The integrated circuit industry is divided into design, manufacturing, packaging and testing, manufacturing is the most difficult, packaging and design of domestic technology is still available, there are a number of excellent enterprises.
Currently the chip industry listed in the segment leading:
Weir shares: domestic CMOS image sensor chip leading enterprises. Weir shares of the Department of business also continue to increase investment in research and development, from RF IC to analog IC to power IC, the company plows deep into the semiconductor field to accelerate the effective integration of high-quality resources in the industry.
Huidian Technology: a global biometrics chip leader. The penetration rate of under-screen optical fingerprint continues to increase, boosting performance growth.
Ultraviolet State Micro: a leading supplier of integrated circuit chip design and system integration solutions in China. As an important member of the domestic Internet of Things eSIM industry, the company has an early layout in this field, and its security chip products have passed the China Unicom eSIM management platform test in 2018.
Zhao Yi Innovation:Memory chip design leader. The increase in the penetration rate of cell phone under-screen fingerprints will bring growth space for the company's new business in sensing.
Josun Microsystems: RF chip leader. The company is a typical segmentation leader, in the RF chip of the big race, long-term development towards the platform.
Shengbang stock: analog circuit chip leading enterprises. As a high-quality analog chip design enterprise in China, the company will get more development opportunities in the process of localization.
Boton Integrated: a leading R&D and design company of wireless RF chips. The company has rich experience in RF R&D and design. Bullish on the company relying on RF design advantages in the future to seize the WiFi Internet of Things chip industry commanding heights.
Nasdaq: the world's leading printer consumables chip design enterprise, the global general-purpose consumables industry leader. The whole industry chain layout, printing market demand to enhance the good leading enterprises.
The companies analyzed above are the leading companies in each segment.
One, the number of domestic companies doing chip design
From the number of IC design companies in China, the number of companies has grown rapidly in recent years. From 582 companies in 2010, it grew rapidly to 1,698 in 2018. In addition China's sales of more than 100 million IC companies has grown significantly, in 2012 *** counted 97 companies with sales of more than 100 million, by 2018 there have been more than 200 companies with sales of more than 100 million.
Two, the top ten chip design companies in China
According to TrendForce, China's top ten chip design companies in 2018, PCCW Hesse topped the list with 50.3 billion yuan in revenue, a year-on-year increase of 30%. UV Spreading Rui and Beijing Howell (acquired by Weir) ranked second and third with revenues of 11 billion yuan and 10 billion yuan. The list of the top 10 chip designers also includes high-quality listed companies such as Huitian Technology, which has optical fingerprint recognition as its core business, and Zhaoyi Innovation, which has NorFlash and MCU as its core.
Three, the main domestic chip design listed companies
1. Zhaoyi Innovation (603986.SH)
The company was founded in April 2005, is a global chip design company based in China. The company is committed to the design and development of various types of memory, controller and peripheral products. The Company's products are NORFlash, NANDFlash and MCUs, which are widely used in various fields such as handheld mobile terminals, consumer electronics, personal computers and peripherals, networking, telecommunication equipments, medical equipments, office equipments, automotive electronics and industrial control equipments. The company realized operating revenue of 2.246 billion yuan in 2018, up 10.65% year-on-year, and net profit attributable to shareholders of the parent company of 405 million yuan, up 1.91% year-on-year.
2. Shengbang Stock (300661.SZ)
The company is a high-tech enterprise focusing on the design and sales of high-performance, high-quality analog integrated circuit chips. The company's products cover two major areas of signal chain and power management, including operational amplifiers, comparators, audio/video amplifiers, analog switches, level shifters and interface circuits, small logic chips, AFEs, LDOs, DC/DC converters, OVPs, load switches, LED drivers, microprocessor power supply monitoring circuits, motor drivers, MOSFET drivers and battery management chips. The Company's products can be widely used in consumer electronics, cell phones and communications, industrial control, medical instruments, automotive electronics, and other fields, as well as emerging electronic product areas such as Internet of Things, new energy, wearables, artificial intelligence, smart home, drones, robots, and ****-enjoying bicycles. The company realized operating income of 572 million yuan in 2018, up 7.69% year-on-year, and net profit attributable to shareholders of the parent company of 104 million yuan, up 10.46% year-on-year.
