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电子行业：2023年度半导体策略，朝乾夕惕，拐点可期-20230112-国盛证券

朝乾夕惕，拐点可期——2023 年度半导体策略数字 IC：周期轮动，拐点将至。数字 IC景气度自年初步入下行，库存及存货周转天数逐季度走高，多数企业营收增长趋势与存货出现背离，部分以消费电子为主的企业库存和存货周转天数较营收出现严重背离。但各公司逆境不改研发趋势，新品迭代迅速、研发进展顺利。我们进一步复盘以韦尔股份、兆易创新等为代表的优秀 IC设计企业自 2018年以来的库存、毛利率和新品拓展情

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