1, North China (002371): world-class semiconductor equipment reserve army!
North Hualong is mainly engaged in basic electronic product research and development, production, sales and technical services, the main products for the electronic process equipment and electronic components, is the domestic mainstream high-end electronic process equipment suppliers, but also an important high-precision, high-reliability electronic components production base.
The company's electronic process equipment mainly includes semiconductor equipment, vacuum equipment and lithium equipment, which are widely used in integrated circuits, semiconductor lighting, power devices, microelectromechanical systems, advanced packaging, photovoltaic, new displays, vacuum electronics, new materials, lithium-ion batteries, etc.; electronic components mainly include resistors, capacitors, crystalline devices, microwave components, modular power supplies, hybrid integrated circuits. Widely used in aerospace, precision instrumentation, automatic control and other high-precision, sharp special industry fields.
2, China Microelectronics Corporation (688012): world-class semiconductor equipment reserve army!
Central Micro Semiconductor Equipment (Shanghai) Co., Ltd.'s main business is semiconductor equipment and pan-semiconductor equipment research and development, production and sales. Our main products include capacitive plasma etching equipment, inductive plasma etching equipment, MOCVD equipment, and VOC equipment.
In 2019, in the "Customer Satisfaction" survey and evaluation of global semiconductor equipment companies by VLSI Research, a leading semiconductor industry consulting firm in the U.S., the Company's overall rating continued to be the third highest globally following the results of 2018, and was ranked the third highest among professional chip manufacturing equipment suppliers and specialized chip manufacturing equipment suppliers. We also ranked second in the evaluation of professional chip manufacturing equipment suppliers and specialized chip manufacturing equipment suppliers, and continued to rank first in the evaluation of thin-film deposition equipment. At the same time, SMIC is one of only five companies in the world with a five-star rating for wafer fabrication equipment vendors.
3, Daqo Laser (002008): the world's leading full-scene laser equipment!
In recent years, China's traditional manufacturing industry is in an accelerated transformation stage, the country vigorously promote the development of high-end equipment manufacturing industry, the original laser processing technology is becoming more mature, laser equipment material costs continue to reduce, the emerging laser technology continues to market, laser processing of the outstanding advantages of the various industries gradually embodied in the laser processing equipment, laser processing equipment, the market demand to maintain sustained growth.
Countries around the world have introduced national policies on the development of the robotics industry, the development of the robotics industry has been upgraded to the level of national strategies, the global smart manufacturing ushered in a huge market opportunity. Due to the laser processing equipment work process with intelligent, standardized, continuous and other characteristics, through the supporting automation equipment can improve product quality, improve production efficiency, saving labor, etc., the future of laser + supporting automation equipment system integration needs to become a trend.
4, SMIC (688981): the world's third chip advanced foundry!
Semiconductor Manufacturing International Corporation was established in April 3, 2000 is mainly engaged in integrated circuit wafer foundry business, as well as related design services and IP support, photomask manufacturing, bump processing and testing and other ancillary services, belonging to the integrated circuit industry.
The company's main products and services are IC foundry, design services and IP support, photomask manufacturing and bump processing and testing, the company is one of the world's leading IC foundries, is also the most technologically advanced in mainland China, the largest scale, the most complete ancillary services, multinational operation of the professional foundry enterprises, mainly for customers to provide 0.35 micron to 14 nm a variety of integrated circuit technology nodes, different process platforms. It mainly provides customers with IC foundry and supporting services for various technology nodes and different process platforms from 0.35 micron to 14 nanometers.
5, zhao yi innovation (603986): the world's memory chip platform reserve army!
DRAM, Dynamic Random Access Memory, is the most important system memory in the current market, occupies a core position in the computing system, widely used in servers, mobile devices, PC, consumer electronics and other fields. Due to the extremely high technical and financial barriers, the DRAM market is highly concentrated and even monopolized. The company began selling Hefei Changxin DRAM products in 2020, and its own brand DRAM products are expected to be launched in the first half of 2021, mainly for niche markets such as consumer, industrial control and automotive.
The company's sensor business is committed to a new generation of intelligent terminal biosensing technology of independent technological innovation, focusing on human-computer interaction sensor chip and solution development, currently provides embedded sensing chip, capacitive, ultrasonic, optical mode fingerprint identification chip, and self, inter-touch touch screen control chip, widely used in the new generation of intelligent mobile terminals, sensor modules, but also suitable for industrial automation, automotive human-machine interface and automotive control. It is also applicable to industrial automation, in-vehicle human-machine interface and Internet of Things (IoT) and other fields that require intelligent human-machine interaction solutions.
6, TCL Group (000100): the world's top four semiconductor display!
Semiconductor display industry is the core business of the Group. The company through the merger and acquisition of Central Semiconductor, the layout of semiconductor photovoltaic and semiconductor materials industry. These two core businesses have high technological thresholds, large investments and long industrial cycles, which require long-term strategic management capabilities, the ability to operate through industrial cycles and the ability to sustain financing and development; the need to maintain leading product technologies and achieve optimal operating scale; and the need to plan development strategies with the goal of global leadership. The above are also the Group's core competencies and business operation logic.
We chose these two core industry tracks based on the fact that China has already developed world-leading industrial scale and competitiveness in the semiconductor photovoltaic industry and the LCD sector of the semiconductor display industry, and that Central Semiconductor and TCL Huaxing Optoelectronics have become one of the headline companies in the industry. With the growth of global market demand and the increase of industry concentration, it will face more opportunities and challenges.
7, long power technology (600584): the world's top three advanced chip packaging!
Changdian Technology provides one-stop services for microsystem integration packaging and testing, including integrated circuit design and characterization simulation, wafer mid-channel packaging and testing, system-level packaging and testing services; product technology is mainly applied to 5G communication networks, intelligent mobile terminals, automotive electronics, big data centers and storage, artificial intelligence and industrial automation control, and other electronic machines and intelligent fields.
8, the state shares (300661): China's analog IC chip design leader!
Currently has 25 categories of more than 1,600 products on sale, covering the signal chain and power management in two major areas, of which the signal chain analog chips, including various types of operational amplifiers and comparators, audio power amplifiers, video buffers, line drivers, analog switches, temperature sensors, analog-to-digital converters (ADCs), digital-to-analog converters (DACs), level shifter chips, interfacing Circuit, voltage reference chips, small logic chips, etc.; power management analog chips, including LDOs, microprocessor power monitoring circuits, DC/DC buck converters, DC/DC boost converters, DC/DC boost converters, backlight and flash LED drivers, AMOLED power chips, PMUs, OVPs and load switches, battery charging and discharging management chips, battery protection chips, motor driver chips, MOSFETs and other analog chips.