Analog Devices, Inc.

ADIsupplier

Analog Devices bridges the physical and digital worlds with high-performance analog, mixed-signal, and digital signal processing technology. The Maxim Integrated acquisition doubled its portfolio, making ADI the second-largest analog chipmaker behind Texas Instruments.

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产品与营收

产品营收占比

营收构成 ($12.3B)

静态数据（加载实时财务…）

Industrial (50%)

Automotive (24%)

Communications (16%)

Consumer (10%)

业务板块构成与主要客户

产品详情

Data Converters40%

High-performance ADCs and DACs for 5G base stations, instrumentation, and defense

Power Management30%

Battery management systems, voltage regulators, and power switches

Sensors & Signal Conditioning30%

MEMS sensors, amplifiers, and interface ICs for industrial automation

供应链关系

主要供应商

Taiwan Semiconductor Manufacturing Company

Wafer fabrication

影响: Key foundry partner

竞争对手

Texas Instruments Incorporated

Analog and power management ICs

影响: Primary analog rival

主要客户

Lockheed Martin Corporation

Signal processing for radar/EW systems

影响: Significant defense customer

宏观与市场背景

반도체行业新闻

WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입

TSMC 가동률

92%+

HBM 수요 성장

+180% YoY

WFE 시장 규모

$105B (2026E)

리드타임 (장비)

18~24개월

近期催化剂

◆TSMC Q2 실적 (2026.04.17)◆NVIDIA GB300 양산 착수 발표◆AMAT/LRCX/KLAC 실적 시즌 (2026.05)

AI 分析

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企业信息

总部

Wilmington, Massachusetts, USA

成立时间

1965

员工人数

26,000+

官网

analog.com

行业概况 — 반도체

行业新闻