汽车芯片市场迎剧变? 车载CIS巨头安森美欲吞下传感器领军者Allegro

智通财经2025-03-03

3月3日，据媒体在周日援引知情人士透露的消息报道，面向汽车与工业端领域的传感器集成电路供应商Allegro Microsystems正吸引同业巨头安森美半导体的收购意向。媒体报道称，安森美半导体(ON Semiconductor)近月已聘请专业顾问团队推进对Allegro的收购进程，并且消息人士指出可能有其他的竞购方浮出水面，而Allegro尚未表明是否愿意接受安森美半导体潜在收购要约。受此消息...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2516522202?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","is_english":false,"pubTime":"2025-03-03 10:22","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2516522202","market":"us","top_or_hot":-1,"title":"汽车芯片市场迎剧变? 车载CIS巨头安森美欲吞下传感器领军者Allegro","media":"智通财经","content":"<div>\n<p>3月3日，据媒体在周日援引知情人士透露的消息报道，面向汽车与工业端领域的传感器集成电路供应商Allegro Microsystems正吸引同业巨头安森美半导体的收购意向。媒体报道称，安森美半导体(ON Semiconductor)近月已聘请专业顾问团队推进对Allegro的收购进程，并且消息人士指出可能有其他的竞购方浮出水面，而Allegro尚未表明是否愿意接受安森美半导体潜在收购要约。受此消息...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1256721.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>汽车芯片市场迎剧变? 车载CIS巨头安森美欲吞下传感器领军者Allegro</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n汽车芯片市场迎剧变? 车载CIS巨头安森美欲吞下传感器领军者Allegro\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-03 10:22 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1256721.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月3日，据媒体在周日援引知情人士透露的消息报道，面向汽车与工业端领域的传感器集成电路供应商Allegro Microsystems正吸引同业巨头安森美半导体的收购意向。媒体报道称，安森美半导体(ON Semiconductor)近月已聘请专业顾问团队推进对Allegro的收购进程，并且消息人士指出可能有其他的竞购方浮出水面，而Allegro尚未表明是否愿意接受安森美半导体潜在收购要约。受此消息...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1256721.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"ALGM","symbol_name":"Allegro MicroSystems, Inc.","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1256721.html","article_id":"2516522202","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2516522202","pubTimestamp":1740968565,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"媒体报道称，任何寻求增强汽车芯片业务实力的半导体公司都有可能将Allegro纳入收购视野。安森美回应媒体评论时称“不对市场传言置评”，Allegro则未立即置评。根据LSEG data的统计数据，Allegro当前市值41.1亿美元，安森美市值达198.3亿美元。安森美半导体在当地时间上周二披露启动成本削减重组计划，预计2025年全球各业务部门裁员约2,400人。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"ALGM":"Allegro MicroSystems, Inc.","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU1861214812.USD":"Blackrock Future of Transport A2 USD","BK4585":"ETF&股票定投概念","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4141":"半导体产品","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU1861219969.SGD":"Blackrock Future of Transport A2 SGD-H","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1854104046.USD":"M&G (LUX) POSITIVE IMPACT \"A\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU2360107325.USD":"BGF FUTURE OF TRANSPORT \"A4\" (USD) INC","LU0124384867.USD":"贝莱德新能源基金A2","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU2298322129.HKD":"BGF SUSTAINABLE ENERGY \"A2\" (HKDHDG) ACC","LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)","LU0724618433.USD":"BGF NEW ENERGY \"A4\" (USD) INC","LU1978683503.SGD":"Blackrock Sustainable Energy A2 SGD-H","BK4588":"碎股","BK4605":"半导体精选","ON":"安森美半导体","LU1854103824.USD":"M&G (LUX) POSITIVE IMPACT \"A\" (USD) INC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","BK4512":"苹果概念"},"translate_title":"The automotive chip market is facing drastic changes? Automotive CIS giant ON Semiconductor wants to swallow sensor leader Allegro","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/1d3483879922db3e195f5fa40d8ea901","symbols_score_info":{"ON":1,"ALGM":1},"content_text":"3月3日，据媒体在周日援引知情人士透露的消息报道，面向汽车与工业端领域的传感器集成电路供应商Allegro Microsystems正吸引同业巨头安森美半导体的收购意向。媒体报道称，安森美半导体(ON Semiconductor)近月已聘请专业顾问团队推进对Allegro的收购进程，并且消息人士指出可能有其他的竞购方浮出水面，而Allegro尚未表明是否愿意接受安森美半导体潜在收购要约。受此消息影响，Allegro美股夜盘飙涨逾17%。媒体报道称，任何寻求增强汽车芯片业务实力的半导体公司都有可能将Allegro纳入收购视野。安森美回应媒体评论时称“不对市场传言置评”，Allegro则未立即置评。根据LSEG data的统计数据，Allegro当前市值41.1亿美元，安森美市值达198.3亿美元。总部位于新罕布什尔州曼彻斯特的Allegro周一宣布任命Mike Doogue为新任总裁兼CEO，接替Vineet Nargolwala。安森美半导体在当地时间上周二披露启动成本削减重组计划，预计2025年全球各业务部门裁员约2,400人。这家总部位于亚利桑那州凤凰城的半导体企业2月曾预警一季度营收以及每股利润将大幅低于华尔街预期，主要逻辑在于全球汽车芯片需求仍然非常疲软。车载CMOS图像传感器(车载CIS)和功率半导体是安森美半导体(Onsemi)的两大营收支柱。安森美半导体在汽车芯片领域重点专注于车载CIS这一细分领域，据研究机构统计，安森美半导体在整个汽车CIS市场占据领先地位，拥有高达50%的市场份额，并且在电动汽车高级驾驶辅助系统(ADAS)的CIS细分市场中的份额更高，高达惊人的68%。安森美半导体业务还涵盖电源管理、模拟与混合信号、传感器、工业制造以及消费电子等领域。Allegro则主要专注于设计和制造磁传感器及其相关集成电路，尤其以霍尔效应传感器见长。这些集成电路产品广泛应用于汽车(比如电机控制、电流检测和位置感应)、工业控制及消费电子领域。从市场和技术角度来看，安森美半导体如果成功收购Allegr，前者可以借此进一步扩展其传感器产品线，特别是在汽车应用中对磁传感器和电机控制系统的需求上。两家公司的产品在技术和应用上具有互补性，整合后能够提供更完整的汽车硬件解决方案，并且整合后的芯片开发技术和制造资源有望降低研发及生产成本，同时加强供应链整合，提高整体盈利能力，安森美半导体这一潜在战略举措符合当前半导体行业加速整合和扩展高增长市场(比如安森美押注的电动汽车智能驾驶市场)的趋势，应对恩智浦、意法半导体和其他汽车芯片领域龙头企业的挑战。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":2,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2516522202","isCrawlerRequest":true}