{"id":599727,"date":"2025-10-23T06:04:39","date_gmt":"2025-10-23T13:04:39","guid":{"rendered":"https:\/\/nai500.com\/?p=599727"},"modified":"2025-10-23T06:04:39","modified_gmt":"2025-10-23T13:04:39","slug":"10-nexperia","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2025\/10\/10-nexperia\/","title":{"rendered":"10 \u5bb6\u56e0 Nexperia \u4eba\u6c11\u5e01\u7ed3\u7b97\u91cd\u8bbe\u4e2d\u53d7\u76ca\u7684\u4e2d\u56fd\u82af\u7247\u516c\u53f8"},"content":{"rendered":"

\u4ee5\u4e2d\u56fd\u4e3a\u4e2d\u5fc3\u7684\u534a\u5bfc\u4f53\u6e20\u9053\u91cd\u8bbe\u6b63\u5728\u6084\u7136\u8fdb\u884c\u3002\u5728\u7ecf\u5386\u6b27\u6d32\u7684\u6cbb\u7406\u51b2\u7a81\u548c\u77ed\u6682\u505c\u987f\u540e\uff0cNexperia \u7684\u4e2d\u56fd\u5355\u4f4d\u5df2\u6062\u590d\u4ee5\u4eba\u6c11\u5e01\u5411\u56fd\u5185\u5206\u9500\u5546\u9500\u552e\u82af\u7247\u5e76\u7ed3\u7b97\u3002\u6b64\u53d8\u52a8\u7684\u5f71\u54cd\u8d85\u8d8a\u5355\u4e00\u516c\u53f8\u3002\u4eba\u6c11\u5e01\u5b9a\u4ef7\u6536\u7d27\u4e86\u4e2d\u56fd\u672c\u5730\u4f9b\u5e94\u94fe\uff0c\u7a33\u5b9a\u4e86\u5206\u9500\u5546\u8425\u8fd0\u8d44\u91d1\uff0c\u5e76\u52a0\u901f\u4e86\u5317\u4eac\u5c06\u5173\u952e\u6280\u672f\u672c\u5730\u5316\u7684\u7b56\u7565\u3002\u5bf9\u6295\u8d44\u8005\u800c\u8a00\uff0c\u8fd9\u5c06\u4ef7\u503c\u91cd\u5b9a\u5411\u81f3\u5728\u5168\u7403\u8303\u56f4\u5185\u5df2\u5177\u89c4\u6a21\u7684\u5728\u5cb8\u82af\u7247\u5236\u9020\u5546\u3001\u5c01\u88c5\u6d4b\u8bd5\u5382\u548c\u8bbe\u5907\u9886\u5148\u8005\u3002<\/p>\n

