2023年全國碩士研究生考試考研英語一試題真題(含答案詳解+作文范文)_第1頁
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1、目錄整體:需求趨緩,創(chuàng)新將至...........................................................6細分:各細分領域海外公司財報跟蹤...................................................7半導體:暫時性降溫,周期性的弱化..............................................................

2、...7英特爾:堅守數據革命,加碼投入擴產能.........................................................................................................................9英偉達:礦機短期波動,以GPU框定成長路徑.......................................................

3、......................................................10德州儀器:短期需求弱化,看重汽車與工業(yè)市場............................................................................................................11臺積電:先進制程紅利疊加龍頭優(yōu)勢,實現穩(wěn)健成長..........

4、...........................................................................................12應用材料:業(yè)績隨半導體景氣變動,環(huán)比繼續(xù)向下.........................................................................................................

5、13信越化學:硅晶圓持續(xù)供不應求.....................................................................................................................................14消費電子:創(chuàng)新分化,存量競爭成本為王...................................................

6、.........16蘋果:iPhone出貨量增長停滯,收入進入上升周期.......................................................................................................17大立光:三季度鎵動率回升,高規(guī)格鏡頭鎖定升級方向.......................................................

7、..........................................18瑞聲科技:產品升級空檔期,價格承壓影響業(yè)績............................................................................................................19小米:智能手機出貨保持增長,IOT與互聯網業(yè)務利潤增厚..................

8、........................................................................20IPG光電:全球光纖激光龍頭遭國產替代沖擊................................................................................................................21LED:需求放緩下,海

9、外業(yè)績略減..................................................................22昕諾飛:競爭激烈、需求放緩,三季度業(yè)績承壓............................................................................................................22歐司朗:車燈領導者,業(yè)績較為平穩(wěn)

10、..............................................................................................................................24Veeco:穩(wěn)抓MOCVD與前段半導體方向,縮小LED占比...............................................................

11、.............................26顯示:三季度乘勢而上,OLED成助力器............................................................28LGD:三季度扭虧為盈,OLED開始貢獻業(yè)績......................................................................................

12、..........................30三星電子:OLED三季度起量,迎來波峰期...................................................................................................................31友達光電:積極調整,三季度或成全年最優(yōu)季度..................................

13、..........................................................................32群創(chuàng)光電:盈利能力整體削弱,率先布局MiniLED.......................................................................................................33UniversalDispl

14、ay:三季報低于預期,不改OLED長期趨勢............................................................................................34總結:挑戰(zhàn)與機遇并存,持續(xù)看好中國電子產業(yè)的升級之路..............................35圖41:IPG歷史業(yè)績增長情況(億美元)...........................

15、......................................................................................21圖42:IPG歷史毛利率與凈利率情況..................................................................................................................

16、......21圖43:IPG歷史研發(fā)投入(億美元)........................................................................................................................21圖44:中國光纖激光器市場品牌市場占有率....................................................

17、..........................................................21圖45:公司營收及CSG(百萬歐元,%)................................................................................................................22圖46:公司調整后EBITA及利潤率(百萬歐元,%)

18、...................................................................................................22圖47:公司燈具業(yè)務的營收及可比銷售增速情況(百萬歐元)...............................................................................23圖48:公司燈具業(yè)務

19、調整后EBITA及利潤率(百萬歐元)...........................................................................................23圖49:公司LED業(yè)務的營收及可比銷售增速情況(百萬歐元).............................................................................23圖

20、50:公司LED業(yè)務調整后EBITA及利潤率(百萬歐元)..........................................................................................23圖51:公司專業(yè)照明業(yè)務的營收及可比銷售增速情況(百萬歐元)......................................................................

21、..23圖52:公司專業(yè)照明業(yè)務調整后EBITA及利潤率(百萬歐元)....................................................................................23圖53:公司家庭照明業(yè)務的營收及可比銷售增速情況(百萬歐元)......................................................................

22、..24圖54:公司家庭照明業(yè)務調整后EBITA及利潤率(百萬歐元)....................................................................................24圖55:公司營收及可比銷售增速情況(百萬歐元).............................................................................

23、....................24圖56:公司調整后EBITDA及利潤率(百萬歐元,%)................................................................................................24圖57:公司OS業(yè)務營收及可比銷售增速情況(百萬歐元)..............................................

24、.....................................25圖58:公司OS業(yè)務調整后EBITDA及利潤率(百萬歐元,%)..................................................................................25圖59:公司SP業(yè)務營收及可比銷售增速情況(百萬歐元).......................................

25、............................................25圖60:公司SP業(yè)務調整后EBITDA及利潤率(百萬歐元,%)..................................................................................25圖61:公司LSS業(yè)務營收及可比銷售增速情況(百萬歐元)...............................

26、..................................................26圖62:公司LSS業(yè)務調整后EBITDA及利潤率(百萬歐元,%)................................................................................26圖63:公司業(yè)績單季度出現同比下滑(百萬美元)...............................

27、....................................................................26圖64:按應用領域劃分收入.......................................................................................................................................27

28、圖65:按地理劃分收入..............................................................................................................................................27圖66:按應用領域劃分訂單....................................................

29、...................................................................................27圖67:按地理劃分訂單............................................................................................................................

30、..................27圖68:60英寸及以上面板出貨量(百萬片)............................................................................................................28圖69:2018Q3大尺寸LCD面板出貨量市占率.............................................

31、...........................................................28圖70:2018Q3大尺寸LCD面板出貨面積市占率....................................................................................................28圖71:2018年三季度中國大陸AMOLED手機面板出貨量與市占

32、率(萬片)..........................................................29圖72:LGD近7個季度營收、營業(yè)利潤與凈利潤(十億韓元)...............................................................................30圖73:LGD近五個季度出貨量與平均價格(百萬平方米,美元每平方米)...........

33、...................................................30圖74:LGD近5個季度產品結構..............................................................................................................................30圖75:三星電子2018Q3各個業(yè)務板塊的業(yè)績

34、情況(萬億韓元).............................................................................31圖76:三星電子近7個季度營收、營業(yè)利潤(萬億韓元)........................................................................................31圖77:三星可折疊手機......

35、........................................................................................................................................31圖78:友達光電近7個季度營收、營業(yè)利潤與歸母凈利潤(百萬新臺幣).................................................

36、.............32圖79:友達光電面板出貨量(百萬片).....................................................................................................................32圖80:友達光電出貨面積與平均價格(千平方米、美元每平方米)......................................

37、...................................32圖81:友達光電產品結構情況...................................................................................................................................32圖82:群創(chuàng)光電近7個季度營收、營業(yè)利潤與歸母凈利潤(百萬新臺幣)...

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