来自模拟芯片与嵌入式处理解决方案芯片巨头德州仪器的总裁兼首席执行官HavivIlan近日表示，该公司的数据中心业务正助力该公司的整体模拟芯片产品需求迈向复苏阶段。“通信业务确实正在复苏。但是与数据中心相关的业务可能是复苏最快的市场。我们即将在这里看到约50%的非常强劲的增长，它也几乎在创出新的需求峰值。所以它正在回到2022年左右的巅峰水平。”Ilan在华尔街金融巨头高盛举办的Communacopia+Technology大会上表示。
我国占全球模拟芯片市场规模的35%，是国际大厂的主要收入来源地之一。国信证券胡剑指出，2024年TI/ADI/MPS2024财年来自中国的收入分别约30/21/12亿美元，合计63亿美元，而A股模拟芯片龙头圣邦2024年收入仅33.5亿元，潜在国产化空间较大，看好具有高端化和平台化能力的企业，核心逻辑为去库周期结束+AI增量+国产化率提高+份额提升+盈利能力改善。
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