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中信證券敖翀:手機PA芯片、光電子等將帶動砷化鎵需求快速升高
格隆匯 09-19 08:50
中信證券週期產業首席分析師敖翀表示,未來手機PA芯片、光電子、LED將帶動砷化鎵需求快速升高。在半導體產業鏈自主可控趨勢下,預計國內上游核心原材料公司將受益,重點推薦擁有技術優勢和高端襯底產能的雲南鍺業,推薦關注有研新材;下游元件推薦已經佈局高端射頻和光電領域的三安光電。
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