Greater China Semiconductors_ MCU_ Expect Self-sufficiency to Rise in 2025
2025-02-20 17:54
China MCU market declined less in 2024: According to WSTS data, China MCU market was down 14% in revenue terms in 2024, while global MCU market was down 19%. This is because China MCU market began to correct earlier, in mid-2022 vs. the global peak in Mar-23. Our US analyst, Joseph Moore, recently upgraded NXP to OW, calling the MCU bottom. We think the China market is first in and first out, and we turned positive on China MCU report in Nov-24 (link). 更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 February 17, 2025 08:00 PM ...