甲子光年：2022中国科技产业投资新风向（57页）.pdf

1、2022.7.272022.7.27&CEO&CEO20222022NOWNOWZoom InZoom InHOWHOWZoomZoom OutOutNOWNOWGDPGDP1.6%1.6%7575202220225050+20222022100100214214181880.2680.26202220223.213.21MU5735MU57354793.64793.64 4+2022H12022H12022H12022H1-1919%-8%8%1632641282019-01-042019-05-172019-09-202020-01-232020-06-052020-10-092021-0

2、2-102021-06-182021-10-222022-03-042022-07-08AAWindWind202220227 78 8PEPEPEPEPEPE4762476220212021121231312022/1/52022/2/52022/3/52022/4/52022/5/52022/6/52022/7/550-WindWindPE19781978-1990199019911991-2000200020012001-2020202020212021-2035203520362036-205020502021425GDP12.5GDP26%37%+10000Zoom InZoom I

3、n10520221-65G20222022,70%,30%78%22%16.40%60.70%27.90%16.40%34.40%27.90%27.90%18.00%13.10%8.20%41.00%8.20%54.10%26.20%16.40%39.30%32.80%34.40%24.60%21.30%16.40%50.80%8.20%6.60%1.60%0.00%-4.90%-4.90%-6.60%-6.60%-8.20%-8.20%-9.80%5G/20222022N=105202265G301292018820195EDA2020520209SKBIS20201020201210nm2

4、0211CFO2018122021-20232021/9/120352021/3/12021-20232021/1/12020/9/12020/7/120192019/11/12019-20222019/10/12018-20202017/12/12017-20192017/11/12016/11/12016/8/120252015/5/120221016 1087 1318 1565 1853 2018 2614 3594 2857 3140 3426 3770 4176 4451 5434 6355 20142015201620172018201920202021CAGR17.1%CAGR

5、10.5%CAGR16.8%+1940s1990sWeb 1.01980sPC2000sWeb 2.02010s2020sAI5G10-2031%31%20%15%3%2888 2808 2577 2531 2628 2750 78 126 121 137 352 500 53%62%-4%11%120%42%201720182019202020212022EAI/CMP/ICCPUGPUFPGA3-5EDA/IP/EDA28nm/7nm/5nm/2022ESG32.1%21.7%7.1%7.1%4.5%4.4%3.4%1.8%-0.6%-1.8%=f f()=f f()N=10520226C

6、adenceCadenceEDAEDA20185Synopsys20195AnsysCAE2019420206FigmaUIFigma20223MatlabMatlab4,35815%6%20132014201520162017201820192020%20352021-03+2021-20232020-122019-10APP2018-20202018-05202030APP2016-20202017-01APP2016-11+20252015-05202230%13%10%5%MESCADEDACAE0.020.040.060.080.0100.0120.0140.019701975198