半导体行业点评报告：TI持续涨价模拟拐点或现

浙商证券08-10

根据国际电子商情信息，继6 月之后，TI 有望在8 月启动新一波涨价，重点涉及工控类、车载类以及算力相关芯片产品，调价范围涉及几乎所以客户。我们认为随着价格压制解除叠加需求持续复苏，国内模拟板块有望迎来拐点。TI 持续涨价，本土厂商份额有望加速提升根据国际电子商情信息，继6 月之后，TI 有望在8 月启动新一波涨价，重点涉及工控类、车载类以及算力相关芯片产品。产品种类覆盖 LDO、DC-DC、数字...

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月之后，TI 有望在8 月启动新一波涨价，重点涉及工控类、车载类以及算力相关芯片产品，调价范围涉及几乎所以客户。我们认为随着价格压制解除叠加需求持续复苏，国内模拟板块有望迎来拐点。TI 持续涨价，本土厂商份额有望加速提升根据国际电子商情信息，继6 月之后，TI 有望在8 月启动新一波涨价，重点涉及工控类、车载类以及算力相关芯片产品。产品种类覆盖 LDO、DC-DC、数字隔离、隔离驱动等品类。此次调价范围涉及几乎所有客户群体。我们认为，TI持续涨价，模拟行业价格战有望告一段落，国内模拟公司市场份额有望加速提升。工控/车规产品驱动涨价，平台型模拟公司有望受益TI 此次涨价从产品下游分类看，主要围绕工业控制及汽车领域。40%以上的工控类产品提价。此外新能源汽车BMS 专用隔离芯片、车载信息娱乐系统电源管理芯片等均有不同程度上涨。对于工控/车规领域，本土模拟公司份额仍然较低，且由于TI 价格战影响，前期盈利能力持续承压。本次涨价，工业/车规占比高的平台型模拟公司有望迎来拐点。价格压制解除，模拟拐点或现对于国内模拟公司，最主要的矛盾在于价格承压。TI 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半导体行业点评报告：TI持续涨价 模拟拐点或现

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半导体行业点评报告：TI持续涨价模拟拐点或现