模拟芯片是连接现实世界与数字世界的核心器件，负责处理连续变化的电压或电流信号，其性能直接决定电子系统的精度、功耗与稳定性。按功能分为电源链芯片（电能转换、分配、调节，如电池管理、DC/DC、LDO）和信号链芯片（信号接收、放大、转换、发送，如运算放大器、数据转换器、接口芯片）。
2025年，中国模拟芯片市场在经历2023–2024年的调整后强劲复苏，主要驱动力来自AI基础设施（带动高端电源链和高速信号链需求）和汽车智能化与电动化（提升单车芯片价值）。消费电子等中低端领域，国产模拟芯片已占据主导份额，部分细分国产化率超50%，头部企业正向自主设计和创新转型；但在汽车电子、工业控制等高端领域，国产化率仍较低，产品丰富度和技术水平与国际巨头存在明显差距。
Analog chips are core components that bridge the real world and the digital world, processing continuously varying voltage or current signals. Their performance directly determines the precision, power consumption, and stability of electronic systems. By function, they fall into two categories: power chain chips (power conversion, distribution, and regulation, e.g., battery management, DC/DC converters, LDOs) and signal chain chips (signal reception, amplification, conversion, and transmission, e.g., operational amplifiers, data converters, interface chips).
In 2025, after the cyclical adjustments and inventory destocking of 2023–2024, China’s analog chip market experienced a strong recovery, driven primarily by AI infrastructure (boosting demand for high-end power chain and high-speed signal chain products) and automotive intelligence and electrification (increasing chip value per vehicle). In mid-to-low-end segments such as consumer electronics, domestic analog chips have already captured dominant market shares, with localization rates exceeding 50% in some sub-fields, and leading local firms are transitioning from import substitution to independent design and innovation. However, in high-end areas like automotive electronics and industrial control, the localization rate remains low, and most domestic players still lag significantly behind global giants in product diversity and advanced technology.
