20240401_华安证券_半导体行业深度：MEMS传感器关注射频、惯性和压力三大应用领域_28页.pdf

!#$%&()*+,-.*/01234 Table_Title MEMS!#$%&()*+,-./0123 Table_StockNameRptType!#!#$/!%&Table_Rank!#$%&!#$%2024-04-01 Table_Chart!()*%300+,-.Table_Author/012345&()*%S 0010523060001+,%chen Table_Author 67829:;&()*%S0010123060022+,%()*+%Table_Summary l!MEMS#!$%&MEMS()*+,-./0123 Yole 453#/067892021:4 136+,-#;?CAGR 4A:BCADE9%1F 2027:GH./0EIJMEMS/0#?67E46.64+,-KGL./0EMN/0#IMU MNOPQRSCS/067E 44.33+,-KGT./0EUV MEMS#/067E26.24+,-KGW./0EXYMEMS#/067E23.33+,-1 l MEMS Z(!4_(IJMNUV)F 2027:GH./0EIJ MEMS/0#abc)deIJfbghijklmnj.4copH1qm/04IJfbabcrlsSAW BAW abcstu:4FBAR abcEr1abc/067v.#wxyz67.123 Yole 453|#BAW abc(BAW-SMR OFBAR)92021:423.13+8=2026:436.44+#BAW489 2021:435%#;?(m1UV MEMS crl4mm1w6(4#wx MEMS UVc1 4m#mUVc!ct#!$4%&#()*+,-.Q!c/01?234UVn1w(45#6 78O9:4;#;“!$67O67?c Am MEMS UVc1 l kB!4C(DEfFgGHMEMS z9 I J6 GNc K(I.L6GNMNc K M.NOI EfFgDPQ RgPQST Silex)U4H MEMS z9C(#2012:=V#ST Silex MEMS z9 WXHYZ#?(STMicroelectronics)TELEDYNE DALSA _ F(TSMC)a(SONY)bcde1PQ MEMS x fTable_CompanyRptType 1!#$!#$%&()*+,-.*2/29/01234 gFg4XhYij9(x4MNcO k4fl m4f n/op4IJ,stk4X kg1 PQ qt r(#DNA/RNA s”tukvvu wxv uyzOmv ust9(OfgZ(4UC(1 J6 DPQr(E|Nctc yzhi1|Ncx4 Mr#PQ x|NH N R4 B#F4!#;“954#m r|1 PQ4OxV4;#PQ;“9595 95 67?e95k B95;6#PQ Hz4;c#PQ 4c;#PQ O B.4cwx;-#PQx m et C(4 hi1PQ 4kle A 4C!h1.L6Dr(ENX h MEMS MNc1 PQrlxEN MEMS MNc#MEMS”OMEMS PQRS1PQ MEMS”?#nx#5R O 4 1 m h i B 8_(*+$)1 PQ8 4?MNc4#8H m M.NO 1 l R e e!MEMS|c J6 GK(I.L6GK M.NOI#stEfFgGMEMS Hz9 WXGHI l j;|t#deP#t Table_CompanyRptType 1!#$!#$%&()*+,-.*3/29/01234!#$1 MEMS-./01.6 1.1 234MEMS.6 1.2 56789:;?ABCD%qYyy7NmHmz.21 3.3 6%ef.25%.27 Table_CompanyRptType 1!#$!#$%&()*+,-.*4/29/01234%&#$1 MEMS yMEMS Mu.6 2 MEMS M.6 3 MEMS yB.7 4 MEMS 456789M.7 5 E567.7 6 MEMS op 2020-2026.7 7 EMEMS opHI.8 8 MEMS-TUNO2021 2027M./i.8 9 2020E MEMS F.9 10 RF MEMS PQKLNO.9 11RF MEMS b_NOy.10 12 RF MEMS KLop.11 13 opy 2015-2026($M).11 14efAB.12 15efNO“”.12 16 MEMS op yHI.12 17 MEMS IMU efop yHI.12 18 yE MEMS efPQABy.13 19 yE MEMS efPQABy.14 20 qqY.15 21qY.15 22 qY MEMS KLop.15 23 qYMEMS KLMNOp?.16 24 qYMEMS W;ABMYy”.16 25 KLAB.17 26 MEMS 9uPQd.18 27 MEMS F.18 28 MEMS.18 29 MEMS PQKLF.18 30 S ILEX aM MEMS F.19 31-.20 32 F01.20 33 F/y.20 34 FKLNOPQ.21 35 FOM/y.21 36 F!f.22 37 7.23 38 7!#Oy$OPQAB.23 39%&01.24 Table_CompanyRptType 1!#$!#$%&()*+,-.*5/29/01234 40%&VS&.24 41 6 MEMS F!(.25 42 6 MEMS FKLNOPQ.25 43 6 MEMS)*+F.26 44 6 MEMS F.26 45,-)*+fTUNOPQ.27 46 6)*+./01.27 47 6 MEMS KL 2u”v3”vylm”.27 Table_CompanyRptType 1!#$!#$%&()*+,-.*6/29/01234 1 MEMS!#$%&1.1,-.MEMS MEMS 4Micro Electromechanical System 5Cf 6bv;v4d?AMBJ CDEF_ FG HIJKLMg_ NdO JPLQJD”R MEMS 4 MEMS MSTUbV4dWDXdYZdY DM_aOdOM D_bMhbV4OyC 7u:kb;MR 1 MEMS yMEMS Mu 56789:;?/012A MEMS M cde fgheRR_u a5hviihyE5hjRRSkMDl av mvqYv nvoDv Dvppvqrvv/vv pH svt uv E5uvvw=hM R_x MEMS l ey fRz,RDM|,my;RD,v y R*,vy o;R9:,y R 2 MEMS M 56789:;?/012A Table_CompanyRptType 1!#$!#$%&()*+,-.*7/29/01234 1.2/0123456MEMS 7589:;6?A3BCD MEMS yB hi456789M RMEMS 4 O l/EFu kM6v*y9:v&-v hi R|v v v vp=*kZ 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