| 行业 | Unit | 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | 2024 YoY | 2025 YoY | 2026 YoY | 2027 YoY | 2028 YoY | 更新日期 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 手机 | Mil | 1,171 | 1,216 | 1,255 | 1,076 | 1,060 | 1,111 | 3.8% | 3.2% | -14.3% | -1.4% | 4.8% | 2026-10-05 |
| PC | Mil | 260 | 263 | 285 | 253 | — | — | 1.2% | 8.1% | -11.3% | — | — | 2026-10-04 |
| 全球乘用车零售 | Mil | 76.6 | 80.6 | 84.1 | 81.1 | 82.8 | 83.8 | 5.3% | 4.3% | -3.6% | 2.1% | 1.3% | 2026-10-09 |
| 通用服务器 | Mil | 14.3 | 14.0 | 13.8 | 15.9 | — | — | -2.1% | -1.5% | 15.0% | — | — | 2026-10-05 |
| 北美自研 ASIC | K | 1,250 | 3,030 | 4,339 | 8,587 | 15,145 | 22,338 | 142.5% | 43.2% | 97.9% | 76.4% | 47.5% | 2026-10-11 |
| HDD | K | 0.9 | 1.3 | 1.6 | 2.0 | 2.5 | 3.2 | 49.0% | 21.2% | 24.4% | 25.0% | 25.0% | 2026-10-07 |
| 全球EV＋储能电芯出货量 | GWh | 1,089 | 1,421 | 2,147 | 2,726 | 3,500 | 3,859 | 30.4% | 51.1% | 27.0% | 28.4% | 10.3% | 2026-10-12 |
| 储能 | GWh | 75.5 | 149 | 276 | 393 | 519 | 575 | 97.1% | 85.7% | 42.1% | 32.2% | 10.7% | 2026-10-08 |
| 光伏 | GW | 464 | 604 | 692 | 560.5 | 576.8 | 593.9 | 30.2% | 14.6% | -19.0% | 2.9% | 3.0% | 2026-10-05 |
| 北美算力 Capex | Mil USD | 153,844 | 240,483 | 415,786 | 806,451 | 1,175,453 | 1,410,544 | 56.3% | 72.9% | 94.0% | 45.8% | 20.0% | 2026-10-12 |
| WFE | Mil USD | 96,000 | 104,300 | 116,900 | 143,900 | 175,270 | 220,000 | 8.6% | 12.1% | 23.1% | 21.8% | 25.5% | 2026-10-06 |
| 海外存储厂 Capex | Mil USD | 60,131 | 61,846 | 73,925 | 118,824 | 146,829 | 146,829 | 2.9% | 19.5% | 60.7% | 23.6% | 0.0% | 2026-10-05 |
| PCB | Mil USD | 57,000 | 62,100 | 70,300 | 80,885 | 101,584 | — | 8.9% | 13.2% | 15.1% | 25.6% | — | 2026-10-05 |
| 中国算力 Capex | Mil USD | — | 33,028 | 52,178 | — | — | — | — | 58.0% | — | — | — | 2026-10-07 |
| 中国 WFE | Mil USD | 33,700 | 40,000 | 39,300 | 35,400 | — | — | 18.7% | -1.8% | -9.9% | — | — | 2026-10-06 |
| 中国晶圆厂 Capex | Mil USD | 20,221 | 27,398 | 25,823 | 28,698 | — | — | 35.5% | -5.7% | 11.1% | — | — | 2026-10-06 |
| 光模块 | Mil USD | 11,500 | 16,300 | 24,500 | 62,850 | 130,350 | — | 41.7% | 50.3% | 156.5% | 107.4% | — | 2026-10-05 |
| 载板 | Mil USD | 13,459 | 12,450 | 14,750 | 19,510 | — | — | -7.5% | 18.5% | 32.3% | — | — | 2026-10-06 |
| PCB 设备 | Mil USD | 6,500 | 6,500 | 8,636 | 10,795 | — | — | — | 32.9% | 25.0% | — | — | 2026-10-09 |
| 中国 OSAT Capex | Mil USD | 2,998 | 3,192 | 4,087 | 6,273 | — | — | 6.5% | 28.0% | 53.5% | — | — | 2026-10-06 |
| PCB Capex | Mil USD | 1,749 | 1,750 | 3,725 | — | — | — | 0.1% | 112.9% | — | — | — | 2026-10-09 |
| AI服务器一次电源 | Mil USD | — | 1,374 | 2,134 | 3,774 | 6,542 | 8,463 | — | 55.3% | 76.9% | 73.3% | 29.4% | 2026-10-12 |