Although the smartphone and PC market experienced some modest growth in the fourth quarter of 2023, analog product sales in these segments remained weak. However, as the demand for consumer electronics such as smartphones and PCs stabilized in the first quarter of 2024, the demand for analog chips bottomed out. In the first quarter of 2024, the CIQ price index of analog chips showed an upward trend on the basis of December 2023: the price index of power management chips increased slightly from 180 in December 2023 to 186 in March 2024, and the price index of signal chain chips rose from 232 in December 2023 to 259 in March 2024. In addition, pricing for high-performance analog chips is expected to remain unchanged in the near term, as their costs are tied to existing OEM contracts, and EV manufacturers are looking to lower analog IC prices in the face of declining vehicle demand. 。。。。。。 This report will take you at a glance at the supply and demand of analog chips in the first quarter of 2024 from the dimensions of demand analysis, price analysis, delivery cycle analysis, downstream major market demand, and the dynamics of leading enterprises.