3. Huitian Technology (603160.SH)
The company is a total application solution provider based on chip design and software development, and is now mainly oriented to the intelligent mobile terminal market to provide leading human-computer interaction and biometric identification solutions, and has become the No. 1 supplier of global fingerprint identification solutions for the Android camp. Our products and solutions are mainly applied to Huawei, OPPO, vivo, Xiaomi, ZTE, Yiga, Meizu, Amazon, Samsung, Nokia, Dell, HP, LG, ASUS, acer, TOSHIBA, Panasonic and other international and domestic famous brands, serving hundreds of millions of people around the world. The Company is endeavoring to expand its technology research fields and product application markets, and will provide more users around the world with leading technologies, products and application solutions with wider application coverage in the fields of mobile terminals, IoT and automotive electronics, so as to build a world-class Chinese "core". The company realized operating income of 3.721 billion yuan in 2018, up 1.08% year-on-year, and net profit attributable to shareholders of the parent company of 743 million yuan, down 16.29% year-on-year.
4. Josun Micro (300782.SZ)
The company focuses on the field of mobile Internet, is committed to the development of RF, RF and digital soc chip products for wireless communications, and provides customers with complete hardware and software solutions based on the company's chips. After more than 8 years of R&D accumulation, the company has a rich product line, set up a leading position in the industry, sales has also been rapid expansion, the current products have been such as Samsung, Huawei, Lenovo, Spreadtrum and other customers to adopt. At present, the company has become a leading domestic expert in the field of rf devices and wireless connectivity, once launched or existing product lines, such as cmmb project product mxd0265, silicon tuner product mxd1516, gps low noise amplifier chip mxdln16g and lteswitch chip mxd8650, etc. in 2018, the company realized operating income of 560 million yuan, a decreased by 5.32% year-on-year, and realized net profit attributable to shareholders of the parent company of 162 million yuan, down 4.45% year-on-year.
5.Weir shares (603501.SH)
The company is a semiconductor device design and sales company with independent research and development, sales and service as the main body of the company, mainly engaged in the design, manufacture and sale of high-performance integrated circuits applied to portable electronic products, TV, electric vehicles, electric meters, communication equipment, network equipment, information terminals and other fields, the main products include switching devices, signal amplifier devices, system power and control solutions, system protection solutions, electromagnetic interference filtering solutions, and discrete devices. The company realized operating income of 3.964 billion yuan in 2018, up 64.74% year-on-year, and net profit attributable to shareholders of the parent company of 139 million yuan, up 1.20% year-on-year.
Fuzhou Ruixin Micro, Zhuhai Quanzhi, Zhuhai Torchpower, Shanghai Amlogic, Shanghai Yingfang Micro. For now, China's IC chip design companies are not as famous as Intel, Qualcomm, Apple and Samsung.
Taking the tablet/box chip, the domestic chip design companies in Fuzhou Ruixin Micro, Zhuhai Quanzhi, Zhuhai Torchpower, Shanghai Amlogic, Shanghai Yingfang Micro in technology and sales volume of domestic are not bad, in the IC chip industry are considered the third echelon.
Chip design: the domestic top ten chip design companies are as follows, in order of revenue size: Huawei Haisi / ZiGuang Zhanrui / ZTE Microelectronics / UW Semiconductor / Wisdom Microelectronics / Huitian / Silan Microelectronics / Datang Semiconductor / Duntai Technology / Zhongxing Microelectronics.
There are only four domestic vendors, Northern Hi-Tech, China Microelectronics Semiconductor, Shengmei Semiconductor and Mattson.