Analogue IC sector is shifting from inventory-cycle repair to demand recovery,
Price and rebound structural upgrade, CITIC Jian... research says. Aggressive
price increases by overseas leaders have created pricing room and eased profit
pressure on Chinese suppliers from prior low‑price competition, supporting a
stabilization and rebound in industry gross margins. Over the next few quarters,
as AI infrastructure spending scales, firms with high‑performance, low‑latency
analog technologies are expected to retain a competitive edge in the AI-driven
industry reshuffle.