\u4eba\u6c11\u5e01\u5b9a\u4ef7\u6539\u53d8\u534a\u5bfc\u4f53\u73a9\u6cd5<\/h3>\n

\u4ee5\u4eba\u6c11\u5e01\u7ed3\u7b97\u5206\u9500\u5546\u9500\u552e\u4e0d\u4ec5\u4ec5\u51cf\u5c11\u5916\u6c47\u566a\u97f3\u3002\u5b83\u951a\u5b9a\u4e86\u5b9a\u4ef7\u6743\u3001\u7f29\u77ed\u4e86\u73b0\u91d1\u5468\u671f\uff0c\u5e76\u8ba9\u4e2d\u56fd\u7684\u82af\u7247\u751f\u6001\u7cfb\u7edf\u80fd\u4ee5\u672c\u8eab\u7684\u8d44\u4ea7\u8d1f\u503a\u8868\u8fd0\u4f5c\u3002\u5728\u4e00\u4e2a\u6d88\u8d39\u4e86\u5168\u7403\u5927\u7ea6\u4e09\u5206\u4e4b\u4e00\u534a\u5bfc\u4f53\u7684\u5e02\u573a\u91cc\uff0c\u8fd9\u4e0d\u662f\u9644\u6ce8\u3002\u968f\u7740 Nexperia \u4e2d\u56fd\u4e1a\u52a1\u5c06\u4ea4\u6613\u5f15\u5bfc\u5230\u5728\u5cb8\uff0c\u5206\u9500\u5546\u80fd\u591f\u5728\u6ca1\u6709\u7f8e\u5143\u6ce2\u52a8\u5e72\u6270\u7684\u60c5\u51b5\u4e0b\u6807\u51c6\u5316\u6761\u6b3e\u548c\u5e93\u5b58\u5468\u8f6c\u3002\u8fd9\u652f\u6301\u4e86\u8be5\u56fd\u5e9e\u5927\u7684 OSAT \u57fa\u5730\uff0c\u5e76\u4fdd\u6301\u6c7d\u8f66\u3001\u5bb6\u7535\u548c\u6d88\u8d39\u7535\u5b50\u4ea7\u7ebf\u8d2f\u7a7f\u7b2c\u56db\u5b63\u5ea6\u7684\u8fd0\u884c\u3002\u5b83\u4e5f\u4e3a\u5728\u4e2d\u56fd\u6709\u5236\u9020\u7684\u5176\u4ed6\u5916\u8d44\u54c1\u724c\u91c7\u7528\u4eba\u6c11\u5e01\u8fdb\u884c\u56fd\u5185\u8d38\u6613\u6307\u660e\u4e86\u8def\u5f84\u2014\u2014\u8fd9\u4e00\u66f2\u7ebf\u5728\u5927\u5b97\u5546\u54c1\u4e2d\u5df2\u89c1\u7aef\u502a\uff0c\u5e76\u9010\u6b65\u6269\u5c55\u5230\u79d1\u6280\u6295\u5165\u54c1\u3002<\/p>\n

\u653f\u7b56\u534f\u540c\u63a8\u52a8\u5f39\u6027\u89c4\u6a21<\/h3>\n

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\u5bf9\u8de8\u56fd\u4f01\u4e1a\u548c\u5206\u9500\u5546\u7684\u610f\u4e49<\/h3>\n

Nexperia \u53ef\u80fd\u4f1a\u5bfb\u6c42\u5728\u4e2d\u56fd\u4ee5\u5916\u591a\u5143\u5316\u5c01\u88c5\u5408\u4f5c\u4f19\u4f34\uff0c\u4f46\u8fd9\u5e76\u4e0d\u62b9\u53bb\u4ea7\u4e1a\u96c6\u4e2d\u5ea6\u7684\u7269\u7406\u73b0\u5b9e\u3002\u5176\u5927\u90e8\u5206\u4ea7\u91cf\u4e4b\u6240\u4ee5\u5728\u4e2d\u56fd\u5c01\u88c5\uff0c\u662f\u6709\u5145\u5206\u7406\u7531\u7684\uff1a\u6210\u672c\u3001\u5468\u671f\u548c\u6280\u672f\u4e13\u957f\u3002\u5373\u4fbf\u5728\u516c\u53f8\u4e89\u7aef\u5c55\u5f00\u671f\u95f4\u5bf9\u8d28\u91cf\u6765\u6e90\u6709\u4e34\u65f6\u8b66\u793a\u6027\u63aa\u8f9e\uff0c\u5e02\u573a\u4fe1\u53f7\u4ecd\u7136\u660e\u786e\u3002\u4ee5\u4e2d\u56fd\u4e3a\u57fa\u5730\u7684\u5c01\u6d4b\u4ea7\u80fd\u4ecd\u662f\u4e16\u754c\u91cd\u5fc3\uff0c\u56fd\u5185\u6e20\u9053\u5c06\u7ee7\u7eed\u8fd0\u8f6c\u3002\u9762\u5411\u4e2d\u56fd\u9500\u552e\u7684\u8de8\u56fd\u516c\u53f8\u5c06\u9002\u5e94\u53cc\u8f68\u7269\u6d41\u548c\u8d27\u5e01\u5b89\u6392\uff0c\u800c\u672c\u5730\u5206\u9500\u5546\u5c06\u4ece\u4ee5\u4eba\u6c11\u5e01\u8ba1\u4ef7\u7684\u5408\u540c\u4e2d\u83b7\u5f97\u8bdd\u8bed\u6743\u3002\u4ee5\u4e2d\u56fd\u4e3a\u6e90\u7684\u65b0\u5174\u5e02\u573a\u91c7\u8d2d\u5546\u4e5f\u5c06\u53d7\u76ca\uff0c\u56e0\u4e3a\u5728\u5cb8\u4ef7\u683c\u7a33\u5b9a\u6027\u964d\u4f4e\u4e86\u4f20\u5bfc\u81f3\u4e1c\u76df\u3001\u4e2d\u4e1c\u548c\u975e\u6d32\u4f9b\u5e94\u94fe\u7684\u6ce2\u52a8\u3002<\/p>\n

