Table_RightTitle|Table_Title Table_IndustryRank()Table_ReportType 2023 Table_ReportDate 2023 02 16 Table_Summary 2022 36.54%300 2022Q4 2023 2022 PE-TTM 32.38 1 2 6 2023 1 15.39%2023 3 2022 2026 25 12 160 4 Chiplet IP die Chiplet 1 2 MCU 32 MCU MCU MCU 32 MCU 3 SiC 4 5 TFT LCD 1 vivo Table_Chart 300 Table_ReportList AI 2022 SiC UCIe Table_Authors:S0270520050001 075583228231-35%-30%-25%-20%-15%-10%-5%0%5%10%电子 沪深300 Table_Pagehead|2 37 34.4%4.4%20%2 IDC 2022 Q4 110 2022 Pocket 5988 3 VR 2021 VR 1110 66%Meta Quest VR Pico MR VR VR 2023 1 Chiplet 2 MCU 3 VR Table_Pagehead|3 37$start$1+.5 1.1.5 1.2.6 1.3.9 2.10 2.1.10 2.2 SOX 1.13 2.3.16 2.4 Chiplet.18 3.21 3.1 MCU.21 3.2.23 3.3.25 3.4 TFT LCD.27 4.29 4.1.29 4.2 VR.33 5.35 6.36 1:2022 300.5 2:300 2022%.5 3:PE-TTM.6 4:2020-2022.6 5:2020-2022.7 6:2020-2022.7 7:2020-2022.8 8:2022.8 9:.9 10:2022.10 11:.11 12:2022.11 13:2022 1-12.13 14:2022 1-12.13 15:.14 16:DRAM 2022.14 17:QoQ.15 18:SOX 2020-2022 1.15 19:.16 20:.16 21:2022.17 22:2022 12.18 23:.19 Table_Pagehead|4 37 24:vs.19 25:Chiplet.20 26:Chiplet Monolithic die.20 27:UCIe.21 28:2021 1-2022 12.21 29:.22 30:MCU.22 31:MCU.23 32:.23 33:.24 34:SiC.24 35:.25 36:.25 37:2021-2027.26 38:2021-2027.26 39:ADAS 2022 7.27 40:ADAS 2022 7 27 41:TFT LCD 2020-2022.27 42:TFT LCD 2020-2022.28 43:TFT LCD 2020-2022.28 44:TFT LCD 2020-2022.29 45:2021Q4-2022Q4.29 46:2022 Q4.30 47:.30 48:.31 49:.31 50:VR.33 51:Quest Pico.33 52:2023 VR/MR.34 Table_Pagehead|5 37 1+1.1 2022 2022 3486.70 5497.86 35%300 2022Q4 2023 1:2022 300 iFind 2022 36.54%300 14.90 7.16 2:300 2022%iFind Table_Pagehead|6 37 2022 PE-TTM 32.38 2018-2022 PE-TTM 45.29 3:PE-TTM iFind 1.2 2022 2.13 0.37%4:2020-2022 iFind 2022 1164.37 22.34%908.78 25.39%2022 Table_Pagehead|7 37 5:2020-2022 iFind/2022 3461.14/9040.34/5144.40/1785.80/381.00/1519.34 15.14%/21.81%/-8.96%/2.82%/15.04%/-53.45%VR A 6:2020-2022 iFind/2022 478.10/406.99/25.42/169.05/46.88/37.93 5.15%/9.27%/-93.90%/-6.88%/24.20%/5.77%Table_Pagehead|8 37 7:2020-2022 iFind 2022 2022 8:2022 2021 Q1-Q3 2021 Q1-Q3 2022 Q1-Q3 2022 Q1-Q3 2021 Q1-Q3 2021 Q1-Q3 2022 Q1-Q3 2022 Q1-Q3 588.39 19.31%664.39 12.92%55.13 66.60%63.20 14.64%243.43 51.80%263.80 8.37%19.10 362.56%23.56 23.37%929.69 52.69%1016.25 9.31%151.77 147.39%147.35-2.91%291.84 82.52%266.79-8.58%61.53 