中国模拟芯片市场增速持续快于全球,在汽车与泛能源等需求快速演进的背景下,行业竞争正从早期的替代逻辑,转向更依赖贴近客户、联合创新与长期能力建设的阶段文|《财经》特约撰稿人 宋立伟 赵成在半导体产业中,长期以来,模拟芯片被认为是一条节奏相对平缓的赛道。即便在行业周期波动明显的年份,其市场起伏幅度也相对有限,这种特征一度使其显得稳定而保守。然而,近年来,其变化正在中国市场加速显现。随着新能源、汽车电子...
Source Link中国模拟芯片市场增速持续快于全球,在汽车与泛能源等需求快速演进的背景下,行业竞争正从早期的替代逻辑,转向更依赖贴近客户、联合创新与长期能力建设的阶段文|《财经》特约撰稿人 宋立伟 赵成在半导体产业中,长期以来,模拟芯片被认为是一条节奏相对平缓的赛道。即便在行业周期波动明显的年份,其市场起伏幅度也相对有限,这种特征一度使其显得稳定而保守。然而,近年来,其变化正在中国市场加速显现。随着新能源、汽车电子...
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