摩根士丹利-亚太地区半导体行业深度报告-2021.4.22-68页.pdf
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標(biāo)簽： 摩根士丹利 亚太地区 半导体
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文檔介紹：We believe short-range wireless communication technology is an attractive way to play the IoT uptrend. We expect Bluetooth to dominate on further spec migration, with the market set to double by 2025. We view Bestechnic as the key proxy, but the trend should also benefit Realtek and Mediatek.
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