706.83%34.85-43.35%329.37 25.60%459.50 39.51%90.93 136.74%114.48 25.91%469.65 36.03%544.08 15.85%50.56 160.53%44.68-11.63%155.12 90.98%249.31 60.72%25.62 149.20%50.06 95.38%1455.82 29.04%1507.44 3.55%128.91 23.59%128.98 0.06%280.93 54.29%278.36-0.91%52.64 86.14%40.07-23.88%4597.23 82.96%4192.56-8.80%360.06 737.72%13.64-96.21%LED 691.23 25.68%634.99-8.14%42.49 23.02%32.08-24.51%362.34-30.79%316.85-12.55%14.45-34.71%-20.30 3263.91-2.78%1519.34-53.45%35.86 13.62%37.93 5.77%670.66 34.88%703.07 4.83%54.56 23.58%51.68-5.28%6750.89 18.19%8337.27 23.50%317.90 2.05%355.31 11.77%331.19 43.37%381.00 15.04%37.75 34.93%46.88 24.20%iFind Table_Pagehead|9 37 1.3“”Chiplet 2023:VR 2023 1 Chiplet 2 MCU 3 VR 9:Table_Pagehead|10 37 2 2.1 2022 Chip4 2022 10 7(BIS)16nm 14nm FinFET GAAFET 18nm DRAM 128 NAND 2023 1 28 ASML Nikon TEL EUV 10:2022 2022/3/28 Chip4 Chip4 2022/7/31 14nm 7 31 14nm 2022/8/12 GAAFET ECAD(PGC)2022/8/23 7 8 23 771 772 502 513 43 58 2022/10/7:1 2 3 4 31 UVL 2022/10/12 KLA Corp 12 2022/11/25 FCC FCC FCC FCC 2019 Table_Pagehead|11 37 2022/12/15 36 36 2023/1/28 11:/2021 5 K SK 153 4510 2030 2022 2 430 110 2030 2021 9%20%2022 3 10 2021 7740 423 2022 8 527 12:2022 2022/3/14 2022 FPGA EDA IP 2022/9/6 Table_Pagehead|12 37 2022/9/23 2022/5/10 12 6-8 2022/5/12 2022/5/31 2022/6/6 2022-2025 2025 EDA EDA 2022/6/23 2025 2022/8/22 2022/11/23 3000 Table_Pagehead|13 37 2.2 SOX 1 WSTS 2022 12 433.66 18.06%/2022 12 114.29/44.66/39.87/125.43/109.41 26.35%/10.30%/9.19%/28.92%/25.23%1.27/1.98/1.62/-4.41/-0.46 13:2022 1-12 WSTS 6 WSTS 2022 12-18.06%6-13.92%/1.45%/-0.49%/-28.90%/-19.54%14:2022 1-12 WSTS Table_Pagehead|14 37 2023 WSTS 2020 2021 2021 5558.93 26.23%2022 WSTS 2023 6796.50 2023 15:WSTS DRAMexchange 2022 DRAM 12 16:DRAM 2022 iFind Table_Pagehead|15 37 SEMI 2022 Q4 3589 4.06%2023 XR 17:QoQ iFind SEMI WSTS 2023 1 15.39%iFind 2022 2022 2023 1 15.39%2023 1 10.68%4.71 18:SOX 2020-2022 1 iFind Table_Pagehead|16 37 2.3 JW Insights 2021 49.21%509.88 2022-2023 600 19:JW Insights Gartner JW Insights 2022 23 12 104.2 2022 2026 25 12 160 20:JW Insights A 2022 Table_Pagehead|17 37 21:2022 2022 Q1-Q3 2022 Q1-Q3 2022 Q1-Q3 2022 Q1-Q3 002371.SZ 100.12 62.19%16.86 156.13%688012.SH 30.43 46.81%7.93 46.34%688082.SH 19.78 81.87%4.41 196.41%603690.SH 19.26 