STMicroelectronics

STMsupplier

STMicroelectronics is a global semiconductor leader in MCUs (STM32), silicon carbide power devices for EVs, MEMS sensors, and automotive ICs, serving 200,000+ customers worldwide.

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产品与营收

产品营收占比

营收构成 ($13.3B)

静态数据（加载实时财务…）

Automotive & Discrete (ADG) (45%)

Analog, MEMS & Sensors (AMS) (24%)

Microcontrollers & Digital ICs (MDG) (31%)

业务板块构成与主要客户

产品详情

Microcontrollers (STM32)36%

STM32 is the world's #1 Arm Cortex-M MCU family — billions shipped for IoT, industrial, and automotive uses.

Automotive (ADAS, powertrain)32%

Silicon carbide (SiC) MOSFETs for EV inverters, SPC5 automotive MCUs for body/powertrain control.

Power & Energy (SiC / GaN)20%

Wide-bandgap power devices for EV charging, solar inverters, and industrial motor drives.

MEMS & Sensors12%

World's #1 consumer MEMS — accelerometers, gyroscopes, microphones in smartphones and wearables.

供应链关系

主要客户

tsla

SiC MOSFETs for Model 3/Y inverters

影响: critical

Apple Inc.

MEMS motion sensors in iPhone

影响: significant

合作伙伴

tsm

Advanced node foundry services

影响: significant

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

Geneva, Switzerland

成立时间

1987

员工人数

50,700

官网

st.com

行业概况 — 반도체

行业新闻