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

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[Table_Title]

MEMS !"#$%&'()*+,-./0123

[Table_StockNameRptType]

!"#

!"#$/!"%&

[Table_Rank]

!"#$%&'

!"#$% 2024-04-01

[Table_Chart]

!"'()*%

300

+,-.

[Table_Author]

/012345

&'()*%S0010523060001

+,%chenyaobo@hazq.com

[Table_Author]

67829:;

&'()*%S0010123060022

+,%liyc@hazq.com

()*+%

[Table_Summary]

MEMS

#!"$%&

MEMS '()*+,-./0123 Yole 453#/06789 2021

:4 136 +,-#;<= 2027 :4 223 +,-1>? CAGR 4@A

:BC@ADE 9%1F 2027 :GH./0EIJ MEMS /0#>?

67E 46.64 +,-KGL./0EMN/0#IMU MNOPQRSC

S/067E 44.33 +,-KGT./0EUV MEMS#/067E

26.24 +,-KGW./0EXY MEMS#/067E 23.33 +,-1

l MEMS

Z['(!"4\]^_

(

IJ`MN`UV

)

2027

:GH./0EIJ

MEMS

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hijkl`mnj.4copH1

qm/04IJfbabcrls

SAW`BAW abcstu:]4 FBAR abcEr1abc/067

v.#wxyz67.123 Yole 453{|#BAW abc (BAW-

SMR OFBAR)92021 :4 23.13 +8@= 2026 :4 36.44 +#BAW

4}~•€•89 2021 :4 35%#;<= 2026 :4 44%1‚ƒJ„

…†z#‡ˆ‰Š‹Œ•Ž••‘’abcwxyz“”•–#—˜™

š›œ•žŸ ¡¢#\]£¤¥¦§,›œ¨ 4/0©ª1

GL./0EMN/0#

IMU

MNOPQRSCS/067E

44.33

+,-1

MEMS MN«¬•ž-®Oe¯#°!wq±²Ow³Š‹e

¯1MEMS MN´µc’¶MN·¸hi4¹º»¼£!½¾¿1

MEMS ÀÁÂMN·¸ˆm4Ã/0,ÄÅžÆÇ4È·ÉÊstËs

ÌGPS ÍÎÏ'ÐC·¸4ÑÒ·¸Ó19‹Ô/0OÕw MEMS M

N·¸«¬4Ö×Ø#‚ƒNÙ MEMS MN´µcxÚÛÜÝˆm#

wÞßàÂ MEMS MN´µc¯S`ÈÁ`áâOãäårl•žæ

ç, ¼èÂé®ƒNÙ MEMS MN´µcxÚ4ÙV1

GT./0EUV

MEMS

#/067E

26.24

+,-1

9MEMS UV

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wx MEMS UV´µcø]ùúûü1

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V´µcÙÿ’¸ò!'ct"#!$4%&Ï''È#’()`*

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¸ò°(®÷45ý#—˜6•78O9:•ž4;ƒ#‚;Ò!$`

67<=>O67?å¸òc@•AˆmÂ

MEMS

UV´µc1

kB!"4C(DE fFgGH

MEMS

z9›I`ƒ J6•GƒNÙ´

µcKªœ(¸òI`Í .L6GƒNÙMN´µcKª\]M.NOI

EfFgD

PQ‹RgPQST Silex )‹Ô«U4HMEMS z9C

(#2012 :=V#ST Silex ‚‹Ô MEMS z9›}~WXýHYZ

[ô\#Ì¾]^·?(STMicroelectronics)`TELEDYNE DALSA`_

¡F(TSMC)``a(SONY)å›œbcde1PQ MEMS xÚêëf

[Table_CompanyRptType1]

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2 / 29

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[Table_CompanyRptType1]

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1 MEMS

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........................................................................................................................................................................ 6

1.1

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MEMS ............................................................................................................................................................................................... 6

1.2

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........................................................................................ 7

1.3 MEMS

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2 MEMS

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2.1

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.................................................................................................................................. 9

2.2

MEMS

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........................................................................................................................... 12

2.3

MEMS

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3 MEMS

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................................................................................................................................................. 17

3.1

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摘要：

!"#$%&'()*+,-.*/01234[Table_Title]MEMS!"#$%&'()*+,-./0123[Table_StockNameRptType]!"#!"#$/!"%&[Table_Rank]!"#$%&'!"#$%2024-04-01[Table_Chart]!"'()*%300+,-.[Table_Author]/012345&'()*%S0010523060001+,%chenyaobo@hazq.com[Table_Author]67829:;&'()*%S0010123060022+,%liyc@hazq....

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