50.14%1.63-13.55%300604.SZ 17.54 64.09%3.25 151.34%688120.SH 11.33 108.40%3.43 131.41%688409.SH 10.13 76.70%1.63 98.36%688072.SH 9.92 165.18%2.37 309.75%688037.SH 8.97 63.87%1.43 169.41%688200.SH 7.78 22.11%3.82 22.60%301297.SZ 4.63 11.32%0.63 0.72%003043.SZ 4.59 21.12%1.20 44.77%301369.SZ 2.71 24.56%1.03 37.09%688419.SH 2.14 53.06%0.44 95.22%249.31 60.72%50.06 95.38%600206.SH 117.35-4.37%2.60 22.73%002409.SZ 31.67 17.63%4.63 18.88%688126.SH 25.96 46.90%1.26 25.12%605358.SH 22.78 29.96%6.41 58.67%300666.SZ 16.85 50.01%2.23 134.38%002119.SZ 13.10-21.13%0.97-22.32%688432.SH 9.25 57.09%2.88 245.26%688138.SH 5.48 41.46%0.69 123.25%300706.SZ 4.98 15.91%0.16 32.19%688401.SH 4.91 38.23%0.85 127.86%688233.SH 3.91 11.81%1.35-20.02%688234.SH 2.69-27.19%-1.17 003026.SZ 2.56-18.43%0.24-78.55%688661.SH 2.31-18.02%0.45-46.47%263.80 8.73%23.56 23.37%iFind SEMI 2021 1026 296 58 58 5.65%19.59%2021 20%2022 25%2022 12 40/Table_Pagehead|18 37 22:2022 12 1 2022/12/31 1 2022/12/29(2000)1 2022/12/28 ICP-RIE 1 DRIE 1 2022/12/28 5 2022/12/27 1 2022/12/27 1 2022/12/26 1 1 2022/12/26 PVD/AL.D/AL,E/RTP/Etcher 1 2022/12/21 1 1 2 1 2022/12/21 1 2022/12/21 1 2022/12/20 2 2022/12/20 1 2022/12/20 1 2022/12/20 2 2022/12/20 2 2022/12/20 1 1 2022/12/20 1 2022/12/15 1 2022/12/15 1 2022/12/15 1 2022/12/15 1 2022/12/15 1 2022/12/15 1 2022/12/15 1 2022/12/15 1 2022/12/15 1 2022/12/15 2.4 Chiplet FO WLCSP 2.5D/3D FCBGA FCCSP SiP Yole 2021 321 Yole 2027 572 2021 10%5G Table_Pagehead|19 37 23:Yole Yole 2021 350 2025 420 2016 41.20%2020 44.90%2025 49.4%24:vs Yole Chiplet IP Chiplet IP Chiplet 3D Chiplet IP 7nm 5nm IP Chiplet Chiplet Table_Pagehead|20 37 25:Chiplet Chiplet die die WikiChip 2/3/4-Chiplet Monolithic die 26:Chiplet Monolithic die WikiChip UCIe Chiplet UCIe2022 3 2 AMD ARM Google Meta(Facebook)Chiplet Chiplet“Universal Chiplet Interconnect Express”Chiplet Chiplet Chiplet Table_Pagehead|21 37 27:UCIe UCIe 3 3.1 MCU EV Sales 2022 12 126.46 19.49%2022 12 81.40 3.56%64.37%28:2021 1-2022 12 iFind EV Sales 2021 2022 2022 12 31 2022 12 31 Table_Pagehead|22 37 1 6 Model3 Model Y 29:2.0-4.8 Model 3 Model Y 2.0-3.6 G3i P5 P7 AITO 2.88-3 M5 EV M7 MCU 32 MCU WSTS 2022 MCU 88.24 29.30%32 MCU 72.39 82.04%34.91%MCU 8 MCU 16 MCU 32 MCU MCU 30:MCU WSTS MCU MCU WSTS 2022 MCU 31.55 