Allegro MicroSystems

ALGMsupplier

Allegro MicroSystems is the world leader in Hall-effect magnetic sensor ICs, with dominant positions in EV battery current sensing and automotive position sensing for ADAS.

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产品与营收

产品营收占比

营收构成 ($912M)

静态数据（加载实时财务…）

Automotive (73%)

Industrial (27%)

业务板块构成与主要客户

产品详情

Current Sensors42%

Hall-effect current sensors for EV battery management, solar inverters, and industrial motor drives.

Position Sensors34%

Angle and linear position sensors for EV throttle, transmission, and ADAS steering systems.

Motor Drivers & Gate Drivers24%

Brushless DC motor driver ICs for automotive and industrial fans, pumps, and compressors.

供应链关系

主要客户

tsla

EV current/position sensors

影响: significant

竞争对手

STMicroelectronics

MEMS & magnetic sensors

影响: major

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

点击「获取 AI 分析」以获得 Allegro MicroSystems 的 AI 供应链分析。

企业信息

总部

Manchester, New Hampshire, USA

成立时间

1990

员工人数

3,400

官网

allegromicro.com

行业概况 — 반도체

行业新闻