-signal chips in China, employing over 60 professionals with expertise across various domains [7]. - The company has developed a product line covering resolutions from 8 to 12 bits and sampling rates from 8GSPS to 128GSPS, receiving positive feedback from multiple users [7][8]. Future Outlook - The company aims to continue advancing its ADC technology, focusing on high integration, large bandwidth, high linearity, low error rates, and low power consumption, with products that meet international standards [8][9]. - The successful launch of the HWD12B16GA4 and the strength of the R&D team suggest promising future developments in the ADC sector for Chengdu Huamei [9].
传德州仪器涨价!最低涨10%
半导体芯闻· 2025-06-05 10:04
如果您希望可以时常见面,欢迎标星收藏哦~ 此次涨价幅度呈现出明显的梯度分布:其中,涨幅达到100%及以上的料号占比9%,50%-100%涨 幅 的 占 比 5% , 30%-50% 涨 幅 的 占 比 1% , 15%-30% 涨 幅 的 占 比 55% , 涨 幅 小 于 15% 的 则 占 比 30%。 来源:内容来自芯通社,谢谢 。 据业内消息,传德州仪器(TI)拟对部分产品线进行涨价,于6月2日初步确定涨价目录,大概涉 及3300多个料号,涨价计划将于6月15日正式生效。 从整体幅度而言,此次涨价平均涨幅在10%以上,更有部分料号的涨价幅度直逼40%-70%,涨价 势头强劲。涨价主要集中在三类产品:低利润率、老料号、承诺数量未达标。 尤为引人关注的是,ADC(模数转换器)、运放等部分信号链相关的料号,其涨价幅度竟然高达 100% 以上,远超市场预期。 此次涨价是全球性的举措,并非仅仅针对中国地区。不过在中国区,涨价的料号主要集中在利润率 较低的产品,像运放、接口、ADC 等品类均在其中。 虽然目前尚未有正式的涨价函,但关于此次TI涨价的传闻,目前已有机构进行验证。 过去几年德州仪器通过激进定价挤压竞争 ...
传德州仪器涨价!最低涨10%
半导体芯闻· 2025-06-05 10:04
据业内消息,传德州仪器(TI)拟对部分产品线进行涨价,于6月2日初步确定涨价目录,大概涉 及3300多个料号,涨价计划将于6月15日正式生效。 来源:内容来自芯通社,谢谢 。 如果您希望可以时常见面,欢迎标星收藏哦~ 此次涨价幅度呈现出明显的梯度分布:其中,涨幅达到100%及以上的料号占比9%,50%-100%涨 幅 的 占 比 5% , 30%-50% 涨 幅 的 占 比 1% , 15%-30% 涨 幅 的 占 比 55% , 涨 幅 小 于 15% 的 则 占 比 30%。 从整体幅度而言,此次涨价平均涨幅在10%以上,更有部分料号的涨价幅度直逼40%-70%,涨价 势头强劲。涨价主要集中在三类产品:低利润率、老料号、承诺数量未达标。 尤为引人关注的是,ADC(模数转换器)、运放等部分信号链相关的料号,其涨价幅度竟然高达 100% 以上,远超市场预期。 此次涨价是全球性的举措,并非仅仅针对中国地区。不过在中国区,涨价的料号主要集中在利润率 较低的产品,像运放、接口、ADC 等品类均在其中。 虽然目前尚未有正式的涨价函,但关于此次TI涨价的传闻,目前已有机构进行验证。 国内厂商如圣邦股份、思瑞浦等主力产品 ...
传:德州仪器涨价!最低涨10%
是说芯语· 2025-06-05 08:20
据业内消息, 传德州仪器( TI )拟对部分产品线进行涨价,于 6 月 2 日初步确定涨价目录,大概涉及 3300 多个料号, 涨价计划将于 6 月 15 日正式生效。 此次涨价幅度呈现出明显的梯度分布:其中,涨幅达到 100% 及以上的料号占比 9% , 50%-100% 涨 幅的占比 5% , 30%-50% 涨幅的占比 1% , 15%-30% 涨幅的占比 55% ,涨幅小于 15% 的则占 比 30% 。 从整体幅度而言,此次涨价平均涨幅在 10% 以上,更有部分料号的涨价幅度直逼 40%-70% ,涨价势 头强劲。涨价主要集中在三类产品:低利润率、老料号、承诺数量未达标。 尤为引人关注的是, ADC (模数转换器)、运放等部分信号链相关的料号,其涨价幅度竟然高达 100% 以上,远超市场预期。 这次涨价通过淘汰低效产品、提价优化产品结构,意味着德州仪器的策略从低价抢份额到保产品线利润率 的转变,而这也为国产模拟公司带来机遇。 国内厂商如圣邦股份、思瑞浦等主力产品与 TI 中低端料号重叠,此前受价格战压制,现有望跟随提价或 扩大份额。而终端厂商为规避 TI 高涨幅型号,或将加速导入国产替代方案,尤其在 ...