13.40%32 MCU 16.85 53.40%21.28%32 MCU 2022 21.28%34.91%32 MCU 8/16 MCU MCU MCU Table_Pagehead|23 37 MCU 32 MCU 31:MCU WSTS 3.2 SiC 32:Yole 2021 10.90 Table_Pagehead|24 37 6.85 63%2027 62.97 34%80%33:Yole SiC SiC Model3 EV ET5/7 G9 SiC SiC ST Wolfspeed 34:SiC SiC Model 3 2018 ST EV 2020 ST 20%80%ET5/7 2021 Wolfspeed G9 2022 IONIQ6 2022 Lyriq 2022 Wolfspeed VISION EQXX 2023 Hyper SSR 2023 FREE 2023 2023 ID.4X 2023 Wolfspeed/2024 L 2024 Table_Pagehead|25 37 3.3 0 1 360 35:360 360 Optical Phased Array,OPA Flash S HI P5 ET7 AION LX 36:ET7 1 L7 2 HIPHI X 1 S 2 L9 1 G9 2 ET5 1 Wey DHT-PHEV 2 ES7 1 AION LX 3 3 1 S HI 3 R7 1 M7 3 P5 2 11 3 ADAS Yole 2021 21 ADAS 3800 1.80%Yole 2027 63 ADAS 20,CAGR 73%31.41%Table_Pagehead|26 37 37:2021-2027 Yole Yole 2021 27.3 2027 532.9 ADAS 2021 6.8 2027 445.4 ADAS 38:2021-2027 Yole Yole 2018 ADAS 55 50%Luminar 3 27%/18%/16%/9%/5%Table_Pagehead|27 37 39:ADAS 2022 7 40:ADAS 2022 7 Yole Yole 3.4 TFT LCD TFT LCD Omdia 2022 TFT LCD 25%TFT LCD TFT LCD TFT LCD AMOLED Omdia 2022 TFT LCD 4%1.95 41:TFT LCD 2020-2022 Omdia TFT LCD TFT LCD 6.5 TFT LCD Omdia Table_Pagehead|28 37 2022 a-Si TFT LCD 8 LTPS TFT LCD 10 42:TFT LCD 2020-2022 Omdia TFT LCD TFT LCD Omdia TFT LCD TFT LCD TFT LCD TFT LCD TFT LCD 43:TFT LCD 2020-2022 Omdia a-Si LCD cell cell Table_Pagehead|29 37 TFT LCD Omdia TFT LCD 38%81.7 2022 TFT LCD 3%85 TFT LCD TFT LCD 44:TFT LCD 2020-2022 Omdia 4 4.1 IDC 2022 2.86 13.2%IDC 2022 7292 12.6%45:2021Q4-2022Q4 IDC Table_Pagehead|30 37 2022 vivo OPPO vivo 34.4%4.4%20%46:2022 Q4 2022 2021 1 Apple 20.6%20.6%-12.7%2 vivo 17.5%16.8%-9.0%3 Honor 17.1%17.0%-12.0%4 OPPO 15.6%16.6%-18.0%5 Xiaomi 11.6%15.8%-35.5%17.6%13.2%16.2%100.0%100.0%-12.6%2022 2021 1 vivo 18.6%21.5%-25.1%2 Honor 18.1%11.7%34.4%3 OPPO 16.8%20.4%-28.2%3 Apple 16.8%15.3%-4.4%5 Xiaomi 13.7%15.5%-23.7%16.0%15.6%-11.2%100.0%100.0%-13.2%IDC IDC 2022 110 13.2%330 118%2021 0.5%1.2%47:IDC Table_Pagehead|31 37 IDC 47.4%16.5%48:IDC 2022 2019 2022 OPPO vivo Galaxy 2020 Mate Xs 16999 2022 Mate Xs2 11499 2022 Pocket 5988 49:Mate X 2019 2 24 8GB/512GB/5G 16999 Mate Xs 2020 2 24 8GB/512GB/5G 16999 Mate X2 2021 2 22 8GB/256GB/4G 17499 8GB/256GB/5G 17999 8GB/512GB/5G 18999 12GB/512GB/5G 19699 P50 Pocket 2021 12 23 8GB/256GB/5G 8988 8GB/512GB/5G 9988 12GB/512GB/5G 10988 