Semiconductor MCU refers to microcontrollers, commonly known as microcontrollers, generally can be divided into chip chip and system chip, the CPU, storage, power management, I / O interfaces and other functions integrated together is a chip chip chip, generally can only run by the assembly language and other low-level language programmed by the simple system.
Currently, MCUs are divided into 4-bit, 8-bit, 16-bit, 32-bit, and 64-bit according to the number of bits, and the higher the number of bits, the stronger the performance, and 32-bit MCUs are the mainstream.
As of May, BYD Semiconductor's automotive-grade MCUs have exceeded 10 million units in mass production, and the company's cumulative shipments of automotive-grade and industrial-grade MCUs have exceeded 2 billion units, with the application of domestic MCUs in the automotive field continuing to improve.
In the automotive industry "lack of core" tide, MCU chip is the most seriously affected by the chip, at present, the global semiconductor production capacity is in short supply, the industry is generally expected to capacity shortages will continue until 2022 or 2023.
For example, founded in 1980, UMC (UMC) semiconductor equipment delivery period has generally reached 14-18 months, its investment capacity has been planned to 2023, MCU demand is strong, the shortage of prices continue to rise, the relevant companies are expected to benefit.
The company has been maintaining technological innovation and market advancement in the field of MCUs.
The company's core product line is FLASH, 32-bit general-purpose MCUs and intelligent human-computer interaction sensor chips and total solutions, the company's products are known for "high performance, low power consumption".
At present, the company's MCU global market share is still relatively low, taking into account the company's 32-bit product advantages and the global supply and demand tend to tighten, we believe that the company's MCU business is expected to open up a larger market space.
Neusoft Carrier: The company has formed a chip design as the source, energy Internet and intelligent application of the two wings of the industrial pattern, in the completion of the intelligent manufacturing, based on the construction of the 3 +1 mode of development.
The company has a unique and complete MCU-SOC chip design platform, mainly providing 8-bit and 32-bit MCUs. The company's MCU products are mainly used in white goods, consumer electronics, industrial control, industrial Ethernet, motor control, instrumentation, battery management, health care electronics and other fields, and automotive electronics also have certain applications.
The company has built a comprehensive portfolio of chips to meet the needs of the Internet of Things (IoT), MCU chips continue to be updated and iterative, and the layout of the first Wi-Fi chips, lithium battery management chips, Lao Yu that will benefit from the acceleration of the domestic substitution of integrated circuits, the IoT terminal equipment volume.
Beijing Junzheng: CPU+memory double leader, has the world's leading 32-bit embedded CPU technology and low-power technology.
The company's acquisition of ISSI has formed a "CPU + storage + analog layout", the effect of the company's integration of ISSI began to appear in the statement normal, with the company's continuous increase in the field of automotive storage and analog chips, the future is expected to continue to benefit from the explosion of downstream demand.
The company is currently expanding overseas markets, ISSI can also take advantage of the Beijing Jun is the domestic market channel resources, the realization of the domestic market expansion, the formation of "overseas + domestic" parallel market layout, to strengthen the company's competitiveness in the industry.
Ultraviolet State Micro: The company as China's special IC, security IC, FPGA three major path leading enterprises, the subsidiary of the company's ultraviolet with the core is mainly to provide 8-bit, 16-bit MCUs, the product is used in intelligent home appliances.
The company's layout of the car controller chip, is expected to break the monopoly of foreign manufacturers in the field, to seize the car chip localization development opportunity, the company's car networking applications related to the security chip has begun to enter the trial stage, the car control chip is being developed closely in the process, to promote the car chip key technologies and industrial landing process.
The company has established a significant channel advantage, brand advantage and first-mover advantage through long-term cultivation, and continues to enhance the technical capabilities through R&D to build high competitive barriers, and better enjoy the downstream industry's high boom dividend, the industry position is further strengthened.
Silan Micro: Leading semiconductor company in China, Silan Micro is the most complete semiconductor IDM vendor in China, MCU is one of the company's important product lines, and the company's current revenue is about 30% from the MCU/logic devices.
The company's MCU is mainly divided into 8-bit, 32-bit, programmable ASSP, of which 32-bit MCU has also launched a variety of MCU with IPM module sales, the formation of a complete set of programs, to solve the customer's needs at the same time to thicken the company's revenue volume.
In addition, the company's electronic control MCU products continue to be widely used in industrial frequency conversion, industrial UPS, photovoltaic inverter, new energy vehicles, Internet of Things and other fields.
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