紫光国微深度研究报告：国产替代浪潮起，更扬云帆立潮头

⚫ ⚫ ⚫ ⚫ ⚫ ⚫ ⚫ ⚫ ⚫ ⚫ ⚫ 55.11 69.62 82.92 99.11 -27.26 26.33 19.11 19.52 11.79 18.72 24.07 31.84 -53.43 58.71 28.63 32.25 55.77 56.30 56.30 56.30 1.39 2.20 2.83 3.75 45.52 28.68 22.30 16.86   数字芯片逻辑IC通用CPUGPU专用ASIC可编程FPGASoPC微处理器MCUDSP存储IC易失性存储器DRAMSRAM非易失性存储器ROMNAND Flash • • • • • ⚫ ⚫ ⚫ ⚫ ⚫ ⚫ ⚫ ⚫ ⚫ 模拟IC分类以芯片类型存储卡逻辑加密卡CPU卡以应用领域分类金融IC卡非金融IC卡以数据传输形式分类接触式非接触式双界面 2. ⚫ ⚫ ⚫ ⚫ ⚫ ⚫ ⚫ ⚫ ⚫ ⚫ ⚫ ⚫ ⚫ ⚫ ⚫ ⚫ ⚫ ⚫ ⚫ ⚫ ⚫ ⚫ ⚫ 55.11 69.62 82.92 99.11 -27.26 26.33 19.11 19.52 11.79 18.72 24.07 31.84 -53.43 58.71 28.63 32.25 55.77 56.30 56.30 56.30 1.39 2.20 2.83 3.75 45.52 28.68 22.30 16.86 116.60 136.50 162.31 196.83 55.11 69.62 82.92 99.11 24.61 31.49 49.81 79.06 24.37 30.42 36.24 43.31 40.57 50.40 55.55 58.21 0.48 0.59 0.58 0.59 0.32 0.19 0.23 0.28 2.68 2.99 3.32 3.47 1.33 1.52 1.81 2.17 3.64 4.32 4.98 5.15 19.74 21.03 22.90 24.84 -0.50 -0.25 -0.29 -0.50 30.04 31.87 32.00 32.29 -0.60 -0.10 -0.15 -0.18 56.59 58.04 56.90 55.59 0.71 0.15 0.17 0.18 5.35 5.38 5.41 5.41 -0.31 0.35 0.41 0.50 5.85 4.64 3.38 2.11 12.83 20.12 25.88 34.22 7.41 6.90 6.39 5.77 0.01 0.00 0.00 0.00 37.99 41.13 41.72 42.31 0.02 0.00 0.00 0.00 173.20 194.54 219.21 252.42 12.82 20.12 25.88 34.22 25.88 31.49 35.52 41.52 0.96 1.31 1.68 2.22 0.00 2.00 4.00 6.50 11.85 18.81 24.20 32.00 9.18 10.99 11.07 12.03 0.06 0.09 0.12 0.16 16.71 18.51 20.45 22.99 11.79 18.72 24.07 31.84 23.37 23.12 23.17 23.17 14.53 22.02 27.75 35.73 2.00 2.05 2.10 2.10 1.39 2.20 2.83 3.75 21.37 21.07 21.07 21.07 49.25 54.61 58.69 64.69 0.00 0.09 0.22 0.38 -27.26%26.33%19.11%19.52%123.94 139.84 160.30 187.36 -52.85%56.84%28.63%32.25%173.20 194.54 219.21 252.42 -53.43%58.71%28.63%32.25%55.77%56.30%56.30%56.30%21.40%26.88%29.03%32.12%14.67 11.92 20.82 32.03 9.51%13.38%15.02%16.99%11.85 18.81 24.20 32.00 7.78%11.63%13.11%14.86%2.60 2.15 2.16 2.01 28.44%28.07%26.77%25.63%0.03 0.12 0.18 0.24 -5.41%-8.29%-17.36%-29.09%0.31 -0.35 -0.41 -0.50 4.50 4.33 4.57 4.74 -1.13 -8.58 -5.14 -1.60 3.41 3.38 3.66 3.91 1.01 -0.24 -0.17 -0.12 0.31 0.38 0.40 0.42 -12.67 -3.83 -0.76 -0.25 1.32 1.53 1.57 1.74 -3.16 -1.23 -0.92 -0.65 2.37 3.02 3.29 3.75 0.53 -0.15 -0.15 -0.05 1.39 2.20 2.83 3.75 -10.04 -2.45 0.31 0.45 1.73 1.40 2.45 3.77 -8.59 -1.20 -1.75 -2.52 14.59 16.46 18.87 22.05 -0.38 2.00 2.00 2.50 45.52 28.68 22.30 16.86 0.56 0.05 0.05 0.00 4.33 3.84 3.35 2.87 -8.77 -3.25 -3.80 -5.02 37.19 23.85 18.34 13.50 -6.51 6.88 18.32 29.26 9.74 7.71 6.47 5.42