Mate Xs 2 2022 4 28 8GB/256GB/5G 9999 8GB/512GB/5G 11499 Table_Pagehead|32 37 Pocket S 2022 11 2 8GB/128GB/5G 5988 8GB/256GB/5G 6488 8GB/512GB/5G 7488 Galaxy Fold 2019 2 28 12GB+512GB 15999 Galaxy Z Fold2 2020 9 9 12GB+512GB 16999 Galaxy Z Fold3 2021 8 11 12GB+512GB 14999 Galaxy Z Fold4 2022 8 10 12GB+256GB 12999 12GB+512GB 13999 12GB+1TB 15999 Galaxy Z Flip 2020 2 12 8GB+256GB 11999 8GB+256GB 19999 Galaxy Z Flip3 2021 8 11 8GB+128GB 7599 8GB+256GB 7999 8GB+256GB 7999 Galaxy Z Flip4 2022 8 10 8GB+256GB 7499 8GB+512GB 8499 8GB+512GB 8899 W20 2019 11 19 12GB+512GB 19999 12GB+512GB 25888 12GB+512GB 29999 W21 2020 11 4 12GB+512GB 19999 W22 2021 10 13 16GB+512GB 16999 W23 Flip 2022 10 21 12GB+512GB 9999 16GB+512GB 15999 OPPO OPPO Find N 2021 12 15 8GB+256GB 7699 12GB+512GB 8999 OPPO Find N2 2022 12 15 12GB+256GB 7999 16GB+512GB 8999 MIX FOLD 2021 3 30 12+256GB 9999 12+512GB 10999 16+512GB 12999 MIX FOLD2 2022 8 11 12GB+256GB 8999 12GB+512GB 9999 12GB+1TB 11999 12GB+1TB 13999 vivo X Fold 2022 4 11 12GB+256GB 8999 12GB+512GB 9999 X Fold+2022 9 26 12GB+256GB 9999 12GB+512GB 10999 Magic V 2022 1 10 12GB+256GB 9999 12GB+512GB 10999 Magic VS 2022 11 23 8GB+256GB 7499 12GB+256GB 7999 12GB+512GB 8999 Table_Pagehead|33 37 4.2 VR VR VR 2021 VR 1110 66%VR VR VR VR 60%VR 2025 VR 1.1 VR VR 50:VR VR 36 Meta Quest VR Pico Pico4 Quest Pico4 Quest 51:Quest Pico Pico4 Meta Quest 2 Meta Quest Pro 2022 9 27 2022 10 18 2020 10 13 2022 10 25 2499/429 128BG 2022 8$299$399 128GB$1,499 VR PC PCVR VR PC PCVR VR PC PCVR Table_Pagehead|34 37 PCVR PCVR PCVR Pancake Pancake LCD LCD LCD 21602160 1832 1920 18001920 90Hz 120Hz 90Hz Inside-out Inside-out Inside-out PicoHome SteamVR Quest Store SteamVR Quest Store SteamVR newzoo 2022 11 2 VR Meta HTC 2023 VR VR VR 2023 MR MR 52:2023 VR/MR VR Table_Pagehead|35 37 5 2023 1 Chiplet 2 MCU 3 VR 1“”2 6 2023 1 15.39%2023 3 2022 2026 25 12 160 4 Chiplet IP die Chiplet 1 2 MCU 32 MCU MCU MCU 32 MCU 3 SiC 4 5 TFT LCD 1 vivo 34.4%4.4%20%2 IDC 2022 Q4 110 2022 Pocket 5988 3 VR 2021 VR 1110 66%Meta Quest VR Pico MR VR VR Table_Pagehead|36 37 6 Table_Pagehead|37 37$end$Table_InudstryRankInfo 6 10 6 10-10 6 10 Table_StockRankInfo 6 15 6 5 15 6-5 5 6 5 300 Table_RiskInfo Table_PromiseInfo Tale_ReliefInfo,Table_AdressInfo 1528 28 2007 11