\u503c\u5f97\u5173\u6ce8\u7684 10 \u5bb6\u4e2d\u56fd\u534a\u5bfc\u4f53\u4e0e\u4f9b\u5e94\u94fe\u53d7\u76ca\u8005<\/h3>\n

1) JCET Group Co Ltd 600584.SS\u3002\u6309\u6536\u5165\u8ba1\u4f4d\u5217\u5168\u7403\u524d\u4e09\u7684 OSAT \u4e4b\u4e00\uff0c\u5177\u5907\u7528\u4e8e\u667a\u80fd\u624b\u673a\u548c\u6c7d\u8f66\u7684\u5148\u8fdb SiP \u4e0e\u6247\u51fa\u80fd\u529b\u3002\u82cf\u5dde\u4e0e\u65b0\u52a0\u5761\u7684\u8fd1\u671f\u6269\u4ea7\u589e\u5f3a\u4e86\u8de8\u5883\u4ea4\u4ed8\u80fd\u529b\u3002\u5168\u7403\u5f71\u54cd\uff1a\u4e3a\u7f8e\u56fd\u3001\u6b27\u6d32\u548c\u4e9a\u6d32\u9886\u5148\u82af\u7247\u8bbe\u8ba1\u516c\u53f8\u5c01\u88c5\uff0c\u5de9\u56fa\u4e86\u4e2d\u56fd\u5728\u5168\u7403\u540e\u7aef\u7684\u89d2\u8272\u3002<\/p>\n

2) Tongfu Microelectronics Co Ltd 002156.SZ\u3002\u957f\u671f\u4e3a\u56fd\u9645\u5ba2\u6237\u63d0\u4f9b\u5148\u8fdb CPU \u548c GPU \u5c01\u88c5\u65b9\u6848\u3002\u5176\u5728\u5357\u901a\u548c\u5408\u80a5\u7684\u5e03\u5c40\u652f\u6301 PC\u3001\u670d\u52a1\u5668\u4e0e\u6c7d\u8f66\u7684\u5927\u6279\u91cf\u6d4b\u8bd5\u3002\u91cc\u7a0b\u7891\uff1a\u6269\u5c55\u7684\u5148\u8fdb\u5c01\u88c5\u7ebf\u4e0e\u4e0d\u65ad\u589e\u957f\u7684 AI \u670d\u52a1\u5668\u9700\u6c42\u76f8\u5951\u5408\u3002<\/p>\n

