1、 -156-. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 3. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2、. . . . . . . . . . . . . . 4 4. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 7. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1111. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1515.
3、 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1818. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1919. . . . . . . . . . . . . . . . . . . . . . 2020. . . . . . . . . . . . . . . . . . . . . . . .
4、 . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21211 1 2021 () () Lincoln ClarkLincoln Clark Jodi SheltonJodi Shelton2 22020 2021 () () /5G/5G2021156/5G5GESGESG3 372%50%63%34%53%5% 2021 () () 202050%/4 4 2021 () () 5G50%89%202081%33%2021156202031589%81%20205%10%20206.5%11 WSTS5 550% 2021
5、() () /OSAT/202115631%- Lincoln Clark6 656%55%63%47% 2021 () () 63%74%7 7$ 2021 () () 202085%79%1)2)73%202159%$2021156 Lincoln Clark2020202020212021101020%20%11% 11% - - 20%20%6% 6% - - 10%10%1% 1% - - 5%5%7%8%8 812%26%23%24%5%7%4%5%5%12%11%4%14%18%16%28%35%23%23%23%26%41%1 11 1- -9.999.99 2021 () (
6、) 63%74%66%$202171%34%20%12%2%15620211952020)149201912%12%66%66%2021202122%22%9%9%58%58%32%32%9%9%64%64%26%26%9 92022020 020 2019 19 2021 () () 59611561202115610105961202020202021202110101 1- -9.999.991 1536368677782536466375369496170596053 2021 () () 5G/MEMS1111 2021 () () /MEMS/MEMS/MEMS/RF/GPU/MC
7、U/MPU5G/RF/(GPU/MCU/MPU)GPU151=5=)/MEMS/MEMS/RF/RF/156 2021)1952020)1212( (GPU/MCU/MPU)GPU/MCU/MPU)( (DRAM)DRAM)20212021202020203.8 3.83.7 3.73.7 3.73.5 3.53.6 3.63.2 3.23.3 3.33.1 3.13.3 3.33.0 3.03.0 3.02.8 2.82.9 2.92.6 2.6 2021 () () 5G5G5G72%5G50%5G5G3-45 Scott Jones202120211 13 353%25%11-219%3
8、% 2021 () () 5GGary Silberg151=5=)14142021202120202020201920195G/ / / / / /15620211952020)14920192021202120202020201920193.83.73.93.83.73.83.63.53.73.33.33.83.33.23.53.23.23.43.23.13.53.22.92.93.13.33.43.12.93.43.12.62.72.92.72.92.82.72.82.72.72.92.72.42.5 2021 () () 1515ESG 2021 () () 202115610053%
9、53%22%22%30%30%37%37%22%22% Chris Gentle1616 2021 () () 68%68%44%44%31%31%53%53%18%18%4%4%4%4%3%3%19%19%33%33%/ ESG ()202115610017171%1% 2021 () () “”1818 2021 () () 202115639%39%23%23%32%32%11- 101036%36%36%36%27%27%C48%48%35%35%17%17%49%49%44%44%8%8%32%32%23%23%19%19%17%17%6%6%1919202020204 4156156100%100%6%6% 2021 () () GSAGSAGSA2525070% 2021 () () 2121 2021 () () ESGB-5 5G G-202350002222 2021 () ()