2. Josun Microsystems (300782): the leading brand of RF switches and RF low-noise amplifiers for smartphones in China, the company's RF front-end chips are applied to the products of Samsung, Xiaomi, Huawei, Lenovo, Meizu, and TCL terminal manufacturers.
3. Huitian Technology (603160): The company is mainly engaged in the research and development of biometric identification and human-computer interaction solutions, and its main customers include Huawei, Samsung, Xiaomi, OPPO, VIVO and other well-known terminal manufacturers at home and abroad.
4. Wentai Technology (600745): ODM leader in the field of consumer electronics, in addition to smartphones, tablets, notebooks and other smart hardware products.
5. Shengbang (300661): focus on analog integrated circuit chip design and sales, now has 16 categories of more than 1200 kinds of products in the market, can be widely used in consumer electronics, cell phones and communications, industrial control, medical instruments, automotive electronics and other fields.
6. Weir shares (603501): the acquisition of Howell in 2019. The market share of Howell products in the cell phone scene is only behind Sony and Samsung, and Howell Technology's global cell phone, automotive, and security CIS market share is the third, second, and first in the world, respectively.
7. Changdian Technology (600584): the company is engaged in integrated circuits, discrete device packaging and testing and discrete device chip design, manufacturing enterprises, in the China Semiconductor Association announced the Chinese semiconductor enterprises packaging and testing of the top ten enterprises.
8. Huatian Technology (002185): the company is mainly engaged in semiconductor integrated circuits, MEMS sensors, semiconductor components packaging and testing business. In the China Semiconductor Association announced China's semiconductor enterprises packaging and testing of the top ten companies, Huatian Electronics Group ranked third position.
9. TOMF Microelectronics (002156): TOMF Microelectronics is mainly engaged in chip product packaging and testing, in the China Semiconductor Association announced the top ten semiconductor companies packaging and testing in China, Nantong Huada Microelectronics Group Company Limited ranked second position, which holds 28.35% of the shares of TOMF Microelectronics.
The recent NAND inventory level is rapidly returning to normal, and the outbreak of smartphones, artificial intelligence, cloud computing and other fields under the 5G wave will boost storage demand, and it is predicted that the fixed trading price of NAND in the second half of 2020 will be 30% to 40% higher than that of the same period in 2019. The outbreak of the epidemic will not have a great impact on the process of storage localization, the localization of storage chips and bring the relevant supporting industry chain (equipment, materials, etc.) investment opportunities is still one of the important main lines of the semiconductor market this year.