3) Huatian Technology Co Ltd 002185.SZ\u3002\u4f4d\u5217\u524d\u5341\u7684 OSAT\uff0c\u5728\u710a\u7ebf\u3001\u5012\u88c5\u82af\u7247\u548c\u7cfb\u7edf\u7ea7\u5c01\u88c5\u65b9\u9762\u5177\u89c4\u6a21\uff0c\u670d\u52a1\u4e8e\u6d88\u8d39\u548c\u5de5\u4e1a\u8bbe\u5907\u3002\u6d77\u5916\u5e76\u8d2d\u62d3\u5bbd\u4e86\u5de5\u827a IP\u3002\u5168\u7403\u5f71\u54cd\uff1a\u901a\u8fc7\u5176\u5ba2\u6237\u5411 50 \u591a\u4e2a\u56fd\u5bb6\u7684\u624b\u673a\u548c IoT \u4f9b\u5e94\u94fe\u53d1\u8d27\u3002<\/p>\n

4) Semiconductor Manufacturing International Corp 0981.HK\u3002\u4e2d\u56fd\u6700\u5927\u7684\u6676\u5706\u4ee3\u5de5\u5382\uff0c\u4e13\u6ce8\u4e8e\u6210\u719f\u4e0e\u7279\u8272\u8282\u70b9\uff0c\u7528\u4e8e\u7535\u6e90\u7ba1\u7406\u3001\u5c04\u9891\u548c\u56fe\u50cf\u4f20\u611f\u5668\u3002\u5df2\u5411\u56fd\u5185\u5ba2\u6237\u5c55\u793a 7 nm \u7ea7\u522b\u7684\u91cf\u4ea7\u80fd\u529b\u3002\u91cc\u7a0b\u7891\uff1a\u5728\u6c7d\u8f66\u4e0e\u5de5\u4e1a\u9886\u57df\u7684\u7a33\u5065\u8425\u6536\u7ec4\u5408\u4e0e\u4ee5\u4eba\u6c11\u5e01\u7ed3\u7b97\u7684\u672c\u5730\u6e20\u9053\u76f8\u543b\u5408\u3002<\/p>\n

5) Hua Hong Semiconductor Ltd 1347.HK\u3002\u4e13\u6ce8\u4e8e\u5d4c\u5165\u5f0f\u975e\u6613\u5931\u6027\u5b58\u50a8\u4e0e\u7535\u6e90\u5668\u4ef6\u7684\u7279\u8272\u4ee3\u5de5\u9f99\u5934\uff0c\u8282\u70b9\u8986\u76d6 55 nm \u81f3 90 nm\u3002\u4e0a\u6d77\u65b0\u5382\u7684\u6295\u4ea7\u589e\u52a0\u4e86\u4ea7\u80fd\u3002\u5168\u7403\u5f71\u54cd\uff1a\u5411\u65b0\u5174\u5e02\u573a\u4f9b\u5e94\u7528\u4e8e\u5bb6\u7535\u548c\u7535\u52a8\u6c7d\u8f66\u5b50\u7cfb\u7edf\u7684\u7535\u6e90\u7ba1\u7406\u82af\u7247\u3002<\/p>\n

6) Wingtech Technology Co Ltd 600745.SS\u3002\u6a2a\u8de8\u534a\u5bfc\u4f53\u4e0e\u7535\u5b50\u5236\u9020\u670d\u52a1\u7684 IDM\u3002\u5c3d\u7ba1\u5176\u6d77\u5916\u5b50\u516c\u53f8\u5b58\u5728\u6cbb\u7406\u566a\u97f3\uff0cWingtech \u7684\u4e2d\u56fd\u4e1a\u52a1\u4ecd\u662f\u624b\u673a\u548c IoT \u786c\u4ef6\u7684\u89c4\u6a21\u67a2\u7ebd\u3002\u91cc\u7a0b\u7891\uff1a\u6269\u5c55\u7684 ODM \u51fa\u53e3\u652f\u6491\u4e86\u5bf9\u6b27\u6d32\u4e0e\u4e1c\u5357\u4e9a\u54c1\u724c\u7684\u4f9b\u7ed9\u3002<\/p>\n

