Discrete semiconductor market is driven by the increasing need to manage power across electronics, and miniaturization. The reduction in package size is inversely proportional to power dissipation. For instance, NXP semiconductors achieved 55% reduction in packaging size for its transistors range, by retaining the same power performance. Additi onally, Diodes Incorporated launched 40V- rated DMTH4008LFDFWQ and 60V-rated DMTH6016LFDFWQ automotive-compliant MOSFETs packaged in DFN2020. Moreover, characteristics, like safety, infotainment, navigation, and fuel efficiency in the automotive components, and security, automation, solid-state lighting, transportation, and energy management in industrial components, are expected to fuel the market studied. One of the significant trends in discrete semiconductors is efficient power management. New system architectures are improving the efficiency of AC-DC power adapters, while simultaneously reducing the size and component count. New standards for Power-over-Ethernet (PoE) allow higher power transfer, which enables the development of new classes of devices, like connected lighting.

Discrete semiconductor market is driven by the increasing need to manage power across electronics, and miniaturization. The reduction in package size is inversely proportional to power dissipation. For instance, NXP semiconductors achieved 55% reduction in packaging size for its transistors range, by retaining the same power performance. Additi onally, Diodes Incorporated launch ed 40V- rated DMTH4008LFDFWQ and 60V-rated DMTH6016LFDFWQ automotive-compliant MOSFETs packaged in DFN2020. Moreover, characteristics, like safety, infotainment, navigation, and fuel efficiency in the automotive components, and security, automation, solid-state lighting, transportation, and energy management in industrial components, are expected to fuel the market studied. One of the significant trends in discrete semiconductors is efficient power management. New system architectures are improving the efficiency of AC-DC power adapters, while simultaneously reducing the size and component count. New standards for Power-over-Ethernet (PoE) allow higher power transfer, which enables the development of new classes of devices, like connected lighting. Several aspects of wearable devices, from the underlying physics to the end-user experience, play crucial roles in driving consumer adoption and acceptance. Discrete semiconductor companies are poised to benefit from being cognizant of the challenges and market trends during the designing phase of products, to stay on the competitive edge.

2020 年4 月29 日特斯拉发布2020 年Q1 季度报告，并召开业绩说明会。2020 年Q1，公司营收5.99B$（YoY~32%，QoQ~-19%），净利润16M$（YoY~102%,QoQ~-85%）。

整体上看，电子产业链中“量价齐升”是最核心的产业机遇，未来很长一段时间或将体现在“2 条链”，即芯片国产链和5G*电子产业链（特别是射频部分）上，现象上将有一批优质企业实现由小做大，由大做强，由国内到全球的快速发展过程，这是智能手机发展红利之后，对于本土企业的特有发展机遇！“蓝图”正在开始采用“订单”形式兑现！中期以上维度看，不论是国产替代推动还是产业链已有技术储备发酵，能够确定的是，已经会做的科技产品，预计未来会做的更好。

2019年电子板块景气度逐季提升，但疫情打断行业复苏节奏。在5G手机、通讯设备和高性能服务器的多重驱动下，电子行业从19Q3开始复苏，行业步入上行周期。电子行业2019年营业收入同比增长6.24%，归母净利润同比增长26.64%，毛利率、净利率亦有所提升，印证行业景气上行；但突发的新冠疫情打断了行业复苏节奏，电子行业企业Q1面临复工推迟问题，下游需求亦出现萎缩，导致1Q20业绩同比下滑。具体来看，SW电子板块1Q20实现营业收入营业收入4,564.33亿元，同比下降3.96%，实现归母净利润153.11亿元，同比下降10.88%。