7) Naura Technology Group Co Ltd 002371.SZ\u3002\u56fd\u5185\u9886\u5148\u7684\u6c89\u79ef\u4e0e\u523b\u8680\u8bbe\u5907\u4f9b\u5e94\u5546\uff0c\u53e6\u6709\u6e05\u6d17\u4e0e CMP \u8bbe\u5907\u3002\u5df2\u5728\u591a\u5bb6\u4e2d\u56fd\u903b\u8f91\u4e0e\u5b58\u50a8\u6676\u5706\u5382\u53d6\u5f97\u5408\u683c\u8d44\u8d28\u3002\u5168\u7403\u5f71\u54cd\uff1a\u65e5\u76ca\u672c\u5730\u5316\u7684\u8bbe\u5907\u964d\u4f4e\u4e86\u4e2d\u56fd\u8d44\u672c\u652f\u51fa\u7684\u4ea4\u4ed8\u5468\u671f\u4e0e\u6c47\u7387\u98ce\u9669\u3002<\/p>\n

8) Advanced Micro-Fabrication Equipment Inc China 688012.SS\u3002\u523b\u8680\u4e0e MOCVD \u4e13\u5bb6\uff0c\u5176\u8bbe\u5907\u5df2\u5728\u5148\u8fdb\u4e0e\u6210\u719f\u8282\u70b9\u53d6\u5f97\u8d44\u8d28\u3002\u968f\u7740\u56fd\u5185\u6676\u5706\u5382\u6269\u5c55\u4ea7\u54c1\u7ebf\uff0c\u5176\u53ef\u5bfb\u5740\u5e02\u573a\u5728\u589e\u957f\u3002\u91cc\u7a0b\u7891\uff1a\u5411 12 \u82f1\u5bf8\u4ea7\u7ebf\u4ea4\u4ed8\uff0c\u652f\u6301\u4ee5\u5728\u5cb8\u5b9a\u4ef7\u4e0e\u670d\u52a1\u7684\u7535\u6e90\u4e0e\u6a21\u62df\u4ea7\u80fd\u3002<\/p>\n

9) Montage Technology Co Ltd 688008.SS\u3002\u9762\u5411\u6570\u636e\u4e2d\u5fc3\u4e0e\u4f01\u4e1a\u5e02\u573a\u7684\u5185\u5b58\u63a5\u53e3\u4e0e\u7f13\u51b2 IC \u4f9b\u5e94\u5546\uff0cDDR5 \u4ea7\u54c1\u4e0e AI \u670d\u52a1\u5668\u5efa\u8bbe\u76f8\u5951\u5408\u3002\u5168\u7403\u5f71\u54cd\uff1a\u5176\u8bbe\u8ba1\u88ab\u5168\u7403\u5185\u5b58\u5382\u5546\u91c7\u7528\uff0c\u5c06\u4e2d\u56fd\u7684\u8bbe\u8ba1\u751f\u6001\u4e0e\u5168\u7403\u8ba1\u7b97\u5347\u7ea7\u7ed1\u5b9a\u3002<\/p>\n

10) GigaDevice Semiconductor Beijing Inc 603986.SS\u3002\u4e00\u6d41\u7684 NOR Flash \u4e0e MCU \u4f9b\u5e94\u5546\uff0c\u5728\u6d88\u8d39\u4e0e\u5de5\u4e1a\u9886\u57df\u5360\u636e\u5f3a\u52bf\u5730\u4f4d\u3002\u9ad8\u6027\u80fd MCU \u7684\u65b0\u4ea7\u54c1\u722c\u5761\u6269\u5c55\u4e86\u94b1\u5305\u4efd\u989d\u3002\u91cc\u7a0b\u7891\uff1a\u5168\u7403 NOR Flash \u5e02\u573a\u4efd\u989d\u6301\u7eed\u4e0a\u5347\uff0c\u4f7f\u4e2d\u56fd\u5728\u5d4c\u5165\u5f0f\u5b58\u50a8\u5b9a\u4ef7\u4e2d\u53d1\u51fa\u66f4\u5927\u58f0\u97f3\u3002<\/p>\n

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